Managing Customer Rewards: Discounts & Loyalty Programs in Odoo 18 Sales
Introduction
Customer rewards programs play a crucial role in boosting customer satisfaction, retention, and overall sales. Odoo 18 provides a variety of tools to manage customer rewards, such as gift cards, loyalty programs, e-wallets, and discount coupons, allowing businesses to create tailored incentives for their customers.
Gift Cards: Prepaid cards that customers can purchase and redeem for goods or services.
Loyalty Programs: Reward customers with points for their purchases, encouraging repeat business.
E-Wallets: Digital wallets where customers can store and use funds within your business, providing a seamless payment experience.
By leveraging these features, businesses can implement multiple types of loyalty discounts, including coupons, promotions, loyalty points, and gift cards. Specific conditions—such as product eligibility, customer criteria, minimum purchase amount, and time period—can be configured to ensure targeted and effective rewards. The incentives can range from percentage-based discounts to free products, providing flexibility to suit various business strategies.
Enabling Discounts, Loyalty & Gift Cards in Odoo 18
To start using customer rewards in Odoo 18, follow these steps:
Navigate to Sales Settings
Go to Sales > Configuration > Settings.
Enable Discounts, Loyalty & Gift Cards
Under the Pricing section, you will find options for Discounts, Loyalty, and Gift Cards.
Check the boxes to activate these features.
Save Changes
Click the Save button to apply the settings.
Once enabled, you can configure and manage different reward programs to enhance customer engagement and increase sales. Now, let’s explore each reward type in detail.
Configuring Discounts & Loyalty Programs in Odoo 18
Once the Discounts, Loyalty & Gift Cards feature is enabled, you can configure different reward programs in the Sales module.
Accessing the Discount & Loyalty Menu
Go to Sales > Products > Discount & Loyalty
Here, you will see a list of all pre-configured discounts, loyalty programs, and promotions.
You can edit existing programs or create new ones.
Creating a New Program
Click the New button to define a new rewards program.
Choose the type of program that fits your business needs.
Types of Customer Reward Programs in Odoo 18
Odoo offers multiple reward types to cater to different business models:
Coupons & Discount Codes – Generate unique codes for discounts on purchases.
Loyalty Cards – Customers earn points on purchases, which can be redeemed for rewards.
Promotions – Set automatic discounts for specific products, categories, or customer groups.
Buy X, Get Y (BOGO Offers) – Customers get a free or discounted item when purchasing a certain quantity.
Next Order Coupons – Reward customers with a discount coupon for future purchases.
These programs allow businesses to set conditions based on products, customer segments, purchase amounts, and validity periods to optimize sales and customer retention.
Setting Up Coupon-Based Reward Programs in Odoo 18
Coupons are a great way to offer customers discounts based on predefined conditions. They can be used across eCommerce, Point of Sale (PoS), and standard sales orders to redeem rewards.
Steps to Configure a Coupon Program
Go to Sales > Products > Discount & Loyalty
Click New and select Coupons as the program type.
Fill in the necessary details:
Program Name: Name of the coupon program.
Program Type: Set to "Coupons."
Currency: The currency applicable to the coupon.
Pricelist: If applicable, limit the coupon to specific price lists.
Points Units: The units assigned for the generated coupon points.
Show Points Unit: Enable to display points in the web portal, PoS tickets, and eCommerce checkout.
Start & End Date: Define the validity period of the coupon.
Limit Usage: Specify usage limits per customer or transaction.
Company: Define which company the coupon applies to.
Available On: Select where the coupon is valid—PoS, Sales, or Website.
Website & Point of Sale: Restrict coupons to specific websites or PoS shops.
Adding Coupon Conditions and Rewards
To apply the coupon, you need to define rules and rewards:
Add Coupon Conditions
Click Add under the conditional rules section.
Define when the coupon should be valid (e.g., when a customer purchases a specific product).
Define the Reward
Click Add under the rewards section.
Choose a Reward Type:
Free Shipping – Offers free shipping for orders.
Free Products – Grants a free item when conditions are met.
Discounts – Provides a percentage or fixed discount.
Max Discount: Set a limit on the discount amount (leave it at zero for no limit).
Description on Order: This message appears in the sale order when the coupon is applied.
Generate Coupons
Click Save to store the program settings.
Click Generate Coupons to create and distribute the coupons. A pop-up window will appear for final confirmation.
Once generated, these coupons can be shared with customers to redeem rewards during their next purchase.
Once the coupon program is created and coupons are generated, they can be applied during checkout in Sales Orders, PoS, or eCommerce.
Generating Coupons for Customers
Choose the Customer Type:
Selected Customer: Generates a coupon for a specific customer.
Anonymous Customer: Makes the coupon available for any customer.
Set the Number of Coupons to be generated.
Define the Validity Period under the Valid Until field.
Click Generate Coupon, and a Smart Tab will appear.
View and Copy Coupons:
Click on the smart tab to see all generated coupons.
Copy the coupon code for future use.
Using the Coupon in a Sale Order
Create a Sale Order
Navigate to Sales > Orders > Create
Select a customer and add products to the sale order.
Apply the Coupon Code
Paste the copied coupon code into the coupon field.
Click Apply to validate the coupon.
Select the Coupon from the Pop-up
If multiple coupon programs exist, choose the correct one from the pop-up.
Automatic Free Shipping
If the coupon offers free shipping, a free shipping product is automatically added to the sale order.
The value of the free shipping product is equivalent to the delivery cost.
Tracking Coupon Usage
Return to the Coupon Program to see:
Remaining balance in the program.
Details of which orders used the coupon.
Conclusion
Implementing customer rewards, discounts, and loyalty programs in Odoo 18 Sales enhances customer engagement, boosts sales, and increases brand loyalty. By setting up structured loyalty programs, promotional discounts, and coupon-based incentives, businesses can effectively attract and retain customers. Odoo’s built-in features allow seamless automation, tracking, and customization, making it a powerful tool for managing customer incentives.
By following the steps outlined, businesses can:
Encourage repeat purchases through loyalty points and next-order coupons.
Offer targeted promotions based on customer purchase history.
Automate discount applications to streamline the checkout process.
Gain valuable insights into customer behavior to refine sales strategies.