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.
Select the Transfer
Click the context menu
Click Cancel
Press YES to proceed
Expiring the Units
This action allows you to expire the selected Transfer of Units.
To expire the Unit Transfer:
Select the Transfer
Click the context menu
Click Expire
Press YES to proceed
Unit Transfer details
This action allows you to check the detailed information about the Transfer of Units that you select.
To see the details of Unit transfers:
Select the Transfer
Click the context menu
Click Show details
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.
Calculate how many points you want to deduct.
Go to the Member's account -> Actions
Choose ADD UNIT TRANSFER
Choose the Deduct Units transfer type.
Select the Wallet you want to deduct from.
Enter the number of units you want to remove.
Write a comment to explain the transaction.
Click SAVE
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