NOTE: The Offer Manager can record business transaction(s), if the referred customer provides his/her personal identification info and also the sales consultant's handle.
As a referred customer, how can i also record transactions?
If you and The Offer Manager are physically together, you will complete section below:
1. Total amount of the transaction.
2. Amount paid (Note: if complete payment was made for the transaction, the No. 1 and No. 2 will have the same numeric amount).
3. Sales Consultant's handle
4. Customer's personal identification info.
After this, the offer manager will provide the offer handle and offer password to complete the form and press record this transaction
Nevertheless, you can still also achieve this process in the absence of The Offer Manager. Below is how:
As a customer, you will ask The Offer Manager to give you The Offer handle, after which, ignore the The Offer password section, then complete all other required information on the form and press record this transaction.
After above action, a unique Code is immediately sent to the offer manager. Please, remember to request for your Distance Customer Passcode from the same Offer Manager.
Note: This Code can be sent to you through any means.
When you receive it, simply press the Passcode Authentication Tab and input the Passcode and press Authenticate Now that's all.
Should in case as a customer, you had a installment or part payment transaction with the business organisation you were referred to patronize by our sales consultant.
Total Amount means the total money you are expected to pay.
Amount Paid means the exact money you just paid for the business deal.
How to use the "Transaction Continuation" Tab?
When a transaction is recorded, and our system notice the Total amount inputted for the deal is more than the Amount paid, a unique Transaction Continuation Code will be auto-generated and it will be sent to your email as the Customer and also the Offer Manager's email.
Anytime you make additional part-payment or complete the total payment as balance to the business deal, this continuation code is going to be used to continue the transaction recording(s) from the last position you stopped.
To use it, copy the code you were sent in your email and simply tap Transaction Continuation tab, input your code and press Complete Now. Follow the remaining easy instructions, that's all.