Objective #
This SOP outlines the steps for managing transactions in the admin back-end, including filtering, adding, and editing transactions.
Key Steps #
1. Accessing Transactions 0:13
- Navigate to the transactions section in the admin back-end.
- This section provides a quick overview of transactional information.
2. Filtering Transactions 0:25
- Use the filters to search for specific transactions:
- Select the type of campaign (e.g., team campaign).
- Choose the status (e.g., processing).
- Specify the currency and whether the transaction is online or offline.
- Click ‘Apply Filters’ to view the filtered results.
3. Searching by Donor Name 1:23
- To find a specific donor, enter their email in the search field.
- Click ‘Apply Filter’ to display transactions related to that donor.
4. Managing Subscriptions 1:56
- View subscription details including:
- Start date
- End date
- Number of payments
- Next payment date
- Use the actions available to pause or cancel subscriptions as needed.
5. Exporting Transaction Data 2:10
- Use the quick export option for a simplified data export.
- Note that this export may not contain all detailed information.
6. Adding a New Transaction 2:25
- Click on ‘Add New Transaction’ to record an offline donation.
- Fill out the required fields:
- Donor’s phone number
- Donation amount
- Product type
- Currency
- Payment method
- Select the relevant team (e.g., Peace) and ensure all information is correct.
7. Saving and Reviewing Transactions 3:41
- After entering the transaction details, click ‘Add New’ to save.
- The transaction will appear in the transaction list for review.
- Edit the transaction if any changes are needed later.
8. Contact for Questions 4:04
- If you have any questions regarding transactions, reach out for assistance.
Cautionary Notes #
- Ensure all transaction details are accurate before saving.
- Double-check donor information to avoid errors in records.
Tips for Efficiency #
- Familiarize yourself with the filter options to quickly locate transactions.
- Regularly review subscriptions to manage ongoing donations effectively.
- Use the quick export feature for fast data retrieval when detailed reports are not necessary.