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 $499.00 USD; request a quote for a scoped proposal.

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.
لا حاجة للدفع الآن. يؤدي هذا إلى إرسال طلب عرض سعر إلى فريقنا — وسنتواصل معك عبر البريد الإلكتروني بالأسعار والخطوات التالية.
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.
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
Immutable `Loyalty Transaction` ledger (earn/redeem/adjust) as the single source of truth for every member balance
POS earn-and-redeem at checkout via client scripts, with redemption booked against the invoice without forking ERPNext core
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 two to four weeks from confirmed scope, depending on how many campaign types and integrations you need.
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.
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.
Needs the outstanding points liability, redemption rate and adjustments auditable inside ERPNext, with accrual that reverses on invoice cancellation and role-restricted manual adjustments.
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.
قم بشراء الترخيص من موقع ecosire.com وقم بتنزيل تطبيق Retail Loyalty & Rewards Pro for ERPNext ZIP من لوحة تحكم حسابك.
قم باستخراج ملف ZIP إلى مجلد تطبيقات مقعدك، أو قم بتشغيل "bench get-app" مع المسار إلى التطبيق المستخرج.
قم بتشغيل `bench --site SITE_NAME install-app APP_NAME` متبوعًا بـ`bench migrate` لتثبيت Retail Loyalty & Rewards Pro for ERPNext وتطبيق مخططه.
افتح إعدادات ترخيص ECOSIRE على موقعك وقم بتنشيط مفتاح الترخيص الخاص بك. يتطلب تطبيقي ecosire_connect وecosire_license_client المجانيين.
| المعيار | ECOSIRE | بناء مخصص | منافس | أودو الأصلي |
|---|---|---|---|---|
| Membership tiers | Auto promotion/demotion on spend or points thresholds | Possible but you design and maintain the logic | Often fixed tiers or none | |
| Accrual modes | Points, cashback and visit-based, scoped by item/outlet | Whatever you build from scratch | Usually points only | |
| POS earn & redeem | Client scripts + whitelisted API, redeem at checkout | Hand-wired per till, ongoing upkeep | May not integrate with ERPNext POS | |
| Member lookup | By phone number or scanned QR/barcode card | You implement the lookup surface | Varies; often separate portal | |
| Campaign automation | Birthday, referral, win-back via scheduler_events | Build and schedule each job yourself | Limited or add-on priced | |
| Fit to your workflow | Built to your scoped tier and campaign rules | Fully bespoke but slower and pricier | Configure within the vendor's limits | |
| Auditability | Immutable ledger, reverses on cancel, liability reports | Depends on your design | Reporting varies by app | |
| Ownership & support | Full source + git handover + support window | You own it and all the maintenance | Vendor-locked, subscription support |
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.
This is build-to-order, not an instant download. Typical delivery is two to four weeks 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.
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.
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.
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.
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.
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.
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.