Skip to Content
Menu
This question has been flagged
1 Reply
1344 Views

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
Discard
Best Answer

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
Discard
Related Posts Replies Views Activity
0
Apr 25
677
1
Nov 24
1595
0
Jul 25
478
1
May 25
1093
3
Jul 25
1559