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Manage Transactions and Point Balances

1. Manage Transactions

Go to your Magento backend > SimiCart > Reward Points > TransactionsAll the transactions related to reward points will be shown as below:

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On this Transaction Manager page, you can view a list of all transaction points together with general information including Customer, Transaction Type, Points Used, etc. Moreover, you can filter and search for the information you want as well as export this table to CSV/XML/Excel files.

You can Complete, Cancel or make transactions Expire by choosing the status in the Actions drop-down list and checking the boxes of those transactions you like before clicking on the Submit button.

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To view details of each transaction, you can click on the corresponding row. Below is Transaction #1:

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To add a new transaction, you can click on the Add Transaction button, fill out all the required data and then click on Save Transaction button.

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2. Manage Point Balances

From your Magento 2 backend, go to Simicart > Reward Points > Manage Point Balances.

Reward Point Balances Information page show list of customers with their own point balance.

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Moreover, you can export this list to CSV or Excel XML file.

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Click on Import Points button, you can import a CSV file to show data in Reward Point Balances Informationpage or download current file then edit in your local computer.

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By clicking on Edit in each item from Reward Point Balances Information page, you are able to edit number of points that customers have. These points can be expired on specific day or no limitation.

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In this page, you can also view list of transaction points history.

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