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When you enter the rewards application, the first thing you have to do is select the company you will manage, you do this by checking the box as shown in the image.
Once the box is checked, both the side menu on the left and the one at the bottom of the screen will be enabled with which you can start managing Axosmoney Rewards
Rewards Products
Products
To start managing all your rewards products, click on the “Rewards Products” option, you can do it both in the side menu and in the main menu.
Add New Product
This section will show you how to add new products to your rewards catalog.
1. Click on the “ADD NEW PRODUCT” button.
2. In the window that appears, fill out the fields with the product information requested. It is necessary that you fill out all the fields.
3. Once you have finished filling out all the data, press the “ADD PRODUCT” button if you want to add the product to your catalog, and if not, press the “DISCARD” button.
4. The recently added product will appear first in the list, and that’s it this is how you add a new product to your catalog.
Edit Product
This section will show you how to edit your product data.
1. First you locate the product to edit and in the “Actions” column you press the pencil icon corresponding to the product.
2. In the pop-up window you modify the desired fields.
3. Once you have made the desired changes, press the “EDIT PRODUCT” button to save the changes. If you do not want to apply the changes, press the “DISCARD” button.
4. And that’s it, a success message appears mentioning that the changes have been applied.
Delete Product
This section will show you how to delete a product from your catalog.
1. First you locate the product to delete and in the “Actions” column you press the trash icon corresponding to the product.
2. In the pop-up window, press the “YES, DELETE” button if you want to delete the product, if you don’t want to, press the “CANCEL” button.
3. And that’s it, a success message appears mentioning that the product has been correctly removed from your catalog.
Status
This section will show how to change the status of the products between active or disabled so as not to have to delete them.
1. Locate the product for which you want to change the status and then in the status column click on the product dropdown list.
2. Choose the desired status either “Active” or “Disabled”.
3. A pop-up window will appear asking if you want to continue with the action. In this case we are going to disable the product so we press “YES, DISABLE”, if we do not want to continue we press “CANCEL”.
4. And that’s it, a success message appears mentioning that the status has been edited and in the status column of the corresponding product we can see the change made.
Filter
This section will show how to filter the list of products
1. Click the “FILTER” drop-down list.
2. The list of categories you have added will appear, select the category you want to filter.
3. Products that belong to that category will be displayed.
4. You can filter by several categories by doing the same steps. and to remove categories from the filter, click on the x next to the name of each category.
Search a Product
This section will show how to search for products using the search bar.
1. Click on the search bar and type the name of the product you want to search for and press enter.
Manage Categories
To manage your categories, click on the “Manage categories” button.
Add New Category
This section will show how to add a product category.
1. Click on the “Add new category” button.
2. In the pop-up window, fill out the requested fields and press the “ADD CATEGORY” button if you want to save the category or else press “CANCEL”, it is mandatory that the category has a name.
3. A success message appears mentioning that the category was successfully added and you can see it at the bottom of the list.
Edit Category
This section will show how to edit a previously added category.
1. Click on the pencil icon located in the “Actions” column.
2. In the pop-up window, edit the desired fields and press the “EDIT CATEGORY” button if you want to save the changes if you do not press “CANCEL”.
3. And that’s it, a success message appears mentioning that the changes have been applied.
Delete Category
This section will show you how to delete a category from your catalog.
1. First you locate the category to delete and in the “Actions” column you press the trash icon corresponding to the category.
2. In the pop-up window, press the “YES, DELETE” button if you want to delete the category, if you don’t want to, press the “CANCEL” button.
3. And that’s it, a success message appears mentioning that the category has been correctly removed from your catalog.
Status
This section will show how to change the status of the categories between active or disabled so as not to have to delete them.
1. Locate the category for which you want to change the status and then in the status column click on the category dropdown list.
2. Choose the desired status either “Active” or “Disabled”.
3. A pop-up window will appear asking if you want to continue with the action. In this case we are going to disable the category so we press “YES, DISABLE”, if we do not want to continue we press “CANCEL”.
4. And that’s it, a success message appears mentioning that the status has been edited and in the status column of the corresponding category we can see the change made.
Search for Categories
This section will show how to search for categories using the search bar.
1. Click on the search bar and type the name of the category you want to search for and press enter.
