| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Point of Sale (point_of_sale)
• Discuss (mail) • Inventory (stock) • Invoicing (account) |
| Lines of code | 794 |
| Technical Name |
pos_customer_wallet_management |
| License | LGPL-3 |
| Website | https://www.cybrosys.com |
| Versions | 15.0 16.0 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Point of Sale (point_of_sale)
• Discuss (mail) • Inventory (stock) • Invoicing (account) |
| Lines of code | 794 |
| Technical Name |
pos_customer_wallet_management |
| License | LGPL-3 |
| Website | https://www.cybrosys.com |
| Versions | 15.0 16.0 17.0 18.0 19.0 |
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Video Tutorial
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Key Highlights
Recharge Wallet of Customer.
Create Wallet Transaction in Point of Sale.
Display Wallet Balance of Customer.
Create new Wallet Payment Method.
Payment using Customer Wallet Balance.
Create Wallet Recharge from Pos Session.
Wallet Recharge of each Customer.
By clicking WALLET RECHARGE button open a wizard for Wallet Recharge.
Enter the Amount and Journal for recharging.
See the wallet is now recharged.
See a Wallet Management menu containing all wallet transaction details in Wallet Transaction menu.
Wallet details of customer when we recharged.
A payment is created in Invoicing.
See the data for POS Wallet Journal
See the Payment Method with the same journal
Choose wallet Payment Method from Configuration Settings
When we enter in to the Pos Session we can see a WALLET RECHARGE button in each partner
While clicking the button we can recharge the wallet
Customers wallet balance displaying in screen
When we validate payment with product in order line, There is an option to pay with wallet.
When we validate payment without the customer,it will generate a Warning Message
When the order price is greater than the Wallet Balance it will generate a Warning Message
Wallet Transaction created
Our Features
Recharge Wallet of Customer.
Recharge a customer's wallet balance directly from the backend or POS interface, making funds available for future purchases.
Create Wallet Transactions in Point of Sale
Automatically log each wallet recharge and wallet-based payment as a transaction within the POS, ensuring full traceability.
Integrate Wallet Payments in Customer Invoices
Use wallet balance to register partial or full payments in customer invoices, seamlessly linking POS and accounting.
Real-Time Wallet Balance Display in POS
Show the customer’s current wallet balance directly on the POS screen during order processing for quick decision-making.
Frequently Asked Questions
Can I see the wallet balance during a POS sale?
Yes, the customer's wallet balance is shown on the POS screen when they are selected.
What happens if the wallet has insufficient balance?
Is every wallet transaction recorded?
Yes, all wallet recharges and payments are saved and can be viewed in the backend.
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