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.
Advanced Loyalty Management
Key Highlights
Loyalty deduction on Refund
In 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
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Loyalty Program
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
Loyalty points Deduction on Refund
We can observe how the loyalty points are deducted when the order is refunded.Firstly, we can see refunding 1 quantity
Points deducted for the corresponding Quantity refunded.
Receipt View
Customer's Page
It is also reflected on the customer's page.
Process a refund for Two quantities
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.
Process a refund for Final quantities
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.
Loyalty program with rule 10 points
We can create another loyalty program with rule 10 points per order, We can see how it reflects in the pos screen receipt
Deduction
We can see the points given in the pos screen, receipt and customer's page. Now we can examine how it deducts on refund
Deduction after 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
Final quantity is refunded the point is Deducted
Loyalty program with rule 5 points
We can create another loyalty program with rule 5 points per unit, We can see how it reflects in the pos screen receipt.
Points given in the pos screen, receipt and Customer's page
We can see the points given in the pos screen, receipt and customer's page. Now we can examine how it deducts on refund
Loyalty Cards
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
Refund a quantity
We can refund a quantity and check how the change in points in pos screen,receipt and customer's page
Refund the Pending quantity
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.
Point changes
Continue the process of refund and let's examine how the point changes in pos screen , recipet and customer's page.
Converting change to Loyalty points
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.
POS interface.
We create a sales order directly from the POS interface.
Convert the loyalty
We create a button under the change to convert the loyalty.
Choose Program
We can choose to which program the points is to be added.
Added to Loyalty cards.
We can choose to which program the points is to be added. and it is added to loyalty cards.
Rewards History.
We can see the claimed rewards history in this smart tab in the customer's page.
History of Claimed rewards.
We can see the history of claimed rewards in customer's page.
New Reward type
A new Reward type is added in the loyalty program. We can set condition in the reward form
Customer purchasing
This reward type can be claimed to the customer when the customer is purchasing for the second time
Redeem the points
Now we can claim the reward and redeem the points
Redemption frequency
we can see once this reward is claimed according to redemption frequency we cant claim it again
Points in popup
We can set Max redemption amount and how much point per dollar cost ,then in pos we can see the points in popup
Max redemption
We can set Max redemption type as percent and there by calculating the order's 10 % as redeem points
Loyalty deduction on Refund
Convert Change to loyalty points
History of Claimed Rewards
Introducing New Reward Type.
While configuring a backup, selecting the Zip option will include the filestore in the backup, while choosing the Dump option will create a backup without the filestore.
Enable the "Remove Old Backups" option in the backup creation view to automatically delete previous backups based on the number of days specified.
Enable the "Notify User" option and specify a contact to receive an email containing a detailed report with the failure reason and backup details. This option will also send an email upon successful backup.
Select the backup destination as local storage and specify a backup path to a location on the system to create backups on your own system.
Latest Release 18.0.1.0.0
05th February, 2025- Initial Commit
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| 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 | 1159 |
| Technical Name |
advanced_loyalty_management |
| License | LGPL-3 |
| Website | https://www.cybrosys.com |
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