Required Apps |
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sale_management
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Technical Name | sale_loyalty_kanak |
License | OPL-1 |
Also available in version | v 17.0 v 18.0 |
Sale Loyalty
Customer can get Rewards points, by Loyalty Program Rules then the customer can spend those points to get rewards on purchasing.
Key Features
- User can set loyalty program and it is easier to manage a customer loyalty points for rewards option with Discount, Voucher, and Gift.
- In Loyalty program you can use different options like Points Per Currency, Points Per Order, and Points Per Product.
- Rules can be applied on Specific Product or Category.
- You can set Rules with a particular type of Product or Category on target product.
- Rewards the customer with Gift, Discount, and Resale for loyalty points.
- You can set Rewards with a particular type of (Gift/Discount/Resale) with Point Cost and Minimum Points.
- In Quotation, user can see how much Won Points and Spent Points on current order.
- After confirming the Quotation Total Points will be Add/Subtract into customer loyalty points.
- User can Set and Customize Redeem Points on Current Order.
- It supports multiple company.
- In Enterprise version, our sale loyalty is compatible with POS Loyalty. Download our module "Sale Loyalty Extension for POS Loyalty"
Loyalty Programs
Loyalty Program
Loyalty Program
- Navigate to sales and click on configuration menu.
- Create Loyalty Program and add Rewards.
Create Reward
- Add reward name and select reward type.
- Now, set point cost, minimum points, points rounding, rounding method of reward.
Added Reward
Loyalty Point Expiration
- You can set loyalty point expiration form here.
- Click on "Can points expire?" checkbox for enable point expiration feature and set points expiry days.
Loyalty Program in Setting
- Open Sales configuration setting and set Loyalty Programs.
Create Quotation and check customer's profile.
Create Quotation
Create Quotation
- Now, create quotation and confirm Sale Quotation.
Confirmed Sales Order
- After confirming sale order, points earned to be automatically added.
Customer's Profile
- Open selected customer's profile.
- Here, we can see loyalty points will be auto added in customer's profile.
Redeem Points
Again Create Quotation and Select Get Reward
Again Create Quotation and Select Get Reward
- Now, again create another quotation and click on get rewards button.
- Rewards will be automatically added in sale order lines.
Redeem Points
- Click on redeem points button, popup will be open.
- Add redeem points.
Set Redeem Maximum Up-to Sale Loyalty Points
- If redeem points higher then the loyalty points. Warning message will be pop-up.
Get Redeem Points
- Redeem points will be auto add in sale order lines.
Check Sale Loyalty Points
- Now, again open customer's profile and check updated loyalty points.
Loyalty Points History
Loyalty Points History
Loyalty Points History
- Click on configuration menu and open loyalty points history.
Loyalty Points on Portal Page
- Customer can see their loyalty points on portal page and also get loyalty points report.
Loyalty Points History Reports
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First version to release.
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Code improvements.
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[ADD] Add Loyalty Point Expiration Feature.
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[IMP] Documentation Updated.
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[FIX] Points will be cancelled based on sale order cancellation.
HERE SEE DEMO VIDEO & BLOG
Yes, our app works with Odoo Enterprise as well as Community.
Yes, our app works with Windows or Ununtu operating system.
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