Configure Buy X Get Y Free Program and Loyalty Cards Program in Odoo17

Different types of promotion programs allow the customer to get rewards as well as some of the discounts in the original price of the product. Buy x get y free program and loyalty card program are also included as a promotion program to boost the sales in the company or encourage the customer to buy more products from the company.

In odoo17 we can configure both the programs from the menu “discounts & loyalty”. 

First we need to enable the option “discount, loyalty and gift cards” from the sales > configuration > settings.

By enabling this we can access the new menu of “discounts & loyalty” from the sales module > products > discount & loyalty

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From here, we can create a buy x get y program and loyalty card program.

BUY X GET Y FREE: Let’s configure the program:

Program Name: We can define the name of the BUY X GET Y program name.

Program Type: We can select the programme type from the dropdown , Odoo gives the options to select the program type from coupon , discount code, BUY X GET Y FREE, Coupons, next order coupons.

Select a “BUY X GET Y FREE” as a programme type.

Currency: We can select the currency used for the program.

Pricelist: Multiple price lists can be defined for the BUY X GET Y FREE program.

Validity: We can define validity for the BUY X GET Y FREE program by adding a start date and end date, if the end date is not mentioned that means the BUY X GET Y FREE will not expire.

Limit usage: If this field is enabled we can limit the usage of BUY X GET Y FREE number of times during its validity period.

Company: Particular company can be selected.

Available on: we can tick the checkbox of modules on which program will be available

Website: A particular website can be selected on which the program is available, if it is blank then it will be available on each website.

Point of Sale: Shops and restaurants can be selected here, if the BUY X GET Y FREE is applicable.

Rule & Rewards:

Under the rules and rewards we can define specific conditional rules and rewards.

Features:

Rules:

Minimum Quantity: We can define the number of quantities purchased in order to receive the reward for the BUY X GET Y program.

Minimum Purchase: We can define a specific amount to be purchased to be eligible for the reward either the amount can be tax excluded or included.

Products: We can select multiple products on which the condition will be applied.

Categories: Can also select specific product categories on which the program applies.

Product Tags: A specific product tag can be defined, meaning products with those tags will be eligible for the BUY X GET Y program.

Grant: Specific points can be defined , it will be only per order, per spent, or per unit paid the customer will earn.

Rewards:

For the rewards as well click on add and the configuration window will be visible.

Reward type will be set as a free product as a default in this BUY X GET Y program.

Quantity Rewarded: We can define the number of quantities to give of a free product.

Product: We can select the product that we want to give as a free product.

Description on Order: It will be auto fetched from the selected product.

Use-case:​

Suppose we have configured a program to buy 3 get 1 free, so that customers can have a free reward as per the program.

We have configured a buy 3 get 1 free program and the rule defined is the minimum quantity to purchase is 3 units and customers can get 1 unit free.

Now if  a customer proceeds an order for that product and add that defined minimum product to the cart , odoo automatically add free units of the product at the checkout.

Similarly, if we proceed the sale order manually for the customer, at that time when we click on the promotions button the free product will be applied.

If the same program is available for POS and we are processing an order, we need to click on the reward button and odoo will ask us to choose the reward , we can select the reward and a free product will be added to the cart and proceed with the order.

Loyalty Cards:

Loyalty cards can be explained as customers can win the points with each purchase and claim the gifts.

To configure the loyalty program, navigate to the sales module > products > discount and loyalty

Features:

Program Name: We can define the name of the loyalty program.

Program Type: We can select the programme type from the dropdown , odoo gives the options to select the program type from coupon , discount code, BUY X GET Y FREE, Coupons, next order coupons.

Select a “loyalty card” as a programme type.

Currency: We can select the currency used for the program.

Pricelist: Multiple price lists can be defined for the loyalty card program.

Show Points Unit: If this feature is checked the the number of points available and used will be shown to the customer.

Validity: We can define validity for the loyalty card program by adding a start date and end date, if the end date is not mentioned that means the loyalty card program will not expire.

Limit Usage: If this field is enabled we can limit the usage of loyalty cards  number of times during its validity period.

Company: Particular company can be selected.

Available on: We can tick the checkbox of modules on which program will be available

Website: A particular website can be selected on which the program is available, if it is blank then it will be available on each website.

Point of Sale: Shops and restaurants can be selected here, if the loyalty card  is applicable.

Rule & Rewards:

Under the rules and rewards we can define specific conditional rules and rewards.

Rules:

Minimum quantity: We can define the number of quantities purchased in order to receive the points for the loyalty card program.

Minimum purchase: We can define a specific amount to be purchased to be eligible for the reward either the amount can be tax excluded or included.

Products: We can select multiple products on which the condition will be applied.

Categories: Can also select specific product categories on which the program applies.

Product tags: A specific product tag can be defined, meaning products with those tags will be eligible for the loyalty card program.

Grant: Specific points can be defined , it will be only per order, per spent, or per unit paid the customer will earn.

Rewards:

For the rewards as well click on add and the configuration window will be visible.

Reward Type: Select the reward type from free product, discount and free shipping.

FREE PRODUCT

Quantity Rewarded: A specific number of products quantity rewarded to the customer can be defined.

product: A specific product as a free product can be selected.

Product Tag: Select a tag to further specify the free product eligible for the reward or not.

In Exchange: We can define a number of loyalty points to receive the free product.

Discount: Add a percentage to be discounted, either it would be on order, cheapest product or specific products

Max Discount: we can define the maximum amount as a discount may be granted.

Discounted Products: we can define specific products that would be eligible for discount.

Discounted Product Categories: same we can also define specific product categories for the discount applicability.

Discounted prod.Tags: Products with specific tags will be allowed for the reward of discounts.

In Exchange: We can define a number of loyalty points to receive the discount.

Free shipping:

Max Discount: An amount can be defined as a limit of maximum discount as reward can be given.

In Exchange: we can define specific points that can be required to exchange for the rewards.

Description in Order: we can define the description for the reward that would be visible on the checkout page.

In Exchange: We can define a number of loyalty points to receive the free shipping.

Use-case:

Let's suppose we have a loyalty program , rule conditions we have added is if a customer buys a minimum 1 quantity of any product , he will receive 10 loyalty points per order, and rewards we have defined is he will get free shipping by spending 5 loyalty points either on current or future order.

Now, when a customer buys the products he will earn 10 loyalty points.

Customers can click on  claim it and free shipping will be added.

This is how a customer can earn loyalty points.

A loyalty card can be created manually as well and that can be accessed through the loyalty cards programmers.

The loyalty card can be sent and shared and can see all the views about how many loyalty points there are in a balance of a partner.

Wrap Up

To conclude, promotion programs such as buy X get Y free and loyalty programs are the most used programs in today’s era as they help to grow companies by boosting their sales and also motivate the customers to buy more things by providing them many offers with the help of the promotional program.

Explore our other related blog as well:-

Manage Discount and Loyalty In Odoo 17

How To Record Down Payment In Odoo 17

Exploring New Features of Odoo 17