Overview

A simple, focused loyalty program module for Odoo Point of Sale that helps you reward your customers and build lasting relationships. This module provides all the essential features you need to run an effective loyalty program without overwhelming complexity.

Key Features

Configuration

Setting Up Your Loyalty Program

1. Go to Point of Sale > Configuration > Loyalty Programs
2. Click Create to set up a new program
3. Configure the program parameters:
   • Program Name: Give your program a descriptive name
   • Points per Currency Unit: Set the earning rate (e.g., 1.0 = 1 point per $1)
   • Minimum Order Amount: Set minimum purchase to earn points (0 = no minimum)
   • Points Expire After: Days until points expire (0 = never expire)
4. Save your loyalty program

Creating Rewards

1. From the Loyalty Program form, click the Rewards smart button
2. Click Create to add a new reward
3. Configure the reward:
   • Reward Name: Customer-facing name (e.g., "$5 Off")
   • Points Required: Points needed to redeem
   • Reward Type: Choose Fixed Discount, Percentage Discount, or Free Product
   • Set the appropriate discount amount or free product
4. Create multiple rewards to give customers options

Enabling in POS

1. Navigate to Point of Sale > Configuration > Point of Sale
2. Select your POS configuration
3. In the Loyalty section, select your Loyalty Program
4. Save and restart your POS session

Usage

Earning Points

1. Open POS and select a customer
2. Add products to the order
3. Complete the payment
4. Points are automatically awarded based on purchase amount
5. Customer's points balance updates in real-time

Redeeming Points

1. Open POS and select a customer with loyalty points
2. Add products to the order
3. Click the Use Points button on the product screen
4. A popup displays available rewards and current points balance
5. Select a reward and click Redeem
6. The discount or free product is applied to the order
7. Complete payment - points are automatically deducted

Viewing Points Balance

• In POS: Points displayed next to customer name in customer list
• Backend: View loyalty points field and transaction history from customer form

Benefits

• Increase Customer Loyalty: Reward repeat customers and encourage return visits
• Boost Sales: Incentivize larger purchases with minimum order requirements
• Simple Management: Automatic discount product creation and management
• Complete Tracking: Immutable audit trail of all transactions
• Flexible Rewards: Multiple reward types to suit different business needs
• Easy Integration: Seamlessly works with existing POS workflow

Technical Details

• Version: 17.0.1.2.0
• Compatible with: Odoo 17.0
• License: LGPL-3
• Category: Point of Sale
• Dependencies: point_of_sale, base
• Auto Install: No