How to Manage Banks in Omnitron?

Last updated 22 days ago

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This tutorial provides step-by-step instructions for managing Banks in Omnitron.

Step 1: Access to Omnitron

Follow the Sales Channels > Payment Management sidebar and click the Banks page.
This page displays the available banks on the selected sales channel.

Users have the option to add banks individually by using the +New Bank button.
Fill in the required fields, including:
- Name: Specify the name for this bank.
- Slug: Define a unique slug for this bank.
- Logo: Upload an image for this bank.
Once the relevant fields are completed, click the Save button.

Users have the option to add banks in bulk by using the +New Bank with File button, allowing them to upload a .CSV or .XLS file. The file should contain essential information, including slug and name. To proceed, click the +New Bank with File button, select the relevant file, and observe the newly added banks as they populate in the list.

Upon adding a new bank, it is essential to formally include payment information for wire transfer transactions under the corresponding bank. To achieve this, users should click the Add New Money Transfer Account button. Subsequently, fields will be provided for the required information to be filled out.
Complete the raw by filling in the following fields:
- PK: Filling out this field is not required; it will be automatically generated after pressing the Save button.
- Add/Save Account Owner: Enter the name of the IBAN holder.
- Slug: Define a unique slug for this bank account.
- IBAN: Input the IBAN value associated with the bank.
- Description: Optionally, provide a description for the bank account.
- Order: Specify the order of the bank account.
- Active/Passive: Set the active or inactive status of the bank account.
After completing the relevant fields, click the Save button.

Last updated 22 days ago

Was this helpful?

This tutorial provides step-by-step instructions for managing Banks in Omnitron.

Follow the Sales Channels > Payment Management sidebar and click the Banks page.
This page displays the available banks on the selected sales channel.

Users have the option to add banks individually by using the +New Bank button.
Fill in the required fields, including:
- Name: Specify the name for this bank.
- Slug: Define a unique slug for this bank.
- Logo: Upload an image for this bank.
Once the relevant fields are completed, click the Save button.

Users have the option to add banks in bulk by using the +New Bank with File button, allowing them to upload a .CSV or .XLS file. The file should contain essential information, including slug and name. To proceed, click the +New Bank with File button, select the relevant file, and observe the newly added banks as they populate in the list.

Upon adding a new bank, it is essential to formally include payment information for wire transfer transactions under the corresponding bank. To achieve this, users should click the Add New Money Transfer Account button. Subsequently, fields will be provided for the required information to be filled out.
Complete the raw by filling in the following fields:
- PK: Filling out this field is not required; it will be automatically generated after pressing the Save button.
- Add/Save Account Owner: Enter the name of the IBAN holder.
- Slug: Define a unique slug for this bank account.
- IBAN: Input the IBAN value associated with the bank.
- Description: Optionally, provide a description for the bank account.
- Order: Specify the order of the bank account.
- Active/Passive: Set the active or inactive status of the bank account.
After completing the relevant fields, click the Save button.