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[IMP] Sales: Cheapest product loyalty clarification
closes odoo/documentation#15437 Signed-off-by: Thomas Jude Cavazos (thjud) <thjud@odoo.com> Co-authored-by: Jess Rogers <jero@odoo.com>
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@@ -2,9 +2,9 @@
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Discount and loyalty programs
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Discount and loyalty programs
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=============================
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=============================
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The Odoo *Sales*, *eCommerce*, and *Point of Sale* applications allow users to create discount and
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The Odoo **Sales**, **eCommerce**, and **Point of Sale** applications allow users to create discount
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loyalty programs that customers can use for online and in-store shopping. These programs offer more
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and loyalty programs that customers can use for online and in-store shopping. These programs offer
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varied, public, and time-sensitive pricing options than :doc:`pricelists
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more varied, public, and time-sensitive pricing options than :doc:`pricelists
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</applications/sales/sales/products_prices/prices/pricing>`.
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</applications/sales/sales/products_prices/prices/pricing>`.
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Configure the settings
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Configure the settings
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@@ -30,7 +30,6 @@ a new program from scratch.
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Or, if there are already existing programs, select an existing program to edit it.
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Or, if there are already existing programs, select an existing program to edit it.
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.. image:: loyalty_discount/price-discount-loyalty.png
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.. image:: loyalty_discount/price-discount-loyalty.png
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:align: center
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:alt: Discount and loyalty program template cards.
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:alt: Discount and loyalty program template cards.
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.. note::
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.. note::
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@@ -40,7 +39,6 @@ Or, if there are already existing programs, select an existing program to edit i
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Creating or editing a program opens the program form.
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Creating or editing a program opens the program form.
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.. image:: loyalty_discount/price-programs.png
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.. image:: loyalty_discount/price-programs.png
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:align: center
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:alt: Program options on the loyalty program form.
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:alt: Program options on the loyalty program form.
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The program form contains the following fields:
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The program form contains the following fields:
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@@ -81,7 +79,6 @@ All of the existing cards, codes, coupons, etc. that have been generated for the
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accessible through the smart button located at the top of the form.
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accessible through the smart button located at the top of the form.
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.. image:: loyalty_discount/price-programs-items.png
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.. image:: loyalty_discount/price-programs-items.png
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:align: center
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:alt: Program items smart button on the loyalty program form.
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:alt: Program items smart button on the loyalty program form.
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.. note::
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.. note::
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@@ -89,7 +86,6 @@ accessible through the smart button located at the top of the form.
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database, a :guilabel:`Loyalty Cards` smart button conditionally appears on the contact form.
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database, a :guilabel:`Loyalty Cards` smart button conditionally appears on the contact form.
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.. image:: loyalty_discount/loyalty-cards-smart-button.png
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.. image:: loyalty_discount/loyalty-cards-smart-button.png
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:align: center
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:alt: The Loyalty Card smart button as it appears on a contact form in Odoo 17.
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:alt: The Loyalty Card smart button as it appears on a contact form in Odoo 17.
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This smart button **only** appears if a loyalty card or coupon is associated with the contact.
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This smart button **only** appears if a loyalty card or coupon is associated with the contact.
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@@ -125,7 +121,6 @@ to add *conditions* to the program. This reveals a :guilabel:`Create Conditional
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window.
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window.
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.. image:: loyalty_discount/price-conditional-rewards.png
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.. image:: loyalty_discount/price-conditional-rewards.png
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:align: center
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:alt: Rules & Rewards tab of the loyalty program form.
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:alt: Rules & Rewards tab of the loyalty program form.
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.. note::
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.. note::
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@@ -154,7 +149,6 @@ The following options are available for configuring conditional rules:
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and :guilabel:`Buy X Get Y` programs).
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and :guilabel:`Buy X Get Y` programs).
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.. image:: loyalty_discount/price-conditions.png
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.. image:: loyalty_discount/price-conditions.png
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:align: center
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:alt: Conditional rules configuration window for a discount or loyalty program.
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:alt: Conditional rules configuration window for a discount or loyalty program.
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Click :guilabel:`Save & Close` to save the rule and close the pop-up window, or click
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Click :guilabel:`Save & Close` to save the rule and close the pop-up window, or click
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@@ -190,7 +184,10 @@ The following options are available for configuring rewards:
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- :guilabel:`Discount`: Enter the discounted amount in either :guilabel:`percentage`,
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- :guilabel:`Discount`: Enter the discounted amount in either :guilabel:`percentage`,
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:guilabel:`currency per point`, or :guilabel:`currency per order`. Then, select whether the
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:guilabel:`currency per point`, or :guilabel:`currency per order`. Then, select whether the
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discount applies to the entire :guilabel:`Order`, only the :guilabel:`Cheapest Product` on the
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discount applies to the entire :guilabel:`Order`, only the :guilabel:`Cheapest Product` on the
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order, or only :guilabel:`Specific Products`.
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order, or only :guilabel:`Specific Products`. If :doc:`developer mode
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</applications/general/developer_mode>` is active, the reward can be set to apply to the
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:guilabel:`Cheapest Product` in a specific domain (for example, the cheapest t-shirt when
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there are multiple types of clothing in a sales order).
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- :guilabel:`Max Discount`: Enter the maximum amount (in currency) that this reward may grant as
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- :guilabel:`Max Discount`: Enter the maximum amount (in currency) that this reward may grant as
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a discount. Leave this field at `0` for no limit.
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a discount. Leave this field at `0` for no limit.
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@@ -205,5 +202,4 @@ The following options are available for configuring rewards:
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customer upon checkout.
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customer upon checkout.
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.. image:: loyalty_discount/price-rewards.png
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.. image:: loyalty_discount/price-rewards.png
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:align: center
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:alt: Rewards configuration window for a discount or loyalty program.
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:alt: Rewards configuration window for a discount or loyalty program.
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