{"id":25454,"date":"2025-08-02T05:29:55","date_gmt":"2025-08-02T05:29:55","guid":{"rendered":"https:\/\/tenthplanet.in\/odoo\/uncategorized\/create-loyalty-program\/"},"modified":"2026-02-17T12:55:07","modified_gmt":"2026-02-17T12:55:07","slug":"create-loyalty-program","status":"publish","type":"post","link":"https:\/\/tenthplanet.in\/odoo\/bharath-india\/create-loyalty-program\/","title":{"rendered":"Create Loyalty Program"},"content":{"rendered":"<div class=\"epyt-video-wrapper\"><iframe loading=\"lazy\"  id=\"_ytid_54811\"  width=\"800\" height=\"450\"  data-origwidth=\"800\" data-origheight=\"450\"  data-relstop=\"1\" src=\"https:\/\/www.youtube.com\/embed\/_nK5IaJw1Us?enablejsapi=1&autoplay=0&cc_load_policy=0&cc_lang_pref=&iv_load_policy=1&loop=0&rel=0&fs=1&playsinline=0&autohide=2&theme=dark&color=red&controls=1&disablekb=0&\" class=\"__youtube_prefs__  no-lazyload\" title=\"YouTube player\"  allow=\"fullscreen; accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen data-no-lazy=\"1\" data-skipgform_ajax_framebjll=\"\"><\/iframe><\/div>\n\n\n<p><\/p>\n\n\n\n<p>This video provides a practical demonstration of how the <strong>Loyalty Program<\/strong> feature functions during a live transaction in <strong>Odoo 18<\/strong>, showing how points are automatically generated and tracked when a Sales Order is confirmed.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Executing Loyalty Transactions in Odoo 18<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Program Configuration Review:<\/strong> Before starting the transaction, the video reviews the active &#8220;Loyalty Cards&#8221; program set in INR, which defines how points are calculated for the customer.<\/li>\n\n\n\n<li><strong>Creating the Quotation:<\/strong> 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.<\/li>\n\n\n\n<li><strong>Reward Visibility:<\/strong> Once the products are added, the system displays functional buttons at the bottom of the screen, including &#8220;Coupon Code,&#8221; &#8220;Promotions,&#8221; and &#8220;Rewards,&#8221; which are ready to be applied if criteria are met.<\/li>\n\n\n\n<li><strong>Confirming the Sales Order:<\/strong> Upon clicking &#8220;Confirm,&#8221; the quotation converts into a formal Sales Order. This action triggers the loyalty system to calculate the points earned for this specific purchase.<\/li>\n\n\n\n<li><strong>Point Tracking &amp; Summaries:<\/strong> A key feature shown is the &#8220;Loyalty Card&#8221; summary box on the sales order. This area provides real-time data on &#8220;Issued&#8221; points from the current order and &#8220;Used&#8221; points if a discount was applied.<\/li>\n\n\n\n<li><strong>Customer Integration:<\/strong> The video shows how to navigate directly to the customer\u2019s profile from the sales order to view their accumulated loyalty balance and history.<\/li>\n\n\n\n<li><strong>Finalizing the Process:<\/strong> 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. <\/li>\n<\/ul>\n\n\n\n<p>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.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>This video provides a practical demonstration of how the Loyalty Program feature functions during a live transaction in Odoo 18, [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[355],"tags":[],"class_list":["post-25454","post","type-post","status-publish","format-standard","hentry","category-bharath-india"],"acf":[],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/posts\/25454","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/comments?post=25454"}],"version-history":[{"count":0,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/posts\/25454\/revisions"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/media?parent=25454"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/categories?post=25454"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/tags?post=25454"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}