Money Market Account (MMA)

TRAINING

MANUAL
















          



  • We have different functions under the admin portal users account


        


  • Identities

        





  • With identities one can view a customers full account for eg. name,surname,identity number,mobile number as well as date of birth



  • User Change Requests


     


  • With user change requests a consultant or agent can change a customer's mobile number.

  • Click on add user change request








                                 





  • Click on the search button


                


  • You will then either enter the customers cellphone number or their name and surname


                      










  • Once the search is complete , click on the customer information where the cellphone number needs to be changed


                   


  • You will then need to enter the new cellphone number



  • Click on Submit Change Request 

  • The customer will then receive an OTP which needs to be given back to the agent immediately


                                     








  • Signups

                                             


  • With signups , you can see when a customer signed up

  • How they signed up

  • Their mobile numbers 

  • If they would like to receive marketing from Shoprite



  • Users

                   


  • The users function enables the consultant or agent to reactivate a customers account as well as closing or blocking a customers account



  • Enter the name and surname of the customer



  • You will then go to the status of the customer where you will make the changes there

  • Click on Status

  • Either Activate,Inactive,Locked or Blocked























                             


  • Below are the different functions on the statement account


 



  • Requests




  • We have different viewing options under the requests function

  • Search by Deposit

  • Search by Cash Withdrawal (Not Activated as yet)

  • Search by Goods and Services




  • With deposits , a consultant or agent can see how much money(stamps) a user has deposited







  • Cash withdrawal is not activated as yet




  • With Goods and Services a consultant or agent can view how much stamps a customer has used to purchase items or goods in-store or online 








  • Accounts




  • With the accounts function you can view a customers stamps balance



  • Transactions


















  • Transactions will give you a overview of all transactions 

  • Stamps that was received or loaded

  • Airtime, Electricity or Goods purchased



  • Vas Transactions




















  • Under Vas Transactions we can view one of the below transactions

  • Airtime purchased

  • Electricity purchased

  • Bill Payments (Not Activated as yet)



  • Below you will see a few examples of when airtime is purchased















  • Below is a few examples of electricity purchased



  • Vas Requests



  • You can view all failed requests for airtime as well as prepaid electricity