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Important Note: This module defined the workflow for Odoo Loyalty Management Extension. For the basic module workflow, please refer to the Odoo Loyalty Management System guide.

introduction

Odoo loyalty management extension for accurate point distribution!

Customer loyalty is one of your business’s most valuable assets. They help businesses generate recurring revenue and serve as brand advocates.

Loyalty programs help build customer loyalty and improve customer experience. Additionally, it is a structured marketing effort that helps companies gain repeat business.

Odoo Loyalty Management Extension powers your loyalty point distribution system. You can now allocate reward points based on product templates, variations, and categories.

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Additionally, this module facilitates the distribution and management of loyalty reward points.

Note: Odoo Loyalty Management Extension works in conjunction with the following modules:

Odoo Website Loyalty Management

Additional order line on Odoo website (available free of charge)

First of all, these modules need to be installed on your system for Odoo Loyalty Management Extension to work properly.

Features

  1. Odoo Loyalty Management Extension adds three new loyalty distributions based on existing modules.
  2. Reward points can be allocated based on product templates, variants, and categories.
  3. The Odoo app allows you to award different loyalty points for each added loyalty benefit.
  4. Add the expected number of loyalty points for each type.
  5. The Odoo app allows you to deliver loyalty points to your customers for orders placed through the backend or the Odoo website.
  6. Customers can redeem loyalty points based on the rules you set.

Installation

  1. When you purchase an app from the Webkul store, you will receive a link to download the module zip file.
  2. Once the download is complete, extract the file on your system. A folder named “.” will appear.
  3. Copy this folder and paste it inside the Odoo addons path.
  4. Then open the Odoo app and[設定]Click on the menu. Now click Activate developer mode.
  5. Then open the app menu and click “Update module list”.
  6. Remove all filters in the search bar and search for “.”
  7. The module will appear in the search results. Click “Install” to install.

workflow

Let’s move on to configuring Odoo Loyalty Management Extension. But before you move on to the component parts, check out Odoo development services and a wide range of high-quality Odoo apps..

ODOO side settings

1. Go to Website > Loyalty Management > Loyalty Rules in Odoo backend.

2. Next, open the created rule or[新規]Create a new rule using the button.

opening-odoo-loyalty management-extension-rules

3. Default settings remain unchanged. Additionally, this module adds a new option to the Points Calculation tab: Loyalty awarded based on the following criteria, allowing you to choose from any criteria.

Based on product templates, variants, and categories.

Configuring odoo-loyalty management extension rules for product templates
configuring odoo-loyalty management-extension rules for product variants
Configure odoo loyalty management extension rules for product categories

Allocation of reward points

4. Once configured, go to Website > Products and open any product.

Adding the odoo loyalty management extension point for product template 1

5. In the product form,[ロイヤルティ ポイント]Go to tab,[ロイヤルティ特典]Enter your points and save your changes.

Addition of points to product template-2

6. Similarly, open the Product > Product Variations menu and open the product with variations.

Adding points for product variant 1

7. In the product variant form,[ロイヤルティ ポイント]Open the tab and[ロイヤルティ特典]Enter your points and save your changes.

Adding points for product variant 2

8. Next, go to Loyalty Management > Product Categories and open any category.

Adding points for product categories-1

9. Specify “Loyalty Reward” in the form and save your changes.

Product category additional points -2

order

10. After allocating loyalty points for all three types, you can place orders accordingly. However, only one of the three loyalty point distribution types can be enabled.

When you select a product template, you will receive points accordingly.

Place orders based on product template configuration and allocate reward points accordingly

11. Once a product variant is selected, points will be distributed accordingly (if the user has selected a configured variant).

Orders based on product variant configuration and reward point allocation accordingly

12. Similarly, reward points will be awarded based on the category value of the product category selection.

Ordering based on product category composition and awarding points based on it

Need help?

We hope you find this guide helpful. Please feel free to share your feedback in the comments section below.

If you still have issues or questions regarding this, please open a ticket at the UV desk.

If you have any questions, please contact our support email.

Thank you for your attention!!

Current product version – 1.0.0

Supported framework versions – Odoo 16, 15, 14

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