POS Sale Loyalty
Integrate loyalty program into POS and Sales. Auto-earn points, redeem rewards at counter, increase customer experience and loyalty.
Overview
POS Sale Loyalty module integrates Loyalty Program into both Point of Sale and Sales Orders, allowing customers to earn points, redeem rewards, and receive automatic benefits when purchasing at counter or ordering for delivery.
System automatically calculates points based on order value, applies benefits by membership tier, and allows point redemption for products or discounts directly in transactions.
Key Features
Key points
• Auto-earn points - Customers receive points when purchasing at POS or via Sales Order
• Redeem at counter - Use points to exchange for products or discounts instantly
• Membership tiers - Bronze, Silver, Gold with different benefits
• Auto benefits - Discounts, gifts, free shipping based on conditions
• Membership cards - Scan barcode or enter card number to identify customers
• Points history - Track earned, spent, and remaining points for each customer
• Promotional programs - Double points, birthday discounts, seasonal offers
• Loyalty reports - Analyze program effectiveness, customer return rate
Target Users
Key points
• Retail stores - Build loyalty program to increase revenue
• Store chains - Manage unified loyalty across multiple locations
• Restaurants, cafes - Earn points for regulars, free items
• Spas, salons - VIP customer benefits, earn points for services
• Mini marts - Retain customers with reward points and discounts
How to Use
Steps
1. Install POS Sale Loyalty module in Odoo
2. Go to Sales → Configuration → Loyalty Programs
3. Create loyalty program: name, earning conditions, point conversion
4. Configure membership tiers: Bronze (0-1000 points), Silver (1000-5000), Gold (5000+)
5. Set up benefits: 5% off for Silver, 10% for Gold, birthday gifts
6. Enable loyalty program in POS: Point of Sale → Configuration → Settings
7. Open POS session, select customer before payment
8. System automatically displays current points and points to be earned
9. Customer can choose "Use points" to redeem benefits
10. Complete payment, points updated automatically
Scenario 1: New customer registers membership card
Customer makes first purchase, staff introduces loyalty program.
Create customer info in POS, issue membership card number. 500k order earns 50 points (1% value). Customer receives card and instructions on earning points.
Scenario 2: Loyal customer redeems points for rewards
Customer has 1000 points, purchases 300k, wants to use points for discount.
Staff scans card, system shows 1000 points. Customer chooses "Redeem 500 points = 50k off". Pays 250k, 500 points remaining, earns 30 new points from order.
Scenario 3: Double points weekend promotion
Store runs x2 points promotion on Saturday, Sunday.
Customer buys 1M on Saturday, earns 200 points instead of 100. System applies automatically, no extra staff action needed.
Scenario 4: Auto birthday benefit
Customer birthday in current month, comes to shop.
System automatically applies 15% discount voucher or birthday gift. Staff congratulates and presents gift, enhancing customer experience.
Scenario 5: VIP customer receives special benefits
Gold customer (5000+ points) purchases 2M.
Auto 10% off = 200k, free shipping, 100k voucher for next purchase. Customer feels valued, increases loyalty.
Important Terminology
Key points
• Loyalty Program - Customer loyalty program including earning and redemption rules
• Loyalty Points - Reward points customers receive when purchasing
• Loyalty Card - Membership card with number or barcode to identify customer
• Tier/Level - Membership level (Bronze, Silver, Gold, Platinum)
• Reward - Prize redeemable with points (products, discounts, services)
• Redemption - Action of exchanging points for rewards
• Point Expiry - Point validity period, after which points expire
• Earning Rule - Point earning rule (1% order value, x2 on weekends)
Tips for Effective Use
Key points
• Design simple program - Easy to understand, easy to join, customers not confused
• Reasonable conversion rate - 100 points = 10k discount is common (10:1)
• Clear membership tiers - Customers know how many points needed to upgrade
• Attractive benefits - Discounts, gifts, free shipping to motivate point earning
• Remind customers - "You need 200 more points for Silver" to encourage more purchases
• Seasonal programs - Double points on holidays, birthdays, Black Friday
• Train staff - Explain program to customers enthusiastically
• Monitor effectiveness - View loyalty reports to adjust program
System Requirements
Key points
• Point of Sale module installed
• Sales module installed
• Loyalty module installed and configured
• Complete customer information (name, email, phone)
• Loyalty program created and activated
Troubleshooting: Loyalty points not visible in POS
Key points
• Check Loyalty module installed: Settings → Apps → search "Loyalty"
• Confirm loyalty program enabled in POS configuration
• Ensure customer selected before viewing points
• Check customer enrolled in loyalty program
Troubleshooting: Points not auto-earned
Key points
• Check earning rule configured correctly
• Confirm order meets earning conditions (minimum value, applicable products)
• View loyalty logs for reason points not earned
• Check customer not excluded from program
Troubleshooting: Cannot redeem points
Key points
• Check remaining points sufficient for redemption
• Confirm reward is activated
• Check redemption conditions (minimum order value)
• View logs for specific error
Troubleshooting: Benefits not auto-applied
Key points
• Check benefit conditions (membership tier, applicable dates)
• Confirm benefit not expired
• Check products in order eligible for benefit
• Try manual application to see error message
Frequently Asked Questions
Key points
• Do loyalty points expire? - Depends on configuration, usually 12-24 months. Check loyalty program settings
• Can points be transferred to others? - No, points tied to specific customer account
• Where can customers view points? - In POS when purchasing, or via portal/app if integrated
• Can create multiple loyalty programs? - Yes, e.g., loyalty for retail, loyalty for wholesale
• Do points count for returned orders? - No, points deducted when order refunded
• How to know when customer upgrades tier? - System auto-upgrades when points sufficient, can send email notification
• Can manually gift points? - Yes, go to customer profile, add loyalty points manually
Business Benefits
Key points
• Increase 25-35% customer return rate with attractive loyalty program
• Increase 15-20% average order value when customers want to earn points
• Reduce 40% marketing costs by retaining existing customers more effectively
• Collect customer data to analyze purchasing behavior
• Create loyal customer community, increase word-of-mouth marketing
• Compete better with other stores through exclusive benefits
• Predict revenue more accurately based on loyal customer behavior