odoo-addon-sale-loyalty-limit 16.0.1.0.0.2

Restrict number of promotions per customer or salesman

This module allows to configure a limit on the times a promotion can be applied. Two limits can be configured: customer and salesman. Those limits apply to either programs or coupons.

Table of contents

• Configuration

• Usage

• Bug Tracker

• Credits

  • Authors

  • Contributors

  • Maintainers

Configuration

To configure customer limits:

1. Go to Sales > Products > Discount & Loyalty and select or create a new one.

2. Set the Maximum Customer Applications to the number of times a program can be used by a customer.

NOTE: The customer limit is applied at commercial entity level, not for each contact inside the entity.

To configure salesmen limits:

1. Go to Sales > Products > Discount & Loyalty and select or create a new one.

2. Add salesmen to the Salesmen Limits list and their maximum number of applications.

3. You can add different limits to different salesmen groups.

4. If you want to constrain the use of the promotion to the salesmen list, set the option Strict limit on, so any other salesman won’t be able to apply the promotion.

Usage

Once the program limits are configured, apply the programs as usual in your sale orders.

Once the limit for a customer or a salesman is reached, if we try to apply a promotion:

• A code promotion will raise an error.

• A program with no code won’t be applied.

• A coupon belonging to a limited program will raise an error.

• A promotion applied on the next order won’t generate the coupon.

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

• Tecnativa

Contributors

• Tecnativa:

  • Pedro M. Baeza

  • David Vidal

  • Pilar Vargas

• Akretion:

  • Florian Mounier

Maintainers

This module is maintained by the OCA.

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

Current maintainer:

This module is part of the OCA/sale-promotion project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.