Posted in Odoo, OpenERP, OpenERP 7.0, Point of Sale (POS), Sale

Odoo (OpenERP) Point of Sale: Loyalty Management


Many companies are providing loyalty features to their regular customers.
We have implemented the same feature in Odoo POS 7.0 which will allow us to use point system.
Lets have a look that how it is working.

From Odoo Point of Sale menu, we can see there are some menus to manage members. We can create member categories as per our company criteria.
There are three main fields as mentioned below,
– Purchase Limit (Customer must purchase upto or more than this amount then only he can get points or he can use points if he has from past purchase)
– Point to price,
– Price to point.

POS Member Category
POS Member Category

Once we create category, then we have to assign that category to member (customer)

Assign category to member
Assign category to member

Now customer will purchase something above his purchase limit.

Earning points on purchase limit
Earning points on purchase limit

So we can see how this will affect in points.

Earned points from POS Purchase
Earned points from POS Purchase

Below screen shows all list of points for all customers.

All member points
All member points

If any customer want to use his points, then we can do this way. Check below screen.

Use loyalty points in POS
Use loyalty points in POS

Same will be affected in customer history also.

Points History
Points History

Here is all points history same like all members points history.

All Points History
All Points History

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Author:

Specialised in OpenERP/CRM Solutions, software development, Web development, E commerce solutions & other open source solutions.

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