Within the Odoo 16 Point of Sale (PoS) system, users can create customized coupons and promotions tailored to their specific business needs. This involves setting parameters like discount value, expiration date, and redemption conditions for coupons or promotions. Moreover, the system enables tracking of coupon and promotion redemptions to evaluate their effectiveness. Utilizing coupons and promotions can greatly boost sales efforts within the Odoo PoS environment. By strategically employing these tools, businesses can attract new customers, encourage existing ones to spend more, increase profits, and target particular consumer segments.
The functionality of each promotional program within the Odoo 17 PoS ecosystem is outlined as follows:
* Coupons: Coupons are discounts that customers can redeem during checkout, providing percentage discounts, fixed monetary deductions, or complimentary shipping.
* Loyalty Cards: Geared towards incentivizing repeat business, loyalty cards allow customers to earn points with each purchase, which can later be redeemed for discounts, free items, or other rewards.
* Promotions: These involve discounts applied either universally or to specific product categories, serving various purposes such as product promotion, inventory clearance, or customer acquisition.
* Discount Codes: Similar to online coupons, discount codes provide customers with percentage discounts, fixed monetary deductions, or free shipping benefits.
* Buy X Get Y: Under this promotion format, customers receive a complimentary item when they purchase a specified quantity of other products. For example, buying two pieces of cloth might entitle the customer to receive a free item of clothing.
* Next-Order Coupons: Sent via email after a purchase, these coupons provide customers with discounts or monetary savings for use on their next orders, encouraging repeat purchases.
This blog post offers comprehensive instructions for setting up coupon programs, including specifications for currency and points units, validity settings, usage restrictions, and allocation to particular sales channels or business entities.
Setting Up Promotions, Coupons, Gift Cards, and Loyalty Programs
Enabling the functionality for creating coupons and promotions for retail or dining establishments can be done by activating the Promotions, Coupons, Gift Cards, and Loyalty Programs feature in the setup Settings box of the PoS module, as illustrated below.
Upon activation, users will notice the appearance of the discount and loyalty menus under the Product section within the PoS interface.
Clicking on the "Loyalty Programs" link will direct users to a dashboard page featuring pre-configured discounts and loyalty programs categorized by program name, type, items, website, point of sale, and company.
Establishing Discounts
Next, users can begin the process of creating promotional programs for use in PoS sessions. This is done by initiating new programs using the "New" button within the Discount & Loyalty menu.
The choice of particular promotional programs depends on individual business goals and the type of products or services provided. Nevertheless, all these programs can be utilized to attract new customers through introductory discounts, thus encouraging initial interaction. Additionally, they contribute to increasing sales by attracting new customers, maintaining existing ones, and facilitating inventory clearance.
To create new Discounts or Loyalty programs, utilize the "New" button. Opening any item on the dashboard will unveil its corresponding program configuration form. In this instance, we are initiating a new Discount program.
In the "Programme Name" field, you need to update the name of the loyalty or discount program. Additionally, select the "Program Type" from a dropdown menu, offering options such as "Coupon, Promotion, Loyalty Card, Buy X Get Y, Discount Code," among others. Choose the appropriate currency from the “Currency” section, and establish the validity of the program by selecting dates from the calendar provided in the ‘Start Date’ and ‘End Date’ fields. Users can configure usage restrictions for the program by entering necessary information in the "Limit Usage" section.
Ensure that business details are entered in the "Company" section. You can simplify access to loyalty programs in specific categories such as Point of Sale, Sales, and Website by selecting the "Available On" options.
To limit the visibility of the loyalty program to a particular website, users should indicate the name of the relevant website in the "Website" field. Furthermore, visibility can be restricted to specific stores by specifying their names in the "Point Of Sales" area.
Rules & Rewards Section
In the Rules & Rewards tab, you can establish the criteria and conditions for a specific promotional program by defining purchase or sales conditions in the "Conditional Rules" section, utilizing the "Add" button.
Clicking on the “Add” button will open a new condition configuration popup window, as depicted in the accompanying screenshot.
You can define the conditions related to the number of eligible coupons/gift cards in the “Minimum Quantity” field, while the "Maximum Purchase" amount required to qualify for the program can be specified in the following line. Additionally, specifying particular "Products," "Categories," and "Product Tags" falls within the purview of the Loyalty Program rule. You can choose to either use the "Save & Close" button to retain the conditional rules or utilize the "Save & New" option to add another condition.
You can generate numerous intricate conditional rules using the same example as previously mentioned.
Establishing Rewards
Clicking the "Add" button under the "Rewards" section will open a popup window titled "Create Rewards," as shown below.
Within this interface, you can establish new rewards by choosing the "Reward Type" from the dropdown menu. Enter the discount percentage in the "Discount" field, and then select the appropriate option to apply the discount to either the "Order," "Cheapest Product," or "Specific Product."
