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Paul Pallweber

Hello Odoo Community,

I have several hundred customers and aim to issue credit notes at the end of each year based on each customer's total sales volume. My goal is to categorize customers by their annual sales and apply different cashback percentages (e.g., 3%, 2%, 1%, 0.5%) accordingly.

Currently, I export all customer data and sales figures to an Excel spreadsheet, calculate the cashback amounts by multiplying the sales with the respective percentages, and then manually create the credit notes. This process is time-consuming, especially when dealing with 100 or more credit notes.

Is there a way in Odoo to import the Excel table and automatically generate the credit notes? Alternatively, is there a better method or a specific module (maybe the Loyalty Program module?) that can help streamline this process with minimal effort?

Any guidance or suggestions on automating this workflow would be greatly appreciated!

Thank you!

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André Canilho
Best Answer

If you have development access, create or extend your costumers information, and add a dedicated function to perform those calculations, and with this method you won't need to manually calculate them.

The process is simple, as long as you can define the exact process how the calculations are performed and applied.

Any skilled Odoo developer can help you add personalized information to your solution.

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Paresh Wagh
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Hi Paul: You should be able to import the data and create credit notes. You will need to create a standard Excel based template for the import. You can refer the following documentation from Odoo that explains how to import data into Odoo.
https://www.odoo.com/documentation/17.0/applications/essentials/export_import_data.html

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