Skip to Content
Dette spørgsmål er blevet anmeldt
saasloyalty18.0
1 Svar
2108 Visninger
Avatar
Ing. Ang3l Barrera

I am currently using Odoo 18 SaaS.

We have a loyalty program that is only for specific clients, but the general public should not be included in the program.

How can I exclude those clients?

I have tried using automation rules, but the rule is not working.

Any suggestions? Thanks!


Automation Rule: Prevent Loyalty Points
 
Trigger:
     Runs "On Save" (When the record is saved).

Conditions:
   Before updating:   The rule applies if all records match (currently 1 record). 
   
   Apply to:  Only if the Loyalty Card is in a specific list, in this case, the Public General card      (0448-bbb9-40b7).

 Action: 
   update: points 
   New value: 0  Force the balance to always be zero
   

Avatar
Kassér
Avatar
Eva@Ybo Services
Bedste svar

You may want to try using the pricelist. The loyalty program is linked to the pricelist. You just have to assign the pricelist to the specific users and the loyalty program should only work for them.

Good Luck!

Eva P.

Avatar
Kassér
Related Posts Besvarelser Visninger Aktivitet
BIC on customer invoices
accounting saas 18.0
Avatar
Avatar
1
okt. 25
1598
Point of Sale - When We redeem points, new points are also added
pos loyalty 18.0
Avatar
Avatar
1
aug. 25
1031
Change the number of loyalty points used in PoS.
pos loyalty 18.0
Avatar
Avatar
1
nov. 24
2648
How To Hide Action Report By Picking Type Code ?
18.0
Avatar
Avatar
Avatar
3
nov. 25
600
How do I set up budget management / planning Løst
18.0
Avatar
Avatar
2
aug. 25
1091