How to Use Discounts, Promotions & Loyalty in Odoo 18 POS: Complete Step by Step Guide
By Braincuber Team
Published on March 20, 2026
In today's retail scenario, customer retention and engagement strategies are important for business success. With Odoo 18 Point of Sale (PoS), businesses can take full advantage of an advanced promotional engine that integrates seamlessly into daily sales operations. From simple discounts to complex loyalty strategies, Odoo offers diverse tools to enhance customer satisfaction, increase sales, and improve repeat purchase rates.
What You'll Learn:
- Enabling and configuring POS promotional features
- Creating and managing coupon programs with conditional rules
- Setting up discount codes for mass marketing campaigns
- Implementing promotion programs and Buy X Get Y offers
- Building loyalty card programs with points system
- Managing next order coupons for repeat business
Understanding Odoo 18 POS Promotional Programs
Odoo 18 POS provides a comprehensive promotional engine that supports various customer engagement strategies. Each program is designed to encourage customers to make more purchases, helping to increase sales and boost overall company profits. The system supports Coupons, Discount Codes, Promotions, Loyalty Cards, Buy X Get Y Programs, and Next Order Coupons, each serving different business objectives and customer segments.
Step 1: Enabling POS Promotional Features
Before you can create and manage promotional programs, you need to ensure that the promotional features are enabled in your Odoo 18 POS configuration.
Navigate to POS Settings
Go to Point of Sale > Configuration > Settings to access the POS configuration options.
Enable Promotional Features
Enable the checkbox for "Promotions, Coupons, Gift Cards, and Loyalty Programs" in the settings.
Save Changes
Save the configuration changes to activate the promotional features.
Access Discount & Loyalty Menu
Once enabled, new menu options will be available under Products > Discount & Loyalty, where you can create and manage various promotional programs.
Step 2: Creating Coupon Programs
Coupons represent a form of discounts by customers during checkouts, provide percentage discounts, fixed monetary deductions, or granting shipping. Let's create a comprehensive coupon program with conditional rules and rewards.
Create New Program
Go to Products > Discount & Loyalty and click New to create a new promotional program.
Configure Basic Settings
Update Program Name, select Coupon as Program Type, set currency, define Start Date and End Date, and specify usage limits.
Set Availability
Under Available On, indicate platforms (Point of Sale, Sales, Website) and assign to specific websites or PoS stores.
Program Configuration
Set Program Name (e.g., SAVE10 - 10% Off Coupon), define duration, specify usage limits per customer or total, and assign to company entity.
Platform Assignment
Use Website field to assign to online store, Point of Sale field for designated shops, ensuring targeted promotional distribution.
Click Add button in Conditional Rules section
Set Minimum Quantity for products purchased
Define Minimum Purchase amount threshold
Apply filters: Products, Categories, Tags
Save & Close or Save & New for multiple rules
Step 3: Setting Up Coupon Rewards
After configuring the rules, you need to define the rewards that customers will receive when they use the coupon. The rewards section allows you to customize the discount type, value, and application method.
Create Reward
Under Rewards section, click Add button to configure the discount the customer will receive.
Configure Reward Type
Choose Reward Type as Discount, enter Discount Value (e.g., 10%), and select how discount will be applied.
Set Application Method
Choose Order (total order value), Cheapest Products, or Specific Product for discount application.
| Application Method | Description |
|---|---|
| Order | Applies discount to the total order value |
| Cheapest Products | Gives discount on the least expensive item in cart |
| Specific Product | Targets a predefined product for discount |
Reward Configuration Tips
Define Maximum Discount amount to cap the benefit, and customize Description on Order field to control how reward appears on PoS receipt or invoice.
Step 4: Generating and Managing Coupons
After configuring rules and rewards, you need to generate actual coupon codes that customers can use. The system provides tools for generating, distributing, and tracking coupons.
Generate Coupons
Click Generate Coupons button at the top of the coupon program form to create actual coupon codes.
Configure Generation
Choose Customer Type, enter Quantity of coupons, and set Validity Until date for generated coupons.
Track Coupons
Use Coupons smart button to view all generated coupons with their codes, balances, expiration dates, and customers.
Sending Coupons
Click Send button in Coupons dashboard, enter customer email, and deliver coupon directly via email for targeted distribution.
Sharing Coupons
Use Share button to create public URLs for marketing campaigns, social media, or newsletters to reach broader audience.
Step 5: Creating Discount Code Programs
Discount Codes are similar to coupons but typically used in mass campaigns. Customers manually enter a known code at checkout to receive a discount, making them ideal for promotions across social media, email marketing, or printed flyers.
