diff --git a/content/applications/sales/sales/products_prices.rst b/content/applications/sales/sales/products_prices.rst index 9fc40a461..5a5d34665 100644 --- a/content/applications/sales/sales/products_prices.rst +++ b/content/applications/sales/sales/products_prices.rst @@ -10,4 +10,5 @@ Products & Prices products_prices/products products_prices/taxes products_prices/prices - products_prices/returns.rst + products_prices/returns + products_prices/ewallets_giftcards diff --git a/content/applications/sales/sales/products_prices/ewallets_giftcards.rst b/content/applications/sales/sales/products_prices/ewallets_giftcards.rst new file mode 100644 index 000000000..021f20ea1 --- /dev/null +++ b/content/applications/sales/sales/products_prices/ewallets_giftcards.rst @@ -0,0 +1,143 @@ +=========================== +Use eWallets and gift cards +=========================== + +With Odoo, customers can use **eWallets** and **gift cards** for online and in-store shopping. + +To enable eWallets and gift cards for eCommerce and Point of Sale (PoS), first enable +:guilabel:`Discounts, Loyalty & Gift Card` under :menuselection:`Sales app --> Configuration --> +Settings --> Pricing section`. Once enabled, go to :menuselection:`Sales app --> Products --> Gift +cards & eWallet` and :guilabel:`Create` a new eWallet or gift card program. + +eWallets +======== + +eWallets allow customers to save credits on their online account and use these credits as a payment +method when buying items in an online store or a brick-and-mortar store. eWallets can also be used +to centralize multiple :ref:`gift cards `. + +Before creating an eWallet program, it is necessary to create an eWallet **top-up** product. Top-ups +are pre-defined digital credit values added to an eWallet in exchange for its equivalent in real +currency. These credits can then be used as a payment method in the eCommerce shop or :abbr:`PoS +(Point of Sale)`. Top-up values can be of different amounts. + +.. example:: + A $50 top-up can be bought for $50, and adds that same amount of credits to the eWallet. + +To create a top-up product, go to :menuselection:`Sales app --> Products --> Products` and +:guilabel:`Create` a new product. On the product template, configure the options as follows: + +- :guilabel:`Product Name`: enter a name for the top-up product (for example, `$50 Top-Up`) +- :guilabel:`Can be Sold`: enabled +- :guilabel:`Product Type`: select :guilabel:`Service` +- :guilabel:`Invoicing Policy`: select :guilabel:`Prepaid/Fixed Price` +- :guilabel:`Create on Order`: select :guilabel:`Nothing` +- :guilabel:`Sales Price`: enter the amount of the top-up + +.. note:: + In order to have eWallet top-ups of different amounts, create multiple top-up products and + modify the :guilabel:`Sales Price` accordingly. + +Once the top-up is created, go to :menuselection:`Sales app --> Products --> Gift cards & eWallet` +to :guilabel:`Create` an eWallet program. The following configuration options are available: + +- :guilabel:`Program Name`: enter a name for the eWallet program +- :guilabel:`Program Type`: select :guilabel:`eWallet` +- :guilabel:`eWallet Products`: select the eWallet top-up created earlier. Repeat the process if + you created top-ups of different amounts. +- :guilabel:`Email template`: select the email template used for the email sent to the customer. To + create a new template, click on the field, select :guilabel:`Search More`, and then click + :guilabel:`Create`. +- :guilabel:`Currency`: select the currency to use for the eWallet program +- :guilabel:`Company`: select the company for which the program is valid and available +- :guilabel:`Available On`: select the applications on which the program is valid and available +- :guilabel:`Website`: select the website on which the program is valid and available. Leave this + field empty to include all websites. +- :guilabel:`Point of Sale`: select the :abbr:`PoS (Point of Sale)` in which the program is valid + and available. Leave this field empty to include all :abbr:`PoS (Point of Sale)`. + +.. image:: ewallets_giftcards/ewallet-configuration.png + :align: center + :alt: eWallet program configuration page + +Once the program is configured, click the :guilabel:`Generate eWallet` button in the upper-left +corner to generate eWallets. eWallets can be generated based on :guilabel:`Customers` and/or +:guilabel:`Customer Tags`. The quantity is automatically adapted according to the +:guilabel:`Customers` and :guilabel:`Customer Tags` selected. Then, set the :guilabel:`eWallet +value`. Finally, set the :guilabel:`Valid Until` period if applicable. + +Generated eWallets can be accessed through the :guilabel:`eWallets` smart button in the upper-right +corner. From there, :guilabel:`Send` or :guilabel:`Share` the eWallets via email or a URL link. + +.. image:: ewallets_giftcards/ewallet-share.png + :align: center + :alt: eWallets send and share buttons + +Click on an eWallet to change the :guilabel:`Expiration Date`, :guilabel:`Partner`, or +:guilabel:`Balance`. The :guilabel:`Code` of