Creating Unit Transfers
In this article you will get familiar with creating units transfer from the Admin Panel.
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User Guide
In this article you will get familiar with creating units transfer from the Admin Panel.
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As an Administrator, you can add Unit transfers for specific Members.
The most common situation when Members earn Units is in return for their transactions or select activities.
However, there is another option to add or spend Members' Units. In the Admin Panel, as an Administrator, you can create Unit Transfers to a selected Member. This functionality is especially important when you have to add Units ad-hoc in special situations, e.g. delivery delay, the biggest purchase among customers in a year, etc.
Unit Transfers types
Two types of Unit Transfers are permitted with Open Loyalty:
Add Units - adding a specific number of Units to the selected Member
Deduct Units - deducting a specific number of Units to the selected Member
To ADD Unit Transfers:
Go to Wallets -> Unit transfers
Click ADD UNIT TRANSFERS
Select Wallet type - you can choose a wallet that will be affected by the transfer
Select the Member - you can choose a Member by entering e-mail, phone, or loyalty card number
Select the Units Transfer type
Enter the Number of units
Add Comment - optional; External Transfer ID - optional; Override units settings rules - if needed.
Click ADD UNITS
