[IMP] sales: add pricelist to loyalty prgms
closes odoo/documentation#10644
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:
parent
69bdd2e773
commit
bc91e62401
@ -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.
|
:alt: Discount and loyalty program template cards.
|
||||||
|
|
||||||
.. note::
|
.. 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.
|
program is created.
|
||||||
|
|
||||||
Creating or editing a program opens the program form.
|
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
|
.. image:: loyalty_discount/price-programs.png
|
||||||
:align: center
|
:align: center
|
||||||
:alt: Program options on the loyalty program form.
|
: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::
|
.. note::
|
||||||
The options available on the program form vary depending on the :ref:`Program Type
|
The options available on the program form vary depending on the :ref:`Program Type
|
||||||
<sales/pricing_management/program-types>` selected.
|
<sales/pricing_management/program-types>` selected.
|
||||||
|
|
||||||
All of the existing cards, codes, coupons, etc. that have been generated for the program are
|
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
|
.. image:: loyalty_discount/price-programs-items.png
|
||||||
:align: center
|
: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
|
- :guilabel:`Coupons`: Generate and share single-use coupon codes that grant immediate access to
|
||||||
rewards.
|
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
|
- :guilabel:`Loyalty Cards`: When making purchases, the customer accumulates points to exchange for
|
||||||
rewards on current and/or future orders.
|
rewards on current and/or future orders.
|
||||||
- :guilabel:`Promotions`: Set conditional rules for ordering products, which, when fulfilled, grant
|
- :guilabel:`Promotions`: Set conditional rules for ordering products, which, when fulfilled, grant
|
||||||
access to rewards for the customer.
|
access to rewards for the customer.
|
||||||
- :guilabel:`Discount Code`: Set codes which, when entered upon checkout, grant discounts to the
|
- :guilabel:`Discount Code`: Set codes which, when entered upon checkout, grant discounts to the
|
||||||
customer.
|
customer.
|
||||||
- :guilabel:`Buy X Get Y`: For every X item bought, the customer is granted 1 credit. After
|
- :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.
|
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
|
Conditional rules
|
||||||
-----------------
|
-----------------
|
||||||
|
Binary file not shown.
Before Width: | Height: | Size: 1.9 KiB After Width: | Height: | Size: 4.0 KiB |
Binary file not shown.
Before Width: | Height: | Size: 64 KiB After Width: | Height: | Size: 23 KiB |
Loading…
Reference in New Issue
Block a user