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- Retail Loyalty & Rewards Pro for ERPNext
Illustrative previewA loyalty engine for ERPNext that goes beyond native points:
tiered membership, cashback and visit rewards, POS earn-and-redeem, and referral, birthday and win-back campaigns with phone/QR member lookup. Built to order by
ECOSIRE and installed on your Frappe bench.
What is Retail Loyalty & Rewards Pro for ERPNext?
A loyalty engine for ERPNext that goes beyond native points: tiered membership, cashback and visit rewards, POS earn-and-redeem, and referral, birthday and win-back campaigns with phone/QR member lookup. Built to order by ECOSIRE and installed on your Frappe bench. Built to order by ECOSIRE for ERPNext v15, v16 — indicative price from $999.00 USD; request a quote for a scoped proposal.
Key Features
Built to order, done for you
No DIY setup — a working app, built, installed and supported by ECOSIRE.
- 1
You order
Start with a one-time build price. We scope it with you at kickoff.
- 2
We build & install
ECOSIRE builds, configures and installs it on your ERPNext.
- 3
Go live + support
You go live in about one working week, with two weeks of go-live support. Defects in the code we deliver are fixed free of charge.
Technical Specifications
- ERPNext Compatibility
- —
- License
- Licence confirmation required
- Python Requirement
- Python 3.10+
- Database
- MariaDB 10.6+
About this Product
Most retail chains and restaurants outgrow ERPNext's built-in loyalty within a quarter. The native Loyalty Program doctype gives you a single flat points-per-currency rule tied to a customer group, with redemption booked as a discount at invoice time. There is no concept of membership tiers with automatic promotion and demotion, no cashback or visit-based accrual, no birthday or referral mechanics, no win-back automation for lapsed members, and no fast lookup of a walk-in customer by phone number or a scanned QR card at the POS. Marketing teams end up running loyalty in a spreadsheet or a disconnected third-party tool, while the transaction data that should power it sits in ERPNext.
Retail Loyalty & Rewards Pro closes that gap as a proper Frappe app installed on your own bench alongside ERPNext. We build a retail_loyalty app with a clean module structure and dedicated DocTypes — Loyalty Member, Loyalty Tier, Reward Rule, Loyalty Campaign, Referral, and Loyalty Transaction (the immutable earn/redeem/adjust ledger) — all governed by ERPNext's standard permission model and role profiles so cashiers, marketers and finance each see only what they should. Accrual and redemption are driven by hooks.py doc events: server-side handlers on POS Invoice and Sales Invoice on_submit post points, cashback or visit credits according to the active Reward Rule, and reverse them on cancel so the ledger always reconciles. Tier promotion and demotion run through the app's business logic when a member's rolling spend or points balance crosses a threshold, with the change written to the member record and stamped in the ledger.
The member-facing and staff-facing surfaces are built on the same foundation. A points_balance and current tier are exposed through whitelisted methods over the Frappe REST API (@frappe.whitelist()), so your POS screen, a customer web portal, or a companion member app can look a member up by phone or scan a QR card and instantly show balance, tier and available rewards — then redeem at checkout in the same flow. Client scripts add the earn-and-redeem controls to the POS and invoice forms without forking ERPNext core. Campaign automation — birthday bonuses, referral payouts, and win-back offers to members who have not visited in N days — runs on Frappe scheduler_events (daily and hourly hooks) that evaluate Loyalty Campaign conditions and issue rewards or notifications in the background. Everything targets Frappe/ERPNext v15 and the v16 line.
Because this is build-to-order, nothing here is a marketplace download you install blind. We start from a short scoping call, confirm your tier structure, accrual rules, campaign calendar and POS workflow in a written scope, then build your version of the app against that spec. You get the full installable source, deployment on your bench (or handover to your team), UAT on a staging site with a rollback plan, documentation and a training session, and a post-go-live support window. Typical delivery is one working week from confirmed scope, depending on how many campaign types and integrations you need.
What you get
- Installable source code for your version of the `retail_loyalty` Frappe app, pinned to your Frappe/ERPNext major version
- Installation and configuration on your bench (or guided handover to your DevOps team), including scheduler and hooks setup
- Technical documentation: DocType model, hooks/doc-event map, whitelisted API reference and configuration guide
- End-user guide plus a live training session for cashiers, marketers and administrators
- UAT on a staging site with a signed-off test plan and a documented rollback procedure
- Post-go-live support window for defect fixes and configuration questions
- Git repository handover with full commit history, README and upgrade notes
- Sample data and a loyalty-liability reconciliation report to validate accrual against invoices
Who this is for
Retail chain operations lead
Runs multiple outlets on ERPNext POS and needs one loyalty ledger across stores, with tiers and cashback that native points can't express and reliable earn/redeem at every till.
Restaurant group marketing manager
Wants birthday, referral and win-back campaigns that fire automatically off dining frequency and spend, without exporting data to a separate loyalty SaaS that never syncs back.
