[ADD] Sales: loyalty and discount programs
closes odoo/documentation#3587 Signed-off-by: Melanie Nguyen (meng) <meng@odoo.com>
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@ -12,3 +12,4 @@ Products & Prices
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products_prices/prices
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products_prices/returns
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products_prices/ewallets_giftcards
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products_prices/loyalty_discount
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=============================
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Discount and loyalty programs
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=============================
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The Odoo *Sales*, *eCommerce*, and *Point of Sale* applications allow users to create discount and
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loyalty programs that customers can use for online and in-store shopping. These programs offer more
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varied, public, and time-sensitive pricing options than :doc:`pricelists
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</applications/sales/sales/products_prices/prices/pricing>`.
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Configure the settings
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======================
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To begin using discount and loyalty programs, navigate to :menuselection:`Sales --> Configuration
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--> Settings`. Under the :guilabel:`Pricing` heading, activate the :guilabel:`Discounts, Loyalty &
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Gift Card` setting by checking the box next to the feature. Finally, click :guilabel:`Save` to save
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the changes.
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Configure discount and loyalty programs
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=======================================
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To create discount and loyalty programs, go to :menuselection:`Sales --> Products --> Discount &
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Loyalty`.
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If no discount or loyalty programs have been created yet, Odoo provides a choice of templates to
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help create the first program. Choose one of the template cards, or click :guilabel:`New` to create
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a new program from scratch.
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Or, if there are already existing programs, select an existing program to edit it.
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.. image:: loyalty_discount/price-discount-loyalty.png
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:align: center
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:alt: Discount and loyalty program template cards.
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.. note::
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Templates only appear when no programs have been created, and they disappear once the first
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program is created.
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Creating or editing a program opens the program form.
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The program form contains the following options:
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- :guilabel:`Program Name`: Enter the name of the program. The program name is *not* visible to the
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customer.
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- :guilabel:`Program Type`: Select the desired :ref:`program type
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<sales/pricing_management/program-types>`.
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- :guilabel:`Currency`: Select the currency used for the program.
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- :guilabel:`Points Unit`: Enter the name of the points used for the :guilabel:`Loyalty Cards`
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program (e.g. `Loyalty Points`). The points unit name *is* visible to the customer. This field is
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only available when the :guilabel:`Program Type` is set to :guilabel:`Loyalty Cards`.
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- :guilabel:`Validity`: Select the date until which the program is valid. Leave this field blank for
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no end date, meaning the program is always valid and does not expire.
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- :guilabel:`Limit Usage`: Check this box and enter a number to limit the number of times the
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program can be used during the :guilabel:`Validity` period.
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- :guilabel:`Company`: In the case of multiple companies, choose the company for which the program
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is available.
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- :guilabel:`Available On`: Select the app(s) on which the program is available.
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- :guilabel:`Website`: Select the website(s) on which the program is available. Leave this field
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blank to make it available on all websites.
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- :guilabel:`Point of Sale`: Select the point(s) of sale at which the program is available. Leave
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this field blank to make it available at all :abbr:`PoS (Point of Sale)`.
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.. image:: loyalty_discount/price-programs.png
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:align: center
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:alt: Program options on the loyalty program form.
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.. note::
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The options available on the program form vary depending on the :ref:`Program Type
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<sales/pricing_management/program-types>` selected.
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All of the existing cards, codes, coupons, etc. that have been generated for the program are
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accessible through the smart button located in the upper-right corner of the form.
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.. image:: loyalty_discount/price-programs-items.png
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:align: center
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:alt: Program items smart button on the loyalty program form.
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.. _sales/pricing_management/program-types:
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Program types
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-------------
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The different :guilabel:`Program Types` available on the program form are:
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- :guilabel:`Coupons`: Generate and share single-use coupon codes that grant immediate access to
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rewards.
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- :guilabel:`Next Order Coupons`: Generate and share single-use coupon codes that grant access to
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rewards on the customer's next order.
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- :guilabel:`Loyalty Cards`: When making purchases, the customer accumulates points to exchange for
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rewards on future orders.
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- :guilabel:`Promotions`: Set conditional rules for ordering products, which, when fulfilled, grant
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access to rewards for the customer.
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- :guilabel:`Discount Code`: Set codes which, when entered upon checkout, grant discounts to the
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customer.
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- :guilabel:`Buy X Get Y`: For every X item bought, the customer is granted 1 credit. After
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accumulating a specified amount of credits, the customer can trade them in to receive Y item.
