- Company & Employee Management: Manage multiple companies, associate employees with their respective organizations, and control employee and company administrator portal access.
- Employee Allowance Wallet: Track employee credit allocations, used amounts, additional credits, adjustments, restorations, and remaining balances.
- Flexible Allowance Allocation: Assign employee allowances manually, through bulk imports, or automatically using configured allowance policies.
- Multiple Allowance Types: Support amount-based, unit-based, and points-based allowances to meet different employee purchasing requirements.
- Website Purchasing: Allow employees to browse and purchase approved products directly through the Odoo eCommerce website using their portal accounts.
- Automatic Credit Application at Checkout: Automatically apply available employee allowances to eligible products and calculate the remaining amount payable by the employee.
- Split Payment Support: Allow employees to use company-funded credit and pay any remaining order amount through the configured payment method.
- Product & Category Eligibility Rules: Restrict allowance usage to specific products or product categories based on configured company policies.
- Employee Group Eligibility: Assign different allowance policies based on employee tags, job types, and other configured employee attributes.
- Company Prepaid Credit Wallet: Manage company-funded credit balances, wallet top-ups, and available funds for employee allowance allocations.
- Credit Transaction Ledger: Maintain detailed records of allowance allocations, purchases, refunds, expirations, rollovers, and manual adjustments.
- Company Administrator Dashboard: Provide centralized visibility into employees, allowance allocations, credit usage, remaining balances, purchases, and company-level reports.
- Employee Portal Dashboard: Allow employees to view their allocated allowance, used credit, remaining balance, validity period, and transaction history.
- Employee Order History: Enable employees and authorized company administrators to review relevant sales orders and allowance usage.
- Allowance Expiry & Automatic Renewal: Configure allowance validity and periodic renewals, including weekly, monthly, yearly, and anniversary-based renewal policies.
- Carry-Forward & Rollover Management: Control unused allowances through full rollover, capped rollover, or expiry rules based on company policies.
- Refund & Cancellation Management: Automatically restore eligible allowance amounts when qualifying sales orders are cancelled or products are returned.
- Ordering Windows & Restrictions: Define permitted purchasing periods and restrict allowance usage outside configured ordering dates.
- Additional Allowance & Exception Requests: Allow employees to request extra credit, additional product quantities, points, or policy exceptions through approval workflows.
- Employee Status Management: Manage allowance eligibility and availability based on employee status, including active, on-leave, and inactive employees.
- Bulk Employee & Allowance Import: Import employee information and allowance allocations through Excel or CSV files to simplify large-scale employee management.
- Prepaid & Postpaid Billing: Support prepaid company wallet arrangements and monthly consolidated company invoicing for employee-funded purchases.
- Allowance Reports & Analytics: Generate reports covering employee credit balances, allowance utilization, transactions, product consumption, rollovers, and employee purchases.
- Excel Report Export: Export employee allowance records, credit transactions, and reporting data to Excel for further analysis.
- Automated Email Notifications: Send notifications for allowance assignments, upcoming expirations, and low company credit balances.
- Role-Based Access Control: Provide separate access permissions for internal administrators, company administrators, and employees to protect company and employee information.
01 Introduction