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How to export sales filtering by category in 5.0?

By
Fabian
on 2/7/13, 6:57 AM 1,272 views

Hello all,

I would like to get a pdf or excel file from the sales (invoiced) by category of a specific period.

Thanks a lot for any advice on how to get this !

Best regards, Fabianus

2

Yannick Vaucher - Camptocamp

--Yannick Vaucher - Camptocamp--
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Lausanne, Switzerland
--Yannick Vaucher - Camptocamp--
Yannick Vaucher - Camptocamp
On 2/7/13, 2:17 PM

Not sure what you exactly want to do. However, what you could try is to use the export functionality to get one or multiple exel or csv files.

EDIT: This is valid for version 7.0 only (version wasn't specified)

Make your selection

You go in your tree view of sale orders, then make the appropriate filters. On invoiced status and your defined period.

For period, uses bigger than and lesser than with advanced filters.

Be sure to us a AND operator instead of a OR, don't add both limit in the same advanced filter.

Configure your export

When you are ready, click on More -> Export

Here you will have to choose exel instead of csv then select all the fields you need (you can save this setting) and launch the export. It will only export the results selected by your filter.

I assumed your question is about v7

Camptocamp SA
on 2/7/13, 2:25 PM

Hello ! Thanks for your answer. First, I forgot to say that I use v. 5 of OpenERP. Second, I want to export the sales data by category (for each product you may define a category). For example "Food", "Drinks", "Service" in a Restaurant. But if I export the orders as a whole I do not have this.

Fabian
on 2/7/13, 2:39 PM

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Asked: 2/7/13, 6:57 AM
Seen: 1272 times
Last updated: 3/16/15, 8:10 AM