You can specify the maximum discount provided as an incentive in the "Max Discount" field under the "DISCOUNT" tab. Modify the description of the reward by editing the "Description on order" column. Click on the "Save & Close" button to save the configured rewards.
Creating Coupons
Once the coupon specifics and conditions have been adjusted, we can generate the necessary number of coupons by using the ‘Generate Coupon’ button.
After clicking the ‘Generate Coupons’ button, a pop-up window will appear, as depicted below.
Please choose the customer category for which you intend to generate coupons, such as "Anonymous Customers" or "Selected Customers." Enter the desired quantity to be generated and specify the validity period in the "Validity Until" fields. Then, click the "Generate Coupons" button.
Your coupons will be created, and you can see the number of available coupons within the ‘Coupons’ smart button located at the top of the configuration form.
When accessing the "Coupons" smart button, you'll be directed to a dashboard displaying all generated coupons, presenting their respective Code, Balance, Expiration Date, Program, and Partner details.
You can oversee and produce coupons from this interface. If additional coupons are required, simply click on the ‘Generate Coupons’ button located next to the ‘New’ button.
Distributing Coupons
Admins have the option to send coupons via email by utilizing the "Send" button in the coupon field. A popup window will appear displaying the coupon’s promo code, as depicted below. Users can modify the email address and send the coupon to the selected contact.
Distributing Coupons
To disseminate these coupon views through modern URL links, select the "Share" button on the corresponding coupons column. Moreover, you'll notice that coupon cards become public if you specify the ID of a website in the "Website" section.
Furthermore, you can copy the URL of the coupon and share it on other social networking platforms.
Establishing Promotions
There's no need to worry about starting new promotion programs; the process seamlessly corresponds with the coupon setup discussed in the previous section of this blog.
Within the "Discount & Loyalty" setup window of the "Products" menu, you can establish new promotions. Just remember to adjust the "Programme Type" to "Promotions," as shown below.
Enter the essential details for the Promotion program, such as the Program Name, Program Type, Start Date, End Date, Usage Limit, Company, Website, Available platforms, and Point of Sale information according to your program needs.
Within the ‘Rules & Rewards’ tab section, you can define program parameters and incentive schemes, encompassing criteria like minimum purchase amounts, product specifications, and reward categories. Similar to the Coupons scenario we discussed earlier, utilize the "Add" option to input Conditional Rules and Rewards for the promotion program, and complete the conditions and reward details within the presented wizards.
Conditions
A customer qualifies for this promotion program by purchasing a minimum of 10 items amounting to $2000, adhering to the simple conditional rules I've provided.
Incentives
As depicted in the image below, I've opted to offer a Loyalty Coupon card valued at $500 for specific customers. Therefore, click on the ‘Add’ button within the 'Rewards' section for this promotional program.
In this instance, I've selected the ‘Reward Type’ as Free Product and specified the Quantity rewarded as 1. Then, choose the reward product by selecting it in the Product field, followed by setting the corresponding tags in the Product Tag section, as depicted below.
The Description on the order will be showcased within the designated field based on the reward settings, although adjustments can be made if needed. Once the alterations to the promotion data are saved, proceed back to the configuration form. From here, you'll notice the ‘Promos’ smart button.
Generating a New Promotion Code
Access the ‘Promos’ smart button to handle or establish new promotion schemes. You can examine one of the promotion programs I previously crafted by opting for the 'New' choice on the dashboard.
When generating the new promotion program, you'll find the Code within the configuration window. Next, specify the Expiration Date, Partner, and Balance promo points as depicted below.
Ultimately, the management of this promotion program involves distributing it to customers via email or directly applying it during PoS transactions, while also including mechanisms for tracking and redemption.
Utilizing Promotions & Coupons in a PoS Order
During a PoS ordering session, we can employ the predefined Coupons and Promotions to facilitate purchases. To start, access the Dashboard window and choose the active shop session to initiate a new session.
Choose the items and proceed with the ordering process within the Orders window. Then, utilize coupons by selecting the Enter Code button to avail the benefits or discounts for these product orders.
Clicking the Enter Code button will open a small window where we can input a coupon code copied from the coupon window, as depicted below.
Once the coupon code is entered and confirmed using the Confirm button, the discount will be applied to the current order and deducted instantly. You can observe this within the orders window, as shown in the screenshot below.
Initiate the payment process by selecting the Payments button. Additionally, the coupon discount can be reflected in the generated invoice.
You can also apply the promotion codes in a similar manner as explained earlier.
A demonstration of how Coupon & Promotion programs are utilized within a PoS session highlights the smooth integration of promotional initiatives in the Odoo 17 ecosystem, showcasing their effectiveness in achieving various business goals.