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在Odoo 16，你可以创建优惠券，忠诚卡，促销，折扣代码，买X得到Y，和下一个订单优惠券从一个地方。所有这些程序类型的创建方法几乎是相似的。因此，让我们选择一个程序类型并详细说明它的创建。在这里，我们选择促销作为程序类型。在相应的字段中，您可以指定公司、积分单位、货币和网站。在有效性字段中，您可以设置促销计划的结束日期。

If you want to limit the usage of the promotion program, you can activate the Limit Usage field and mention the number of usages allowed. Activating the Show Points field will display the number of points available and used by reward in the web portal, POS ticket, and eCommerce checkout. The promotion program will be available on Point of Sale, Sales, and Website by activating the respective fields in the Available On section. The customer will be eligible for a reward automatically in their cart by assigning the Trigger as Automatic. By assigning the Trigger as Use a Code, the customer will be eligible for the reward if they enter a specific code.

如果您想限制促销程序的使用，您可以激活“限制使用”字段，并注明允许的使用次数。激活Show Points字段将显示门户网站、POS票证和电子商务结帐中可用和奖励使用的点数。促销计划将通过激活available on部分中的相应字段在销售点、销售和网站上提供。客户将有资格在他们的购物车中自动获得奖励，将触发器指定为自动。通过将触发器指定为使用代码，客户将有资格获得奖励，如果他们输入特定的代码。

Under the Rules & Rewards tab, you can set rules and suitable rewards using the Add button.

在规则和奖励选项卡下，您可以使用添加按钮设置规则和适当的奖励。

In order to add Conditional Rules, you can use the Add button given on the right corner of the Rules tab. A new pop-up will appear to create rules as shown below.

为了添加条件规则，您可以使用Rules选项卡右下角的add按钮。将出现一个新的弹出框来创建规则，如下所示。

In the Conditions tab, you can mention the Minimum Quantity and Minimum Purchase amount to qualify for this promotion program. If you want to provide this promotion for particular Products, Categories, and Product Tag, you can specify them in the corresponding fields. Under the Points tab, you can mention the promo points in the Grant field. It can be granted based on the order, money spent, or unit paid. After configuring the new rule, you can use the Save button.

在“条件”选项卡中，您可以提到符合此促销计划资格的最低数量和最低购买金额。如果您希望为特定的产品、类别和产品标签提供此促销，则可以在相应的字段中指定它们。在积分选项卡下，您可以在授予字段中提到促销积分。它可以根据订单、花费的金钱或支付的单位来授予。配置完新规则后，可以使用Save按钮。

Using the Add button, you can add Rewards to the promotion program. A pop will appear on the screen as shown below.

使用添加按钮，您可以将奖励添加到促销计划中。弹出窗口将出现在屏幕上，如下所示。

Select the Reward Type here, it can be Discount, Free Product, or Free Shipping. If you want to provide a discount to your customer, you can select the Discount option. Then, you can specify the percentage of the Discount that you want to offer to your customer. You can provide a discount on Order, Cheapest Product, or Specific Product by selecting the corresponding option. Under the Discount tab, you can specify the Maximum Discount offered as reward.

选择这里的奖励类型，它可以是折扣，免费产品，或免费送货。如果要向客户提供折扣，可以选择“折扣”选项。然后，您可以指定要提供给客户的折扣百分比。通过选择相应的选项，您可以在订单、最便宜产品或特定产品上提供折扣。在折扣选项卡下，您可以指定提供的最大折扣作为奖励。

It is possible to give free products as a reward in Odoo. For this, you can select the Reward Type as Free Product. As soon as you select this option, you will get some additional fields to specify the details of the free product.

在Odoo中可以提供免费产品作为奖励。为此，您可以选择奖励类型为免费产品。一旦您选择了这个选项，您将得到一些额外的字段来指定免费产品的详细信息。

The quantity of the free product can be mentioned in the Quantity Rewarded field. In the Product field, you can mention the reward product and the corresponding tags can be added in the Product Tag field.

免费产品的数量可以在奖励数量栏中提到。在Product字段中，您可以提到奖励产品，并且可以在Product Tag字段中添加相应的标签。

In the case of Free Shipping as reward, you can specify the Max Discount for free shipping.

在免费送货作为奖励的情况下，您可以指定免费送货的最大折扣。

Under the Points tab, mention the Promo Points and activate the Clear all promo points if necessary. The Description on Order will be also available in the Points tab. Click the Save button to save the new reward. This is how we create promotion programs in Odoo.

在积分选项卡下，提到促销点数并激活清除所有促销点数。订单上的描述也可以在点数选项卡中找到。点击Save按钮保存新奖励。这就是我们在Odoo中创建推广程序的方式。

Gift Cards & eWallet

礼品和电子钱包

A separate menu for the management of Gift Cards and eWallets is a new feature in Odoo 16. In the new Odoo Sales module, you will get the features of the eWallet. As shown in the image below, the platform shows the list of Gift Cards and eWallets with the details of the Program Name, Program Type, Name, Website, PoS Configuration, and Company.

管理礼品卡和电子钱包的单独菜单是Odoo 16的新功能。在新的Odoo销售模块中，您将获得电子钱包的功能。如下图所示，该平台显示了礼品卡和电子钱包列表，其中包含项目名称、项目类型、名称、网站、PoS配置和公司的详细信息。

When you click on the Create button, Odoo will lead you to a new configuration window as shown below.

