Odoo is the world's easiest all-in-one management software. It includes hundreds of business apps:
CRM | e-Commerce | Accounting | Inventory | PoS | Project management | MRP | etc.
I would like to add a fidelity program mostly for our customers who come in our shop. When we have a sale we "scan" the "fidelity card" from the customer and after a while with a "points" system he get a discount.
Is it possible?
I don't think it is possible with the base OpenERP modules as such and the I can't remember something community. The question is maybe where you would like to have the fidelity card. Would it be something you would scan in the Point of Sale or a separate module where you could scan it. The code of the partner would evidently be in the partner together with his number of points. (These two fields, you could create with the technical features under settings (Database Structure > Models > res.partner) and then add them in the view with debugger mode, afterwards you add the bar code field in the search view of the customer views (This is 20 minutes of work for being able to look up a partner easily and add points and maybe e.g. change his pricelist according to his points manually then. ))
The reason it is not in the base system, might be because everyone will have different rules about when to apply the different rules. For example, you are talking about a discount: he can get it once, forever, or he can get one thing free?
The following webpage \https://store.biztechconsultancy.com/blog/increasing-customer-lifetime-value-businesses/ confirms how important it is (as ever) to keep and motivate your existing customer and attract new ones.
It seems strange that a fidelity functionnality is not a basics in Odoo which claims to be in competition with the best in class other crm suites.
Strange also to see that only a very few people on this forum are having questions about fidelization of customers.
I am not a developper; but I can imagine that a specific new field can be added to the customer form in order to calculate and accumulate the fidelity "points" ; then we need a periodic report that lists the so called "points" by customer/period etc in order to effectively give the points to each eligible customer.
More sophisticated approaches may need a specific new module, for better integration (with email templates to inform the customers)
About This Community
This platform is for beginners and experts willing to share their Odoo knowledge. It's not a forum to discuss ideas, but a knowledge base of questions and their answers.Register
Odoo Training Center
Access to our E-learning platform and experience all Odoo Apps through learning videos, exercises and Quizz.Test it now
|Asked: 3/27/13, 8:24 AM|
|Seen: 3049 times|
|Last updated: 11/8/16, 7:00 PM|