Retailer
What are Wallets and How to Create Them
0 min read • Last updated 20 August 2024
Learn how to create and manage wallets for suppliers in Zitcha, including how to use them for orders and view transaction history.
To create a wallet for a supplier in Zitcha, follow these steps:
- Log in to your Zitcha Dashboard.
- Click on Settings in the Menu bar and select Supplier Settings.
- Select the My Suppliers Tab.
- Choose the supplier you want to create the wallet for from the list.
- Select the Wallets tab and click on Add New Wallet.
- Fill in the wallet details:
- Name: Give the wallet a name.
- Initial Balance: Set the starting balance.
- Minimum Balance: Define the lowest value that the wallet can have at any one time.
- Start/End Date: Specify if the budget has to be used within a certain timeframe.
- Additional Info: Add a note for your supplier to see when using their wallet.
- Allow Overdraw: Enable this if suppliers can continue to use their wallet if the order exceeds their balance.
- Select Create.
- The new Wallet will now appear in your Supplier Settings and will be available for the chosen Supplier to use until the expiry date if applicable.
To use a Wallet as a Supplier on Zitcha, follow these steps:
- Click the Add menu button and select Order.
- Select a Retailer to place an order with.
- Enter the Order name and save.
- Navigate to the top right corner of the screen and click the Selection required dropdown next to Wallet.
- Click the checkbox next to the Wallet you want to use for the campaign and click Select to add it.
- Proceed through creating your order as usual. Wallets are set by your Retailer, so if you would like to add a wallet, contact your Retailer.
To view your Wallet spend:
- In the menu on the left-hand side, select the Wallet icon.
- On this screen, you can view all of your Wallets, the available balance, net position, and transaction history. A red wallet icon means the wallet is inactive, while green indicates it is active.
- To view your transaction history, click the three dots and select View Transactions. Within this screen, you can also export the Wallet history as a CSV.
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