Discount and loyalty programs

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Introduction

Odoo empowers businesses to enhance customer engagement through dynamic discount and loyalty programs that are fully integrated across Sales, eCommerce, and Point of Sale (PoS) applications. These tools go beyond simple pricelists by enabling more versatile, public-facing, and time-sensitive promotions that reward customers both online and in-store.

Step-by-Step Instructions

Step 1: Enable Discount and Loyalty Features

Before creating any programs, activate the feature in your settings:

Go to Sales → Configuration → Settings
Under the Pricing section, check Discounts, Loyalty & Gift Card
Click Save

Once enabled, you’re ready to start building your programs.

Step 2: Create Discount or Loyalty Programs

Navigate to Sales → Products → Discount & Loyalty.

If this is your first program, Odoo displays a selection of template cards to help you get started. You can:

Choose a template
Or click New to create a program from scratch

Program Configuration Overview

Creating or editing a program opens a form with various configuration fields:

Program Name: Internal name for your reference
Program Type: Choose from six types (explained below)
Currency: The currency used for rewards or discounts
Pricelist (Optional): Apply the program to specific customer pricelists
Points Unit: Name of the points (visible to the customer, e.g., “Loyalty Points”) — applicable for Loyalty Cards
Start and End Dates: Define a time window, or leave blank for no expiration
Limit Usage: Restrict how many times the program can be used
Company, Website, and PoS: Control where and for whom the program is valid

All related cards, codes, and coupons can be accessed via the smart button at the top of the program form.

Program Types in Odoo

Odoo offers multiple program types to fit various promotional strategies:

Program Type	Description
Coupons	Single-use codes granting immediate rewards
Loyalty Cards	Customers earn points per order or currency spent
Promotions	Reward conditions tied to product rules
Discount Code	Enter a code at checkout for a discount
Buy X Get Y	Buy a number of items to earn credits redeemable for a reward
Next Order Coupons	Coupon codes redeemable on the customer’s next purchase

Step 3: Set Conditional Rules

Rules define when a customer qualifies for rewards. Go to the Rules & Rewards tab and click Add next to Conditional Rules.

Available conditions include:

Discount Code: Enter or auto-generate a promo code
Minimum Quantity: Required number of products in an order
Minimum Purchase: Set a monetary threshold (tax-included or excluded)
Products / Categories / Tags: Apply the program to specific items
Grant: Specify how many points a customer earns (used in Loyalty Cards & Buy X Get Y)

Click Save & Close to apply the rule or Save & New to add another.

Step 4: Define Rewards

Next, configure what the customer receives when conditions are met. In the same tab, click Add next to Rewards.

Reward options vary by program type and include:

Free Product

Quantity Rewarded
Product or Product Tag to specify the gift item

Discount

Discount: Set as a percentage, per point, or per order
Application: Choose if it applies to the entire order, cheapest item, or specific products
Max Discount: Cap the reward amount

Free Shipping

Max Discount: Optional limit
In exchange of: Set how many loyalty points are required (for Loyalty Cards and Buy X Get Y)

Discount and loyalty programs

Introduction