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Using the built in loyalty points system, customers accumulate points with dollar amounts on each purchase and can be redeemed at various thresholds. 



1) I noticed that at the checkout if I add more products the redeemable amount eventually appears, accumulating points before purchase.  How can this be set so they have to spend it before they use it?


2) on the logged in customer profile screen, we see invoices, etc.  I would like to display their loyalty point balance and perhaps some additional text.  How can this be added?



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lograste hacer? porque yo no pude

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Hello Baden de Bari,

the Loyalty Points system can be configured and customized to meet specific business requirements. Here are answers to your questions:

1) Controlling when Loyalty Points can be Redeemed:

To ensure that customers have to spend their loyalty points before using them, you can configure the Loyalty Points settings. Follow these steps:

  1. Go to Odoo backend:
    • Log in as an admin.
    • Go to the "Sales" module.
  2. Configure Loyalty Program:
    • Navigate to Configuration > Settings.
    • Enable the "Loyalty Programs" option if it's not already enabled.
  3. Adjust Loyalty Point Configuration:
    • Go to Sales > Configuration > Loyalty Programs.
    • Select the Loyalty Program you're using.
  4. Configure Point Expiry and Redeem Conditions:
    • In the Loyalty Program form, you should see options for point expiration and redemption.
    • Adjust the "Validity Period" to control how long points are valid.
    • Set the "Minimum Points to Redeem" to ensure customers can only redeem points after accumulating a certain amount.

2) Displaying Loyalty Point Balance on Customer Profile:

To display the loyalty point balance on the customer profile screen, you may need to make some customizations. Here's a general guide:

  1. Create a Custom Module:
    • Create a custom module to handle the customization. You can use Odoo Studio or develop a module using Python and XML.
  2. Extend Customer Model:
    • Extend the res.partner model (customer model) to include a field for loyalty points. You can do this by creating a new field in your custom module.
from odoo import models, fields

class ResPartner(models.Model):
    _inherit = 'res.partner'

    loyalty_points = fields.Integer(string='Loyalty Points')

Update Views:

  • Update the customer views to include the new field. You can do this in the XML file of your custom module.
  • inherit the res partner and put the created field inside

  1. Update Customer Views in Odoo Studio:
    • If you are using Odoo Studio, you can use its interface to add the Loyalty Points field to the customer form.
  2. Update Customer Form View:
    • Go to Settings > Technical > User Interface > Views.
    • Search for the customer form view and add the Loyalty Points field.
  3. Restart Odoo:
    • After making these changes, restart the Odoo server for the changes to take effect.

Please note that these steps provide a basic guide, and actual implementation may vary based on your specific requirements


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