| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 237 |
| Technical Name |
zb_accounting_loyalty |
| License | LGPL-3 |
| Website | http://www.zbeanztech.com/ |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 237 |
| Technical Name |
zb_accounting_loyalty |
| License | LGPL-3 |
| Website | http://www.zbeanztech.com/ |
Accounting Loyalty
Overview
Introducing ZestyBeanz's Accounting Loyalty module, Streamlines loyalty program operations by allowing users to configure Loyalty Accounts, Redeem Accounts, and Loyalty Points Rate settings. It facilitates accurate reward point calculation based on invoice untaxed amounts and automates the creation of journal entries for both earned and redeemed points, enhancing customer loyalty tracking and management within the system.
User Manual
https://zbeanztech.com/user-manual-accounting-loyalty-module/Key Features
Configuration Options: Users can set up Loyalty Accounts, Redeem Accounts, and Loyalty Points Rate to tailor loyalty programs to their business needs.
Automated Calculations: Loyalty points are automatically calculated based on invoice untaxed amounts, ensuring accurate rewards for customers.
Journal Entry Automation: The module automates the creation of journal entries for earned and redeemed points, streamlining loyalty point tracking and management.
After Installing the module
Navigate to Settings > Invoicing
A new section Loyalty added here.
=>Loyalty Points Rate is used to calculate reward points.
=>Loyalty Accounts allow adding Loyalty Payable and Loyalty Expense Accounts.
=>Redeem Accounts allow adding Redeem Debit and Redeem Credit Accounts.
When configuring redeem accounts, ensure to select the same credit and debit accounts as those of the customer
On creation of a new invoice with invoice lines.
=>Here, we have a tab for loyalty details, and the untaxed amount is used for reward calculation.
Eligible Loyalty Points will be calculated based on the current untaxed amount.
Upon invoice confirmation
=>Generates a journal for eligible loyalty points.
=>The eligible loyalty points are added to the current loyalty points, including any points accumulated previously.
Journals created for eligible loyalty points
Redeem the loyalty points
=>Before clicking the 'Redeem' button, fill the 'Points to be Redeem' field.
=>After clicking the redeem button, the journal for that redemption is also created.
Journals created for redemption
After redemption, Created an outstanding credits to our payment. By adding that, the reward is deducted from the total untaxed amount.
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