Odoo 18 Enterprise Book: Sales

5. Promotions, Loyalty & Gift Card

In Odoo 18 Enterprise, the Promotions, Loyalty & Gift Card feature allows businesses to implement a wide range of promotional strategies to enhance customer engagement, increase sales, and encourage repeat purchases. This feature enables the management of discounts, coupons, loyalty programs, gift cards, and eWallets, providing businesses with flexible tools to tailor promotional campaigns based on customer behavior.

5.1 Discount & Loyalty

To activate discount and loyalty programs, navigate to Sales → Configuration → Settings and enable the Promotions, Loyalty & Gift Card option under the Pricing section.

Click Save to apply the changes. Once enabled, these features become available across Sales, eCommerce, and Point of Sale (PoS). Businesses can create new discount and loyalty programs by going to Sales → Products → Discount & Loyalty. If no programs exist, Odoo provides several pre-configured templates to help set up the first program.

Users can either choose a template or create a program from scratch by clicking New. If existing programs are available, they can be edited directly from the list view.

The program form in Odoo contains several configurable fields that help customize the discount or loyalty structure. The Program Name field is used to name the program internally, while the Program Type drop-down allows users to choose between discounts, loyalty cards, or gift cards etc,. The Currency field ensures that all pricing and rewards are applied in the appropriate currency.

Additionally, businesses can assign the program to specific customer segments by linking it to one or more pricelists. If no pricelist is selected, the program will be available to all customers by default. For loyalty card programs, the Points Unit field lets users define the unit of measurement for earned points (e.g., “Loyalty Points”), which is visible to customers for clarity. The program’s validity is controlled using the Start Date and End Date fields, which specify when the program becomes active or expires. Leaving these fields blank ensures the program remains active indefinitely.

To limit program usage, businesses can enable the Limit Usage option and specify the maximum number of times the program can be redeemed. In a multi-company setup, the Company field allows users to restrict the program to a specific company or make it accessible across all companies. Similarly, the Available On field determines which platforms the program is active on, such as Sales, eCommerce, or PoS. The Website field allows businesses to restrict the program to a particular website, while the Point of Sale field lets users assign it to specific PoS locations.

The program form in Odoo provides various Program Types, each catering to different promotional needs.

• Coupons – Single-use codes that customers can redeem for rewards, ideal for attracting new customers and increasing engagement.
• Loyalty Cards – Encourage repeat purchases by allowing customers to accumulate points that can be exchanged for discounts or free products.
• Promotions – Define conditional rules for discounts, such as percentage-based discounts on specific products or order values.
• Discount Codes – Offer customers fixed or percentage-based discounts that can be redeemed at checkout.
• Buy X Get Y – Incentivize bulk purchases by rewarding customers with free products after purchasing a specified quantity.
• Next Order Coupons – Generate single-use coupon codes that can be applied to future purchases, encouraging repeat business.

Once a program is created, all associated cards, codes, and coupons can be accessed via a smart button at the top of the form, providing a centralized view of active promotions.

To configure the rules that determine when a program is applied, navigate to the Rules & Rewards tab and click Add next to Conditional Rules. This opens a Create Conditional Rules pop-up window where specific conditions can be defined.

The available rule configuration options vary based on the Program Type. For example, Discount Code programs allow users to enter a custom code or use the default code generated by Odoo. The Minimum Quantity field lets businesses define the least number of products a customer must purchase to qualify for the reward. Similarly, the Minimum Purchase field sets the required spending amount to unlock the discount, with an option to include or exclude tax. If both conditions are specified, the customer must meet both the minimum quantity and spending requirements to be eligible for the reward.

Businesses can further refine targeting by selecting specific products or product categories in the Products and Categories fields. Additionally, the Product Tag field allows the program to be applied to products with a specific tag, enabling more granular promotions.

For Loyalty Cards and Buy X Get Y programs, the Grant field defines the number of points a customer earns per order, either based on the currency spent or the quantity purchased. These flexible configurations allow businesses to create highly customized loyalty and promotional programs tailored to their sales strategies.

Once the rules are set, users can finalize the configuration by clicking Save & Close to exit the pop-up window or Save & New to immediately create another rule.

In the Rules & Rewards tab, users can define specific Rewards by clicking Add next to the Rewards section. This opens the Create Rewards pop-up window, allowing businesses to configure different reward types.

