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saasloyalty18.0
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Ing. Ang3l Barrera

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
   

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Eva@Ybo Services
Jawaban Terbai

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.

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