E-wallet Intro

This video provides a comprehensive guide to the E-Wallet feature in Odoo 18, demonstrating how customers can store value as digital credit to pay for their future purchases seamlessly.

E-Wallets in Odoo18

• Concept of E-Wallets: The video introduces E-Wallets as a “pre-paid” or “stored value” system. Instead of traditional discounts, customers accumulate a balance that acts like a digital currency within your store.
• Program Setup: Within the Discount & Loyalty menu, the “Program Type” is set specifically to eWallet. The video shows how to define the currency (e.g., INR) and the specific product linked to the wallet top-up.
• Generating Wallet Credit: The narrator demonstrates how to issue credit to a customer’s wallet. This can be done manually or triggered by specific promotions, creating a “Loyalty Card” that holds the monetary balance.
• Applying Wallet Balance: During a Sale Order, if a customer has an active E-Wallet balance, a dedicated eWallet button appears. The video shows how clicking this applies the stored credit as a payment method toward the total.
• Real-Time Balance Tracking: A key feature shown is the summary box at the bottom of the Sales Order, which displays the “Issued” credit (total balance) and “Used” amount for that specific transaction.
• Automatic Validation: The system ensures that a customer cannot spend more than their available wallet balance. The video highlights how Odoo automatically calculates the remaining credit after a purchase is confirmed.
• Finalizing with Invoicing: The workflow concludes with the creation of the Invoice, where the E-Wallet deduction is clearly listed, providing a transparent receipt for the customer’s digital spending.

This walk through is essential for businesses looking to implement a modern, digital payment alternative that encourages repeat customers through a convenient stored-value system.