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Discount and loyalty programs

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Odoo Sales discount and loyalty programmes reward customers across Sales, eCommerce and Point of Sale, offering more flexible, time-sensitive promotions than a standard pricelist.

How to enable discount and loyalty programmes

  1. Go to Sales > Configuration > Settings.
  2. Under Pricing, tick Discounts, Loyalty & Gift Card.
  3. Click Save.

How to create a programme

Go to Sales > Products > Discount & Loyalty. Odoo offers several programme types to choose from:

  • Coupons: single-use codes granting an immediate reward.
  • Loyalty Cards: customers earn points per order or amount spent.
  • Promotions: rewards tied to product rules.
  • Discount Code: a code entered at checkout for a discount.
  • Buy X Get Y: buying a set number of items earns credits redeemable for a reward.
  • Next Order Coupons: coupon codes redeemable on the customer’s next purchase.

How to set conditional rules

On the Rules & Rewards tab, click Add next to Conditional Rules.

Available conditions include a Discount Code, a Minimum Quantity of products, a Minimum Purchase amount (tax included or excluded), specific Products, Categories or Tags, and a Grant setting for how many points a customer earns (used for Loyalty Cards and Buy X Get Y). Click Save & Close to apply the rule, or Save & New to add another.

How to set the reward

Choose whether the reward applies per order or per item, and set the Application to the entire order, the cheapest item, or specific products. Set a Max Discount to cap the reward amount, or offer Free Shipping. For Loyalty Cards and Buy X Get Y, set In exchange of to define how many points are required for the reward.

Frequently asked questions

What is the difference between a Coupon and a Discount Code program?

A Coupon is a single-use code that grants an immediate reward, while a Discount Code can be entered at checkout on multiple qualifying orders.

Can a reward be capped?

Yes. The Max Discount field lets you cap the reward amount for a rule.

Which programs use loyalty points?

Loyalty Cards and Buy X Get Y, where customers earn points that are later exchanged for a reward.

Need help?

Need help setting up loyalty or discount programmes in Odoo Sales? Contact support@thoughtlogik.com or see our Odoo implementation services.

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