PAM's Manual
- Quick Guideline
- Customers
- Agents
- PAM Limits per Agent
- How to set up a Bonus
- How to assigning a bonus
- Reports
Quick Guideline
Quick guideline
Date filtering
Date filtering is located in the top right of the dashboard
By clicking on the default date shown, a date modal will pop-up, in which the user can select the date the report needs to be filtered by
In the bottom of the calendars, the user can also select a time frame
Once the filtering set up is complete, click 'Apply'
Pivot Mode
Pivot Modes are located in all report dashboards.
In the right of the screen locate the option named 'Columns', and click on it:
Pivot Mode Enable:
When enabled, the Pivot Mode will automatically group accordingly to the selection you clicked on.
For example, if activating Pivot Mode and clicking 'Users' in the Graded Wagers report, the report will automatically group by 'Users'.
Pivot Mode Disable:
When the Pivot Mode is disabled, the report will run with the defaulted checked columns
Wagers Report
The wagering reports section offers a wide range of filtering options, allowing users to customize the reports to meet their specific needs
The user can sort by: grade date, wager date, product, all wagers, graded wagers, online customers, etc. and as you choose from the different options, the widgets will dynamically update to reflect the changes.
Generating a report for a specific product is simple: click the filtering option in the 'product' column and choose or remove the check from the relevant product (including in-play, prematch, casino and/or horses)
Steps for product filtering:
- Select Wagers Report
- Click Filters
- Scroll down to Product Ids
- Select the product
- Click search
Customers
Tabs related to the menu named 'clients'
Find Customer
Tab where the user can search a search a customer by a combination of multiple alternatives, such:
Customer ID, Customer Name, Agent, Date of Birth, Affiliate ID, Nationality, etc
User can either use the default serach bars or filter by column:
Emails List
Tab where the user can locate emails of accounts whom have accepted to receive promotional emails when the account was created
Agents
Settlement Agents
The Settlement Agent is the Agent responsible for the transactions of your Agency and the Parent Company
In the 'Settlement Agents' section, the user can view:
1. Name: Name of Agent
2. Limit Balance: It is the maximum allowed by agent to carry out transactions (sale of tickets, transfers)
3. Balance: Amount that has been used from the Limit Balance or amount that has been accumulated for Ticket Withdrawal
4. Settlement Agent: Yes or No: Agent Yes is configured as Settlement Agent or Agent No is configured as Settlement Agent.
5. Actions: To make Deposits or Withdrawals
PAM Limits per Agent
How to limit Agents
1. Enter 'Agent List'
2. Select the Edit Agent icon
3. In the 'Limit Balance' option, enter the amount by which you want to limit the Agent (Cutoff Balance) and Save.
How to create a Transfer
1. Select the 'Create Transfer' option
2. 'Issuing Agent'
The Issuing Agent is the Agent that generates the withdrawal
e.g. If Master must make a payment transaction to the Billares Agent, the Issuing Agent in this case would be Master
3. 'Fate Agent'
The Destination Agent is the one who receives the transfer
e.g. If the Billares Agent needs to pay Master, the Destination agent would be in this case 'Master'
Settlement Agents
The Settlement Agent is the Agent responsible for the transactions of your Agency and the Parent Company
In the 'Settlement Agents' section, the user can view:
1. Name: Name of Agent
2. Limit Balance: It is the maximum allowed by agent to carry out transactions (sale of tickets, transfers)
3. Balance: Amount that has been used from the Limit Balance or amount that has been accumulated for Ticket Withdrawal
4. Settlement Agent: Yes or No: Agent Yes is configured as Settlement Agent or Agent No is configured as Settlement Agent.
5. Actions: To make Deposits or Withdrawals
Credit and Debit Concept
The concept of balance indicates the position of the agent with respect to the parent company. An agent with a negative balance owes the negative amount to the parent company, while an agent with a positive balance would expect to collect that amount from the parent company.
Let's see an example:
An agent with:
- Balance -S/5,000, you should transfer those S/5,000 to the parent company, in order to remain at S/0. Without debt.
- Balance S/5,000 indicates that the agent is owed by the parent company S/5,000.
- A balance with S/0 indicates that the agent does not owe and is not owed money.
