In Odoo 18, the Promotions, Loyalty & Gift Card feature enables businesses to manage a variety of promotional strategies, including promotions, coupons, loyalty cards, gift cards, and eWallets. This functionality is crucial for driving customer engagement, increasing sales, and rewarding customer loyalty.
Discount & Loyalty
To start using discount and loyalty programs in Odoo, navigate to the Sales module and go to Configuration > Settings. Under the Pricing section, you'll find the option for Promotions, Loyalty & Gift Card.
Simply check the box next to this feature to activate it, then click Save to apply the changes. This will enable the use of various discount and loyalty features across Odoo's Sales, eCommerce, and Point of Sale applications.
Once activated, you can begin creating discount and loyalty programs by going to Sales > Products > Discount & Loyalty. If no programs have been set up yet, Odoo will provide you with several templates to help you create your first program. You can choose one of these templates or click on New to create a program from scratch. If you already have existing programs, you can simply select a program from the list to edit it according to your needs.
The program form in Odoo allows you to configure various aspects of a discount or loyalty program. It contains several fields that can be tailored to suit specific requirements. The Program Name field is where you can input a name for the program; this name is not visible to customers. Next, the Program Type drop-down menu allows you to select the type of program you want to create, such as discounts, loyalty cards, or gift cards.
The Currency field specifies the currency used for the program. You can also link the program to specific customer segments by selecting a Pricelist from the drop-down menu. Multiple pricelists can be selected, enabling flexibility to offer the same loyalty program to customers with different pricing structures. If no pricelist is selected, the program will apply universally to all customers.
For loyalty card programs, there’s an additional field called Points Unit, where you can define the name of the points system (e.g., Loyalty Points). This name is visible to customers, enhancing clarity. The program's validity can be controlled using the Start Date and End Date fields, which define when the program becomes active or expires. Leaving these fields blank ensures the program is perpetually valid.
If you want to limit the program's usage, you can tick the Limit Usage checkbox and specify the maximum number of times it can be used within its validity period. In a multi-company setup, the Company field lets you restrict the program to a specific company, or it can remain available across all companies by leaving it blank.
The program can also be tailored to specific platforms using the Available On field, which determines the apps where the program is active. Similarly, the Website field enables you to make the program available on a specific website or universally across all websites if left blank. Likewise, the Point of Sale field allows you to select the PoS locations where the program is valid.
It’s important to note that the options displayed on the program form may vary depending on the selected Program Type.
The program form in Odoo offers various Program Types, each catering to different promotional strategies. Here's a brief overview of the available options:
1. Coupons: Create and distribute single-use coupon codes that customers can redeem for immediate rewards. These codes offer a straightforward way to attract and retain customers by providing instant benefits.
2. Loyalty Cards: Encourage repeat purchases by allowing customers to accumulate points with every transaction. These points can be exchanged for rewards on current or future orders, fostering long-term customer engagement.
3. Promotions: Design conditional rules tied to specific products or purchase scenarios. Once customers meet the specified conditions, they gain access to rewards, creating an incentive-driven shopping experience.
4. Discount Code: Offer discounts that customers can avail of by entering specific codes at checkout. This option is ideal for promotional campaigns targeting select audiences or specific time frames.
5. Buy X Get Y: Implement a reward system where customers earn credits (for example, for every X item purchased). Once a certain number of credits is accumulated, customers can redeem them for a free Y item, incentivizing bulk purchases.
6. Next Order Coupons: Generate single-use coupon codes that customers can apply to their next purchase. This program type is effective in encouraging repeat business by offering rewards tied to future transactions.
Additionally, all the generated cards, codes, and coupons associated with the program can be easily accessed through a smart button located at the top of the form, providing a convenient overview and management option.
To configure the conditional rules that specify when the program applies to a customer’s order, navigate to the Rules & Rewards tab. Click the Add button located next to Conditional rules to include specific conditions for the program. This action will open a Create Conditional Rules pop-up window, where you can define the necessary parameters.
The options for configuring conditional rules vary depending on the program type selected. For programs set to the Discount Code type, users can either enter a custom code or use the default one generated by Odoo. The Minimum Quantity field allows you to specify the least number of products a customer must purchase to qualify for the reward, ensuring this value is at least 1 so that a purchase is necessary to access the reward. Similarly, the Minimum Purchase field defines the minimum spending amount required to unlock the reward, with the option to include or exclude tax. If both minimum quantity and purchase amount are specified, the customer’s order must satisfy both conditions to qualify.
Additionally, the program can be applied to specific products by selecting them in the Products field or to an entire product category by using the Categories field. For broader targeting, the Product Tag option allows users to apply the program to products with a particular tag. Finally, for Loyalty Cards and Buy X Get Y program types, the Grant field lets users define the number of points a customer earns per order, based on the currency spent or the quantity purchased. These flexible configurations ensure that programs are tailored to meet specific business and customer needs. To finalize the configuration of the rule, click Save & Close to save the rule and exit the pop-up window. Alternatively, click Save & New to save the current rule and proceed to create another rule immediately.
In the Rules & Rewards tab of the program form, rewards can be added to the program by clicking Add next to the Rewards section. This action opens the Create Rewards pop-up window, allowing the configuration of specific rewards. The available reward options depend on the selected program type and include various configurations for Reward Type, such as Free Product, Discount, or Free Shipping.
For the Free Product option, users can specify the Quantity Rewarded, select the product to be given as a reward, and, if needed, assign a Product Tag to further narrow down the eligible product. When configuring a Discount, the discount amount can be entered in percentage, currency per point, or currency per order. Additionally, users can decide whether the discount applies to the entire Order, the Cheapest Product, or specific Products, while also setting a Max Discount to limit the amount, or leaving it at zero for no restriction. Similarly, for the Free Shipping option, a maximum discount amount can be specified, with zero indicating no limit.
