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    Blog Version - ODOO V8, V9, V10, V11, V12
    • Version V8,V9,V10
    • Version ODOO V8, V9, V10, V11, V12

    ODOO: POS Loyalty Management

    INTRODUCTION


    Customer retention is one of the most important prospects for any business. However, retaining a customer is a big challenge in today’s competitive market. The stores introduce Loyalty programs with a view to retaining customers by offering discounts.

    A loyalty program is designed to provide certain rewards to the customers for their purchases. The rewards often in terms of points can be redeemed on a subsequent purchase. Thus, encouraging the customers to come back.  

    Odoo POS loyalty management module allows you to run a loyalty program in your store with the POS. You can give value or rewards in the form of loyalty points to your valuable customers on the basis of their purchase amount. The customers can redeem the earned loyalty points for real money in the Odoo POS.

    The Odoo admin can define the rules for earning loyalty points and redeeming them in the Odoo backend.

    FEATURES


    • The module allows the Odoo admin to set up a loyalty program in the Odoo POS.
    • Purchases made in the Odoo POS provide loyalty reward points to the customers which are saved in their account.
    • The Odoo admin can set the rules for the customers to earn loyalty points based on Purchase Amount or Product categories in the Odoo POS.
    • The admin can set minimum Purchase Amount for the customer to earn the loyalty points.
    • Earned loyalty points get accumulated in the customers’ account to be redeemed later.
    • The total points earned in an order gets displayed in the Odoo POS receipt.
    • The history of loyalty reward points redemption by every customer can be seen in the Odoo backend.

    INSTALLATION


    1.) Once you purchase the App from Webkul store, you will receive the link to download the zip file of the module.

    2.) Extract the file on your system after the download finishes. You will be able to see a folder named- ‘pos_loyalty_management’.

    3.) Copy and paste this folder inside your Odoo Add-Ons path.

    4.) Now, open the Odoo App and click on the Settings menu. Here, click on Activate the Developer Mode.

    5.) Then, open on Apps menu and click on ‘Update Modules List’.

    6.) In the search bar, remove all the filters and search ‘pos_loyalty_management’.

    7.) You will be able to see the module in the search result. Click on ‘Install’ to install it.

    WORKFLOW


    1.) In the Odoo, Navigate through Point Of Sale >> Configuration >> Loyalty Rules. Here click on create to create a loyalty program.

    2.) On the form that appears, first select the type of redemption you want i.e. partial or full.

    3.) You can also set the start and End Date for this Loyalty Program.

    4.) Set the Minimum points which the customers need to collect before becoming eligible for redemption.

    5.) Next, under points calculation, choose the basis for providing loyalty points i.e Purchase amount or store categories. You can choose only one per program.

    6.) For Purchase amount criteria, set the minimum purchase cart amount to earn loyalty points.

    7.) Then, choose the purchase amount equivalent for 1 loyalty point. Say, every $10 spent will be equal to 1 loyalty point.

    8.) For Product categories, the customers earn loyalty points if they purchase from the selected categories.

    9.) Click on add the item to add the POS category and the enter the loyalty points earned for the respective category.

    10.) Now, click on the redemption calculation menu. Here, click on Add a line and then create.

    11.) On the popup that appears, choose a name for the rule and tick on active to activate the rule.

    12.) Now, to define the worth of one loyalty point in POS, select the price range and fill in the fields next to ‘Rule.

    For Example, Between $0 and $100 : 1 reward points = $0.50

    13.) Click Save. You can add multiple rules for different price ranges.

    In the Odoo POS

    14.) Run the POS session, select a customer and add products to the cart.

    15.) Now, click on redeem. A popup appears which shows the total loyalty points in the customer’s account and the total discount for the points. Click on redeem now.

    16.) The discount is applied. You can also see the total loyalty points which the customer will earn for the current order after the discount is applied.

    17.) Process the order. On the receipt, you can see the discount applied under loyalty benefit.

    18.) You can also see the earned loyalty points on the order.

    In the Odoo backend

    19.) In Odoo, go the POS >> orders >> Loyalty history to view the list of transactions with loyalty points for both credits and redemption by different customers. Click on any transaction to view the details.

    20.) In details, you can see the type of transaction (credit or debit), earned points, current points, etc.

    21.) Now, go to the customer and open any custom template. You can see the current loyalty points in the respective customer’s account. in the respective customer’s account.

    WORKFLOW


    Was this guide helpful? Please share your feedback in the comments below.

    If you have any issues/queries regarding the module please raise a ticket at
    https://webkul.uvdesk.com/en/customer/create-ticket/

    For any doubt contact us at support@webkul.com.

    Thanks for reading!!

    Current Product Version - 1.0.0

    Supported Framework Version - ODOO V8, V9, V10, V11, V12

    . . .

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