Managing Unit Transfers
In this article you will get familiar with mananging unit transfere
Last updated
In this article you will get familiar with mananging unit transfere
Last updated
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
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:
Select the Transfer
Click the context menu
Click Cancel
Press YES to proceed
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:
Select the Transfer
Click the context menu
Click Expire
Press YES to proceed
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:
Filter the transfers according to expected results
Click Actions -> Activate/Cancel/Expire filtered transfers
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.
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
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:
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
