Ewallet In Odoo v17

E-wallet is the latest functionality that has been introduced in odoo v16 and now it’s on odoo v17 too. In the online markets, many companies launch new programs that allow customers to get the benefits with their purchases. An e-wallet is almost similar to this. It allows the customers to save credits on their online account and can utilize those credits as a payment method in their purchases. 

To configure the Ewallet programs in Odoo, first, we must enable the “Discount, loyalty & gift card” feature from the sales module > configuration > settings.

In odoo 17, we can create a new e-wallet program by navigating to sales > products > Gift cards & eWallet

For the e-wallets program, first, we need to create a top-up product, to create it- navigate to sale > products > product- create a new product here with the below-mentioned options:

Top-up product configuration:

Product name: Here, the name of the e-wallet can be defined

Can be sold: enable the checkbox

Product type: select the type as service

Invoicing policy: select it as a prepaid/fixed price.

Create an order: nothing

Sales price: Enter the amount of the top-up.

Ewallet Configuration:

Program name: Add an e-wallet program name

Program type: select eWallet

eWallet products: We can add e-wallet products that we have created earlier, if we have multiple gift cards with prices we can add multiple e-wallets here.

Email template: we can select the default eWallet or create an email template from here.

Currency: Select the currency to use for the eWallet program

Company: select the company for which the program is available

Available on: select the application on which the program is available

Website: Select the website for which the program is available, if we leave the field blank the program will be applicable to all the websites.

Point of sale: Select the pos on which the program is available or else it will be available to all the pos if the field is blank.

After that we can click on the generate eWallet button, select the customer to generate the e-wallet for a specific customer, add value for the e-wallet, define the validity date and generate it, if we do not select any customer, the system will generate e-wallet for all the customers. The generated e-wallets can be accessed through the e-wallet program.

We can generate the e-wallet with a specific e-wallet value. To do so when we create an e-wallet program and generate the e-wallet- at that time we can specify the “e-wallet value”. So for that amount an e-wallet will be generated for the customers.

Use-case:

The Ewallet program in website, sales and POS module:

As discussed in the blog, e-wallets can be generated manually or automatically when any customer orders an e-wallet product.

Suppose a customer wants to buy the products from a website. Let us see how he can use the e-wallet as a payment method.

When a customer clicks on a process checkout, the system will show the button of pay from e-wallet- if he has credits in his account- and then he can proceed with the payment. This “pay with e-wallet” option is only available when e-wallets have been generated for that specific customer. The same wallet code will be applicable until the e-wallet amount reaches to zero.

For the top-up of e-wallet- customers can purchase an e-wallet product that we have created earlier.

Let's suppose a customer wants to buy a product and we created a sale order in Odoo and he already has e-wallet credits. So, the first step is to record a sale order in the system, from the sales order > orders > order we can create it.

To apply for the e-wallet program, under the orders we have options to apply a “coupon code” and e-wallet rewards can be selected.

By clicking on the add coupon code , we can add an e-wallet code and apply.

Here, we can see e-wallets have been applied and if you want to remove the offer applied we can click on the delete button beside the e-wallet product line. This is how e-wallet programs can be applied in the sales module.

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Now let’s check how the ewallet program works in POS:

Let’s suppose a customer wants to buy the products from the point of sale by utilizing an e-wallet credit as a payment method. To do so, navigate to POS application > open session.

To utilize the e-wallet in POS, we can add a product, select a customer and there is a button for “e-wallet” so when we click on that based on the selected customer, credits will be applied automatically .

And this is how a customer can utilize the e-wallet as a payment method of point of sale.

​Wrap Up

To wrap it up, utilizing the E-Wallets will empower your e-commerce platform. By enabling these features, you can enhance your customer experience and streamline your payment processing.

To know how you can utilize Odoo and its unique features for your business, reach out to our experts today!

 Check out our other related blogs as well:-

• Gift Card In Odoo

• Manage Discount and Loyalty In Odoo 17

• Exploring New Features of Odoo 17​