Create opportunity each month based on pasts orders

Question

Hello odooers,

I would like to create automaticly opportunities in my crm each month based on the following rule :
If my customer has ordered an article 1 year ago, i want to create an opportunity for this customer.

Can anyone help me please ?

Guillaume

Cybrosys Techno Solutions Pvt.Ltd · Answer

Hi,
To automate the creation of
opportunities in your CRM each month based on a customer's order history
from one year ago, you can set up a scheduled action in Odoo. This
action will check for customers who ordered a product exactly one year
ago and create a new opportunity for follow-up.

Go to *Settings > Technical > Automation > Scheduled Actions*.
Refer the following image to add the values to the field for your specification:
Image [1]

Hope it helps.

[1] data:image/png;base64,iVBORw0KGg

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