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Conditional rules
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-----------------
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Next, configure the :guilabel:`Conditional rules` that determine when the program applies to a
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customer's order.
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In the :guilabel:`Rules & Rewards` tab, click :guilabel:`Add` next to :guilabel:`Conditional rules`
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to add *conditions* to the program. This reveals a :guilabel:`Create Conditional rules` pop-up
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window.
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.. image:: loyalty_discount/price-conditional-rewards.png
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:align: center
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:alt: Rules & Rewards tab of the loyalty program form.
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.. note::
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The options for :guilabel:`Conditional rules` vary depending on the selected :ref:`Program Type
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<sales/pricing_management/program-types>`.
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The following options are available for configuring conditional rules:
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- :guilabel:`Discount Code`: Enter a custom code to be used for the :guilabel:`Discount Code`
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program, or use the default one generated by Odoo. This field is only available when the
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:guilabel:`Program Type` is set to :guilabel:`Discount Code`.
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- :guilabel:`Minimum Quantity`: Enter the minimum number of products that must be purchased in order
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to access the reward. Set the minimum quantity to at least `1` to ensure that the customer must
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make a purchase in order to access the reward.
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- :guilabel:`Minimum Purchase`: Enter the minimum amount (in currency), with :guilabel:`tax
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Included` or :guilabel:`tax Excluded`, that must be spent in order to access the reward. If both a
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minimum quantity *and* minimum purchase amount are entered, then the customer's order must meet
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both conditions.
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- :guilabel:`Products`: Select the specific product(s) for which the program applies. Leave this
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field blank to apply it to all products.
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- :guilabel:`Categories`: Select the category of products for which the program applies. Choose
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:guilabel:`All` to apply it to all product categories.
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- :guilabel:`Product Tag:` Select a tag to apply the program to products with that specific tag.
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- :guilabel:`Grant`: Enter the number of points the customer earns :guilabel:`per order`,
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:guilabel:`per currency spent`, or :guilabel:`per unit paid` (for the :guilabel:`Loyalty Cards`
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and :guilabel:`Buy X Get Y` programs).
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.. image:: loyalty_discount/price-conditions.png
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:align: center
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:alt: Conditional rules configuration window for a discount or loyalty program.
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Click :guilabel:`Save & Close` to save the rule and close the pop-up window, or click
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:guilabel:`Save & New` to save the rule and immediately create a new one.
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Rewards
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-------
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In the :guilabel:`Rules & Rewards` tab of the program form, click :guilabel:`Add` next to
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:guilabel:`Rewards` to add *rewards* to the program. This reveals a :guilabel:`Create Rewards`
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pop-up window.
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.. note::
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The options for :guilabel:`Rewards` vary depending on the selected :ref:`Program Type
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<sales/pricing_management/program-types>`.
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The following options are available for configuring rewards:
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- :guilabel:`Reward Type`: Select the reward type among :guilabel:`Free Product`,
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:guilabel:`Discount`, and :guilabel:`Free Shipping`. The other options for reward configuration
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depend on the :guilabel:`Reward Type` selected.
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- :guilabel:`Free Product`:
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- :guilabel:`Quantity Rewarded`: Select the number of free products rewarded to the customer.
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- :guilabel:`Product`: Select the product given for free as a reward. Only one product can be
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selected.
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- :guilabel:`Product Tag`: Select a tag to further specify the free product eligible for the
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reward.
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- :guilabel:`Discount`:
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- :guilabel:`Discount`: Enter the discounted amount in either :guilabel:`percentage`,
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:guilabel:`currency per point`, or :guilabel:`currency per order`. Then, select whether the
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discount applies to the entire :guilabel:`Order`, only the :guilabel:`Cheapest Product` on the
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order, or only :guilabel:`Specific Products`.
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- :guilabel:`Max Discount`: Enter the maximum amount (in currency) that this reward may grant as
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a discount. Leave this field at `0` for no limit.
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- :guilabel:`Free Shipping`:
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- :guilabel:`Max Discount`: Enter the maximum amount (in currency) that this reward may grant as
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a discount. Leave this field at `0` for no limit.
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- :guilabel:`In exchange of`: Enter the number of points required to exchange for the reward (for
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the :guilabel:`Loyalty Cards` and :guilabel:`Buy X Get Y` programs).
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- :guilabel:`Description on order`: Enter the description of the reward, which is displayed to the
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customer upon checkout.
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.. image:: loyalty_discount/price-rewards.png
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:align: center
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:alt: Rewards configuration window for a discount or loyalty program.
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