Advanced Loyalty Management

v 17.0 Third Party 25

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

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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	1063
Technical Name	`advanced_loyalty_management`
License	LGPL-3
Website	https://www.cybrosys.com

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Odoo.sh

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

Version 17.0.1.0.0|Released on: 12th April 2024

Initial Commit for Advanced Loyalty Management.

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