Apply loyalty program to certain customers

Question

Good afternoon,
I'm setting up a loyalty points program in the Odoo POS and would like to know if there's any way to configure it to only apply to certain types of users.
In this case, we have several types of clients, and we want Odoo to only apply this program to individual users (who are identified with a tag) and not to businesses(B2B sale).
Thanks in advance!

Eva@Ybo Services · Accepted Answer

Hi Anxolo,
The loyalty card also depends on the price list. So you normally have a price list for B2B and another one for B2C. Just use this field when setting up the loyalty card.
CleanShot%202025-05-05%20at%2016.41.25 [1]

[1] /web/image/68287226-396e873d/CleanShot%202025-05-05%20at%2016.41.25.png?access_token=6ecbef41-9254-4a7d-9686-2aa2d331e6f1

Damien Hick · Answer

Hi,
the Loyalty Program comes with personal Loyalty Cards, so the program will be only active for whose clients having a Loyalty Cards.
One solution is : To manage the creation for your Client with a specific tag, maybe you can create an automation rule based on this tag for your client that will create for them a new Loyalty Card in your Loyalty Program.

相关帖文	回复	查看
setting preparation display not visible (demo.odoo) pos POS	1 9月 25	1015
"Test" Label in All POS Systems & Receipt Message in Odoo 已解决 pos POS	1 7月 25	1894
How to customize POS in Odoo online pos POS	0 1月 25	1970
Point of Sale - When We redeem points, new points are also added pos loyalty 18.0	1 8月 25	1040
Bonus Loyalty Points in Odoo POS pos loyalty points	2 7月 25	2259

此问题已终结

喜欢讨论吗？不要只阅读，加入进来！