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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.

To cancel the unit transfer:

  1. Select the Transfer

  2. Click the context menu

  3. Click Cancel

  4. Press YES to proceed

Blocking Units

This action allows you to block a certain amount of units from being used.

Blocking does not deduct the units from the wallet, however makes them not usable for spending.

To block a specific amount of units:

  1. Go to the Unit Transfers list or the Member Profile page

  2. Open the 'Unit Transfers' or the 'Actions' menu, depending on the page you're using

  3. Select the 'Block Units' option

  4. Select the member, wallet and set the amount of points that should be blocked

The suspension does not have a specific timeframe, and can be lifted by Cancelling the blocking transfer.

To unblock units:

  1. Go to the Unit Transfers list

  2. Locate the blocked unit transfer

  3. Use the 3-dot menu button on the right side to Cancel the transfer

  4. The operation can be done also from the Member's Profile view, in the Wallets section

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

To expire the Unit Transfer:

  1. Select the Transfer

  2. Click the context menu

  3. Click Expire

  4. Press YES to proceed

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.

To activate/cancel/expire the Unit Transfer in blk action:

  1. Filter the transfers according to expected results

  2. Click Actions -> Activate/Cancel/Expire filtered transfers

  3. Approve Mass action confirmation by clicking 'Yes, continue' in the pop-up window

In the bottom right corner, you will get the message that the Action has started. You can see the results under Imports / Exports -> Mass actions log.

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:

  1. Select the Transfer

  2. Click the context menu

  3. 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.

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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