an eWallet *cannot* be changed, deleted, or duplicated. + +.. _ewallet_gift/gift-cards: + +Gift cards +========== + +Gift cards can be purchased by customers, and in turn used as a payment method upon checkout at an +eCommerce shop or :abbr:`PoS (Point of Sale)`. + +Before creating a new gift card program, it is necessary to first create gift cards as products. To +do so, go to :menuselection:`Sales app --> Products --> Products` and :guilabel:`Create` a product. +On the product template, configure the options as follows: + +- :guilabel:`Product Name`: enter a name for the gift card product +- :guilabel:`Can be Sold`: enabled +- :guilabel:`Product Type`: select :guilabel:`Service` +- :guilabel:`Invoicing Policy`: select :guilabel:`Prepaid/Fixed Price` +- :guilabel:`Create on Order`: select :guilabel:`Nothing` +- :guilabel:`Sales Price`: enter the amount of the gift card + +.. note:: + In order to have gift cards of different amounts, create multiple gift card products and modify + the :guilabel:`Sales Price` accordingly. + +Once the gift card product is created, go to :menuselection:`Sales app --> Products --> Gift cards +& eWallet` to :guilabel:`Create` a gift card program. The following configuration options are +available: + +- :guilabel:`Program Name`: enter a name for the gift card program +- :guilabel:`Program Type`: select :guilabel:`Gift Card` +- :guilabel:`Gift Card Products`: select the gift card product created earlier. Repeat the process + if you created gift card products of different amounts. +- :guilabel:`Email template`: select the default :guilabel:`Gift Card: Gift Card Information` + template, or create a new template by clicking on the field, selecting :guilabel:`Search More`, + and then clicking :guilabel:`Create`. +- :guilabel:`Print Report`: select :guilabel:`Gift Card` +- :guilabel:`Currency`: select the currency to use for the gift card program +- :guilabel:`Company`: select the company for which the program is valid and available +- :guilabel:`Available On`: select the applications on which the program is valid and available +- :guilabel:`Website`: select the website on which the program is valid and available. Leave this + field empty to include all websites. +- :guilabel:`Point of Sale`: select the :abbr:`PoS (Point of Sale)` in which the program is valid + and available. Leave this field empty to include all :abbr:`PoS (Point of Sale)`. + +.. image:: ewallets_giftcards/giftcard-configuration.png + :align: center + :alt: Gift card program configuration page + +Once the program is configured, click the :guilabel:`Generate Gift Cards` button in the upper-left +corner to generate gift cards. Gift cards can be generated either for :guilabel:`Anonymous +Customers` or :guilabel:`Selected Customers`. Set the :guilabel:`Quantity to generate` for +:guilabel:`Anonymous Customers`, or select the :guilabel:`Customers` and/or :guilabel:`Customer +Tags` for :guilabel:`Selected Customers`. Then, set the :guilabel:`Gift Card value`. Finally, set +the :guilabel:`Valid Until` period if applicable. + +Generated gift cards can be accessed through the :guilabel:`Gift Cards` smart button in the +upper-right corner. From there, :guilabel:`Send` or :guilabel:`Share` the gift cards via email or a +URL link. + +.. image:: ewallets_giftcards/giftcard-share.png + :align: center + :alt: Gift cards send and share buttons + +Click on a gift card to change the :guilabel:`Expiration Date`, :guilabel:`Partner`, or +:guilabel:`Balance`. The :guilabel:`Code` of a gift card *cannot* be changed, deleted, or +duplicated. diff --git a/content/applications/sales/sales/products_prices/ewallets_giftcards/ewallet-configuration.png b/content/applications/sales/sales/products_prices/ewallets_giftcards/ewallet-configuration.png new file mode 100644 index 000000000..3e8844cf6 Binary files /dev/null and b/content/applications/sales/sales/products_prices/ewallets_giftcards/ewallet-configuration.png differ diff --git a/content/applications/sales/sales/products_prices/ewallets_giftcards/ewallet-share.png b/content/applications/sales/sales/products_prices/ewallets_giftcards/ewallet-share.png new file mode 100644 index 000000000..d38e70bd7 Binary files /dev/null and b/content/applications/sales/sales/products_prices/ewallets_giftcards/ewallet-share.png differ diff --git a/content/applications/sales/sales/products_prices/ewallets_giftcards/giftcard-configuration.png b/content/applications/sales/sales/products_prices/ewallets_giftcards/giftcard-configuration.png new file mode 100644 index 000000000..ca15c0ad7 Binary files /dev/null and b/content/applications/sales/sales/products_prices/ewallets_giftcards/giftcard-configuration.png differ diff --git a/content/applications/sales/sales/products_prices/ewallets_giftcards/giftcard-share.png b/content/applications/sales/sales/products_prices/ewallets_giftcards/giftcard-share.png new file mode 100644 index 000000000..5cbd09aa1 Binary files /dev/null and b/content/applications/sales/sales/products_prices/ewallets_giftcards/giftcard-share.png differ