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Key Highlights
Loyalty deduction on Refund
Convert Change to loyalty points
History of Claimed Rewards
Introducing New Reward type Redemption in Loyalty reward, where we can redeem our points
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
Refund is Processed
When a refund is processed, the corresponding loyalty points are automatically deducted and recorded in the customer’s loyalty card history.
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.
Loyalty Balance Reset After Complete Refund
Once all the pending quantity is refunded, all previously issued loyalty points are deducted and the loyalty balance becomes zero.
Verification of Loyalty Points Display on POS Receipt
We can create another loyalty program with rule 10 points per order, We can see how it reflects in the pos screen receipt
Loyalty Points Deduction Validation on Refund
We can see the points given in the pos screen, receipt and customer's page. Now we can examine how it deducts on refund
Validation of Loyalty Points Retention on Partial Refunds
In this loyalty program, when only a partial quantity is refunded, we can see that no loyalty points are lost
Loyalty Points Deduction After Complete Refund
When the entire pending quantity is refunded, the loyalty points earned for that order are lost.
Testing Loyalty Program with Points Per Unit
We can create another loyalty program with rule 5 points per unit, We can see how it reflects in the pos screen receipt.
Verification of Loyalty Point Deduction on Refunds
We can see the points given in the pos screen, receipt and customer's page. Now we can examine how it deducts on refund
Validation of Loyalty Point Deduction for Partial Quantity Refunds
We refund 1 quantity , so points for 1 quantity is reduced from loyalty cards
Loyalty Points Adjustment for Refunded Quantities
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.
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
Our Features
01
Loyalty deduction on Refund
02
Convert Change to loyalty points
03
History of Claimed Rewards
04
Introducing New Reward Type.
Frequently Asked Questions
What is the Advanced Loyalty Management module?
The Advanced Loyalty Management module enhances the default Odoo Point of Sale loyalty program by adding advanced features such as loyalty point deduction on refunds, converting change into loyalty points, reward redemption rules, and tracking claimed reward history.
Latest Releases
Latest Release 19.0.1.0.0
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| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Point of Sale (point_of_sale)
• Invoicing (account) • Discuss (mail) • Inventory (stock) |
| Lines of code | 1305 |
| Technical Name |
advanced_loyalty_management |
| License | LGPL-3 |
| Website | https://www.cybrosys.com |
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