Skip to Content
Menu
This question has been flagged
1 Odpoveď
1349 Zobrazenia

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
Zrušiť
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
Zrušiť
Related Posts Replies Zobrazenia Aktivita
0
apr 25
683
1
nov 24
1606
0
júl 25
486
1
máj 25
1108
3
júl 25
1569