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CRM | e-Commerce | Accounting | Inventory | PoS | Project management | MRP | etc.
We recently switched to Odoo from Sage 50, and are getting used to the way things work, but struggling with certain tasks. Currently, I am working on making a mailing list for our print catalog, and in Sage 50 we could just make a list of customers that included their 'Last Invoice Date', and export to excel, sort out customers who have not ordered in the last 2 years, and we were good to go.
In Odoo, I cannot figure out how to do such a similar filter. Anyone out there have any good ideas?
I'm trying something similar and found under Sales>Customers filter by advanced search "last full reconciliation date" less than or equal than 'desired date'. This seemed to find what I needed. However, sometimes order date and invoice reconciliation are two different dates. So i'm not sure how to pull up the "last sale order date"
Did you find another approach?
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|Asked: 2/4/16, 12:32 PM|
|Seen: 544 times|
|Last updated: 6/6/16, 3:11 PM|