The available reward types depend on the Program Type selected and include:

• Free Product – Allows businesses to specify the quantity of the rewarded product and assign it based on a purchase condition.
• Discount – Can be set as a percentage-based discount, a currency-based discount per point, or a fixed amount discount per order. Users can also define whether the discount applies to the entire order, the cheapest product, or specific products. A Max Discount value can be set to cap the total discount amount, or it can be left at zero for no restriction.
• Free Shipping – Provides free shipping on eligible orders, with the option to set a maximum discount limit for shipping costs.

For loyalty-based programs like Loyalty Cards and Buy X Get Y, businesses can define the number of points required to redeem a reward using the In Exchange Of field. Additionally, the Description on Order field allows businesses to include a custom message that will appear on the customer’s invoice or checkout page, ensuring clear communication about the applied rewards.

By leveraging Odoo 18’s Promotions, Loyalty & Gift Card features, businesses can create dynamic and customer-centric promotional strategies that enhance engagement, incentivize repeat purchases, and increase overall sales.

5.2 Gift Cards & eWallet

eWallets

eWallets in Odoo 18 Enterprise offer customers a convenient way to store and use digital credits for making purchases in both online and physical stores. These digital wallets serve as a centralized payment system, allowing users to manage multiple gift cards and seamlessly apply their stored balance during transactions. To implement an eWallet program, businesses must first create an eWallet Top-up Product. To set up an eWallet Top-up Product, navigate to the Sales module, then go to Products and click New to create a new product.

On the Product Template page, configure the following options:

• Product Name: Enter a name for the top-up product (e.g., "eWallet Top-Up – $50").
• Sales: Enable this option to make the product available for sale.
• Product Type: Select Service as the product type, since top-ups do not require stock management.
• Invoicing Policy: Choose Prepaid/Fixed Price, ensuring that payment for the product is made upfront.
• Create on Order: Select Nothing, as this product does not involve inventory or manufacturing processes.
• Sales Price: Enter the top-up amount (e.g., $50). If offering multiple top-up values, create separate products with different Sales Prices (e.g., $10, $25, $100).

Once the top-up product is created, proceed to the Sales module, then navigate to Products → Gift Cards & eWallet to set up an eWallet program.

In the Program Form, enter a suitable name, such as "My eWallet Program." Under the Program Type, select eWallet to designate it as a digital wallet system. Then, in the eWallet Product field, select the previously created top-up product. If multiple top-up amounts are available, repeat the process to add each one separately.

Next, configure the customer notification settings by selecting an Email Template that will be used to send confirmation emails to customers upon successful top-up. If a suitable template does not exist, you can create a new one by clicking the field, selecting "Search More," and then clicking "Create."

Specify the Currency in which the eWallet program operates, ensuring consistency in transactions. If your business operates in a multi-company environment, use the Company field to restrict the program to a specific company, or leave it blank to make it available across all companies.

Under the Available On section, define where the eWallet program can be used by selecting applicable platforms, such as Sales, Website, or PoS. Additionally, select the Website and PoS locations where the program should be valid. If you want the eWallet program to be available across all websites and PoS locations, leave these fields empty.

The Add button under the Rewards tab can be used to add rewards for this eWallet.

Once all configurations are completed, finalize the setup by saving the program. The eWallet program is now ready to be used, allowing customers to top up their digital wallets and use their stored credits seamlessly across multiple Odoo sales channels.

The next step is to generate individual eWallets for customers. To do this, click the Generate eWallet button located in the upper-left corner of the program form.

This action will create digital wallets that customers can use for making purchases across the selected sales channels, eCommerce, and PoS systems.

When generating eWallets, businesses can specify Customers and/or Customer Tags to determine who will receive the eWallets. Based on the selected criteria, the system will automatically adjust the Quantity to Generate of eWallets being created. After selecting the recipients, set the eWallet Value, which defines the credit amount available in each wallet. If required, a Valid Until period can be specified to establish an expiration date for the eWallets. This feature is particularly useful for time-sensitive promotions or limited-period store credits. In the Description field, you can add a description related to the eWallet. Once eWallets have been generated, they can be accessed through the eWallets smart button located in the top of the program form.

