Loyalty & Rewards

Table

Key points

• • Install **Sale Loyalty** module (sale_loyalty)

• • Install **Loyalty** module (loyalty) - base module

• • Set up products for rewards (free products, discounts)

• • Configure access rights for Loyalty Manager

• • Set up email templates for points notifications

Table

Steps

• 1. Go to **Sales → Loyalty & Rewards → Loyalty Programs**

• 2. Click **Create** to create new program

• 3. Fill **Program Name**

• 4. Select **Program Type**:

• 5. - **Promotion**: Auto-applied

• 6. - **Coupons**: Requires code

• 7. - **Loyalty Cards**: Points accumulation

• 8. - **Gift Card**: Gift cards

• 9. Set **Validity** (effective period)

• 10. Select **Currency**

• 11. Click **Save**

Steps

• 1. Open loyalty program

• 2. In **Rules** tab, click **Add a line**

• 3. Set activation conditions:

• 4. - **Minimum Amount**: Minimum order value

• 5. - **Minimum Quantity**: Minimum product quantity

• 6. - **Products**: Specific products

• 7. - **Product Categories**: Product categories

• 8. Set **Points Granted** if loyalty program

• 9. Click **Save**

Steps

• 1. In **Rewards** tab, click **Add a line**

• 2. Select **Reward Type**:

• 3. - **Discount**: Discount (%, fixed amount)

• 4. - **Free Product**: Free product

• 5. - **Free Shipping**: Free shipping

• 6. - **Gift Card**: Gift card

• 7. Set **Points Cost** (points needed)

• 8. Configure reward details:

• 9. - Discount: Enter % or amount

• 10. - Free Product: Select product and quantity

• 11. - Gift Card: Enter card value

• 12. Click **Save**

Steps

• 1. Open **Coupons** type program

• 2. In **Coupons** tab, click **Generate Coupons**

• 3. Select **Generation Type**:

• 4. - **Single Code**: One code, multiple uses

• 5. - **Multiple Codes**: Multiple codes, single use

• 6. Enter **Coupon Code**

• 7. Set **Usage Limit** (max uses)

• 8. Set **Expiration Date**

• 9. Click **Generate**

• 10. System creates coupon and displays in list

Steps

• 1. Open order in **Quotation** or **Sales Order** status

• 2. To apply coupon: Click **Apply Coupon**

• 3. Enter **Coupon Code** and click **Apply**

• 4. To claim reward: Click **Claim Rewards**

• 5. Select reward from available list

• 6. Click **Apply**

• 7. System auto-adds reward line to order

• 8. Automatic promotions applied when conditions met

Steps

• 1. Customers auto-earn points when order confirmed

• 2. Go to **Sales → Customers**, open customer profile

• 3. In **Loyalty** tab, view:

• 4. - List of loyalty cards

• 5. - Current points

• 6. - Points history

• 7. For details: Click on loyalty card

• 8. In **History** tab, view each points transaction

Steps

• 1. Create Gift Card product in Products

• 2. Add Gift Card product to order

• 3. Confirm order

• 4. System auto-creates gift card with unique code

• 5. Click **Gift Cards** button on order to view card list

• 6. Send card code to customer (auto via email)

• 7. Customer uses: Enter card code like coupon code

• 8. Card value deducted from order total

Steps

• 1. Go to **Sales → Loyalty & Rewards → Coupons**

• 2. View list of all coupons and loyalty cards

• 3. Open coupon/card to view

• 4. In **History** tab, view:

• 5. - Transaction date

• 6. - Related order

• 7. - Points earned/used

• 8. - Points balance

• 9. Click row to open source order

Key points

• • **Confirm order**: System auto-deducts/adds points, creates gift cards

• • **Cancel order**: Auto-refunds deducted points, revokes added points

• • **Edit order before confirm**: Promotions auto-recalculated

• • **Edit order after confirm**: Should not delete promotion lines

• • **View applied promotions**: Check Order Lines for gift icon lines

Steps

• 1. Go to **Sales → Reporting → Loyalty Analysis**

• 2. View analysis:

• 3. - Number of participating customers

• 4. - Total points issued

• 5. - Total points redeemed

• 6. - Revenue from program

• 7. Filter by program, time, customer

• 8. Group by Program, Customer, Date

• 9. Export report for offline analysis

Steps

• 1. Open loyalty program

• 2. Click **Orders** button to view applied orders list

• 3. View statistics:

• 4. - Number of orders

• 5. - Total revenue

• 6. - Total discount value

• 7. Calculate ROI = (Revenue - Discount) / Discount

• 8. Compare effectiveness between programs

Key points

• • Set **trial period** for new programs to test

• • Use **expiration date** to create urgency

• • Configure **usage limit** to control budget

• • Create **tiered rewards** to encourage higher spending

• • Send **email reminders** when points expiring

• • Analyze **churn rate** to improve program

• • Combine **promotion + loyalty** for effectiveness

• • Use **gift cards** for referral programs

• • Track **redemption rate**

• • A/B test different reward types

Table

Key points

• • **How to create loyalty points program?** Create Loyalty Program with type = Loyalty Cards, configure Rules to grant points, configure Rewards to redeem points.

• • **Can I combine multiple promotions?** Depends on configuration, usually only one order-wide promotion allowed, but can combine with product-specific promotions.

• • **How can customers view their points?** Enable Customer Portal, customers log in and view at My Account → Loyalty.

• • **Can gift cards be used multiple times?** Yes, until value depleted. Remaining balance kept for next use.

• • **How to generate bulk coupons?** Use Generate Coupons with Multiple Codes, enter quantity needed.

• • **Can I limit coupon to specific customers?** Yes, in Rules set Partner Domain to limit.

• • **How to track program ROI?** View Orders from program, calculate (Revenue - Discount) / Discount.

• • **Do points expire?** Depends on configuration, can set expiration date for points.

• • **Can points be transferred between customers?** Not automatically, requires manual backend adjustment.

• • **How to stop a program?** Archive program or set end date in Validity.