当您单击新建按钮时，Odoo将引导您进入一个新的配置窗口，如下所示。

Here, you can specify the Program Name in the given field. In the Program Type field, you can define which type of program you want to create. It can be either a Gift Card or an eWallet. First, let’s take a look at the generation of gift cards. Gift Cards are created manually or automatically and sent by email when the customer orders a gift card product. The Gift Cards can be used to pay for orders. After selecting the Program Type as Gift Card, you can trigger product ids in the Gift Card Products field. In the Email Template field, you can add an email template for this gift card which will be used to send to the customer when they qualify for this reward. The option mentioned in the Print Report will be used to print the generated gift cards from PoS. The Currency used for the transactions of this gift card can be specified in the corresponding field. After mentioning the Company, you can make this gift card available on Point of Sale, Sales, and Website by activating the respective fields. You will get additional fields to mention the respective Point of Sale and Website on this platform. You can specify the point portal name in the Displayed as field.

在这里，您可以在给定的字段中指定程序名称。在“程序类型”字段中，可以定义要创建的程序类型。它可以是礼品卡或电子钱包。首先，我们来看看礼品卡的产生。礼品卡是手动或自动创建的，并在客户订购礼品卡产品时通过电子邮件发送。礼品卡可用于支付订单。在将程序类型选择为礼品卡之后，您可以在礼品卡产品字段中触发产品id。在电子邮件模板字段中，您可以为该礼品卡添加一个电子邮件模板，当客户有资格获得此奖励时，该模板将用于发送给客户。打印报告中提到的选项将用于从PoS打印生成的礼品卡。该礼品卡交易使用的货币可以在相应的字段中指定。在提到公司之后，您可以通过激活相应的字段在销售点、销售点和网站上使用该礼品卡。您将获得额外的字段，以提及该平台上各自的销售点和网站。您可以在显示为字段中指定点门户名称。

After creating the new gift cards, you can use the Generate Gift Cards button as highlighted in the screenshot above. A pop-up window will appear where you can give additional details required for the generation of the gift card.

创建新礼品卡后，您可以使用生成礼品卡按钮，如上面的截图所示。将出现一个弹出窗口，您可以在其中提供生成礼品卡所需的其他详细信息。

It is possible to generate gift cards for Anonymous Customers as well as Selected Customers based on the option you select in the For field. In case you want to generate gift cards for Selected Customers, Odoo will provide additional fields to mention the Customers and Customer Tags. The total number of gift cards that you want to generate can be specified in the Quantity to generate field. Along with this, please mention the points granted to the customers in the Gift Card Value field. The Valid Until field will define the validity of these newly generated gift cards. Finally, clicking on the Generate Gift Card button will generate the required amount of gift cards. You can observe them using the smart button available on the screen as highlighted in the image below.

可以根据您在for字段中选择的选项为匿名客户和选定客户生成礼品卡。如果您想为选定的客户生成礼品卡，Odoo将提供额外的字段来提及客户和客户标签。要生成的礼品卡总数可以在“要生成的数量”字段中指定。与此同时，请在礼品卡价值字段中提及授予客户的积分。Valid Until字段将定义这些新生成的礼品卡的有效性。最后，点击Generate Gift Card按钮将生成所需数量的礼品卡。你可以使用屏幕上的智能按钮观察它们，如下图所示。

As soon as you click this button, the list of all generated gift cards will appear on the screen. It shows the details of the gift card Code, Balance, Expiration Date, Program, and Partner.

只要你点击这个按钮，所有生成的礼品卡的列表就会出现在屏幕上。它显示礼品卡代码、余额、到期日期、程序和合作伙伴的详细信息。

Clicking on the Send button will allow you to send the gift card to particular customers via mail.

点击发送按钮将允许您通过邮件将礼品卡发送给特定的客户。

Here, you can mention the name of the qualified customers in the Recipients field and use the Send button to send the gift card.

在这里，您可以在收件人字段中提到符合条件的客户的姓名，并使用Send按钮发送礼品卡。

Clicking on the Share button will give a pop window from where you can copy the link of the gift card and share it on different channels.

点击分享按钮会弹出一个窗口，从那里你可以复制礼品卡的链接，并在不同的渠道分享它。

The gift card can be also shared on the Website by mentioning the Website id in the given space.

礼品卡也可以在网站上通过在给定的空间提到网站id共享。

Generation of eWallets can be also easily done by following the similar method we used in the generation of gift cards. In the Program Type field, you can select the eWallet option. The eWallets are created manually or automatically when the customer orders an eWallet product. eWallets are proposed during the checkout, to pay orders.

生成电子钱包也可以按照我们在生成礼品卡时使用的类似方法轻松完成。在“程序类型”字段中，您可以选择电子钱包选项。当客户订购电子钱包产品时，可以手动或自动创建电子钱包。在结账时，建议使用电子钱包来支付订单。

In the eWallet Products field, you can trigger product ids. You can generate the required amount of eWallets by clicking on the Generate eWallet button.

在eWallet Products字段中，您可以触发产品id。您可以通过点击“生成电子钱包”按钮生成所需数量的电子钱包。

A new wizard will appear where you can mention the Customers, Customer Tags, Quantity to generate, eWallet Value, and Validity in the respective fields. Use the Generate Ewallet button to generate the required quantity of eWallets.

将出现一个新的向导，您可以在相应的字段中提到客户、客户标签、要生成的数量、电子钱包值和有效性。使用生成电子钱包按钮生成所需数量的电子钱包。

The smart button EWallets available on the screen will show the list of all newly generated Ewallets. You can send them to qualified customers and share them on different platforms using the share link according to your company policies.

屏幕上可用的EWallets智能按钮将显示所有新生成的EWallets列表。您可以将它们发送给合格的客户，并根据您的公司政策使用共享链接在不同的平台上共享它们。

Now we will discuss the configuration of new customers in the Odoo Sales module.

现在我们将讨论Odoo Sales模块中新客户的配置。