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By: Jesni

POS Loyalty Program

Functional Pos

In Odoo POS loyalty helps to encourage our customers via giving points and gifts for their sale. We can give different types of rewards for our customers like a discount, gift, and POS re-sale.

Odoo POS Loyalty program helps you to encourage your customer via giving points and gifts for their sale.

 

Configuration:

- In the Point of Sale application, Go to Configuration -> Settings.

- You can tick Manage loyalty program with point and reward for customers.


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Define a loyalty program

- Go to Configuration -> Loyalty Programs and click on Create.

- You can assign a name and a number of points given by currency, by order or by-product. Extra rules can also be added such as extra points on a product.



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You can configure any rule by setting some configuration values.

- Name: An internal identification for this loyalty program rule

- Type: Does this rule affects products or a category of products?

- Target Product: The product affected by the rule

- Target Category: The category affected by the rule

- Cumulative: The points won from this rule will be won in addition to other rules

- Points per product: How many points the product will earn per product ordered

- Points per currency: How many points the product will earn per value sold


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You can also set rewards by clicking on Add an Item under Rewards.


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Types of reward

Resale: Convert your points into money. Set a product that represents the value of 1 point

Discount: Give a discount for a number of points. Set a product with a price of 0 € and without any taxes

Gift: Give a gift for a number of points

 

Now you are ready to start your point of sale session.

Go to Configuration -> Point of Sale

Set the loyalty program you want to set as follow


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- To start point of sale you need to set a customer on the order.

- Click on Customer and select the right one.

- Loyalty points will appear on the screen.


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You can also give rewards to the selected customer through clicking “Rewards”


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Then select one of the Rewards from a wizard


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You can also view loyalty points from customer list as follow


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You can also have look at our blog about Loyalty Programs in Odoo 13 POS

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If you need any assistance in odoo, we are online, please chat with us.



1
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05/06/2017

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6:29AM



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