{"id":25449,"date":"2025-08-02T05:29:35","date_gmt":"2025-08-02T05:29:35","guid":{"rendered":"https:\/\/tenthplanet.in\/odoo\/uncategorized\/create-e-wallet\/"},"modified":"2026-02-17T12:33:46","modified_gmt":"2026-02-17T12:33:46","slug":"create-e-wallet","status":"publish","type":"post","link":"https:\/\/tenthplanet.in\/odoo\/bharath-india\/create-e-wallet\/","title":{"rendered":"Create E-wallet"},"content":{"rendered":"<div class=\"epyt-video-wrapper\"><iframe loading=\"lazy\"  id=\"_ytid_42346\"  width=\"800\" height=\"450\"  data-origwidth=\"800\" data-origheight=\"450\"  data-relstop=\"1\" src=\"https:\/\/www.youtube.com\/embed\/4jP0zCHJO0Y?enablejsapi=1&autoplay=0&cc_load_policy=0&cc_lang_pref=&iv_load_policy=1&loop=0&rel=0&fs=1&playsinline=0&autohide=2&theme=dark&color=red&controls=1&disablekb=0&\" class=\"__youtube_prefs__  no-lazyload\" title=\"YouTube player\"  allow=\"fullscreen; accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen data-no-lazy=\"1\" data-skipgform_ajax_framebjll=\"\"><\/iframe><\/div>\n\n\n<p><\/p>\n\n\n\n<p>This video provides a detailed guide on creating and managing an <strong>E-Wallet<\/strong> program in <strong>Odoo18<\/strong>, showcasing how to set up digital credit systems that enhance customer loyalty and simplify the checkout experience.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Creating E-Wallets in Odoo18<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>E-Wallet Configuration:<\/strong> The video explains how to navigate to the <strong>Discount &amp; Loyalty<\/strong> menu to set up an <strong>eWallet<\/strong> program. This includes defining the program name, currency (INR), and linking a specific &#8220;Top-up eWallet&#8221; product to the program.<\/li>\n\n\n\n<li><strong>Setting Conditional Rules:<\/strong> The narrator shows how to establish rules for the E-Wallet, such as setting the &#8220;Program Trigger&#8221; to automatic and deciding whether points can be used for current or future orders.<\/li>\n\n\n\n<li><strong>Defining Rewards:<\/strong> A key part of the setup involves adding rewards. The video demonstrates how to configure the E-Wallet to provide a &#8220;1.00 P point discount&#8221; on an order in exchange for 1.00 P, creating a clear 1-to-1 credit system.<\/li>\n\n\n\n<li><strong>Generating E-Wallet Cards:<\/strong> 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 &#8220;Covestro India Pvt. Ltd.&#8221;<\/li>\n\n\n\n<li><strong>Transaction Workflow:<\/strong> The video walks through creating a new quotation for a customer. Once items are added, the <strong>eWallet<\/strong> button becomes active, allowing the customer&#8217;s digital credit to be applied directly to the order total.<\/li>\n\n\n\n<li><strong>Real-time Balance Updates:<\/strong> A unique feature highlighted is the E-Wallet summary in the sales order, which shows the points &#8220;Issued&#8221; and &#8220;Used,&#8221; providing an instant update on the customer&#8217;s remaining balance.<\/li>\n\n\n\n<li><strong>Finalizing and Invoicing:<\/strong> After the credit is applied and the order confirmed, the video shows the creation of the <strong>Invoice<\/strong>, ensuring the E-Wallet payment is clearly documented and subtracted from the total due.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>This video provides a detailed guide on creating and managing an E-Wallet program in Odoo18, showcasing how to set up [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[355],"tags":[],"class_list":["post-25449","post","type-post","status-publish","format-standard","hentry","category-bharath-india"],"acf":[],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/posts\/25449","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/comments?post=25449"}],"version-history":[{"count":0,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/posts\/25449\/revisions"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/media?parent=25449"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/categories?post=25449"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/tags?post=25449"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}