Wallet Setup

Watch this tutorial to learn how to: Wallet Setup.

Steps in this tutorial

1. Welcome to this tutorial on setting up the wallet system in your Trinavo Shop admin panel.
2. Now let us configure the wallet settings. Click Settings in the sidebar.
3. Click on Wallet to open the wallet settings page.
4. This is the wallet settings page. Here you can control visibility, enable features, and set limits.
5. The Wallet Visibility section lets you hide or show the wallet from the customer interface.
6. In the Wallet Features section, you can enable deposits, withdrawals, and peer-to-peer transfers.
7. The Request Limits section controls how many pending deposit or withdrawal requests a user can have at the same time.
8. The Transfer Limits section sets the minimum and maximum amounts for wallet-to-wallet transfers.
9. Click Save to apply the wallet settings.
10. Wallet settings have been saved successfully.
11. Click the Modules button in the sidebar to browse available modules.
12. Find and click Wallet Management to expand its sub-items.
13. Click the star icon next to User Wallets to pin it to the sidebar for quick access.
14. Close the modules panel. You can now see User Wallets pinned in the sidebar.
15. Now let us see the wallet from the customer side. We will go to the storefront.
16. Click the user icon to open the account menu. You can see the Wallet link here.
17. This is the customer wallet page. The wallet is automatically created when the user first visits this page. The balance starts at zero.
18. The customer can see action buttons for deposits, withdrawals, and transfers based on the features you enabled in settings.
19. The wallet was automatically created when the user visited the wallet page. You can see it here with a zero balance.
20. Click the Add Funds button to credit the wallet with additional balance.
21. Enter the amount and a description for this transaction.
22. Click the confirm button to add the funds.
23. The funds have been added. Notice the updated balance in the list.
24. Let us verify from the customer side. We will go back to the wallet page on the storefront.
25. The customer can now see the updated balance in their wallet. The funds added by the admin are reflected here.
26. That covers wallet setup in Trinavo Shop. You learned how to configure wallet settings, pin wallet modules, and add funds to a user wallet from the admin panel.