ANTE User ManualWallet Management
Wallet Management lets you define the wallets your organization uses — such as currencies, loyalty points, or blockchain tokens — and set the conversion rates between them.
Overview
A wallet represents a unit of value tracked in the system. Each wallet has a name, a type, and a symbol (for example, PHP, USD, or PTS). You can mark one wallet as the main wallet, which is used as the default for transactions, and you can define conversion rates so the system knows how to convert value from one wallet to another.
Getting Here
- Open Settings from the sidebar.
- Under the System group, click Wallet Management.
The Wallet Management page opens with two tabs:
- Wallets – the list of all wallets and the Add Wallet button.
- Conversion Rates – set the rate to convert from one wallet to another.
Wallets Tab
The Wallets tab shows all wallets in a table with these columns:
| Column | Description |
|---|---|
| Wallet Name | The descriptive name of the wallet |
| Type | Currency, Points, or Blockchain |
| Symbol | The short code for the wallet (e.g., PHP, USD, PTS) |
| Main | Indicates whether this is the main wallet |
You can search the list by Wallet Name or Symbol, and filter by Type (Currency, Points, Blockchain).
Click any row to open that wallet's detail page.
Wallet Types
| Type | Description |
|---|---|
| Currency | Fiat currencies like PHP, USD, EUR. Tracks monetary values for financial transactions. |
| Points | Reward or loyalty point systems. Earned through activities and redeemed for rewards. |
| Blockchain | Cryptocurrency or blockchain-based tokens. Supports decentralized transactions. |
Adding a Wallet
Step 1. On the Wallets tab, click the Add Wallet button (top right).
Step 2. In the Add Wallet dialog, fill in the fields:
| Field | Required | Description |
|---|---|---|
| Wallet Name | Yes | A descriptive name for the wallet. |
| Wallet Type | Yes | Choose Currency, Points, or Blockchain from the dropdown. |
| Symbol | Yes | The wallet's short code (e.g., PHP, USD, PTS). Automatically converted to uppercase, maximum 20 characters. |
| Set as main wallet | No | Check this to make the wallet the default for transactions. |
Step 3. Click Create to save the new wallet, or Cancel to discard.
Wallet Detail Page
Clicking a wallet opens its detail page, showing:
- Wallet Overview – the wallet name, symbol, type badge, and a Main Wallet badge if applicable.
- Basic Information – Wallet Name, Symbol, Type, and Main Wallet (Yes/No).
- Record Information – Created and Last Updated dates.
- Wallet Type Details – an explanation of what the wallet's type is used for.
Detail Page Actions
The actions available depend on the wallet:
- Set as Main – appears only when the wallet is not the main wallet. Makes it the default wallet for transactions.
- Edit – opens the Edit Wallet dialog (same fields as Add Wallet) so you can change the name, type, symbol, or main-wallet setting. Click Update to save.
- Delete – appears only when the wallet is not the main wallet. Removes the wallet after you confirm in the warning dialog. This action cannot be undone.
The main wallet cannot be deleted, and the "Set as main wallet" option is disabled when editing a wallet that is already the main wallet. To remove or replace a main wallet, first set another wallet as main.
Conversion Rates Tab
The Conversion Rates tab lets you define how value converts between wallets.
The screen is split into two panels:
- Source Wallet (left) – a list of all wallets. Each entry shows how many conversion rates are active out of the total possible (for example,
2/3). Click a wallet to select it as the source. - Conversion Rates (right) – for the selected source wallet, one row per other wallet, showing the rate
1 [source symbol] = [rate] [target symbol].
Setting a Conversion Rate
Step 1. On the Conversion Rates tab, click a wallet in the Source Wallet list.
Step 2. For each target wallet, type the rate into its input field (for example, the value that 1 unit of the source wallet equals in the target wallet).
Step 3. Press Enter or click outside the field. The rate saves automatically — a Saving badge appears, then Saved.
Each row shows a status badge:
| Status | Meaning |
|---|---|
| Active | A rate greater than 0 is set; conversion is enabled. |
| Disabled | The rate is 0; conversion between these wallets is turned off. |
| Saving | The rate is being saved. |
| Saved | The rate was saved (shown briefly). |
Set a rate to 0 to disable conversion between two wallets. Changes are saved automatically — there is no separate Save button on this tab.
You can click the Refresh button at the top of the Source Wallet panel to reload the latest rates.
Common Tasks
Creating a New Wallet
- Go to Settings → Wallet Management.
- On the Wallets tab, click Add Wallet.
- Enter the Wallet Name, choose a Wallet Type, and enter a Symbol.
- Optionally check Set as main wallet.
- Click Create.
Changing the Main Wallet
- Open the wallet you want to make the main wallet (click its row).
- Click Set as Main at the top of the detail page.
Editing a Wallet
- Open the wallet from the Wallets tab.
- Click Edit.
- Update the fields and click Update.
Deleting a Wallet
- Open a wallet that is not the main wallet.
- Click Delete.
- Confirm in the warning dialog. (Deletion cannot be undone.)
Configuring Conversion Rates
- Open the Conversion Rates tab.
- Select a source wallet from the left panel.
- Enter the rate for each target wallet and press Enter (or click away) to save.
- Set a rate to 0 to disable a conversion.