Create Loyalty Program

This video provides a practical demonstration of how the Loyalty Program feature functions during a live transaction in Odoo 18, showing how points are automatically generated and tracked when a Sales Order is confirmed.

Executing Loyalty Transactions in Odoo 18

• Program Configuration Review: Before starting the transaction, the video reviews the active “Loyalty Cards” program set in INR, which defines how points are calculated for the customer.
• Creating the Quotation: The process begins by navigating to the Sales module and creating a new quotation. The narrator selects a customer and adds products to the order lines.
• Reward Visibility: Once the products are added, the system displays functional buttons at the bottom of the screen, including “Coupon Code,” “Promotions,” and “Rewards,” which are ready to be applied if criteria are met.
• Confirming the Sales Order: Upon clicking “Confirm,” the quotation converts into a formal Sales Order. This action triggers the loyalty system to calculate the points earned for this specific purchase.
• Point Tracking & Summaries: A key feature shown is the “Loyalty Card” summary box on the sales order. This area provides real-time data on “Issued” points from the current order and “Used” points if a discount was applied.
• Customer Integration: The video shows how to navigate directly to the customer’s profile from the sales order to view their accumulated loyalty balance and history.
• Finalizing the Process: The workflow concludes with the creation of the Invoice. The system ensures that the loyalty points remain linked to the accounting documents for a complete audit trail.

This video is an essential follow-up to the setup tutorial, as it shows the end-to-end journey from a simple product selection to a rewarded, loyal customer.