Erpnext Website Loyalty Management

Loyalty Settings holds the main switches of the points program on one page in the Website workspace. Tick Enabled to turn loyalty points on for the whole Webshop store.

The same page sets Points Expiry Days and Maximum Cart Redemption Percent. Stores can let points last forever or expire them, and cap how much of a cart points pay for.

• One Enabled switch turns the whole points program on or off.
• Points Expiry Days sets how long earned points stay valid.
• Leave Points Expiry Days at 0 for points that never expire.
• Maximum Cart Redemption Percent caps the loyalty discount.
• Install creates default settings, one earning rule, and one redemption rule.

An earning rule gives points for every block of spend. Enter a Purchase Amount and Points Per Amount, such as 100 and 1, and each Sales Order earns points to match.

Each rule can also carry a Minimum Order Amount, a date range, and an Item Group or Customer Group filter. When several rules match, the lowest Priority wins. To grow basket size, see ERPNext Frequently Bought Together Products.

• Points are worked out from the order amount and the rule ratio.
• A minimum order amount keeps small orders from earning points.
• Item Group filters count only the matching items in the order.
• Customer Group filters reward one type of buyer at a time.
• Valid From and Valid Upto dates run time-limited offers.
• The lowest Priority number decides between matching rules.

Redemption rules say what loyalty points are worth. Set the Points and the Discount Amount, and the app converts any balance into money off the order.

The Minimum Order Amount keeps the rule off small baskets, and a date range limits it to a period. To set item minimums too, see ERPNext Website Minimum Order Quantity.

• Points and Discount Amount set the value of each point.
• The default rule makes one point worth one unit of currency.
• A minimum order amount applies before points can be used.
• Start and end dates limit when the redemption rule applies.
• The redeemable points never exceed the customer's balance.

The Website Loyalty panel sits in the Payment Summary of the Webshop cart. Logged-in shoppers see their points balance and the estimated points this order will earn.

The shopper types the points to use and clicks Redeem. The cart then shows the Total Amount, a Loyalty Discount line, and the new Grand Total. Remove takes the points back off.

• The panel shows the current point balance of the customer.
• Estimated earning tells the shopper what this order will add.
• Redeem applies points and Remove clears them in one click.
• The Payment Summary shows a separate Loyalty Discount line.
• Asking for more than the allowed points shows a clear message.
• Guests do not see the panel until they log in.

The Quotation and the Sales Order each get a Website Loyalty section. It holds the Loyalty Redeem Points, Loyalty Redemption Amount, Loyalty Earned Points, and Loyalty Stage.

The redeemed value is applied as a discount on the Net Total, so ERPNext taxes and totals stay correct. When the Sales Order is submitted, the earned and redeemed points are posted for the customer.

• The loyalty discount is applied on the Net Total of the order.
• Quotation and Sales Order show the points and discount used.
• Loyalty Earned Points is filled in when the order is submitted.
• Loyalty Stage moves from Draft to Done, or to Cancelled.
• A Gift Card coupon discount stays in place when points are removed.

Every point movement is saved as one of the customer's loyalty transactions. Each entry shows the Transaction Type, the Points, and the Balance After Transaction.

Each entry links back to the Sales Order that created it. If that order is cancelled, a Reversal entry keeps the balance in line with real orders. To collect reviews from these buyers, see ERPNext Product Review After Purchase.

• Earn, Redeem, and Reversal entries are kept for every customer.
• A running Balance After Transaction appears on each entry.
• Each entry links to the Sales Order and Quotation behind it.
• Earned points carry an Expiry Date when expiry is set.
• System Manager and Website Manager roles can view and manage entries.