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Loyalty points in Odoo Point of Sales

Odoo’s Point of Sale (POS) module is designed to help businesses manage their sales and customer interactions at the point of sale. Loyalty points in Odoo PoS can be a powerful tool to build customer loyalty, increase repeat business, and enhance the overall shopping experience for your customers. It’s essential to configure and manage loyalty programs effectively to achieve your business goals.

Point of Sales => Products => Discounts & Loyalty

Go to the Point of Sales module and open the Discounts & Loyalty menu under the Products section.

=> Here you can see some programs that are created.

=> From here you can create new programs by clicking on the New Button.

Loyalty Card

=> Enter the Program name

=> Choose the program type as Loyalty cards

=> Validity: Choose the date until which the program remains active and valid. If there’s no specific end date, leave this field empty, indicating that the program has no expiration and is always valid.

=> Limit Usage: You can enable this option by checking the box and specifying a numerical value. This will restrict the number of times the program can be utilized within the defined validity period.

=> Available On: Select the Point of Sales option.

Configure the Conditional Rules that define when the program is applied to a customer’s order.

=> Click the “Add” button next to Conditional Rules to insert conditions into the program.

=> Minimum Quantity: Input the smallest quantity of products that a customer needs to purchase to qualify for the reward. Ensure the minimum quantity is set to at least 1 to require customers to purchase to access the reward.

=> Minimum Purchase Amount: Specify the minimum total purchase amount, either including or excluding tax, that customers must spend to be eligible for the reward. If both a minimum quantity and minimum purchase amount are specified, the customer’s order must meet both conditions.

=> Products: Choose the specific product(s) to which the program should apply. Leave this field empty to make the program applicable to all products.

=> Categories: Indicate the product category to which the program is relevant. Select “All” to apply it to all product categories.

=> Product Tag: Pick a tag to apply the program to products that have that particular tag.

=> Grant: Enter the number of points that customers will earn for each order, based on the currency spent or per unit paid.

=> Save

Rewards

Select “Add” next to Rewards to include rewards in the program.

Using this method, multiple programs can be created based on the program type and establish rules and rewards accordingly. This provides you with the flexibility to personalize a range of programs that are designed to align with your unique needs and goals.

1: FREE PRODUCT

=> Reward Type: Free Product

=> Quantity rewarded: Number of products to be given as a reward

=> Product: Choose the product to be given as a reward

=> In exchange of: a reward will be provided in return for a certain number of points.

Use of Loyalty Points in exchange for a free product
Open the POS Session

Once a customer is selected, you will immediately observe the points they are entitled to for the transaction. These points will continue to accumulate until they are redeemed.

To redeem them, click the “Rewards” button. Then the reward will be applied to the order, a free product that was previously configured in the rewards section.

You will notice that the price is immediately adjusted to match the pricing list. You can then move forward to complete the order.

Once the payment has been validated, you can print the receipts and review both the orders and the rewards.

2: DISCOUNT
Open the loyalty programs and go to the rewards section

=> Reward Type: Discount

=> Discount Percentage: You have the flexibility to apply it either to the entire order, the least expensive product, or select specific products, enabling you to designate discounted products. This can also extend to discounted product categories or items with specific tags, all eligible for discounts.

=> Max Discount: Maximum amount this reward may discount.

=>In exchange of: a reward will be provided in return for a certain number of points.

Use of Loyalty Points for Discount
Open the POS Session

Once a customer is selected, you will immediately observe the points they are entitled to for the transaction. These points will continue to accumulate until they are redeemed.

To redeem them, click the “Rewards” button.

A Discount has been applied to the order which is a 10% discount that was configured in the rewards section. This discount has been granted in exchange for 5 loyalty points.

Validate the payment and you can print the receipts and review both the orders and the rewards.

If your goal is to recognize and motivate your loyal customers while also increasing sales, Odoo POS stands out as the perfect solution. Should you have any inquiries or require support with Odoo implementation, customization, or training, our team of experts is readily available to assist you.

To gain a deeper understanding of how Loyalty Points function as discounts in Odoo 16’s Point of Sale, we encourage you to view this video.

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