How to manage SPR's?

How to manage SPR's?

Require Store Owner access to the TE Merchant Portal.

Who is responsible for injections? 

The Store owner 

The store owner needs to nominate someone who will be responsible for managing SPR’s on a regular basis. 

What needs to happen? 

The store owner will need to do some reconciliation. 

For each SPR transaction, a question the store owner must ask is:

Have the goods left the store? 

The store owner will need to identify the following: 

• If the goods didn’t leave the store, the store owner should inject a Reversal on the wiCode Platform Portal. 
• If the goods left the store the store owner should inject a Finalise on the wiCode Platform Portal.

Our advice is to inject as frequently as possible to avoid bulk injections of SPR’s, or late injections (see below)

Late Injections: 

Each VSP has their own timelines for reserving funds before committing them.

If a transaction is only finalized after the reservation expires, the transaction may not be able to be completed successfully. This means that:

• If the customer purchased goods, or withdrew cash, they will be refunded the transaction amount, even if they left the store with the goods/cash.
• If the customer deposited funds, those funds will be lost.
• The customer may not be able to earn instant rewards.

In addition, the transaction may be left in an SPF state and therefore will not be able to be settled. 

When should store owners inject? 

As soon as possible within 72 hours after original transaction created time. 

Where do Store Owners inject? 

On the wiGroup Platform Portal under Transaction Reporting, filter by state “Successful Pending Recon”.

PLEASE NOTE

• The wiCode Platform only settles successful (S) transactions.
• Only wiGroup can manually re-post advice for SPF’s and RPN’s to a VSP. 
• The VSP cannot inject their own finalization. 
• Issuing loyalty or instant rewards will not happen for SPR transactions.  
• No audit trail is available on portal injections.
• Settled campaigns will not be settled by wiGroup. 

Settlement 

Only transactions that are completely successful (in state S) are settled.

As a result, any injections that take place will only be included in the subsequent settlement run to the nominated bank account.  

The settlement frequency will be as agreed between the Store Owner and wiGroup as part of the Business Readiness process. 

PLEASE NOTE

The store owner needs to confirm on the next reconciliation settlement if the funds were injected.

How to view SPRs on the TE Merchant Portal

Step 1:

Log onto the portal using your username and password. (Access can be requested via our support desk  [e-mail])

Go to: http://global.wigroup.co/wigroup/wiplatform/login.php  

Step 2:

To view the transaction reports (pulling reports)

• Scroll to the left hand side of the page, hover over the menu and click on Transactions
• The latest transactions will appear on the page

Step 3:

To filter stores, dates and transactions: Click on the top right corner select the blue arrow and this will show the filter menu.

Step 4:

The user can filter by date, retailer, store and VSP. Please note that the dates are automatically filtered for 1 calendar month. Press Go to show the chosen filter range.

The states can also be viewed on the page under state.

Step 5:

The Data can be exported to CSV by clicking on Export to CSV" Button.

Step 6:

The date will be exported to CSV.

Click on the bottom of the left-hand screen to open and view the selected data in Excel.

(This is browser dependent, the file will be saved to your default download folder).

Step 7:

The data will be neatly presented in a CSV FILE (An Excel Spreadsheet example is used).

Step 8:

To inject SPR's select your date range on the filter, then select your Store/VSP.

Under State select Successful Pending Recon.

Select Go

Step 9: 

All SPR's can be viewed on the screen. Select an individual SPR.

Step 10:

Once you have selected the SPR you will be able to view the transaction. Ensure the state indicates Successful Pending Recon (SPR).

Step 11:

Click on either Reverse or Finalize.

Please note; if you click on Finalize, ensure the state changes from SPR to Success.

If you click Reverse the transaction goes back into  the pool of available wiCodes.

1. If the transaction was successful select the "Finalize" Button which will change the transaction to a successful state. The Store will then be settled for the transaction (if settled through the wiCode Platform) as part of their next settlement.
2. If the transaction has failed, select the "Reverse" Button which will make the transaction a failed state.
   1. No Settlement will occur
   2. Once the Finalized or Reversed Button is clicked it cannot be undone. If the user selected Reverse the user cannot then click on Finalize.

       

       

Step 12:

SPR Transactions can also be injected in bulk:

Select transactions

1. 1. 1. Either by ticking the little box next to ID to select all the SPR transactions
      2. Or select specific transactions

Click Reverse or Finalize as per Step 11

If the Reverse or Finalize was successfully submitted the transactions will turn Green if  it failed it will turn Red

Please note this will take a few minutes to reflect back in the portal.

Step 13:

Log out once complete.