Manager: record sales, statements, and settlements
Record the real Rupal or Token agreement, then keep direct, forwarded, P2P, asset, and commission records separate.
Know these words first
- Fiat terms
- The real external amount and currency, for example 2,500 PKR.
- Direct capital
- Gross fiat from a sale made by the Manager.
- Forwarded collection
- Gross Distributor capital received by the Manager and owed upward.
See where everything is
These screens use demonstration information—never a real user’s balance, payment, or private conversation. Numbered markers match the notes below each image.
Begin from the exact Customer card
Verify username, owner, current balance, and Token status before selecting an action. This prevents sales being recorded against the wrong person.
- 1Search for the exact Customer
- 2Wallet balance before sale
- 3Current Token status
- 4Owner and direct relationship
- 5Open status or correct sale action
Keep Distributor capital and commission separate
Use Settle liability for gross capital received. Pay commission is a separate record and does not reduce what is owed upward.
- 1Cash due summary
- 2Commission percentage
- 3Token wholesale terms
- 4Outstanding Rupal and Token separately
- 5Settle liability versus Pay commission
Step-by-step
Select the Customer and one product
In Operations, choose the Rupal sale or Token action and select an eligible Customer. For Rupal, enter the Rupal amount. For Token, choose Full, Half, or Quarter.
- Confirm username and owner.
- Never mix Rupal and Token in one sale.
Enter the actual fiat agreement
Enter the exact amount and currency agreed with the Customer and the requested unique reference. Do not guess a historical amount or put the Rupal amount in a fiat field.
- Repeat amount and currency to the Customer.
- Review every field before submitting once.
Verify the sale records
Open the Customer and statement. Confirm the Rupal balance or Token expiry, sale reference, fiat terms, and matching capital obligation.
- Search by reference before retrying after a timeout.
- A direct Manager sale creates capital due upward.
Identify the correct settlement channel
A Distributor pays you for Distributor sales. You pay the Super Admin for your direct sales and for gross Distributor collections you already received.
- Keep direct, forwarded, P2P, withdrawal, and return channels separate.
- Keep Rupal and Token obligations separate.
Record gross payment and verify
Enter the real fiat payment against the exact open obligation. Reopen the record and check settled amount, remaining balance, and any new forwarded duty.
- Do not subtract commission from gross capital.
- Do not mark a promise as a completed payment.
Check that it worked
- Customer, asset, actual fiat amount, currency, and reference all match the agreement.
- The Customer balance or Token expiry changed exactly once.
- The correct direct or forwarded obligation was created.
- After settlement, settled and remaining amounts add up to the original gross obligation.
If something does not look right
The submission timed out.
Search by the unique reference before trying again. A timeout can occur after a successful server action.
The wrong asset or Customer was selected.
Stop. Do not create an opposite transaction to hide it. Escalate with the original reference for approved correction.
Commission seems to reduce capital due.
Review the records separately. Gross capital and commission must remain distinct.