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!