[IMP] sales: add pricelist to loyalty prgms

closes odoo/documentation#10649

X-original-commit: 980b6ad41b
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: Kevin Scannell (ksc) <ksc@odoo.com>
This commit is contained in:
KC (ksc) 2024-07-03 17:07:45 +00:00
parent 791308f874
commit 6e14ec2127
3 changed files with 36 additions and 28 deletions

View File

@ -32,43 +32,51 @@ Or, if there are already existing programs, select an existing program to edit i
:alt: Discount and loyalty program template cards.
.. note::
Templates only appear when no programs have been created, and they disappear once the first
Templates **only** appear when no programs have been created, and they disappear once the first
program is created.
Creating or editing a program opens the program form.
The program form contains the following options:
- :guilabel:`Program Name`: Enter the name of the program. The program name is *not* visible to the
customer.
- :guilabel:`Program Type`: Select the desired :ref:`program type
<sales/pricing_management/program-types>`.
- :guilabel:`Currency`: Select the currency used for the program.
- :guilabel:`Points Unit`: Enter the name of the points used for the :guilabel:`Loyalty Cards`
program (e.g. `Loyalty Points`). The points unit name *is* visible to the customer. This field is
only available when the :guilabel:`Program Type` is set to :guilabel:`Loyalty Cards`.
- :guilabel:`Validity`: Select the date until which the program is valid. Leave this field blank for
no end date, meaning the program is always valid and does not expire.
- :guilabel:`Limit Usage`: Check this box and enter a number to limit the number of times the
program can be used during the :guilabel:`Validity` period.
- :guilabel:`Company`: In the case of multiple companies, choose the company for which the program
is available.
- :guilabel:`Available On`: Select the app(s) on which the program is available.
- :guilabel:`Website`: Select the website(s) on which the program is available. Leave this field
blank to make it available on all websites.
- :guilabel:`Point of Sale`: Select the point(s) of sale at which the program is available. Leave
this field blank to make it available at all :abbr:`PoS (Point of Sale)`.
.. image:: loyalty_discount/price-programs.png
:align: center
:alt: Program options on the loyalty program form.
The program form contains the following fields:
- :guilabel:`Program Name`: Enter the name of the program in this field. The program name is **not**
visible to the customer.
- :guilabel:`Program Type`: Select the desired :ref:`program type
<sales/pricing_management/program-types>` from the drop-down menu.
- :guilabel:`Currency`: Select the currency used for the program.
- :guilabel:`Pricelist`: If desired, select a pricelist from the drop-down menu to have this loyalty
program applied to a specific pricelist (and customers attached to the pricelist). More than one
pricelist can be selected in this field. When a single loyalty program is linked to several
pricelists, it makes it viable for different customer segments to have different pricelists, but
the *same* loyalty programs. If this field is left blank, the program applies to everyone,
regardless of pricelist.
- :guilabel:`Points Unit`: Enter the name of the points used for the :guilabel:`Loyalty Cards`
program (e.g. `Loyalty Points`). The points unit name *is* visible to the customer. This field is
**only** available when the :guilabel:`Program Type` is set to :guilabel:`Loyalty Cards`.
- :guilabel:`Start Date`: Select the date on which the program becomes valid. Leave this field blank
if the program should always be valid and not expire.
- :guilabel:`End Date`: Select the date on which the program stops being valid. Leave this field
blank if the program should always be valid and not expire.
- :guilabel:`Limit Usage`: If desired, tick this checkbox, and enter a number of :guilabel:`usages`
to limit the number of times the program can be used during the validity period.
- :guilabel:`Company`: If working in a multi-company database, choose the one company for which the
program is available. If left blank, the program is available to all companies in the database.
- :guilabel:`Available On`: Select the apps on which the program is available.
- :guilabel:`Website`: Select a website on which the program is available. Leave this field blank to
make it available on all websites.
- :guilabel:`Point of Sale`: Select the point(s) of sale at which the program is available. Leave
this field blank to make it available at all :abbr:`PoS (Point of Sale)`.
.. note::
The options available on the program form vary depending on the :ref:`Program Type
<sales/pricing_management/program-types>` selected.
All of the existing cards, codes, coupons, etc. that have been generated for the program are
accessible through the smart button located in the upper-right corner of the form.
accessible through the smart button located at the top of the form.
.. image:: loyalty_discount/price-programs-items.png
:align: center
@ -83,16 +91,16 @@ The different :guilabel:`Program Types` available on the program form are:
- :guilabel:`Coupons`: Generate and share single-use coupon codes that grant immediate access to
rewards.
- :guilabel:`Next Order Coupons`: Generate and share single-use coupon codes that grant access to
rewards on the customer's next order.
- :guilabel:`Loyalty Cards`: When making purchases, the customer accumulates points to exchange for
rewards on current and/or future orders.
- :guilabel:`Promotions`: Set conditional rules for ordering products, which, when fulfilled, grant
access to rewards for the customer.
- :guilabel:`Discount Code`: Set codes which, when entered upon checkout, grant discounts to the
customer.
- :guilabel:`Buy X Get Y`: For every X item bought, the customer is granted 1 credit. After
accumulating a specified amount of credits, the customer can trade them in to receive Y item.
- :guilabel:`Buy X Get Y`: for every (X) item bought, the customer is granted 1 credit. After
accumulating a specified amount of credits, the customer can trade them in to receive (Y) item.
- :guilabel:`Next Order Coupons`: Generate and share single-use coupon codes that grant access to
rewards on the customer's next order.
Conditional rules
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