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:
- Go to Odoo backend:
- Log in as an admin.
- Go to the "Sales" module.
- Configure Loyalty Program:
- Navigate to Configuration > Settings.
- Enable the "Loyalty Programs" option if it's not already enabled.
- Adjust Loyalty Point Configuration:
- Go to Sales > Configuration > Loyalty Programs.
- Select the Loyalty Program you're using.
- 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:
- 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.
- 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
- 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.
- Update Customer Form View:
- Go to Settings > Technical > User Interface > Views.
- Search for the customer form view and add the Loyalty Points field.
- 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