Create E-wallet

This video provides a detailed guide on creating and managing an E-Wallet program in Odoo18, showcasing how to set up digital credit systems that enhance customer loyalty and simplify the checkout experience.

Creating E-Wallets in Odoo18

• E-Wallet Configuration: The video explains how to navigate to the Discount & Loyalty menu to set up an eWallet program. This includes defining the program name, currency (INR), and linking a specific “Top-up eWallet” product to the program.
• Setting Conditional Rules: The narrator shows how to establish rules for the E-Wallet, such as setting the “Program Trigger” to automatic and deciding whether points can be used for current or future orders.
• Defining Rewards: A key part of the setup involves adding rewards. The video demonstrates how to configure the E-Wallet to provide a “1.00 P point discount” on an order in exchange for 1.00 P, creating a clear 1-to-1 credit system.
• Generating E-Wallet Cards: The narrator shows the process of creating individual E-Wallet cards for customers. Once generated, these cards hold the digital balance (e.g., 1000 INR) and are associated with specific partners like “Covestro India Pvt. Ltd.”
• Transaction Workflow: The video walks through creating a new quotation for a customer. Once items are added, the eWallet button becomes active, allowing the customer’s digital credit to be applied directly to the order total.
• Real-time Balance Updates: A unique feature highlighted is the E-Wallet summary in the sales order, which shows the points “Issued” and “Used,” providing an instant update on the customer’s remaining balance.
• Finalizing and Invoicing: After the credit is applied and the order confirmed, the video shows the creation of the Invoice, ensuring the E-Wallet payment is clearly documented and subtracted from the total due.