Transfer

As Main-Tenant, you can distribute credits to the Sub-Tenants. Proceed as follows:

Activate "Digital wallet"

  1. You have the role of Tenant Billing Administrator at the Main-Tenant.
  1. Go to "Administration > Tenants" and select the Sub-Tenant.
  2. In billing, enable the "Digital wallet" check box.
  3. The first time you setup this Sub-Tenant, a "Transfer" menu displays in the Main-Tenant below the digital wallet.
  4. The Main-Tenant Billing Admin can set "Number of credits to be automatically transferred" as an option.
    This is practical when "Automatic reorder products" is selected in the Main-Tenant. In this case only the Main-Tenant office needs to stock up on credits via the Industry Mall.
  5. Follow the instructions in "Digital wallet > Transfer" in section 'Transfer credits to Sub-Tenant’ to manually transfer credits to the Sub-Tenant. Or use the automatic booking option as described above.

Transfer credits from Main-Tenant to a Sub-Tenant

  1. You have the role of Tenant Billing Administrator for Main-Tenant.
  1. Go to "Administration > Digital wallet > Transfer".
  2. You see an overview of available credits at the Tenant as well as an entry mask to transfer credits.
  4. Complete the data fields:
    • "Amount” of credits for transfer to the Sub-Tenant.
    • "Customer order number (optional)” if the customer number is available and required.
    • “Sub-Tenant”: Select a Sub-Tenant from the drop-down menu.
    • "Message": Enter a message with notes on the credit transfer to the Sub-Tenant.
  5. Click "Transfer".
  6. A confirmation window opens with an overview of the information.
  8. Click "Transfer".
  1. The confirmation window closes.
  2. A message displays in the "Transfer" overview
  3. The number of credits in the Main-Tenant is reduced by the number of transferred credits.

NOTICE

notice

Transfer can only be transferred from the Main-Tenant to Sub-Tenant and not from the Sub-Tenant (returned) to the Main-Tenant.

The Main-Tenant no longer has access to the excess credits when transferring a large number of credits from the Main-Tenant to the Sub-Tenant.

  1. Only transfer the required number of credits from the Main-Tenant to the Sub-Tenant.

Note the improved usability: