Digital wallets are becoming increasingly popular, making purchasing easier and changing the way people shop. Consequently, consumer shopping habits have changed. Customers can accrue incentives or points through a customer loyalty program, which can be exchanged for gift cards, cash off future purchases, or other benefits. Loyalty programs are a powerful way to boost repeat business and attract new clients by rewarding loyalty with special offers and promotions.
Customer loyalty is the inclination of a customer to conduct business with a company even when it would be simpler or less expensive to do so with a different firm. Loyalty programs are used to motivate consumers to return, increase customer retention, customer happiness, and grow your business. Gift cards are an affordable form of promotion that can help keep your brand in the minds of customers. Wallet-sized adverts are available on plastic cards, while virtual gift cards provide convenience and communication to online shoppers.
eWallet is an app that allows customers to store rewards, redeem gifts, receive exclusive discounts, and contact customer service. Companies can use the app to create strong relationships with their clients by sending out exclusive promos and individualized offers. Additionally, companies can offer incentives to encourage customers to use the app and become brand evangelists.
Configuring the Gift cards, Loyalty cards, & e-Wallets using Odoo 16
The Odoo system integrates Gift cards, Loyalty Cards, and E-Wallets with eCommerce stores to draw clients to the business. To create these attractive features, you can check the Configuration tab of the Odoo website module. The āConfigurationā section's āSettingsā option is where you can find them. You can see the āSettingsā section with many settings tab sections such as Website Info, Shop-Payment, Shop-Checkout Process, Shop-Products, Shipping, etc.
Go to the āShop-Productsā settings tab to configure and Manage Promotions, coupons, loyalty cards, Gift cards & eWallets, as illustrated in the screenshot below.
![how-to-create-new-gift-cards-loyalty-cards-and-e-wallets-in-odoo-16-1-cybrosys](https://www.images.cybrosys.com/blog/Uploads/BlogImage/how-to-create-new-gift-cards-loyalty-cards-and-e-wallets-in-odoo-16-1.png)
Clicking on the āLoyalty Programsā link will lead us to a dashboard page of pre-configured Discounts and loyalty programs that are arranged in a list view based on Program Name, Program Type, Items, Website, Point of Sales, and Company.
![how-to-create-new-gift-cards-loyalty-cards-and-e-wallets-in-odoo-16-2-cybrosys](https://www.images.cybrosys.com/blog/Uploads/BlogImage/how-to-create-new-gift-cards-loyalty-cards-and-e-wallets-in-odoo-16-2.png)
You can create a new Discount or Loyalty program using the āNEWā button. Opening any of the dashboard items will open the corresponding program configuration form, as shown below.
![how-to-create-new-gift-cards-loyalty-cards-and-e-wallets-in-odoo-16-3-cybrosys](https://www.images.cybrosys.com/blog/Uploads/BlogImage/how-to-create-new-gift-cards-loyalty-cards-and-e-wallets-in-odoo-16-3.png)
From the configuration form, you can view specific information about the discount/loyalty program and manage or change information. Additionally, administrative users can produce extra coupons using the "GENERATE COUPONS" button located in the form's top left corner. You can check the number of available coupons by clicking the "Coupons" smart button on the form's right side. In the detailed session that follows, we can now talk about how to make new gift cards, loyalty cards, and e-wallets.
Creating Loyalty Programs
Users can create new gift cards, loyalty cards, and e-wallets using the āLoyaltyā section available in the āeCommerceā menu available on the website platform.
![how-to-create-new-gift-cards-loyalty-cards-and-e-wallets-in-odoo-16-4-cybrosys](https://www.images.cybrosys.com/blog/Uploads/BlogImage/how-to-create-new-gift-cards-loyalty-cards-and-e-wallets-in-odoo-16-4.png)
The āLoyaltyā section contains two options such as āDiscount & Loyaltyā and āGift Cards&eWallets.ā
Creating new Discount & Loyalty Programs
Selecting the āDiscount & Loyaltyā option will open a new configuration form, as shown below.
![how-to-create-new-gift-cards-loyalty-cards-and-e-wallets-in-odoo-16-5-cybrosys](https://www.images.cybrosys.com/blog/Uploads/BlogImage/how-to-create-new-gift-cards-loyalty-cards-and-e-wallets-in-odoo-16-5.png)
In the "Programme Name" column, you must update the name of the discount or loyalty program and specify the "Programme Type" by choosing from a dropdown menu that includes "Coupon, Promotion, Loyalty Card, Buy X Get Y, Discount Code, etc." select the appropriate currency from the āCurrencyā area and choose the validity of the program by selecting dates in the calendar provided in the āValidityā line. Users can set the usage limit of the respective program by configuring the details in the āLimit Usageā field.