Create Discount Code Program
Go to Products > Discount & Loyalty > New, set Program Name (e.g., WELCOME25), and select Discount Code as program type.
Configure Basic Settings
Set currency, date range, usage limits, company assignment, and platform availability (PoS, Website, Sales).
Set Rules and Rewards
Add conditional rules (minimum purchase, product filters) and configure rewards (discount value, application method).
Cashier clicks Enter Code button in POS interface
Types the discount code (e.g., WELCOME25)
Confirms the code entry
System validates rules and applies discount automatically
Discount appears on POS order line if all conditions match
Step 6: Implementing Promotion Programs
Promotion codes are primarily used to attract new customers and reward them in order to increase sales. They enable businesses to offer discounts, free products, or special deals to customers who meet specific conditions.
Create Promotion Program
Follow initial steps similar to other programs, then navigate to Rules & Rewards section to configure conditions.
Set Promotion Rules
Click Add button under Rules section, configure conditions like minimum purchase amount (e.g., $50) and product requirements.
Configure Rewards
Click Add button in Rewards section to define what customers receive when conditions are met (discounts, free products).
Applying Promotions in POS
Select eligible product in POS, click action button, then click Reward button to see available promotions and apply the desired one to current order.
Step 7: Setting Up Buy X Get Y Programs
"Buy X Get Y" is a flexible promotional approach used to encourage customers to buy more by providing them with an additional product. This program type is perfect for clearing inventory or promoting complementary products.
Select Program Type
Choose Buy X Get Y as the program type to create a quantity-based promotional offer.
Define Purchase Conditions
Set rules specifying how many units need to be purchased to qualify for the free product (e.g., buy 2 get 1 free).
Configure Free Product
System automatically selects Free Product as reward type; specify which product and quantity customers receive.
Credit System
System grants credits for each unit purchased when minimum quantity requirements are met, creating a point-based reward structure.
POS Application
When eligible product is selected, popup shows available Buy X Get Y programs; customer can choose and apply promotion instantly.
Step 8: Creating Loyalty Card Programs
Each time a customer places an order, they earn points that can be redeemed for rewards on either current or a future purchase. Loyalty programs are excellent for encouraging repeat business and customer retention.
Create Loyalty Program
Follow initial setup steps similar to coupon program, then select Loyalty Card as program type.
Set Points Rules
Define conditions for earning points (minimum quantity, specific products) and points per currency unit spent.
Configure Point Rewards
Set Free Product rewards with required points, allowing customers to redeem accumulated points for specific items.
Example: 10 loyalty points per $1 spent
Customer earns points on eligible products
Redeem points for free products
Configure points required for each reward item
Track customer point balance and redemption history
Step 9: Setting Up Next Order Coupons
In Next Order Coupon program, customer can apply reward earned from their initial purchase to a future order. This encourages repeat business and increases customer lifetime value.
Select Program Type
Choose Next Order Coupon as the program type to create future-purchase incentives.
Set Qualification Rules
Define conditions like minimum purchase amount (e.g., $100) that customers must meet to earn next-order coupon.
Configure Future Discount
Set reward as percentage discount on selected products within next order, specifying eligible products for redemption.
Business Benefits
Next Order Coupons encourage customers to return for additional purchases, increasing customer lifetime value and building long-term relationships.
Frequently Asked Questions
What's the difference between Coupons and Discount Codes?
Coupons are typically generated individually and distributed to specific customers via email or sharing, while Discount Codes are used for mass marketing campaigns where customers manually enter a known code at checkout.
How do loyalty points work in Odoo 18 POS?
Customers earn points based on their purchases (e.g., 10 points per $1 spent) and can redeem these points for free products or discounts on future purchases. Points are tracked per customer and can be configured for specific products or categories.
Can I combine multiple promotional programs in one order?
Yes, Odoo 18 POS allows multiple promotional programs to be applied to a single order, but you can configure rules to prevent stacking of certain discounts or set priority levels for different program types.
How do I track the effectiveness of promotional programs?
Use the Coupons smart button and analytics dashboard to track coupon usage, redemption rates, customer participation, and revenue impact. Each program provides detailed statistics on performance and ROI.
Are promotional programs available across all Odoo modules?
Promotional programs can be configured to work across Point of Sale, Website, and Sales modules. You can specify which platforms each program is available on during the configuration process.
Maximize Your POS Sales with Strategic Promotions
Our experts can help you design and implement comprehensive promotional strategies using Odoo 18 POS to drive customer engagement and increase revenue.