Managing Unit Transfers

In this article you will get familiar with mananging unit transfere

Managing Unit Transfers

In this article, you get a quick overview of all the most important information about managing Unit Transfers data.

Below you will find described operations that you can perform:

  • Cancel

  • Expire - available only when the unit transfer contains Expires on date

  • Show details


Cancellation of Units

This action allows you to cancel the selected Transfer of Units.

The transfer can be removed only when there are enough points in the member's wallet. Whereas, if part of the transfer has been spent and there are not enough points in the member's wallet to cover the difference, the points are not removed.


Expiring the Units

This action allows you to expire the selected Transfer of Units.

Please note that you can expire manually only the unit transfer


Bulk actions on unit transfers

Bulk action on unit transfers allows for activating, canceling or expiring a bunch amount of filtered unit transfers at once.


Unit Transfer details

This action allows you to check the detailed information about the Transfer of Units that you select./


Units Deduction

To delete a unit when a portion of the point transfer value has already been expended, follow these instructions using the point transfer function of the "deduct" type. This will enable you to maintain a comprehensive event history by incorporating a comment into the transfer.

To dedcut Unit Transfer:

  1. Calculate how many points you want to deduct.

  2. Go to the Member's account -> Actions

  3. Choose ADD UNIT TRANSFER

  4. Choose the Deduct Units transfer type.

  5. Select the Wallet you want to deduct from.

  6. Enter the number of units you want to remove.

  7. Write a comment to explain the transaction.

  8. Click SAVE

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