Add details about your business in the "Company" area. Accessing the loyalty programs in the chosen choices, such as Point of Sale, Sales, and Website, is made possible by choosing the "Available Options" option. By specifying the name of the relevant website in the "Website" field, users can limit the publishing of the loyalty program to only the mentioned website and restrict the publishing to certain shops by mentioning the shop names in the āPoint Of Salesā area.
Rules & Rewards Tab
You can set the Rules and regulations of the particular offer program by setting the purchase or sales conditions in the āConditional Rulesā section using the āADDā button.
Hitting the āADDā button will open a new condition configuration popup window depicted in the screenshot below.
![how-to-create-new-gift-cards-loyalty-cards-and-e-wallets-in-odoo-16-6-cybrosys](https://www.images.cybrosys.com/blog/Uploads/BlogImage/how-to-create-new-gift-cards-loyalty-cards-and-e-wallets-in-odoo-16-6.png)
You can set the conditions for the number of eligible coupons/gift cards in the āMinimum Quantityā area and provide the āMaximum Purchaseā amount to get the program in the next line. Also, you can include the āProducts,ā āCategories,ā or āProduct Tags,ā which comes under the Loyalty Program rule. Use the āSAVE & CLOSEā button to save the conditional rules, or else you can add a new condition using the āSAVE & NEWā button.
Creating Rewards
Clicking on the āADDā button provided under the āREWARDSā section will open a popup window called āCreate Rewards,ā as shown below.
![how-to-create-new-gift-cards-loyalty-cards-and-e-wallets-in-odoo-16-7-cybrosys](https://www.images.cybrosys.com/blog/Uploads/BlogImage/how-to-create-new-gift-cards-loyalty-cards-and-e-wallets-in-odoo-16-7.png)
You can configure new rewards using this window by selecting the āReward Typeā from the dropdown section. Set your discount percentage in the āDiscountā line. Choose the appropriate option to provide a discount on the "Order," "Cheapest Product," or "Specific Product." Also, you can define the āMaximum Discountā provided as an incentive under the āDISCOUNTā tab. The reward description can be edited in the āDescriptionā field. Make use of the "SAVE & CLOSE" button to save the rewards.
Creating New Gift Cards and eWallets
In Odoo 16, a new function is available: a dedicated menu for managing gift cards and eWallets. You can access the eWallet's functionalities in the new Odoo16 Website module. Go to the āLoyaltyā section from the āeCommerceā menu and select the āGift Cards & eWalletsā option. The platform displays a list of gift cards and eWallets together with information about the Program Name, Program Type, Names, Website, Point of sales, and Company, as seen in the image below.
![how-to-create-new-gift-cards-loyalty-cards-and-e-wallets-in-odoo-16-8-cybrosys](https://www.images.cybrosys.com/blog/Uploads/BlogImage/how-to-create-new-gift-cards-loyalty-cards-and-e-wallets-in-odoo-16-8.png)
You can hit the āNEWā button to create a brand-new gift card or e-wallet, which will open a form view illustrated below.
![how-to-create-new-gift-cards-loyalty-cards-and-e-wallets-in-odoo-16-9-cybrosys](https://www.images.cybrosys.com/blog/Uploads/BlogImage/how-to-create-new-gift-cards-loyalty-cards-and-e-wallets-in-odoo-16-9.png)
A "program name can be entered in the āProgram Nameā field. You may choose the sort of program you wish to establish in the āProgram Typeā area. It might be an eWallet or a gift card. Gift cards are either manually or automatically prepared and sent through email when a customer purchases a product that includes a gift card. Gift Cards can also be used by users to pay for orders. The Gift Card Products field can also be used to trigger product ids after you select the Gift Card program type.
You can upload an email template for this gift card in the āEmail Templateā section to be used when notifying the client when they are eligible for the reward. To print the created gift cards from PoS, select the option shown in the āPrint Report.ā The āCurrencyā field allows you to specify the currency that will be utilized for this gift card's transactions. After identifying the "Company," you can then make this gift card available at the point of sale, sales, and website by selecting from the choices and turning on the applicable ones. On this platform, you will find extra options where you are able to indicate the relevant āPoint of Saleā and āWebsite.ā
After submitting the necessary information, save the data.
Generating new Gift cards: You can easily generate the needed number of gift cards with the aid of the "GENERATE GIFT CARDS'' button. Popping the button will open a popup window, as shown below.
