Create Coupon

This video provides a practical guide to the Coupon feature in Odoo18, specifically focusing on how to set up and apply free shipping rewards to boost customer loyalty and sales.

Introduction to Coupons in Odoo18

The following points summarize the key takeaways from the video:

• Concept of Coupon Programs: The video introduces coupons as a strategic way to offer rewards such as free shipping. Coupons require a unique code that can be generated and shared with customers, ensuring targeted incentives.
• Program Configuration: In the Products > Discount & Loyalty menu, you can create a program called “Free Shipping” and set its “Program Type” to Coupons. The video highlights how to set up currency (INR) and the specific “Loyalty Point” unit that corresponds to the coupon’s value.
• Setting Conditional Rules: The demonstration shows how to define rules for the coupon. For instance, the “Free Shipping” coupon can be set to apply only when a minimum of 2 items are purchased, ensuring that the offer remains profitable.
• Generating Coupon Codes: To provide these rewards to customers, you use the “Generate Coupons” button to create unique codes. These codes are then tracked in the system, and can be sent to loyal or regular customers.
• Creating a Sales Transaction: The video walks through creating a new quotation for a customer (e.g., MRF Tyres). Once the minimum product criteria are met, the Coupon Code button is used to manually apply the discount to the order.
• Applying the Reward: By entering the unique code, the system validates the rules and applies the “Free Shipping” reward. The video shows how the discount is reflected in the order total and the final sales order.
• Finalizing and Invoicing: Once confirmed, the sales order is converted to an invoice. This ensures a clear record of the coupon’s application throughout the entire sales and accounting workflow.