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Use eWallets and gift cards

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Odoo Sales eWallets and gift cards let customers pay with stored credit, whether shopping online or in-store through Point of Sale. This guide covers how to set up and issue both.

Before you start

  1. Go to Sales > Configuration > Settings, and under Pricing, enable Discounts, Loyalty & Gift Card.

How to set up eWallets

  1. Create an eWallet top-up product first, under Sales > Products > Products: set Product Type to Service, Invoicing Policy to Prepaid/Fixed Price, Create on Order to Nothing, and set the Sales Price to the top-up value. Create one product per top-up amount you want to offer.
  2. Go to Sales > Products > Gift cards & eWallet and click Create. Set Program Type to eWallet, and select the top-up product(s) in eWallet Products.
  3. Choose an Email template, Currency, Company, and where the programme is Available On (leave Website or Point of Sale blank to include all).
  1. Click Generate eWallet. Choose specific Customers and/or Customer Tags, set the eWallet value, and optionally a Valid Until date.

Access generated eWallets from the eWallets smart button, where they can be sent by email, shared by URL, or have their Expiration Date, Partner or Balance updated. The eWallet’s code itself cannot be changed.

How to set up gift cards

  1. Create a gift card product under Sales > Products > Products, using the same settings as a top-up product: Service type, Prepaid/Fixed Price invoicing policy, and a Sales Price matching the card value. Create one product per value you want to offer.
  2. Go to Sales > Products > Gift cards & eWallet and create a programme with Program Type set to Gift Card, selecting the gift card product(s) created above.
  3. Set the Email template, Print Report, Currency, Company, and availability as with eWallets.
  1. Click Generate Gift Cards. Choose Anonymous Customers with a set quantity, or Selected Customers or Customer Tags, then set the value and validity period.

Issued gift cards are managed from the Gift Cards smart button: send by email, share by URL, or edit the expiration date, partner or balance.

Frequently asked questions

Do I need to create a product before setting up an eWallet program?

Yes. Create a top-up product first (Product Type: Service, Invoicing Policy: Prepaid/Fixed Price), then select it as the eWallet Product when creating the programme.

Can gift cards be issued without naming a customer?

Yes. Gift cards can be generated for Anonymous Customers with a set quantity, or for Selected Customers or Customer Tags.

Can the code on an issued eWallet be changed?

No. The eWallet code itself cannot be changed, deleted or duplicated, though the Expiration Date, Partner and Balance can be edited.

Need help?

Need help setting up gift cards or eWallets in Odoo Sales? Contact support@thoughtlogik.com or see our Odoo implementation services.

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