User Guide for Odoo POS Loyalty & Rewards Program

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 & Rewards Program 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

Let’s check out the features of Odoo POS Loyalty & Rewards Program:

1. The module allows the Odoo admin to set up a loyalty program in the Odoo POS.

2. Purchases made in the Odoo POS provide loyalty reward points to the customers which are saved in their account.

3. 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.

4. The admin can set a minimum Purchase Amount for the customer to earn the loyalty points.

5. Earned loyalty points get accumulated in the customers’ account to be redeemed later.

6. The total points earned in an order gets displayed in the Odoo POS receipt.

7. 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

Backend

1. Log in to your Odoo database, & navigate to Point Of Sale application.

2. Navigate through Point Of Sale >> Configuration >> Loyalty Rules.

3. Here click on ‘Create’ button.

4. Now, while configuring a loyalty rule/program,

You can select the redemption type: ‘Partially Redeem’ or, ‘Fully Redeem’.
Can set a start & end date for this loyalty program.
Here, you can set the minimum points for redemption.

5. Under the ‘Points Calculation’ tab, you can select the basis of points count:

If you select the ‘Purchase Amount’ you can set minimum purchase amount, can set the calculation of loyalty points.

6. Here, if you select the points calculation on the basis of ‘POS Product Categories’ Then you can add the categories and set loyalty points. This way, the customers can earn loyalty points if they purchase from the selected categories.

7. Now, to configure the redemption calculation, click on the corresponding field tab. Here, you can ‘Active’ the rule, & set the value of loyalty point/points.

8. Now, you can launch a POS session.

Front-end

9. Here, as you can see, we placed an order, and selected a customer. On this order customer is earning loyalty points.

10. The earned points are also printed on the order receipt.

11. Here, in the ‘Customers List’, you can see which customer has how many points in their account.

12. This time, the same customer is placing an order, and want to redeem his points partially. So click on the ‘Redeem’ button.

13. Here, his total available points are being shown and the current order’s value is less, so the customer can redeem his loyalty points partially & can use remaining points in future.

14. Look at the order receipt, the order has been paid via loyalty points.

Back-end

15. Navigate to the POS >> orders >> Loyalty history to view the list of transactions.

18.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.