Sales: Products: Promotion Programs

Purpose

The purpose of this document is to show you how to configure promotions, and how they're applied in the Sales application of Odoo 16.

Promotions are discounts or rewards that can be configured to be applied automatically when certain order conditions are met or require a code to be inputted along with the order conditions being met. 

Process

To get started, navigate to the Sales app. 


Click CONFIGURATION >SETTINGS. Under the Pricing section, ensure Coupons & Promotions is enabled.

Creating ​Gift Cards & eWallets 

To access Gift Cards & eWallets, go to PRODUCTS > Gift cards & eWallet 

From this page, you'll see all of your existing Promotions Programs listed, and if you don't have any, Odoo v16 now offers you some templates!

Click NEW to add a new promotion program. 

Program Name: Enter the name you would like to set for your Promotion Program. This will display on the line item for your Sales Orders. 

  • Program Type: 
    - Gift Card: Gift Cards are created manually or automatically sent by email when the customer orders a gift card product.
    - eWallet: eWallets are created manually or automatically when the customer orders an eWallet product.
  • Gift card/eWallet Products: List of products that the user will be able to purchase with the gift card/eWallet
  • Email template: The body of the message when the client receives the Gift Card or the eWallet
  • Print report: Allow you to print gift cards from the POS (only on the gift card option)
  • Company: If you have multi-company, you can choose in which company this gift card can be used 
  • Available on: Select where this can be redeemed: POS, Sales, or on your website
  • Point of Sale: You can select a specific POS where this can be redeemed 



Creating ​Discounts & Loyalty Programs

To access Discounts & Loyalty Programs, go to Products > Discount & Loyalty 

From this page, you'll see all of your existing Discounts & Loyalty Programs listed, and if you don't have any, Odoo v16 now offers you some sweet templates by default!

Click NEW to add a new promotion program and enter the following fields: 

  • Program Name: Enter the name you would like to set for your Promotion Program. This will display on the line item for your Sales Orders. 

  • Program Type: 
    - Coupons: Generate & share coupon codes manually
    - Loyalty Cards: When customers make an order, they accumulate points they can exchange for rewards on the current order or on a future one.
    - Promotions: Set up conditional rules on the order that will give access to rewards for customers
    - Discount Code: Define Discount codes on conditional rules then share it with your customers for rewards.
    - Buy X Get Y: Grant 1 credit for each item bought then reward the customer with Y items in exchange of X credits.
    - Next Order Coupons: Drive repeat purchases by sending a unique, single-use coupon code for the next purchase when a customer buys something in your store.
  • Currency: Set the currency that will be used for the promotion.
  • Validity: Set a date in the future at which point the promotion will no longer be valid. 
  • Limit Usage: Enabling this option allows you to set the number of times the program can be used. 
  • Available On: Select which applications you would like this program to be applicable on. 
  • Point of Sale: If you would like to limit the use of the program to specific shops, that can be set here. Leaving this blank allows all shops to use the program. 


Conditions

The first step to creating your promotion program is to define the circumstances that this promotion can be used. You can define your parameters as loosely or tightly as you see fit for each of your programs by adding conditions based on Products and Customers. 

Good to Know!

You'll often see Odoo refer to filtering records down to subsets as "Domains". Simply put, everything you specify as being a part of the Domain will be impacted by whatever record you're on. 

So, for our purposes, when we set the Domain on the promotion program, we are filtering down our entire product catalog or contacts list into a smaller sub-set of products or customers that this promotion can be applied to. 

When you add more than one condition in the Domain modal window, you'll have the option to choose whether you want the promotion to apply if ALL of the conditions are met or if ANY of the conditions are met. 

By default, Odoo filters using all conditions, but you can easily change it using the drop-down menu.

CONDITIONS: 

  • Minimum Quantity: Minimum quantity of the applicable products required to be in the cart or on the order before the promotion will apply.

  • Minimum Purchase: This is the minimum purchase amount that needs to be reached before the promotion will be applied. You can choose if you want the taxes to be included or excluded from this amount. This is based on the order total, not the total amount for a specific product line. 

AMONG:

  • Product Domain: Set the general domain for the products (this is visible only in debug mode).
  • Products: Select specific products 
  • Categories: Select a specific product category
  • Product Tags: Select any product tags that this will work on


Rewards

This section allows you to configure the type of benefit your customer will receive when they use this promotion. 

  • Reward type: Choose either Free Product, a Discount, or Free Shipping. Some fields may change based on your selection.

Reward: Discount

  • Discount: If Discount is selected, you will have the below options to configure for your Discount

  • Apply Discount: You can set this to either be a percentage off or a fixed dollar amount off.  

  • Discount Apply On: If using a percentage-based discount, you can set the discount to be applied on the entire order, on the cheapest product on the order or on a specific product (see next image) on the order. If using a fixed rate discount, the discount will apply to the order total. 

  • Max Discount Amount: This is the maximum dollar value that can be discounted with this promotion. In the following example, we've capped the discount at $10.00. This means a $200 product with a 10% discount coupon would not get a $20 discount because of this setting. They'd only get a $10 discount.



Reward: Free Product

  • Reward: If Free Product is selected, then you will select the free product offered with this promotion, along with the quantity.



Reward: Free Shipping

  • Reward: If Free Shipping is selected, then any calculated shipping costs will be waived for the order. You can also set a max discount for that shipping  

When you're done with the basic configuration, don't forget to Save!


Applying Promotions

On the Website

If the promotion is configured to apply automatically, the customer only needs to meet the criteria with their order to see the discount applied.

If the promotion requires a code, the customer will have the option to enter their promotion code in the shopping cart of the website.


On a Sales Order

For any order, click the Promotions button to apply any applicable promotion that does not require a code.


If a promotion requires a code to apply, you'll need to add the code using the Coupon code button.


This brings up a modal window where you'll enter the code, then click APPLY.