Members

Creating A Wallet

www.demo.imobius.net.au/_admin/wallets_admin.asp

This is the page on which administrators can create an online wallet. A ‘wallet’ is essentially stored credit which a member can, at this stage,  use to ‘purchase’ product and services. At the moment, wallets have only been integrated with the Support component (ie. can be redeemed for support services).

To create a ‘wallet’,  complete the row of fields and click ‘save’. 

Name:  this is the name of the type of ‘credits’. This is used in the ‘units’ dropdown on the Support Call page - /_admin/support.asp -  and on the Support Set Up page (under ‘request type’) - /_admin/support_setup.asp.
Units: this is the name of the units (eg. sessions, credits, etc). Not sure where this is used.
Min required:  this specifies the minimum number of credits that the user must have to submit a support call. If they do not have the minimum then they will see a message that directs them to the relevant purchase page.
Purchase URL: enter the URL of the relevant product. If a user purchases ‘3’ of the specified product then they will have ‘3’ credits in their wallet.


Client Wallets

If both 'wallets' and 'clients' are enabled for a site, then the 'wallets' will be client wallets and any registered user who is assoicated with that client will have access to credits in the wallet. As a result any credits purchased in the eCart are saved against the 'client' wallet rather than against the member wallet;

add/remove credits in admin
You can manage the credits in a client wallet on the client admin page (www.demo.imobius.net.au/_admin/clients_manage.asp). This page lists all the wallets set up for a site and administrators, and you can add/remove credits from a client's wallet using the fields to the right.


user purchasing credits via eCart
If 'clients' are enabled and a user has added a wallet product to their cart, then the following will occur on the checkout page (/shop/cartCheckout.asp)

• New customer: the 'client' sub-section should not display and the user's 'company' is created as a new 'client' (even if there is an existing client with the same name) and the client is saved against the user.
• Existing customer with no client: do not display 'client' area and create client based on 'company' as in the new customer scenario.
• Existing customer with existing client: display the 'client' area and the user selects
  - either an existing client from the dropdown list; or
  - 'other' and a freeform field appears and the user is required to type the client name in the text box.
  If the user selects 'other' then a new 'client' is created with the input name.

In all cases, the credits are saved against the Client wallet.


Using Wallets in Support

www.demo.imobius.net.au/_admin/support.asp? orderby_col=&act=edit&support_id=60&showmine=no&not_read=0&showall=

Currently  the only component that is integrated with wallets is Support.  To set up

1. Create your ‘wallets’ on the Wallets page.
2. Set Support to ‘regsitered member only’ on the Support Set Up page.
   - Support must be set to ‘registered members only’ to enforce ‘paid’ support as the system must check the credits against a registered member record.
3. Set up your ‘request types’ on the Support Set Up page.
4. A drop down list of the wallets you set up on the Wallets page will appear next to each ‘request type’. If you specify a ‘wallet’ next to a request type then a user will not be able to log a support call of that type unless they have the minimum number of credits in their wallet’.
   - If a user has insufficient credits then a message will appear directing them to purchase more credits with a link to the relevant product.

Once a user has credits in a wallet then that wallet will appear as an option in the drop down on the Support Call Edit page. When an administrator responds to a support call, or works on a support call they can select a wallet type and specify a number of units. When the administrator updates the support call these units will be deducted from the user’s wallet. It is not mandatory for an administrator to specify units when updating a support call.

if 'clients' is enabled for the site then:

• the the 'units' dropdown will display all client wallets the user has access to (showing the client name and number of available credits in brackets), and not individual member wallets. If an administrator deducts credits then these are deducted from the selected member wallet.
• a 'clients' dropdown will display on the 'create a support call' page which displays the clients associated with that member, and the minimum credit look up will check the relevant wallet for that client.