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Cancel Transfer Orders
Ideally, you can cancel scheduled or open transfer orders only. Successful transfer orders can be canceled only if the disbursed amount is unused. Otherwise, you will have to settle the funds offline.
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| title | Cancel a scheduled transfer |
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If you have a single legal company, you can skip this step. Otherwise, select your company from the drop-down on the left panel.
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You’ve successfully cancelled the payout of an individual from a scheduled uniform card transfer. |
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| title | Revoke an Individual Fund Under a Successful Transfer |
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| Note |
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You can also revoke an individual payout tagged against the status "Waiting for Beneficiary" from a transfer order . Follow the same steps as mentioned below. |
- Log in to your Zeta Optima account.
- From Zeta Optima menu, navigate to Active Programs > Uniform Card > Transfer Orders tab. This opens up all transfers such as scheduled, completed, cancelled, stalled or failed.
- Click the transfer ID of a successful transfer. This lists all individual entries in a completed transfer.
- On this page, click more action (
) option and then select Revoke Funds against an individual to revoke the payout transfer. Using the search option, you may also search for an individual by name, email or mobile to revoke the transfer. Also, notice the options such as All or Transferred for your precise and quick lookup. - Click Yes to revoke the payout transfer. You can view the revoked entry on the same page as shown below:
You’ve completed revoking an individual employee payout from a successful uniform card transfer.
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Once a terminal is onboarded to the Zeta system, business users can be added to that store as per the need of the merchant. Below are the details of how a merchant can add/remove users to his business from the store app.
Role Definitions
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Business user role hierarchy is as follows: Business Owner > Store Owner > Store Manager > Counter Operator |
| Role | Access Privileges | Feature Visibility |
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Business Owner Created via
| Access control
| Biz plus Store level visibility of
Change Store capability
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Store Manager[Supervisor] Created via
| Access control
| Store level visibility of
Change Store capability
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Counter Operator [Cashier] Created via
| Access control
| Store level visibility of
Change Store capability
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Super user/Admin Created via
| Access control
| Biz plus Store level visibility of
Change Store capability
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Flow
The first user is added from the terminal onboarding flow where a phone number is sent in the ZAF file with each terminal. This mobile number becomes the Store Owner for the store to which the terminal is mapped.
Once the mobile number has been onboarded, the user has to login to the Zeta Store app and he will be able to see and manage all the stores which have been mapped to him. Merchants can see the store ONLY WHEN they login with the mobile number mapped to the terminal.
This user can then add/remove users from the stores he owns and can also view the sales data for this store from the MCP.