Odoo 16 Community Book

Discounts, Loyalty & Gift Card

Promotions, coupons, gift cards, etc., can boost your product’s reach and improve sales. To enable this feature, select the Settings option from the Configuration menu. Activate ‘Discounts, Loyalty & Gift Card’ in the Pricing section.

This settings update will add two new options to the dropdown list of the Products tab – ‘Discount & Loyalty’ and ‘Gift cards & eWallet.’

Let us analyze each of these features in detail.

Discount & Loyalty

This feature helps to monitor discounts and provide special offers to loyal customers. The Discount & Loyalty window lists the already created promotion programs and the associated discounts, coupons, and loyalty cards.

Here, details like Program Name, Program Type, Items, Website, POS Config, and Company are available. You can use ‘Filters’ and ‘Group By’ to filter and categorize these records according to various criteria. The Favorites option allows you to save the most frequently used filters and groups for easy operation. Click on the Create button to add a new program to the list.

Provide a name for the new program in the Program Name field. The dropdown list of ‘Program Type’ has the options – Coupons, Loyalty Cards, Promotions, Discount Code, Buy X Get Y, and Next Order Coupons – from which you can select the type applicable to the record.

Coupons allow you to generate and share coupon codes manually. Use these coupons in eCommerce, Point of Sale, or regular orders to claim the reward. You can define constraints on its usage via ‘Conditional rules.’ Loyalty Cards help to accumulate points while making a purchase, which they can exchange for rewards in future purchases. Using Promotions, you can set conditional rules for an order to grant your customers access to rewards. Each rule can offer customers points, which they can exchange for rewards. Use a ‘Discount Code’ with conditional rules, which the customers can exchange for benefits. ‘Buy X Get Y’ allows you to grant one credit for each item bought by the customer and reward them with Y items in exchange for X credits. By using ‘Next Order Coupons,’ you can send a single-use coupon code to the customer to drive repeat purchases when they order a product.

Select the Currency from the dropdown list. The Points Unit field gets automatically updated depending on the ‘Program Type’ (for example, Coupon point(s) for Coupons, Loyalty point(s) for Loyalty Cards, etc. ). If you activate ‘Show points Unit,’ you can see the number of points available and used by reward in PoS customer tickets, web portal, and eCommerce checkout.

The Program Trigger gets updated according to the ‘Program Type.’ If the trigger is ‘Automatic,’ customers will automatically be eligible for a reward in their cart. If it is set as ‘Use a code,’ customers will get rewards only upon entering a code. Similarly, the ‘Use points on’ field gets automatically updated too. Define Validity, Limit Usage, Company, Available On, Website, and Point of Sale.

Under the Rules & Rewards tab, you can define the conditions under which the customers can avail of the rewards. To create and manage these rules for granting points, click on ‘Add’ under ‘Conditional rules.’

Under ‘Conditions,’ provide Minimum Quantity and Minimum Purchase (rate). The ‘Among’ section allows you to enter details related to the customers to which the rule is applicable. Define Product Domain, Products, Categories, and Product Tags. You can set the reward points and their details in the Point(s) section. Give the number of points in the Grant field along with its conditions, i.e., ‘per order,’ ‘per $ spent,’ or ‘per unit paid.’ After adding these details, click on ‘Save and Close.’

The Rewards section helps you set the perks(like a discount) in exchange for reward points. Click on ‘Add’ under ‘Rewards’ to manage these transactional benefits.

Select the appropriate type from the dropdown list of ‘Reward Type.’ This attribute allows you to choose from three options – Free Product, Discount, and Free Shipping. Let us take ‘Discount’ as an example. As you can see above, you can set a specified discount value on Order, Cheapest Products, or Specific Products. Specify the maximum discount in the Max Discount field.

Using ‘In exchange of,’ you can indicate the number of promo points the customer has to trade in to get the reward. After specifying the Clear all Promo Points and Description on Order, you can click the Save button.

Gift Cards & eWallet

In Odoo 16, you will get a separate platform to create and manage Gift Cards and eWallets. As shown below, the platform will show the Program Name, Program Type, Items, Website, Point of Sales, and Company of all pre-configured gift cards and eWallets.

You will get a new form view as soon as you click on the Create button.

Specify the Program Name and Program Type in the respective fields. The Program Type can be either Gift Cards or eWallets. You can create gift cards manually or automatically when a customer orders a product that comes under the category gift card product. You can send them by email and the customer can later use them to pay orders. The Gift Card Products you offer can be added in the corresponding field. Set an Email Template in the given field to send the gift card to the qualified customer. The Print Report will be used for printing the generated gift cards from the point of sale. Mention the Currency used for the operations and set the Program Trigger as Automatic or Use a Code. The Automatic will trigger a reward in their cart when customers become eligible for this gift card. In another method, the customer can use a code to get this gift card. Mention your Company and activate the PoS, Sales, and Website options to make the gift card available on the enabled platforms. The corresponding Website and PoS can be specified here. The Displayed as field can be used to specify the point portal name. Once you complete the configuration, you can click on the Generate Gift Cards button. This will open a pop-up as shown below.

You can generate gift cards for anonymous customers as well as selected customers. In the case of selected customers, you can specify their name and tags in the given fields. Mention the number of gift cards that you want to generate in the Quantity to Generate field. The points granted per one gift card can be added in the Gift Card Value field. Use the Valid Until field to set the validity of the generated gift cards. Now, click the Generate and Send Gift Card button. This will generate the mentioned amount of gift cards and send them to the selected customers. From the form view, you can observe the newly created gift cards using the smart button.

It will show all newly generated gift cards.

You can use the Share button to share the gift card of various platforms. Clicking on the Send button will help you to send the gift card to a particular customer.

Here, you can add the Recipients and specify the Subject of the email. This auto generated mail will include a gift card with a gift card code. Use the Send button to send to the mentioned recipients.

If you want to create eWallets, you can use the same platform as that of the gift card, where you will be requested to select the Program Type as eWallet. The customer can use eWallets to pay for orders. The configuration of the eWallets is the same as that of the gift card.

The total eWallets generated from this program can be obtained from the smart button available on the window. You can easily generate new eWallets using the Generate Ewallet button.

You will get a pop-up window where you set Customers, Customer Tags, Quantity to Generate, eWallet Value, and Valid Until in the respective fields. After creating gift cards and eWallets, you can send them via mail and share them on different platforms to improve the sale.