The need
Your best customers already recommend you, but Odoo cannot tell who brought whom. Standard loyalty programs also credit points as soon as an order is confirmed, so an unpaid or cancelled sale still earns rewards. You end up paying for loyalty you never cashed and you cannot thank the people who grow your business.
What the module does
The module creates four loyalty programs of its own, on Odoo's standard loyalty cards and history: loyalty, referrals, gift vouchers and coupons. Points are credited only when an invoice is fully paid, following the earning rule you set on each program. A customer invites friends by email or shares a personal link. The customer becomes their referrer when they sign up or place their first order. When a referred customer pays an invoice, the referrer earns points, then the referrer's own referrer earns a smaller share, up to 20 levels. Customers spend points in the cart or ask from their portal to exchange them for a gift voucher, a coupon or a payout that a manager approves.
What you gain
Points once the invoice is paid
Points arrive when the invoice is fully paid, never at order confirmation. An invoice paid in several instalments earns its points once.
Referrals over several levels
The referrer earns points on each paid invoice of the people they brought in. Their own referrer earns a smaller share. You choose the rate per level and the number of levels.
Invitations and personal link
Customers invite friends by email or share a personal link from their portal. Invitations are reminded and expire after delays you set.
Point exchanges approved by you
From the portal, a customer asks for a gift voucher, a coupon or a payout. A manager approves the request and the voucher or coupon is created with its code.
Points taken back when needed
A cancelled payment withdraws the points it earned. If you enable the option, a credit note takes points back pro rata, with an offsetting entry in the history.
A dashboard for each customer
The portal shows balances, personal link, invitations sent, referred customers and exchange requests on a single page.
How it works
Set the earning rules
Open Loyalty & Sponsorship > Programs and rules and set how many points the ANOR Loyalty and ANOR Sponsorship programs give, for example a percentage of the amount paid.
Choose your settings
In Sales > Configuration > Settings, set the referral levels and rate, the bonuses, the reminders and which exchanges you allow.
Let customers invite
Customers open the Loyalty & Sponsorship page of their portal to send invitations or copy their personal link.
Approve exchanges
In Loyalty & Sponsorship > Exchange requests, approve or refuse each request. Payouts are settled outside Odoo.
Screenshots
Frequently asked questions
No. It creates four programs of its own and leaves yours untouched. Points, cards and history remain the standard Odoo ones.
When the invoice is fully paid. Confirming the order or posting the invoice earns nothing yet.
Up to 20 levels, with a share that decreases at each level. A preferential rate set on a referrer replaces this calculation for their direct referrals and stops the chain there.
If Take back earned points on credit note is ticked, the points are taken back in proportion to the amount refunded. A cancelled payment always withdraws the points it earned.
No. A manager approves the request and pays the customer outside Odoo. A ceiling over a rolling period can apply to customers without a company number.
No. An invitation to an existing customer or to the sender's own address is refused.
Scope
The module works on Odoo Community and Enterprise with Sales, Invoicing, eCommerce and Email Marketing. It adds its own programs alongside yours and relies on the standard loyalty cards, rules and history.
Technical sheet
- Technical name
- anor_sponsorship
- Odoo versions
- 18.0, 19.0, 20.0
- Application
- Sales
- Dependencies
- sale, account, mail, portal, mass_mailing, website_sale_loyalty
- Licence
- OPL-1
- Published by
- ANOR
Disclaimer — This module is provided "as is", without warranty of any kind. ANOR Group shall not be held liable for any direct or indirect damages resulting from its use, its installation or its modification by a third party, nor from its use outside the scope of a contractual ANOR service.