How does a Refund Affect Customer Loyalty Points Odoo POS

In Odoo POS, when a refund is processed for a customer, the loyalty points earned from the original sale are automatically reduced. The system deducts the equivalent points based on the returned products and the refund amount. This ensures that customers do not keep points for items they no longer purchased. The updated loyalty point balance is immediately reflected in the customer profile, helping maintain accurate tracking and preventing misuse of the loyalty program.

Select Product and Customer

Open the POS System. Enter or scan the product code or lot barcode in the search bar. Once the product are enter into the POS Cart, Now Click the Customer button in the POS cart, then scroll and select the customer.

For example Choose the Customer as amirtha and her loyalty points is 800

The loyalty point(s) won will be displayed in the POS cart. Click the Payment Mode button or use the shortcut key F4 to proceed to the payment screen.

Complete the Payment

• Select any payment method, such as Cash or UPI.
• Click Validate or use the shortcut Ctrl + v to complete the payment.
• The bill receipt will be generated.

Tracking Loyalty Points in POS

Loyalty points will be added to the customer’s account, which you can verify on the customer screen in the POS.

For example, if a customer already has 800 loyalty points, adding 27 new points will bring their total balance to 827.

How to Process a Refund

Once you have completed the order, click Refund. Only the Head Cashier can process refunds, so switch to the Head Cashier role. Scan the bill or search the bill number in the Search Orders field. On the right side, the ordered products will be displayed.

To refund the product, enter the total quantity from the bill as the refund quantity. Then click the Refund.

In the POS cart, the quantity will appear as a negative value, and the net value and tax amounts will also be shown as negative. Switch back to the Cashier role, then click the Payment Mode button or use the shortcut key F4.

On the payment screen, the refund can only be completed using the Cash method, and the amount will be displayed as a negative value to indicate a refund. Click Validate or use the shortcut Ctrl + V to complete the payment, after which the bill receipt will be generated.

Refund Impact on Loyalty Points

Once you complete the refund order, click the Customer button in the POS cart.

Search for the customer who received the refund.

The customer’s loyalty points will be reduced accordingly.

For example, if the customer had 827 points and 27 points are deducted, the new balance will be 800 points.