Sale Loyalty Partner Applicability
This module extends the loyalty_partner_applicability functionality. When this filter is defined, the promotion rule will only be applied to customers who meet the specified conditions in the filter. The coupons generated in a sales order for a specific member promotion can be shared between members of the same trading entity.
auto_awesome What this module does
AI-generated from the code · Odoo 18.0Lets you restrict loyalty and promotion programs to specific customers, and optionally share coupons between members of the same commercial entity.
This module connects loyalty programs with customer filters in sales orders. When a promotion or loyalty program has a customer filter defined, it is only offered or applied to customers who meet those conditions.
- On a sales order, the system checks the customer (or the commercial entity the customer belongs to) before applying a program, so filtered programs are skipped for customers who do not qualify.
- When a promo code is entered on a sales order, the code is rejected with the message "The customer doesn't have access to this reward." if the customer is not allowed to use that program.
- In Settings, under the sales settings area, a new option "Coupon sharing between partners within the commercial entity" can be enabled. When active, a coupon generated for one partner can be used by any other member of the same commercial entity.
The module works together with the loyalty and sales loyalty features and affects loyalty.program, sale.order and the sales configuration settings screen. It does not create new menus or reports; it adds a setting and automatic checks during sales order processing.
Depends on
Models and fields (2)
- sale.order · extends an existing model
- loyalty.program · extends an existing model
Text generated by AI (DeepSeek) from reading the Odoo 18.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub
Availability by version
Reviewed: 2026-11-03Confirmation status: 3 confirmed, 6 with no information of 9 versions.
Sources · Odoo 17.0
Confirmed on 2026-11-03 in branch 17.0 of OCA/sale-promotion.
terminal Installation and usage
OCA documentation · Odoo 18.0Configuration
Source · Odoo 18.0To configure the partner based promotion filter:
Go to Sales \> Products \> Discount & Loyalty and select or create a new one. In conditional rules set the condition based on customers.
In promotions that generate coupons for the next sale, we can allow coupon sharing between members of the same commercial entity. To allow this, go to Settings \> Sales \> Pricing and check the option "Allow coupon sharing".
Usage
Source · Odoo 18.0Go to a sales order and apply the promotion accordingly. If the sales order meets the requirements set in the partner based filter the promotion will be applied to that order.
No verified information in OCA: Installation.
Installation instructions, the distribution package, dependencies and configuration steps are not shown because they have not yet been verified in the module documentation for any version.
Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.