If you're looking to automatically gift loyalty points to new POS customers using Marketing Automation, here’s a clean path you can follow:
Smart Setup Without Custom Code
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Enable the Loyalty Module
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Go to Sales → Configuration → Settings → check Loyalty & Gift Cards, then save.
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In POS → Configuration → Loyalty Programs, create a rule that grants X points when a purchase is made.
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Detect “New Customer” in Automation
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Use Odoo’s Marketing Automation app.
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Create a trigger: When a new contact is created, filter these to only those with a POS order (or using similar criteria).
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Issue Points via Server Action
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Add an action: Click Loyalty, choosing “Add Points”.
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Target the loyalty card linked to the new contact and specify points.
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Confirmation Email (Optional)
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If desired, include an automated email or chatter message to welcome the customer and confirm the points.
Why It Works
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Odoo handles loyalty operations through its built-in loyalty engine—so no need for heavy customization.
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Marketing Automation lets you combine triggers (new customer) with loyalty actions smoothly.
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You can later refine this: target only customers from a specific POS or adjust points per purchase value.
If You Need More Control
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Some third-party POS loyalty modules offer referral or signup bonuses built-in (search Odoo Apps Store for “pos loyalty”).
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For advanced behavior (e.g., bonus only in specific stores), you might add a custom server action with a domain filter.