Alright folks, buckle up for a journey into the realm of seamless Sales order management with the Dynamic Customer Statement Report Module. Here's the detailed walkthrough to get you up and running in style.

Time to get that Dynamic Customer Statement Report Module installed and ready to rock! Head to the Odoo Apps section, scout like a pro until you spot our Dynamic Customer Statement Report module, then click swiftly to add this powerhouse to your Odoo Database arsenal!

Navigate to:
Apps >> Dynamic Customer Statement Report >> Install
With a few clicks, you've set the stage for a game-changing experience.

Now, let's fine-tune our setup by ensuring that our salesperson details are perfectly synced with our customer profiles. Follow these steps to ensure a harmonious alignment:
Navigate to:
Accounting > Customers > Customers > Select Customer > "Sales & Purchase" section. Here, set up the salesperson for each customer with precision, and seal the deal with that trusty "Save" button.
Voila! Configuration complete. Now, let's unleash the full potential of this module with our workflows.

Dive into the Accounting module with the confidence of a seasoned pro. Navigate to the Reporting Menu and zero in on the Dynamic Customer Statement option.

As you click on Dynamic Customer Statement, a sleek pop-up materializes. Here's where the magic happens. Set your desired duration, handpick your customer, and with a flourish, hit "Generate Statement" to summon up a dynamic report that's as swift as it is insightful.

Now that you've summoned the report, it's time to dive deep. Click on that report and unlock a treasure trove of insights that will guide your sales strategies with unparalleled clarity.
But wait, there's more! We've equipped you with a Reload button for real-time updates. Keep your data fresh and your decisions sharper than ever.

You can also Change the Dates of Multiple Customers in the Reports by Selecting multiple customers > Clicking on the Action button and selecting Change dates.

Need a tangible copy of your insights? No problemo. Simply click on the Settings Icon, select "Dynamic Customer Statement" and watch as your personalized PDF masterpiece comes to life.

Gaze upon your PDF creation, packed with an accounting summary, current month's invoices, opening and closing balances, a comprehensive last 6-month aging report, and a grand total of older months!

Everything that might need to send to your customer is provided here! Harness Reliution's powerful App to make your business operations on Odoo ERP much more efficient and accurate on real time basis.With this setup, you're not just managing sales orders - you're orchestrating them like a symphony. Now, go forth and conquer!