Team Building

Managing the team members, financials, wallets and payout configurations, prepaid coupons etc. comes under Team building. Functionality and working of the menu under team building in admin back office is similar to that of distributor back office. Only the menu that are admin specific are explained here. Please refer distributor back office user manual for the details of common functionalities.https://distributor-guide.epixelsoftware.help/

Financials-->Pending Earnings

Wallet earnings that are pending to be credited to the respective wallets of all users are displayed under Pending earnings of admin. Earnings that are kept on hold for the number of holding days configured against each wallet for a bonus will be available in this section until it is released to the wallet.

The following details of pending earnings are displayed in the screen.

• Category: Category or the bonus under which the transaction comes.

• Amount: The amount that has to be credited after the holding days.

• Created On: Date and time at which the transaction is done.

• User: Name of the user who is receiving the bonus.

• Associated User: Name of the user based on whose transaction, the bonus is credited is shown here. Note: In case of bonuses like pool bonus, binary bonus etc. which are given based on transactions of multiple users, the username of admin will be provided against this field.

• Release Date: Date and time at which the bonus will be credited to the user's wallet.

• Wallet: Wallet to which the bonus has to be credited.

Pending earnings can be filtered based on different criteria.

1. Filter based on wallet: Pending earnings in each wallet can be filtered using this option. Select a wallet from the dropdown and all the earnings that are kept on hold in that wallet will be displayed. The dropdown consists of options: Overall, Commission Wallet, Purchase Wallet, Rewards wallet and Dividend Wallet.

On selecting each wallet, all the pending earnings in the specific wallet will be displayed. On selecting Overall, pending earnings in all wallets will be displayed.

2. Filter based on user and associated user: Pending earnings can be filtered based on different combinations of Associated User and User. The report can be filtered using any of these attributes individually or a combination of any of these.

Perform the following steps to filter the pending earnings.

1. Enter the data based on which you want to filter the data in the respective fields.

2. Click Search and you will get the pending earnings satisfying the search criteria displayed.

3. Click Reset to clear the filter.

Prepaid Coupons-->Settings

Configurations for generating coupons in each wallet in the system can be done under Settings menu in Prepaid Coupons. Settings for managing the coupon generation in each wallet is done separately in this section. All the wallets available in the system and the option to configure settings for coupon generation in each wallet will be available in the screen as shown below.

• Click the gear button against the respective wallet. A sliding screen for configuring the coupon settings appears as shown below.

• Enter the following details for coupon generation of the selected wallet.

  • Enable Coupon: Activate the toggle button against this option to enable the coupon generation for the selected wallet.

  • Minimum Amount: Minimum amount that can be generated as coupon.

  • Maximum Amount: Maximum amount that can be generated as coupon.

  • Length: Length or the number of characters required for the coupon code.

  • Maximum Active Coupons / User :Maximum number of active coupons that can be generated from the wallet.

  • Charge: Charge that is to be taken for generating the coupon. This charge will be deducted from the wallet along with the coupon amount exclusively.

  • Charge Type: Select the whether the charge configured is in percentage or price from the dropdown.

  • Refund Coupon Amount: Tick the checkbox against this field if the coupon amount has to be refunded to the wallet on deleting the active coupon.

  • Refund Coupon generation Fee: Tick the checkbox against this field if the coupon generation fee has to be refunded to the wallet on deleting the active coupon.

• Click Save to save the settings.

• Click Reset to clear the fields.

Note: Configuration of coupon generation for all the wallets are similar.

Prepaid Coupons-->Coupons List

Admin can view the list of all the active coupons of the users in the system under Coupons list.

The following details of the active coupons of the users are displayed on the screen.

• Current Owner: Username of the current owner of the coupon.

• Created By: Username of the user who created the coupon.

• Coupon: Code of the active coupon.

• Amount: Total amount of the coupon.

• Balance: Balance amount available in the coupon.

• Status: Status of the coupon whether it is active or not.

• Created: Date and time at which the coupon was created.

Coupons list can be filtered based on different criteria.

1. Filter based on wallet: Active coupons in each wallet can be filtered using this option. Select a wallet from the dropdown and the list of all the active coupons will be displayed. The dropdown consists of options: Commission Wallet, Purchase Wallet, Rewards wallet and Dividend Wallet.

On selecting each wallet, list of all the active coupons in the specific wallet will be displayed.

2. Filter based on created by, current owner and dates: Coupons list can be filtered based on different combinations of created user, current owner ,from date and to date. The report can be filtered using any of these attributes individually or a combination of any of these.

Perform the following steps to filter the coupons.

1. Enter the data based on which you want to filter the data in the respective fields.

2. Click Search and you will get the coupons satisfying the search criteria displayed.

3. Click Reset to clear the filter.