![how-to-create-new-gift-cards-loyalty-cards-and-e-wallets-in-odoo-16-10-cybrosys](https://www.images.cybrosys.com/blog/Uploads/BlogImage/how-to-create-new-gift-cards-loyalty-cards-and-e-wallets-in-odoo-16-10.png)
Depending on the choice you make in the āForā section, gift cards can be generated for both āSelected Customersā and āAnonymous Customersā Odoo will give extra fields to indicate the āCustomersā and āCustomer Tagsā in the event that you wish to make gift cards for Selected Customers. The āQuantity to Generateā field allows you to enter the required number of gift cards you wish to create. Additionally, in the āGift Card Valueā field, mention the points given to the consumers. These newly configured gift cards' validity will be specified by the āValid Untilā field by selecting a date from the calendar dropdown option.
The requested number of gift cards will then be generated when you click the āGENERATE AND SEND GIFT CARDā button. You can see the number of available gift cards from the āGift Cardsā smart button.
![how-to-create-new-gift-cards-loyalty-cards-and-e-wallets-in-odoo-16-11-cybrosys](https://www.images.cybrosys.com/blog/Uploads/BlogImage/how-to-create-new-gift-cards-loyalty-cards-and-e-wallets-in-odoo-16-11.png)
The āGift Cardsā smartbutton will open the dashboard of all the generated gift cards under thisloyalty program.
![how-to-create-new-gift-cards-loyalty-cards-and-e-wallets-in-odoo-16-12-cybrosys](https://www.images.cybrosys.com/blog/Uploads/BlogImage/how-to-create-new-gift-cards-loyalty-cards-and-e-wallets-in-odoo-16-12.png)
The list of all gift cards is available, and it is categorized according to the following criteria: gift card code, balance, expiration date, program, and part number.
Sending the Gift Cards: Admins can send the gift cards by email using the āSendā button available corresponding to each gift card field. you can see a popup window containing an email body containing the gift card and card code. Edit the email address and send the gift card to the selected contact using the āSENDā button.
![how-to-create-new-gift-cards-loyalty-cards-and-e-wallets-in-odoo-16-13-cybrosys](https://www.images.cybrosys.com/blog/Uploads/BlogImage/how-to-create-new-gift-cards-loyalty-cards-and-e-wallets-in-odoo-16-13.png)
Sharing the Gift Cards: The āShareā button on the gift card field will help you to share the gift cards via URL links.
![how-to-create-new-gift-cards-loyalty-cards-and-e-wallets-in-odoo-16-14-cybrosys](https://www.images.cybrosys.com/blog/Uploads/BlogImage/how-to-create-new-gift-cards-loyalty-cards-and-e-wallets-in-odoo-16-14.png)
If the website id is entered in the āWebsiteā field, the gift card can be shared on that particular website.
Creating an e-Wallet
When a consumer orders a product that uses an eWallet, the eWallets are either generated manually or automatically. To pay for orders, eWallets are suggested during checkout.
By using this similar process that we used to create gift cards, you can simply create eWallets as well. You can choose the eWallet option in the entry for āProgram Type.ā
![how-to-create-new-gift-cards-loyalty-cards-and-e-wallets-in-odoo-16-15-cybrosys](https://www.images.cybrosys.com/blog/Uploads/BlogImage/how-to-create-new-gift-cards-loyalty-cards-and-e-wallets-in-odoo-16-15.png)
Descriptions and fields are nearly identical as well. so you can fill in the required information on the corresponding areas such as āProgram Name,ā āProgram Type,ā and āe-Wallet Products.ā Also, provide the āEmail Templates,ā āCurrency,ā and the āCompany.ā you can choose the availability of the e-wallet from the āAvailable Onā area. Select the suitable āWebsiteā and āPoint of Saleā in the respective fields and save your e-Wallet data. Click "GENERATE EWALLET" to initiate the creation of a fresh wallet.
![how-to-create-new-gift-cards-loyalty-cards-and-e-wallets-in-odoo-16-16-cybrosys](https://www.images.cybrosys.com/blog/Uploads/BlogImage/how-to-create-new-gift-cards-loyalty-cards-and-e-wallets-in-odoo-16-16.png)
You can select or edit the customer details in the āCustomerā field. Add appropriate details in the āCustomer Tags,ā āQuantity to Generate,ā āe-Wallet Value,ā and āValid Untilā options. You can add new wallets by clicking the "GENERATE EWALLET" button. Also, you can use the āEWalletsā smart button to view and manage the newly created eWallets.
We have discussed a detailed section on creating new Gift cards, Loyalty cards, and e-wallets in the Odoo 16 Website Module. Business-oriented website owners can utilize the Odoo 16 website application platform to create specialized offers and exclusive promotions, and other loyalty programs without any hassles.