Odoo – Loyalty Management


We have improved our existing loyalty system and make lots of enhancement. In new system, referral customer and employee will be tracked and get benefits of sales occurred from Sales Order or POS.

Loyalty point begin when customer start purchasing above Purchase Limit and then after customer will always get point on every purchase. In configuration, there are some general configuration for getting points for each one. It is easy to define accounts for discount and cash out.

Loyalty Global configuration
Loyalty Global configuration

In Sales Order form, you can select Referral Customer and enter how many points to redeem. Redeem points will be automatically converted into discount amount.

Referral Sale Order
Referral Sale Order

Points will be added in customer after invoice will be paid. (created from sales order).

Customer loyalty points
Customer loyalty points

Referral customer and employee (sales person) will earn points.

Referral customer loyalty points
Referral customer loyalty points
Odoo employee loyalty points
Odoo employee loyalty points

You can select Referral Customer from POS and redeem points.

POS Referral sale
POS Referral sale
POS Payment with earned points
POS Payment with earned points
POS redeem
POS redeem
POS point to amount
POS point to amount

It will print redeem point in POS Receipt.

POS receipt with point information
POS receipt with point information

It will make separate journal entry for redeem points entered from POS.

POS Redeem journal
POS Redeem journal

We can have all points information in customer form also like below images.

Points earned from POS
Points earned from POS
Odoo customer's redeemed point information
Odoo customer’s redeemed point information

Employee will get commission amount in their salary as per their sales during a month and job position in company. Multiplier value will be use for calculation of monthly commission amount. Employee contract must have Working Schedule define.

Employee job position
Employee job position

At time of creating employee payslip, employee points will be automatically selected and use in calculation.

Odoo hr payslip
Odoo hr payslip

Once employee payslip is confirmed, we will have corresponding points entry in employee form.

Odoo hr employee redeem
Odoo hr employee redeem

In this system, its possible to provide CASH amount to customer instead of discount during purchase and also generating valid accounting entries.

Cash out approved
Cash out approved
Cash out paid
Cash out paid

Cash Out will make entry same like redeem point for customer.

Odoo customer redeem
Odoo customer redeem

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How to configure Payroll in OpenERP ?


Payroll is an important part of company who wants to manage their employee’s salary. It is very important for your company to keep track that you are invoicing right people with right amount.

To manage all things smoothly, you have to simply use OpenERP Payroll module. OpenERP Payroll configuration is very easy to manage and understand.

To enable Payroll feature into OpenERP, install ‘Payroll’ module.

What is salary structure ?

Salary structures are an important component of effective compensation programs and help to ensure that pay levels for group of jobs are competitive externally and equitable internally.

We are going to define basic salary structure of our company.

Before start to define salary rules, it is compulsory to define salary rule categories.

Now we have to define salary rules for salary structure. Salary rules that you are going to define by default display on payslip.

You can also write python code to make some computation.

What is contract ?

Contract is generally related directly with employee which has some basic information like wages, salary structure attached with that employee, contract period etc.

What is contribution register ?

You can define the list of contributions and associated register. Using contribution register you can track the contribution of the employee and company.

First define contribution registers with appropriate names.

Now assign contribution register with proper salary rules.

To check the amount according to contribution register, first confirm payslip that you have created. Open contribution register and click on right side link named ‘Payslip Lines, as shown in following screens.

Finally, we are going to print payslip report for employee.

Now we will configure an important feature of payroll that is linking payroll with accounting. It’s always important that when we are going to pay to someone, we have to make entries in our accounting for those transactions. Install following module for activating link between OpenERP Payroll and accounting.

First define proper accounting journal and relate it with employee payslip.

Configure proper accounts on salary rules.

Once you confirm payslip, it will create accounting entries as per our account setting.

By this way, you can manage employee salary payment using OpenERP Payroll module.