From this interface, users can send or share eWallets with customers either via email or by generating a URL link.

By clicking on an individual eWallet, users can modify certain details such as the expiration date, associated partner (customer), or remaining balance.

However, for security and integrity purposes, the eWallet code itself cannot be altered, deleted, or duplicated. This restriction ensures that each eWallet remains unique, preventing fraud or unauthorized changes.

With these management tools, businesses can efficiently oversee their digital wallet system, providing customers with a flexible and secure payment option while maintaining full control over eWallet distribution and usage.

Gift Cards

Gift cards in Odoo 18 Enterprise provide customers with a prepaid payment method that can be used at both eCommerce stores and physical Points of Sale (PoS). Customers can purchase gift cards, which they or their recipients can later redeem for purchases, enhancing flexibility and encouraging repeat sales.

Before setting up a gift card program, businesses must first create gift card products. To do this, navigate to the Sales module, then go to Products → Products, and click New to create a new product.

In the Product page, configure the following options:

• Product Name: Enter a suitable name for the gift card product, such as a $50 Gift Card.
• Sale: Enable this option to allow customers to purchase the gift card.
• Product Type: Select Service, as gift cards are non-physical products that do not require inventory tracking.
• Invoicing Policy: Choose Prepaid/Fixed Price, ensuring that the gift card is paid for upfront.
• Sales Price: Set the value of the gift card, such as $50, $100, or a customizable amount. Businesses can create multiple gift card products to offer different denominations.

Once the gift card product is created, businesses can proceed to configure the gift card program in Sales → Products → Gift Cards & eWallets, enabling customers to buy, receive, and redeem gift cards seamlessly across Odoo’s Sales, eCommerce, and PoS platforms.

Start by entering a suitable Program Name, such as "Holiday Gift Cards" or "Loyalty Gift Card Program." In the Program Type dropdown, select Gift Card to designate it as a gift card program. Under the Gift Card Products field, select the previously created gift card product(s). If the business offers different gift card amounts, such as $25, $50, or $100, each product should be added separately to the program.

Next, configure customer notifications by selecting an Email Template that will be sent upon purchase. The default template, "Gift Card: Gift Card Information," can be used, or a custom template can be created by clicking "Search More" and selecting "Create." For print-ready gift card details, select Gift Card under the Print Report option. The Currency field should be set to match the currency in which the gift card program operates, ensuring accurate transactions. If operating in a multi-company environment, specify the Company for which the program is valid, or leave the field blank to make it available across all companies.

In the Available On section, select the applications where the gift card program will be accessible, including Sales, Website, and PoS. If the program is meant for online use, specify a Website where it should be available, or leave it blank to apply it to all websites. Similarly, under Point of Sale (PoS) Locations, select the PoS locations where customers can redeem gift cards. If no specific locations are chosen, the program will be valid across all PoS systems.

You can add Rewards under the Rewards tab using the Add button.

Once the Gift Card Program has been fully configured, gift cards can be generated by clicking the Generate Gift Cards button located in the upper-left corner of the program form.

This will open a new pop-up window as shown below.

When generating gift cards in Odoo 18 Enterprise, businesses can choose between Anonymous Customers or Selected Customers. For Anonymous Customers, simply specify the quantity of gift cards to be generated, allowing the creation of multiple unassigned gift cards that can be sold or distributed later. For Selected Customers, businesses can select specific customers or use customer tags to target groups such as VIP members or loyalty program participants.

After selecting the recipients, define the Gift Card Value, which determines the credit amount associated with each gift card. Additionally, if the gift cards should have an expiration date, specify the Valid Until period to set a deadline for redemption. You can add a description also in the given field.

Once gift cards have been generated, they can be accessed through the Gift Cards smart button located at the top of the program form. From this interface, businesses can efficiently manage their gift cards and distribute them to customers.

Gift cards can be sent via email or shared through a generated URL link, allowing for seamless digital distribution.

By clicking on an individual gift card entry, users can modify details such as the Expiration Date, assign or update the Partner (customer), and adjust the remaining balance if necessary. However, to maintain security and prevent misuse, the Gift Card Code cannot be altered, deleted, or duplicated once it has been generated. By leveraging these management tools, businesses can efficiently track, distribute, and regulate the use of gift cards, providing a smooth and controlled experience for both the company and its customers.