Head of finance / controller
Needs the outstanding points liability, redemption rate and adjustments auditable inside ERPNext, with accrual that reverses on invoice cancellation and role-restricted manual adjustments.
ERPNext administrator / IT lead
Owns the bench and wants a clean, versioned Frappe app with documented DocTypes, hooks and whitelisted APIs that survives v15-to-v16 upgrades rather than a pile of untracked customizations.
How Retail Loyalty & Rewards Pro for ERPNext Compares
| Criterion | ECOSIRE | Custom Build | Competitor | ERPNext Native |
|---|---|---|---|---|
| Membership tiers | Auto promotion/demotion on spend or points thresholds | Possible but you design and maintain the logic | Often fixed tiers or none | No tier concept at all |
| Accrual modes | Points, cashback and visit-based, scoped by item/outlet | Whatever you build from scratch | Usually points only | Single flat points-per-currency rule |
| POS earn & redeem | Client scripts + whitelisted API, redeem at checkout | Hand-wired per till, ongoing upkeep | May not integrate with ERPNext POS | Redemption as invoice discount only |
| Member lookup | By phone number or scanned QR/barcode card | You implement the lookup surface | Varies; often separate portal | Manual customer search |
| Campaign automation | Birthday, referral, win-back via scheduler_events | Build and schedule each job yourself | Limited or add-on priced | None |
| Fit to your workflow | Built to your scoped tier and campaign rules | Fully bespoke but slower and pricier | Configure within the vendor's limits | One-size-fits-all |
| Auditability | Immutable ledger, reverses on cancel, liability reports | Depends on your design | Reporting varies by app | Basic points balance |
| Ownership & support | Full source + git handover + support window | You own it and all the maintenance | Vendor-locked, subscription support | Community/core support only |
Frequently Asked Questions about Retail Loyalty & Rewards Pro
How is this different from ERPNext's built-in Loyalty Program?
The native Loyalty Program is a single flat points-per-currency rule booked as an invoice discount, with no tiers, cashback, visit rewards, referrals or campaigns. Retail Loyalty & Rewards Pro adds a full membership model with automatic tier promotion, multiple accrual modes, POS lookup by phone/QR, and scheduler-driven birthday, referral and win-back automation — all as a proper Frappe app on your bench.
How long does delivery take?
This is build-to-order, not an instant download. Typical delivery is one working week from confirmed scope. The exact timeline depends on how many tier rules, accrual modes, campaign types and integrations (member app, SMS gateway, portal) you need. We lock the scope in writing after the scoping call before any build starts.
Which Frappe/ERPNext versions are supported?
We build and test against Frappe/ERPNext v15 and the v16 line. We pin your app to your major version and provide upgrade notes; if you are on an older release we will discuss an upgrade path during scoping.
Does it work at the POS, and can it look members up quickly?
Yes. Client scripts add earn-and-redeem controls to the POS and invoice forms, and whitelisted REST methods let the cashier find a member by phone number or a scanned QR/barcode card and see balance, tier and eligible rewards instantly, then redeem in the same checkout.
How do you get updates and support after go-live?
Every engagement includes a post-go-live support window for defect fixes and configuration help. You receive the full git repository, so your team can maintain it independently. Beyond the initial window we offer optional support and enhancement retainers for new campaign types, version upgrades and feature additions.
Can it drive a customer web portal or a companion member app?
Yes. Balance, tier, redeem and enrolment are exposed through `@frappe.whitelist()` REST endpoints, so a Frappe web portal page, an existing app, or a companion member app we build can consume the same loyalty engine that powers the POS — no duplicate data.
Is the points liability auditable for finance?
All accrual and redemption flow through an immutable `Loyalty Transaction` ledger, and invoice-driven accrual reverses on cancellation so balances always reconcile. Reports cover outstanding liability, redemption rate and tier distribution, and manual adjustments are permission-restricted and logged.
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Retail Loyalty & Rewards Pro
A loyalty engine for ERPNext that goes beyond native points: tiered membership, cashback and visit rewards, POS earn-and-redeem, and referral, birthday and win-back campaigns with phone/QR member lookup. Built to order by ECOSIRE and installed on your Frappe bench.
- Dedicated Frappe app (`retail_loyalty`) with `Loyalty Member`, `Loyalty Tier`, `Reward Rule`, `Loyalty Campaign`, `Referral` and `Loyalty Transaction` DocTypes
- Tiered membership with automatic promotion/demotion based on rolling spend or points thresholds, stamped in the ledger
- Multiple accrual modes per `Reward Rule`: points-per-currency, percentage cashback, and visit-count rewards, scoped by item group, brand or outlet
- `hooks.py` doc events on `POS Invoice`/`Sales Invoice` `on_submit` accrue rewards and reverse cleanly on cancel so the loyalty ledger always reconciles