Step 4: Guide to Setting Up Withdraw Methods
Welcome to Step 4 of our guide on setting up the Wholesale B2B module. In this article, we will walk you through the process of setting up withdrawal methods for your PrestaShop store. Withdraw methods are essential for managing how your customers can withdraw their earnings. Let's get started!
1. Access withdraw methods settings
- Navigate to Settings > Reward settings.
- Click on the “Withdraw method” tab.
2. Creating a new withdrawal method
To create a new withdrawal method, follow these steps:
Step 1: Click the "Add new method" button.
Step 2: On the "Create new withdrawal method" page, fill in the following fields:
- Method name: Enter the name of the method in multiple languages.
- Fee type: Choose a fee type: Fixed amount for each withdraw request | Percentage based on withdraw amount | No fee
- Fee: Enter the fee (fixed amount/percentage) if you selected the first 2 types of fees.
- Description: Provide a description for the method.
- Estimated processing time: Enter the estimated processing time.
- Logo: Upload a logo for the withdrawal method.
- Enable withdraw method: Toggle to enable the method.
Step 3: Click "Save" to create the withdrawal method.
3. Adding additional fields
You can add extra fields to collect necessary information from customers for processing their withdrawal requests. Here's how:
Step 1: Click the "Add new field" button.
Step 2: Fill in the following details:
- Method field title: Enter the title of the field.
- Field type: Select the type of field
- Options: Enter options if the field type is a radio button, checkbox, or dropdown.
- Description: Describe the field.
- Required: Specify whether this field is required.
- Enable field: Set “Yes” to enable the field.
Step 3: Click "Save" to add the field.
4. Managing withdrawal methods
All the withdrawal methods used in your store will be listed under the "Withdraw methods" tab. The list includes columns for:
- ID
- Title
- Fee type
- Fee amount
- Status
- Sort order
- Action
You can easily view the key details of each withdraw method, sort the order by dragging and dropping, and edit or delete methods as needed.
Setting up withdrawal methods in the Wholesale B2B module is straightforward and provides flexibility in managing customer withdrawals. By following these steps, you can efficiently create, customize, and manage withdrawal methods for your PrestaShop store. If you have any questions or need further assistance, feel free to contact our support team.