Odoo POS Loyalty - Customer Loyalty Program
Automatic points and promotions system for POS
The POS Loyalty module integrates customer loyalty programs into Point of Sale. This module provides automatic points accumulation, rewards redemption, membership cards, vouchers and flexible promotion programs.
With automatic discount application, points history tracking, program effectiveness analysis, POS Loyalty helps businesses increase revenue, retain customers and build loyalty.
Loyalty Terminology
Loyalty Program Terms
| English | Vietnamese | Description |
|---|---|---|
| Loyalty Points | Điểm thưởng | Points accumulated from purchases |
| Redeem Points | Đổi điểm | Use points for rewards/discounts |
| Membership Card | Thẻ thành viên | Loyalty customer card |
| Tier/Level | Hạng thành viên | Customer level (Silver, Gold, Diamond) |
| Voucher | Voucher | Discount voucher |
| Coupon | Coupon | Discount code |
| Cashback | Cashback | Money back |
| Free Product | Quà tặng | Complimentary product |
| Promotion | Khuyến mãi | Special offer program |
| Points Rate | Tỷ lệ tích điểm | Points per currency spent |
Loyalty Program Types
Program Types
| Type | Description | Example |
|---|---|---|
| Points earning | Earn points by spending | Spend $10 = 10 points |
| Rewards | Redeem points for products | 500 points = 1 coffee |
| Discount | Discount % or amount | 1000 points = $5 off |
| Buy X Get Y | Buy quantity get free | Buy 2 get 1 free |
| Cashback | Money back to account | 5% cashback on order |
| Birthday | Birthday month offers | 20% off birthday month |
Loyalty Usage Process
Loyalty program application workflow:
Steps
1. Customer provides phone number or scans membership card
2. System automatically identifies customer and displays current points
3. Add products to cart as usual
4. System automatically applies eligible promotions
5. Customer chooses to redeem points for discount or rewards (optional)
6. Payment and automatically add new points to account
7. Print receipt showing points earned and remaining balance
Key Features
Key points
• Automatic points accumulation by purchase amount
• Redeem points for products or discounts
• Member tier system (Silver, Gold, Platinum)
• Automatic promotions based on conditions
• Flexible vouchers and coupon codes
• Automatic birthday program
• Cashback to wallet
• Scan membership card or enter phone number
• Track points earning and redemption history
• Loyalty program effectiveness reports
Points Program Configuration
Basic points program setup:
Steps
1. Create new Loyalty program with name and validity period
2. Configure earning rules: $1 = 1 point
3. Set conditions: Apply to all products or specific categories
4. Configure rewards: Discount, free product, or cashback
5. Set points required for redemption
6. Configure points expiration (permanent or time-limited)
7. Activate program and apply to POS
Member Tier System
Tier Example
| Tier | Condition | Benefits |
|---|---|---|
| Silver | Spend $100/month | Points x1.0, 5% off |
| Gold | Spend $500/month | Points x1.5, 10% off |
| Platinum | Spend $1000/month | Points x2.0, 15% off |
| Diamond | Spend $2000/month | Points x3.0, 20% off |
Real-world Scenarios
Common use cases:
Key points
• Coffee shop: Buy 10 cups get 1 free
• Fashion store: Earn points, redeem vouchers during sales
• Supermarket: 2% cashback per purchase to e-wallet
• Restaurant: 20% off birthday month, earn points for free dishes
• Beauty store: Member tiers with increasing benefits
• Gym/Spa: Earn points for free sessions/treatments
Voucher and Coupon Management
Voucher types and usage:
Key points
• Discount voucher: Percentage or fixed amount off
• Gift voucher: Free product
• Coupon code: Manual discount code entry
• Birthday voucher: Auto-sent on birthday month
• Conditional voucher: Apply when spending minimum amount
• Limited voucher: Limited quantity, first come first served
• Time-limited voucher: Has start and end dates
Reports and Analytics
Important Loyalty reports:
Key points
• Points earning report: Total points issued over time
• Redemption report: Quantity and value of rewards redeemed
• Customer report: Top customers by points earned
• Effectiveness report: ROI of loyalty program
• Tier report: Customer distribution by tier
• Voucher report: Voucher usage rate
• Return rate report: Customer repeat purchase rate
Integration with Other Modules
POS Loyalty integrates with:
Key points
• Point of Sale: Apply loyalty directly at checkout
• Sales: Earn points from online orders
• CRM: Manage loyal customer information
• Marketing: Send email/SMS for points and offers
• Website: Customers view points and redeem online
• Accounting: Record loyalty program costs
Best Practices
Steps
1. Design simple, easy-to-understand program for customers
2. Reasonable points rate, not too high or too low
3. Attractive rewards to motivate points accumulation
4. Send regular points and offers notifications via SMS/email
5. Monitor program effectiveness and adjust timely
6. Train staff to explain program to customers
7. Use membership cards or app for easy management
8. Create special events to increase engagement (double points day)
System Configuration
POS Loyalty setup steps:
Steps
1. Install pos_loyalty module
2. Create Loyalty program with name and description
3. Configure points earning rules
4. Set up rewards: discounts, free products
5. Configure application conditions (products, categories, amounts)
6. Set up member tiers if needed
7. Activate program for POS
8. Test with trial customers
9. Train staff and deploy