User Manual of Odoo Loyalty Management Extension

Important Note: This module defined the workflow of Odoo Loyalty Management Extension. To know the workflow of the base module, refer to the guide of Odoo Loyalty Management System.

INTRODUCTION

Odoo Loyalty Management Extension for accurate point distribution!

Customer loyalty is one of the valuable assets of a business. It assists businesses in generating recurring revenue and acts as a brand advocate.

Loyalty programs help build customer loyalty and enhance customer experience. Moreover, it’s a structured marketing effort that helps businesses get repetitive business.

Odoo Loyalty Management Extension enhances the loyalty point distribution system. Now, you can allocate reward points based on product template, variant, and category.

In addition, the module eases the loyalty reward point distribution and management.

NOTE: Odoo Loyalty Management Extension works in conjunction with the following module:

Odoo Website Loyalty Management

Odoo Website Extra Order Line (available for free)

First, you must install these modules to your system for the Odoo Loyalty Management Extension to work correctly.

FEATURES

1. Odoo Loyalty Management Extension adds three new loyalty distributions based on the existing module.
2. Reward points can be allotted based on product template, variant, and category.
3. The Odoo app permits you to grant different loyalty points for every added loyalty award basis.
4. Add the expected number of loyalty points for every type.
5. The Odoo app permits the delivery of loyalty points to customers for orders placed from the backend or the Odoo website.
6. Customers can redeem loyalty points based on the set rule.

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- ‘.’
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 the Apps menu and click on ‘Update Modules List.’
6. In the search bar, remove all the filters and search ‘.’
7. You will be able to see the module in the search result. Click on ‘Install’ to install it.

WORKFLOW

Moving on to the configuration of Odoo Loyalty Management Extension. But before moving on to the configuration part, explore our Odoo development services & an extensive range of quality Odoo Apps.

CONFIGURATION AT ODOO END

1. Go to the ‘Website> Loyalty Management> Loyalty Rules’ in the Odoo backend.

2. Now, open the already created rule or create a new one with the ‘New’ button.

3. The default settings remain the same. Moreover, this module adds a new option in the ‘Point Calculation’ tab – ‘Loyalty Awarded on Basis of’ from where you can choose from any of the bases.

Based on Product Template, Variant, and Category.

ALLOCATING REWARD POINTS

4. Once configured, move to the ‘Website> Products’ and open any product.

5. In the product form, move to the ‘Loyalty Points’ tab, enter the ‘Loyalty Benefits’ points, and save the changes.

6. Similarly, open the ‘Products> Product Variants’ menu and open a product that has variants.

7. In the product variant form, open the ‘Loyalty Points’ tab, enter the ‘Loyalty Benefits’ points, and save the changes.

8. Now, navigate to the ‘Loyalty Management> Product Categories’ and open any category. 

9. Specify the ‘Loyalty Benefit’ in the form and save the changes.

PLACING ORDER

10. After allocating loyalty points for all three types, you can place the order based on it. However, you can enable only one loyalty point distribution type from the available three.

When a product template is selected, reward points will be given based on it.

11. When a product variant is selected, the points will be distributed based on it (if the user selects the configured variant).

12. Similarly, reward points are granted based on category values on product category selection.

NEED HELP?

Hope you find the guide helpful! Please feel free to share your feedback in the comments below.

If you still have any issues/queries regarding the same, please raise a ticket at the UV Desk.

For any doubt, contact us at our support mail.

Thanks for paying attention!!