Introducing ZestyBeanz’s Accounting Loyalty module, Streamlines loyalty program operations by allowing users to configure Loyalty Accounts, Redeem Accounts, and Loyalty Points Rate settings. It facilitates accurate reward point calculation based on invoice untaxed amounts and automates the creation of journal entries for both earned and redeemed points, enhancing customer loyalty tracking and management within the system.
You will be able to see the module in the search result. Click on ‘Install’ to install it.
Navigate to Settings > Invoicing
A new section Loyalty added here.
When configuring redeem accounts, ensure to select the same credit and debit accounts as those of the customer
On creation of a new invoice with invoice lines.
Eligible Loyalty Points will be calculated based on the current untaxed amount.
Upon invoice confirmation
Journals created for eligible loyalty points
Redeem the loyalty points
Journals created for redemption
After redemption, Created outstanding credits to our payment. By adding that, the reward is deducted from the total untaxed amount.
In conclusion, ZestyBeanz’s Accounting Loyalty module provides a seamless solution for managing loyalty programs within Odoo. With its configurable settings for loyalty accounts, redeem accounts, and loyalty points rate, it simplifies the process of calculating and tracking reward points. By automating journal entry creation for earned and redeemed points, the module enhances loyalty program efficiency and effectiveness, ultimately improving customer satisfaction and retention.
https://apps.odoo.com/apps/modules/16.0/zb_accounting_loyalty/
#zesty #zestybeanz #odoo #loyalty #addon #discount
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