[ADD] Sales: loyalty and discount programs

closes odoo/documentation#4474

X-original-commit: 04f67c0b3f
Signed-off-by: Melanie Nguyen (meng) <meng@odoo.com>

content/applications/sales/sales/products_prices.rst

@@ -11,3 +11,4 @@ Products & Prices
    products_prices/prices
    products_prices/returns
    products_prices/ewallets_giftcards
+   products_prices/loyalty_discount

content/applications/sales/sales/products_prices/loyalty_discount.rst

@@ -0,0 +1,189 @@
+=============================
+Discount and loyalty programs
+=============================
+
+The Odoo *Sales*, *eCommerce*, and *Point of Sale* applications allow users to create discount and
+loyalty programs that customers can use for online and in-store shopping. These programs offer more
+varied, public, and time-sensitive pricing options than :doc:`pricelists
+</applications/sales/sales/products_prices/prices/pricing>`.
+
+Configure the settings
+======================
+
+To begin using discount and loyalty programs, navigate to :menuselection:`Sales --> Configuration
+--> Settings`. Under the :guilabel:`Pricing` heading, activate the :guilabel:`Discounts, Loyalty &
+Gift Card` setting by checking the box next to the feature. Finally, click :guilabel:`Save` to save
+the changes.
+
+Configure discount and loyalty programs
+=======================================
+
+To create discount and loyalty programs, go to :menuselection:`Sales --> Products --> Discount &
+Loyalty`.
+
+If no discount or loyalty programs have been created yet, Odoo provides a choice of templates to
+help create the first program. Choose one of the template cards, or click :guilabel:`New` to create
+a new program from scratch.
+
+Or, if there are already existing programs, select an existing program to edit it.
+
+.. image:: loyalty_discount/price-discount-loyalty.png
+   :align: center
+   :alt: Discount and loyalty program template cards.
+
+.. note::
+   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.
+
+.. 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.
+
+.. image:: loyalty_discount/price-programs-items.png
+   :align: center
+   :alt: Program items smart button on the loyalty program form.
+
+.. _sales/pricing_management/program-types:
+
+Program types
+-------------
+
+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 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.
+
+Conditional rules
+-----------------
+
+Next, configure the :guilabel:`Conditional rules` that determine when the program applies to a
+customer's order.
+
+In the :guilabel:`Rules & Rewards` tab, click :guilabel:`Add` next to :guilabel:`Conditional rules`
+to add *conditions* to the program. This reveals a :guilabel:`Create Conditional rules` pop-up
+window.
+
+.. image:: loyalty_discount/price-conditional-rewards.png
+   :align: center
+   :alt: Rules & Rewards tab of the loyalty program form.
+
+.. note::
+   The options for :guilabel:`Conditional rules` vary depending on the selected :ref:`Program Type
+   <sales/pricing_management/program-types>`.
+
+The following options are available for configuring conditional rules:
+
+- :guilabel:`Discount Code`: Enter a custom code to be used for the :guilabel:`Discount Code`
+  program, or use the default one generated by Odoo. This field is only available when the
+  :guilabel:`Program Type` is set to :guilabel:`Discount Code`.
+- :guilabel:`Minimum Quantity`: Enter the minimum number of products that must be purchased in order
+  to access the reward. Set the minimum quantity to at least `1` to ensure that the customer must
+  make a purchase in order to access the reward.
+- :guilabel:`Minimum Purchase`: Enter the minimum amount (in currency), with :guilabel:`tax
+  Included` or :guilabel:`tax Excluded`, that must be spent in order to access the reward. If both a
+  minimum quantity *and* minimum purchase amount are entered, then the customer's order must meet
+  both conditions.
+- :guilabel:`Products`: Select the specific product(s) for which the program applies. Leave this
+  field blank to apply it to all products.
+- :guilabel:`Categories`: Select the category of products for which the program applies. Choose
+  :guilabel:`All` to apply it to all product categories.
+- :guilabel:`Product Tag:` Select a tag to apply the program to products with that specific tag.
+- :guilabel:`Grant`: Enter the number of points the customer earns :guilabel:`per order`,
+  :guilabel:`per currency spent`, or :guilabel:`per unit paid` (for the :guilabel:`Loyalty Cards`
+  and :guilabel:`Buy X Get Y` programs).
+
+.. image:: loyalty_discount/price-conditions.png
+   :align: center
+   :alt: Conditional rules configuration window for a discount or loyalty program.
+
+Click :guilabel:`Save & Close` to save the rule and close the pop-up window, or click
+:guilabel:`Save & New` to save the rule and immediately create a new one.
+
+Rewards
+-------
+
+In the :guilabel:`Rules & Rewards` tab of the program form, click :guilabel:`Add` next to
+:guilabel:`Rewards` to add *rewards* to the program. This reveals a :guilabel:`Create Rewards`
+pop-up window.
+
+.. note::
+   The options for :guilabel:`Rewards` vary depending on the selected :ref:`Program Type
+   <sales/pricing_management/program-types>`.
+
+The following options are available for configuring rewards:
+
+- :guilabel:`Reward Type`: Select the reward type among :guilabel:`Free Product`,
+  :guilabel:`Discount`, and :guilabel:`Free Shipping`. The other options for reward configuration
+  depend on the :guilabel:`Reward Type` selected.
+
+  - :guilabel:`Free Product`:
+
+    - :guilabel:`Quantity Rewarded`: Select the number of free products rewarded to the customer.
+    - :guilabel:`Product`: Select the product given for free as a reward. Only one product can be
+      selected.
+    - :guilabel:`Product Tag`: Select a tag to further specify the free product eligible for the
+      reward.
+
+  - :guilabel:`Discount`:
+
+    - :guilabel:`Discount`: Enter the discounted amount in either :guilabel:`percentage`,
+      :guilabel:`currency per point`, or :guilabel:`currency per order`. Then, select whether the
+      discount applies to the entire :guilabel:`Order`, only the :guilabel:`Cheapest Product` on the
+      order, or only :guilabel:`Specific Products`.
+    - :guilabel:`Max Discount`: Enter the maximum amount (in currency) that this reward may grant as
+      a discount. Leave this field at `0` for no limit.
+
+  - :guilabel:`Free Shipping`:
+
+    - :guilabel:`Max Discount`: Enter the maximum amount (in currency) that this reward may grant as
+      a discount. Leave this field at `0` for no limit.
+
+- :guilabel:`In exchange of`: Enter the number of points required to exchange for the reward (for
+  the :guilabel:`Loyalty Cards` and :guilabel:`Buy X Get Y` programs).
+- :guilabel:`Description on order`: Enter the description of the reward, which is displayed to the
+  customer upon checkout.
+
+.. image:: loyalty_discount/price-rewards.png
+   :align: center
+   :alt: Rewards configuration window for a discount or loyalty program.