Unit Transfers
In this article, you will learn about all the information about Member Unit Transfers. Also, you will learn how to add, spend, expire, and cancel transfers assigned to a specific Member.
Units Transfers overview
In this article, you will get familiar with all the information about Member Unit Transfers that are shown in the main table. Also, you will learn how to add, spend, expire, and cancel transfers assigned to a specific Member.
Browsing Unit Transfers list
Unit Transfers list overview In the table in the main view with all Units Transfers, you will find the data that will provide you with information about them.
Full name - name of the Member to whom the Unit Transfer is assigned
Phone number - phone number of the Member to whom the Unit Transfer is assigned
Email - e-mail of the Member to whom the Unit Transfer is assigned
State - the state of the Unit Transfer
Type - the type of the Unit Transfer
Value - number of Units
Transfer ID - System identificator of the member account
Member system ID - System identificator of the member account
Loyalty card numberComment - a comment that was added while creating the Transfer
Created at - date of the Transfer creation
Loyalty card number - loyalty card number of the Member to whom the Unit Transfer is assigned
Issuer - information on where Units are sent from
You can use filters to see a more detailed overview of all Unit Transfer. They will help you find the filtered data that you are looking for.
Filters you can use:
Comment
Created at
Email
Expires at
First name
Last name
Locked until
Loyalty card number
Member ID
Phone number
State
Type
Value
Wallet type
Transfer ID
You can use one filter, or you can create and use several filters at the same time.
To use a filter, you need to create it.
Click “Add filter”
Select a filter from the list and click on it
Choose the condition
Enter the values
Click “Add filter”
Check the table
After completing all the steps, the Unit Transfers list has been filtered.
Sorting Unit Transfers list Sorting data is used when you, as an Admin, would like to sort the Transfer by some data.
First name
Last name
Phone number
Email
Type
Value
Comment
Created at
Loyalty card number
Issuer
Managing Unit Transfers from the Transfers view perspective As an Administrator, you can perform certain actions on the Unit Transfers. The actions which you can take:
Wallet visibility in a member profile
All wallets active at the time of a member’s account creation will be visible in the member’s profile.
Example: if a member’s account is created when three wallets are active, all three wallets will appear on the member’s profile:
Wallets added after a member’s account is created will not be automatically displayed in the member’s profile.
Example: if a member is created before adding the second wallet, this new wallet will not appear in their profile.
The wallet will appear in the member’s profile once the point transfer has been added to the wallet.
Example: a point transfer is made to a previously unseen wallet, as in the earlier example. When units are transferred, wallet two will appear in the member’s profile.
Last updated
