How to Manage Transactions and Settlements

Efficiently managing transactions and settlements is crucial for maintaining smooth operations and ensuring timely payments. Our platform provides a comprehensive transaction menu to help you monitor and manage all sales and transactions within your store.

Understanding the Transaction Menu

The transaction menu is designed to give you a detailed overview of all transactions that take place in your store. Here’s how to navigate and utilize this feature:

Transaction Table Overview

When you navigate to the transaction menu, you will see a table that lists all transactions. This table includes important information such as:

1. Transaction ID: A unique identifier for each transaction. This helps in tracking and referencing specific transactions.
2. Transaction Type: Indicates the type of transaction, such as sale, refund, or adjustment. Understanding the type helps in categorizing and managing your transactions effectively.
3. Status: Shows the current status of the transaction (e.g., pending, completed, failed). This allows you to quickly identify any transactions that may need attention.
4. More Information: The table may also include additional details such as date, amount, and customer information.

Viewing Transaction Details

For a more detailed view of any transaction, you can click on the "Open" button next to the transaction in the table. This will open a detailed view where you can see all relevant information about the transaction, including:

• Customer Details: Information about the customer who made the transaction.
• Payment Method: The method used for the transaction (e.g. credit card, bank transfer).
• Itemized Details: A breakdown of the items or services involved in the transaction.
• Settlement Information: Details about the settlement status, including any fees or deductions.

Why is this important?

Effective transaction and settlement management ensures:

• Accurate tracking of sales and revenue.
• Timely resolution of any transaction issues.
• Clear visibility into financial operations, aiding in better decision-making.

By utilizing the transaction menu, you can stay on top of your store's financial activities, ensure smooth settlements, and maintain a clear record of all transactions.

How to Create and Manage a Product

Creating a product on our platform is a straightforward process. Follow the steps below to add your products and generate custom links that you can share with your customers.

Step 1: Navigate to the Products Section

Begin by logging into your account. On the left side of the dashboard, you will see a navigation menu. Click on “Products” to access the product management section. This is where you can create, view, and manage all your products.

Step 2: Click "Create Product"

In the Products section, you will find a button labeled “Create Product.” Click on this button to start the process of adding a new product to your inventory.

Step 3: Input Product Information

You will be directed to a form where you need to enter specific details about your product. Here’s what you need to fill in:

1. Product Name: Enter the name of your product. This name will also be used to create a custom link for the product, making it easy for customers to access and purchase it.
2. Amount: Specify the price of your product. If your product has a fixed price, enter that amount here. This ensures that customers know exactly how much they need to pay.
3. Description: Provide a brief description of your product. This field is optional, but adding a description can help customers understand more about what you are offering. It can include details such as features, benefits, or any other relevant information.

Step 4: Generate the Product Link

After entering all the necessary information, click the “Generate Link” button. This will create a unique link for your product.

Once the link is generated, your product will be listed in the product list table. This table provides an overview of all your products, including their names, prices, and the generated links.

Step 5: Share Your Product Link

In the product list table, locate your newly created product. You will see an option to copy the generated link. Click on this option to copy the link to your clipboard. You can now share this link with your customers via email, social media, or any other communication channel. When customers click on the link, they will be directed to the product page where they can make a purchase.

Why is this important?

Creating products and generating custom links is essential for:

• Making your products easily accessible to customers.
• Streamlining the purchase process.
• Providing a professional and organized product catalog.

By following these steps, you can efficiently manage your products and ensure that customers have a smooth and seamless purchasing experience. This not only enhances customer satisfaction but also helps boost your sales.

How to Setup your Business

Welcome to our comprehensive guide on setting up your business profile. After successfully signing up on our platform, the next crucial step is to configure your business settings. This will help us tailor our services to meet your specific needs and ensure seamless transactions.

Step 1: Access Business Settings

Once you have logged into your account, you will be navigated to the dashboard. On the dashboard, you will see a menu. Click on the “Business Settings” option. This section is dedicated to collecting vital information about your business, which is essential for operational efficiency and customization.

Step 2: Provide Essential Business Information

In the Business Settings section, you will be prompted to fill in details about your business. Here’s a breakdown of the information you need to provide:

1. Business Name: Enter the official name of your business. This should be the name under which you operate and wish to be recognized.
2. Business Type: Specify the type of business you run. This could be a sole proprietorship, partnership, limited liability company, corporation, etc. Choosing the correct business type ensures that we can provide you with the appropriate services and support.
3. Industry: Select the industry that best describes your business activities. This helps us to understand your business context better and offer industry-specific solutions and advice.
4. Bank Information: To enable us to carry out settlements and process transactions appropriately, you will need to provide your bank details. This includes your bank name, account number, and any other required information. Rest assured, this data is handled securely and is crucial for ensuring you receive payments without any hitches.

Step 3: Upload Your Business Logo

In the documents section of the Business Settings page, you have the option to upload your business logo. Your logo plays a significant role in establishing your brand’s identity. It will be displayed on your profile and other relevant sections, helping to enhance your brand recognition and professionalism.

By completing these steps, you lay a strong foundation for your business's operations on our platform. It ensures that you can take full advantage of all the features and services we offer, ultimately supporting your business's growth and success.

How to Add and Manage Users

Managing users on our platform is simple and efficient. Follow the steps below to add new users and manage existing ones.

Step 1: Navigate to My Users

Start by logging into your account. On the left side of the dashboard, you will see a navigation menu. Click on “My Users” to access the user management section. This is where you can add new users and manage existing ones.

Step 2: Click "Add New User"

In the My Users section, you will find a button labeled “Add New User.” Click on this button to begin the process of adding a new user to your account.

Step 3: Input Required Information

You will be directed to a form where you need to enter specific details about the new user. Here’s what you need to fill in:

1. User's Full Name: Enter the full name of the user. This will help in identifying the user easily.
2. User's Phone Number: Provide the user's phone number. This can be used for contact and verification purposes.
3. User's Email Address: Enter the email address of the user. This email will be used for login and notifications.
4. Select Desired User Role: Choose the appropriate role for the user. Roles define the level of access and permissions the user will have on the platform.

Step 4: Click "Create User"

After entering all the necessary information, click the “Create User” button. The new user will be added to your account. The user will receive a notification with the login credentials you provided. They will need to log in with these credentials to access their account.

Managing Users

To manage an existing user, go to the My Users section where you will see a table listing all users. Locate the user you want to manage and click on the “Open” button next to their name. This will allow you to view and edit the user's details, change their role, or remove them from the account if necessary.

Why is this important?

Adding and managing users effectively ensures:

• Proper delegation of tasks and responsibilities.
• Enhanced security by assigning appropriate access levels.
• Efficient user management and oversight.

By following these steps, you can easily manage your team, ensure everyone has the right access, and keep your operations running smoothly.