The limit balance is represented in negative, since it is the maximum amount that an agent can owe to the parent company
How to set up a Bonus
Steps to set up a cash bonus and a free bet bonus
Creating a Bonus: Cash Bonus
1. Select 'Bonuses' from the menu on the left side.
2. Choose the 'Create' tab from the menu in the upper right
3. Input the required data accordingly.
- *Name:
It denotes the internal name you'll assign to the bonus. - *Agent:
Is the Agent responsible for the group of customers who will receive the Bonus. - *Type:
Type of bonus, in this case 'cash bonus' - *Trigger:
-The available options to automatically trigger the Bonus include: Sign Up, Initial Deposit, and Re Up.
-If the Bonus needs to be assigned manually, select the 'Discretionary' option.
-Sign up has the capability to use as well a discretionary amount along the rollover rather than a percentage - Start Date / End Date: range of time the user wants the bonus to be applied
- Once an automatic trigger is chosen, the 'Auto assign to' option will appear with the following choices:
Online customers only, Retail customers only, All, None. - *Maximum award: Maximum amount a customer can received
- Description: blank space for user to add notes
- Start Date: Calendar and time selector for user to choose from which date and time the Bonus should start
- Expiration Date: Calendar and time selector for user to choose from which date and time the Bonus should finish
- *Rollover: requirement to wager a certain amount of money before the client can withdraw any winnings from a bonus or promotion. This count towards all graded wagers with the exception of cancelations, and the base amount from which the rollover starts includes only the bonus amount given.
- Rollover partner product: Users can either pick certain products or include all products to meet the rollover requirement.
- Bonus assignment limit: The number of times the customer is eligible to receive the bonus.
Creating a Bonus: Free Bets
1. Select 'Bonuses' from the menu on the left side
2. Choose the 'Create' tab from the menu in the upper right
3. Input the required data accordingly.
- *Name:
It denotes the internal name you'll assign to the bonus. - *Agent:
Is the Agent responsible for the group of customers who will receive the Bonus. - *Type:
Type of bonus, in this case 'Free bets' - *Trigger:
-The available options to automatically trigger the Bonus include: Sign Up, Initial Deposit, and Re Up.
-If the Bonus needs to be assigned manually, select the 'Discretionary' option.
-Sign up has the capability to use as well a discretionary amount along the rollover rather than a percentage - Once an automatic trigger is chosen, the 'Auto assign to' option will appear with the following choices:
Online customers only, Retail customers only, All, None. - Once an automatic trigger is chosen, the following criteria is to be filled out:
-Rollover: Rollover times required
-Minimum Deposit amount: minimum deposit amount from which the bonus will start triggering
-Percentage: percentage amount from the deposit that the user wants to convert into the Free bet
-Partner product: being a Free Bet only one product can be selected
-Free Bet ID: enter the ID of the Free Bet Profile previously created in Manager Tools - Start Date / End Date: range of time the user wants the bonus to be applied
- *Maximum award: Maximum amount a customer can received
- Start Date: Calendar and time selector for user to choose from which date and time the Bonus should start
- Expiration Date: Calendar and time selector for user to choose from which date and time the Bonus should finish
- *Rollover: requirement to wager a certain amount of money before the client can withdraw any winnings from a bonus or promotion. This count towards all graded wagers with the exception of cancelations, and the base amount from which the rollover starts includes only the bonus amount given.
- Rollover partner product: Users can either pick certain products or include all products to meet the rollover requirement.
- Bonus assignment limit: The number of times the customer is eligible to receive the bonus.
How to assigning a bonus
How to Assign a Bonus
When a Bonus is to be manually assigned, either Cash Bonus or Free Bet Bonus
1. Select 'Assign Bonus' from the menu located at the top.
2. Users can pick either a single assignment or a range of assignments:
2.1 Single Assignment
-Accounts can be located by username, email address, or phone number.
-Click the 'select bonus' option
- Scroll among the list of bonuses to make your selection
- Once the bonus is selected, apply '+Assign Bonus'
2.2 Multiple Assignments
-Accounts can be located by username, email address, or phone number.
-Click the 'Multiple Assignment' option
- Scroll among the list of bonuses to make your selection
- Paste a list of accounts
-Click Assign Bonus
Rollover
Reports
How to export reports
1. Run the report needed
2. Click right on any section of the dashboard
3. Click 'Export'
4. Save your report
How to share a report
1. Click Report Settings and select the items needed to customize your report.
2. Once all items are selected (or unselected) as needed, click 'apply'
3. Click 'save' (disk logo):
In this section you can create your own report name.
4. Click 'Save new report'
5. Click the Report Options (three dots)
6. Besides downloading your new template, you can also share your template via Link
