| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 418 |
| Technical Name |
xpt_customer_alert |
| License | LGPL-3 |
| Website | https://xpedyt.pl |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 418 |
| Technical Name |
xpt_customer_alert |
| License | LGPL-3 |
| Website | https://xpedyt.pl |
Customer Inactivity Alert
Know when your customers go quiet — color-coded inactivity tracking with automatic email reports.
Overview
Sales teams often don't notice when a regular customer simply stops ordering. There is no alert, no visual signal — the gap only becomes visible weeks later when someone manually reviews old invoices. By then the relationship may already be at risk.
Customer Inactivity Alert solves this automatically. It tracks the date of each customer's last confirmed sale and compares it against configurable warning and critical thresholds. Customers that have gone quiet are highlighted in yellow or red in the partner list, a banner appears directly on their contact form, and a daily email digest lets assigned salespersons act before a customer is lost.
Color-coded partner list
Inactive customers are highlighted directly in the partner list — yellow for warning, red for critical. No extra steps needed: the status is recomputed automatically every day by a background cron job.
The Last Sale column is available as an optional column so you can see at a glance how long each customer has been quiet.
Alert banner on the contact form
When you open an inactive customer's contact form, a banner is shown at the top of the page. Yellow for warning, red for critical — with the date of the last sale included so you have full context without switching views.
Filters and group-by
Dedicated search filters let you instantly narrow the partner list to inactive customers:
- Warning (inactive) — customers past the warning threshold
- Critical (inactive) — customers past the critical threshold
- Any Inactive — all customers with any inactivity flag
- Group by Inactivity Level — segment the list by status
Daily email report
An optional daily email report lists all inactive customers grouped by severity. You can send it to assigned salespersons — each receiving only their own customers — and to a fixed list of additional recipients who always get the full report.
Configuration
All settings are found under Settings → Customer Alert.
- Warning threshold (days) — days without a sale before a customer is flagged as Warning (yellow)
- Critical threshold (days) — days without a sale before a customer is flagged as Critical (red)
- Recompute batch size — number of partners processed per batch during recompute; reduce if the server has limited memory
- Enable email report — turns on the daily email digest
- Send to assigned salesperson — each salesperson receives a report with only their own inactive customers
- Additional email recipients — fixed contacts who always receive the full inactive customer list
Requirements
- Odoo 19
- Module dependency:
sale
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