Introduction/Purpose

The Wallet module is designed to manage financial transactions and balances associated with corporate clients’ accounts. It allows for seamless processing of payments, credits, and refunds, providing corporate clients with a convenient and secure method for conducting business transactions.

How to Navigate:

The navigation to record the corporate customer wallet details in smart station are as follows

• Click on the menu and corporate tab, which is located at the left side of the screen, and then click on the wallet section. After clicking on this, user can navigate to the wallet listing page.

Listing:

The wallet module allows users to add and view customer wallet details in the system. The key feature of wallet module listing are as follows:

• Advance Search
  This option allows user to filter data with single or Multiple criteria in Column Name with options like
  • Equal
  • Not Equal
  • Begins 
  • Does Not Begin with
  • Ends With
  • Does Not End with
  • Contains 
  • Does Not Contain
• Show all listing records:-
  This option allows the user to clear all filters and display all records on the Listing page.
• Hide/Show Columns
  This option allows users to customize columns by adding/removing columns to display from the Listing page.
  • In this option user have to select column which they want to view in the list , if the user uncheck/unselect all column then system will give error message that “Please check at least one column”
  • The user can view following action in this section
    • Ok :- On clicking the “Ok” button, the user can submit the checked option, and based on the selection, the column will display to the user in the list.
    • Cancel :- On clicking this button the user can cancel the check column.
• Export Data
  Selected records, current page records, or all records can be exported by users with listed columns or all columns to a spreadsheet or other file format for further analysis or reporting.
• Record Filter
  Filter option allows users to filter the list of records based on visible columns.
• Change View
  The change view option allows users view the wallet list as mentioned below:
  • Table View
  • List View

Recording and Updates:

The user can add a new wallet record by clicking on the “Add New Wallet” button and by entering the below fields:

• Location Name: This field displays the default location set for the wallet, indicating where the wallet is primarily associated within the system.
• Customer Name: Select the customer associated with the wallet from a list of available options.
• Opening Balance: Enter the initial balance available in the wallet at the time of creation. 
• Wallet Type: Specify the type of wallet, such as individual or corporate. 
• Status: Indicate the current status of the wallet, such as “Active” or “Inactive”.

This option allows the user to perform the following action in this section.

• Submit : Allows the user to submit the wallet details.
• Discard: Allows the user to discard the wallet details.