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.
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.