86.16

v 13.0 Third Party
Required Apps Point of Sale (point_of_sale)
Inventory (stock)
Invoicing (account)
Technical Name pos_loyalty_program
LicenseSee License tab
Websitehttps://www.surekhatech.com
Also available in version v 12.0 v 13.0 v 11.0
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Required Apps Point of Sale (point_of_sale)
Inventory (stock)
Invoicing (account)
Technical Name pos_loyalty_program
LicenseSee License tab
Websitehttps://www.surekhatech.com
Also available in version v 12.0 v 13.0 v 11.0

PoS Loyalty Program

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From the Settings, tick the checkbox of the Loyalty Program to enable the features of loyalty programs. To see and modify the details of the default added loyalty program click on the external link.

The loyalty program is a reward program offered by the company to the customers who frequently make purchases. It includes various rewards and discount offers for loyal customers.

Odoo PoS provides several features that help shop owners to efficiently manage their customers.

The loyalty program is supported by Odoo PoS. Using the PoS system one can effectively manage the loyalty programs at their place. Odoo helps the end-user to manage several loyalty programs based on different criteria. Thus it helps the shop to have long term relationships with its customers.

Loyalty programs can be selected from the settings of a PoS.

From the Odoo PoS dashboard, select a PoS and go to its settings as shown below :

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By clicking on an external link you can see the loyalty program just like the below image.

Loyalty Program consists of three sections. Under the first section, you can specify the program name and its details, in the second section, you can add rules for the loyalty programs and in the third section, you can specify rewards and discount offers for the customers.

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Now let us go to create a new loyalty program.

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To create a new loyalty program you have to specify a name and along with the name you can also specify other options that are as follows :

Points per currency: This value will be multiplied with the sold currency and customers will be awarded the points that will increase in accordance with it.

Points per order: This value specifies how many points, the customer will earn on each order they make.

Points per product: These points awarded to the customer for each of the products that he/she has ordered.

Points Rounding: Give rounding precision of points.

Now the second section is about rules, add new rules to the loyalty program.

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Click on Add a Line and create a new rule.

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Firstly specify a rule name then select Rule Type where the rule should be applied i.e. on product or product category. Later on, specify Target Product.

Tick the Cumulative option, if the points won from this rule should be added with the other rules.

Now go to the third section i.e. Reward Section where you can add various rewards.

Click on Add a line and create a new reward.

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Odoo provides three types of rewards: Gift, Discount and Resale.

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Gift Product: Select the product that you want to give as a gift.

Point Cost: Specify the points deducted while receiving this gift.

Minimum Points: Specify the minimum points the customer should have, in order to get a reward.

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Discount: Specify the discount percentage.

Discount Product: Specify the product on which discount should be applied.

The resale option will convert the earned points into money.

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Point Product: Here we have to set a product that represents the value of 1 point. The below image is of point product.

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The formula for the calculation of customer's loyalty points is as follows :

let's take

  • Points per currency = 10
  • Points per product = 10
  • Points per order = 10

There are two rules for calculating loyalty points depends on Cumulative option under Rule section.

Rule 1: If the Cumulative option is checked and
        Points per currency in rule = 20
        Points per product in rule  = 20

        Earned Points = (total currency * (Points per currency + Points per currency in rule)) + (no of products * (Points per product +
                        Points per product in rule)) + Points per order
                  
Rule 2: If the Cumulative option is not checked and
        Points per currency in rule = 20
        Points per product in rule  = 20

        Earned Points = (total currency * Points per currency in rule) + (no of products * Points per product in rule) + Points per order
                  


Now the loyalty program that we are going to use is as below.

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Now let’s start the sale, click on New Session.

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Now select the customer as shown below.

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A list of customers will be displayed along with their earned points.

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Here I’m selecting a customer with 0 points. Let us assume Colleen Diaz as a first-time customer, therefore her points are 0.

Now set the customer as shown below.

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Now select the products.

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The selected product is a Pedal Bin and for which the price is $47.00 Now, here the loyalty program comes into the picture. The customer has now got 470 points.

The calculation is as follows for the points :

Please refer the loyalty program detail’s image

  • Points per currency = 10
  • Points per product = 0
  • Points per order = 0
Earned Points = (total currency * points per currency) + (no. of products * points per product) + points per order
              = (47 * 10) + (1 * 0) + 0
              = 470
               
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The second selected product is Customizable Desk(Custom, White) [this is the product which we have added in the first rule, which is cumulative for which the price is $750.

Now the points got increased to 7972.

Calculation :

  • Points per currency = 0
  • Points per product = 2
  • Points per Order = 0
  • Points earned = 470
Earned Points for first rule = (total currency * points per currency) + (no.of products * points per product)
                               + points per order
                             = (750 * 10) + (1 * 2) + 0
                             = 7502

                Total points = 470 + 7502 = 7972
               

Now let’s register the payment as shown below

After payment validation, you can get a print of receipt as below

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Upon selecting the customer, you can see that Colleen Diaz got 7972 points, highlighted is as below

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Now after selecting Colleen Diaz customer again, you can see that the Reward section has turned to green. This happens if the selected customer is eligible for a reward and the eligibility decided on the minimum points required for the reward.

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By clicking on Reward, every reward that we have added in a loyalty program will be displayed as below

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Now let’s add a product and choose a reward Free Whiteboard Pen, which is a gift.

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Now you can see that the gift product (Whiteboard Pen) appears at 0 prices and the points cost (refer gift details) i.e. 100 is deducted from the earned points.

Now let’s take the discount reward.

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Now you can see that the discount product i.e. Large Cabinet appears with a negative value of 20 % discount. The points deducted is as points cost * discount amount (refer discount detail)

Now let’s check the last reward i.e resale

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Now the point product i.e. Miscellaneous appears. Here the quantity of a points product depends upon the sales price of points product so that the money given to the customer is not more than that he/she has to pay. Points deducted is equal to the quantity of points product.

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