Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
Point of Sale (point_of_sale)
• Discuss (mail) • Inventory (stock) • Invoicing (account) |
Lines of code | 1063 |
Technical Name |
advanced_loyalty_management |
License | LGPL-3 |
Website | https://www.cybrosys.com |
Versions | 16.0 17.0 |
Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
Point of Sale (point_of_sale)
• Discuss (mail) • Inventory (stock) • Invoicing (account) |
Lines of code | 1063 |
Technical Name |
advanced_loyalty_management |
License | LGPL-3 |
Website | https://www.cybrosys.com |
Versions | 16.0 17.0 |
Advanced Loyalty Management
In this module, we have incorporated new features such as deducting loyalty points upon refund, converting change into loyalty points, displaying claimed rewards history, and introducing a new type of reward
Key Highlights
Loyalty deduction on Refund
In this module This module helps in deducting the loyalty points on refund .
Convert Change to loyalty points
In this module We can convert the Change into Loyalty points.
History of Claimed Rewards
We can see Claimed Rewards History in customer's page.
Introducing New Reward Type
Introducing New Reward type Redemption in Loyalty reward, where we can redeem our points
Created a Loyalty program with rule 1 point for per $ spent.We see How it added to order and Pos screen and Receipt . Lets see how it reduced on refund
We can observe how the loyalty points are deducted when the order is refunded.Firstly, we can see refunding 1 quantity
We can see the points deducted for the corresponding quantity refunded.
We can see it in the receipt
It is also reflected on the customer's page.
Next, we can process a refund for two quantities and examine how it is reflected in the POS screen, on the receipt, and on the customer's page.
Next, we can process a refund for the final quantity and examine how it is reflected in the POS screen, on the receipt, and on the customer's page.
We can create another loyalty program with rule 10 points per order, We can see how it reflects in the pos screen receipt
We can see the points given in the pos screen, reciept and customer's page. Now we can examine how it deducts on refund
We can see in this loyalty program we give points to an order. so when the whole quantity is refunded only, we can deduct the points
We can see when the final quantity is refunded the point is deducted
We can create another loyalty program with rule 5 points per unit, We can see how it reflects in the pos screen receipt
We can see the points given in the pos screen, reciept and customer's page. Now we can examine how it deducts on refund
We refund 1 quantity , so points for 1 quantity is reduced from loyalty cards
We refund 3 quantity , so points for 3 quantity is reduced from loyalty cards
Next, we can examine the scenario of claimed rewards
In POS we can see reward is claimed
It can be seen in receipt
The change of points also in customer's page
We can refund a quantity and check how the change in points in pos screen,receipt and customer's page
Now we refund the pending quantity, and tried to refund the reward line also, so a warning will appear no refund of reward line is possible because it will conflict the calculation of loyalty points.
Continue the process of refund and lets examine how the point changes in pos screen , recipet and customer's page.
The next scenario involves converting change to loyalty points. To facilitate this, we have introduced a new field in the loyalty program for the conversion rate per dollar.
We create a sales order directly from the POS interface.
We create a button under the change to convert the loyalty.
We can choose to which program the points is to be added.
We can choose to which program the points is to be added. and it is added to loyalty cards
We can see the claimed rewards history in this smart tab in the customer's page.
We can see the history of claimed rewards in customer's page.
A new Reward type is added in the loyalty program. We can set condition in the reward form
This reward type can be claimed to the customer when the customer is purchasing for the second time
No we can claim the reward and redeem the points
we can see once this reward is claimed according to redemption frequency we cant claim it again
We can set Max redemption amount and how much point per dollar cost ,then in pos we can see the points in popup
We can set Max redemption type as percent and there by calculating the order's 10 % as redeem points
- Deduct Loyalty points on refund
- Convert Change to Loyalty Points
-
History of
Claimed rewards of Customers
-
New reward type
introduced where we can redeem our points
directly
Initial Commit for Advanced Loyalty Management.
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