For loyalty-based programs like Loyalty Cards and Buy X Get Y, users can define the number of points required to redeem a reward in the In exchange of field. Finally, the Description on order field allows for a custom message to be displayed to the customer during checkout, ensuring clarity and transparency about the reward. These configurations help to create a seamless and customer-friendly reward experience.
Gift Cards & eWallet
eWallets
eWallets provide customers with the convenience of saving credits in their online accounts, which can be used as a payment method for purchases made in both online stores and physical stores. Additionally, eWallets serve as a centralized platform for managing multiple gift cards.
To implement an eWallet program, the first step is to create an eWallet top-up product. A top-up refers to a pre-defined digital credit value that is added to an eWallet in exchange for its equivalent in real currency. These credits can then be utilized as a payment method in the eCommerce store or Point of Sale (PoS) system. The top-up values can vary and be offered in different amounts, providing customers with flexibility in choosing the credit value that suits their needs.
To create an eWallet top-up product, navigate to the Sales app, then go to Products and click on New to create a new product.
On the product template page, configure the following options:
● Product Name: Enter a name for the top-up product.
● Can be Sold: Enable this option to make the product available for sale.
● Product Type: Select "Service" as the product type.
● Invoicing Policy: Choose "Prepaid/Fixed Price" to specify that the payment for this product is made upfront.
● Create on Order: Select "Nothing," as this product doesn't require stock management.
● Sales Price: Enter the amount for the top-up, such as $50.
For offering top-ups in multiple amounts, simply create several top-up products and adjust the Sales Price for each to match the desired top-up value.
Once the top-up product is created, navigate to the Sales module, then go to Products and select Gift Cards & eWallet to create an eWallet program.
In the program form, start by entering a name for the eWallet program, such as "My eWallet Program." Choose "eWallet" as the program type and select the eWallet top-up product you created earlier. If you have top-ups of different amounts, repeat the process to add each one. Next, select the email template that will be used for the email sent to customers. If you need a new template, you can create one by clicking on the field, selecting "Search More," and then clicking "Create." Choose the currency to be used for the eWallet program, and specify the company for which the program is valid and available. Under the "Available On" section, select the applications where the program will be available. Additionally, choose the website and PoS (Point of Sale) on which the program will be valid. If you want the program to be available across all websites and PoS, you can leave these fields empty. Once these configurations are done, you can finalize the setup of the eWallet program.
Once the eWallet program is configured, click the "Generate eWallet" button in the upper-left corner to create eWallets.
These eWallets can be generated based on selected Customers and/or Customer Tags, with the quantity automatically adjusted based on the choices made. After selecting the customers and tags, set the eWallet value, and if applicable, define the "Valid Until" period.
Once generated, eWallets can be accessed through the eWallets smart button in the upper-right corner of the screen. From here, you can send or share the eWallets via email or by generating a URL link.
By clicking on an individual eWallet, you can modify details like the expiration date, associated partner, or balance. However, note that the eWallet code cannot be altered, deleted, or duplicated.
Gift Cards
Gift cards are available for purchase by customers and can be used as a payment method during checkout at both eCommerce stores and physical Points of Sale (PoS).
Before creating a gift card program, you must first create gift card products. To do this, go to the Sales module, navigate to Products under the Products menu, and create a new product.
In the product template, configure the following settings:
● Product Name: Enter a name for the gift card (e.g., "Gift Card - $50").
● Can be Sold: Ensure this option is enabled to allow the product to be sold.
● Product Type: Select "Service" as the product type.
● Invoicing Policy: Choose "Prepaid/Fixed Price" for the invoicing policy.
● Create on Order: Select "Nothing" since you don’t need to create the gift card until it is purchased.
● Sales Price: Enter the amount of the gift card.
For offering gift cards of different amounts, you can create multiple gift card products and adjust the sales price accordingly for each one.
After creating the gift card product, navigate to the Sales module, and then go to Products > Gift cards & eWallet to create a new gift card program.
Begin by entering a name for the program in the Program Name field. In the Program Type dropdown, select "Gift Card." For Gift Card Products, select the gift card product(s) you created earlier; if you have different gift card products with various amounts, repeat this step for each product. You can also select the Email Template that will be sent to customers, such as the default "Gift Card: Gift Card Information" template, or you can create a new one by searching for "Search More" and then selecting Create. Under the Print Report, choose the "Gift Card" report for printing. Set the Currency for the gift card program, and choose the Company for which the program is valid. In the Available On section, select the apps on which the program will be available. You can select a specific Website for the program or leave the field blank to make it available on all websites. Finally, select the Point of Sale locations where the program will be available. If this field is left empty, the program will apply to all PoS. After completing the configuration, your gift card program will be set up and ready for use across the specified platforms and locations.
Once the gift card program is configured, you can generate gift cards by clicking the Generate Gift Cards button located in the upper-left corner of the program form.
You will have the option to generate gift cards for either Anonymous Customers or Selected Customers. For Anonymous Customers, specify the quantity of gift cards to generate, while for Selected Customers, you can choose specific customers or customer tags. After selecting the customers, set the Gift Card value and specify the Valid Until period if applicable.
Generated gift cards can be accessed via the Gift Cards smart button in the upper-right corner. From there, you can Send or Share the gift cards through email or by generating a URL link.
When you click on a specific gift card, you can modify details like the Expiration Date, Partner, or Balance. However, the Code of the gift card cannot be changed, deleted, or duplicated once it has been generated.