What it does
- This application is designed as the base for other loyalty applications which allows you to define loyalty programs where the customers earn loyalty points and get rewards.
- The application provides the most important data models and structures to build a great loyalty program.
Key Features
- Set up Loyalty programs including rewards and points rounding settings of products, currencies and order units and allow customers to earn rewards or discounts from the Rewards Points fund .
- Loyalty Points: loyalty points are given to customers each time they buy something which matches a predefined loyalty program.
- Loyalty Reward: which is either a discount or gift (which is also a product in your Odoo)
- Name: An internal identification for this loyalty reward
- Mim. Points: the minimum number of points the customer must have to qualify for this reward
- Point Cost: The cost of one loyalty point which will be deducted from the customer's total point each time a reward is given to the customer.
- Loyalty Program: you can define different loyalty program, each has some rules to reward your customer based on the product, the product quantity, number of orders, etc
- Points per currency unit: How many loyalty points are given to the customer by sold currency. For example, the program can reward the customers 1 point per 1 USD they pay.
- Points per product: How many loyalty points are given to the customer by a quantity of product sold. For example, the customer can get X point when they buy product Y
- Points per order: How many loyalty points are given to the customer for each sale/point of sales order. For example, they can get 2 point when buying with one Sales Order or 1 point when buying from a Point of Sales of yours.
- Rewards: The rewards for your customers which is either Gift or Discount as described above, qualified based on the points they have and the loyalty program they are applied.
- Create rules to get rewards points for specific products or categories
- Do bonus points reports in different display types such as tables, charts, graphs, ...
- Manage the Loyalty Program and assign it to the Sales team at your discretion
- Points manual adjustment and points rounding
- Design and automatically upgrade customer levels based on their minimum points
- Customer Levels: allows you to define multiple customer levels (E.g. Silver Customer, Gold Customer, etc). A customer level could be defined with a minimum loyaty point at which the customer will be promoted to the level automatically
- Customer Level's Pricelist: allows synchronizing Customer Level's pricelist with the partner's pricelist
- Ready for other applications to extend
Notes
This application was designed as the technical base for other modules to extend. Eg. Loyalty for PoS, Loyalty for Sales, Loyalty for eCommerce, etc. Without those inheritances, this module does nothing.
Check out the following available applications for further details:
Known Issues
Warning: To avoid conflicts in the process of using this Loyalty Module , you must uninstall Odoo's Loyalty if you are using it.
Supported Editions
Community Edition
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