[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:
KC (ksc) 2024-07-03 17:07:45 +00:00
parent 69bdd2e773
commit bc91e62401
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. :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
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