"Módulos" (Modules)
The "Módulos" (Modules) screen is for choosing a module from the catalog and deciding, account by account or in bulk, who receives the offer by email and on whom it is enabled right away.
Address in the dashboard: /revenda/modulos
Catalog
One card per module, with the name, the summary, and the fee per account. The selected one gets the gradient border.
Buttons and actions
- "‹nome do módulo›" (‹module name›)
- Selects the module; the lower part of the screen then shows the accounts for it.
- "Avise-me" (Notify me)
- On a module marked "em breve" (coming soon): notifies you by email when it arrives for your portfolio.
- Badge showing how many accounts have the module active out of how many there are, or "em breve" (coming soon).
Selected module
The module's name and summary, the bulk actions, and the fee figures.
Buttons and actions
- "Oferecer a todas" (Offer to all)
- Opens the confirmation to send the email with your fee to every account that does not have the module yet nor received the offer; shows how many.
- "Habilitar para todas" (Enable for all)
- Opens the confirmation to turn the module on for every account with an up-to-date subscription; shows how many.
- "Ajustar margem" (Adjust margin)
- On the margin card: with "Preços e margens" (Prices & margins) available, opens the "Margem sobre o uso" (Margin on usage) tab of that screen; without it, takes you to the "Margem sobre o uso" (Margin on usage) in "Carteira" (Client portfolio).
- "Sua margem padrão" (Your default margin) (or "Sua margem de uso" (Your usage margin)): the percentage that applies to the module fee, with a notice when it is zero and the fee stays entirely with the platform. With per-item margin, it also shows the module item's own margin ("este item ‹n›%" (this item ‹n›%)) when it exceeds the default.
- Activation fee for your customer: charged once.
- "Fica com você" (You keep) per activation.
- The rule: the customer pays the price list plus margin, from their balance, only once when enabling; your share arrives through the top-up split, under "Repasses" (Payouts). You never pay in advance.
Last batch
Summary of the last bulk action: how many accounts were included and which were left out, each with the reason.
Buttons and actions
- "Fechar" (Close)
- Hides the summary.
Portfolio accounts
Table (on phones, one card per account) with the status of the selected module on each account.
Fields and filters
- "Conta" (Account)
- Account name; the demo appears as your showcase, with no charges.
- "Margem" (Margin)
- With "Preços e margens" (Prices & margins) available: the account's margin badge, which takes you to it in "Preços e margens" (Prices & margins). When the account follows the default and the default price list gives the module an item margin above the account's margin, this also appears: "este item: ‹n›%" (this item: ‹n›%).
- "‹nome do módulo›" (‹module name›)
- The status: "ativo" (active), "desligado" (off) (activation already paid), "exige assinatura em dia" (requires an up-to-date subscription), offered on a date, or "não oferecido" (not offered).
- "Taxa do cliente" (Customer fee)
- The fee the customer pays, or has already paid when the activation was paid.
- "Fica com você" (You keep)
- With "Preços e margens" (Prices & margins) available: your share of this account's activation.
Buttons and actions
- "Oferecer" (Offer)
- Sends an email to the account Owner with your fee; they activate it whenever they want.
- "Oferecer de novo" (Offer again)
- Resends the offer email.
- "Módulo na conta ‹conta›" (Module on account ‹account›)
- Switch that turns the module on (charging the fee to the customer's balance, only once) or off on the account. Turning it back on does not charge again.
- An account with zero margin shows that the fee stays entirely with the platform.
What your customer sees and "Oferecer" (Offer) × "Habilitar" (Enable)
Two explanatory panels at the bottom of the screen.
- The customer sees the module under "Configurações" (Settings) → "Módulos" (Modules), with your brand and the fee, offered by you. The platform's name does not appear.
- "Oferecer" (Offer) sends the email and the customer decides; "Habilitar" (Enable) turns it on right away and charges their balance. Without a balance, nothing is charged and the module does not turn on.
Batch confirmation
"Habilitar ‹módulo› para todas" (Enable ‹module› for all) or "Oferecer ‹módulo› a todas" (Offer ‹module› to all): what is going to happen, how many accounts are eligible now and, when enabling, the total fees charged to customers.
Buttons and actions
- "Agora não" (Not now)
- Closes without doing anything.
- "Habilitar em ‹n› contas" (Enable on ‹n› accounts)
- Turns the module on for eligible accounts, each paying from its own balance.
- "Oferecer a ‹n› contas" (Offer to ‹n› accounts)
- Sends the offer email to eligible accounts.
- List of eligible accounts, with each one's fee when enabling.
- Any account that cannot be included (no plan, no balance, already active) is left out and appears later with the reason.
Screen states
- Loading
- Four catalog cards and the table appear as skeletons.
- Nothing here yet
- With no active accounts: "Nenhuma conta ativa na carteira ainda. Os módulos aparecem aqui conta a conta." (No active accounts in the portfolio yet. Modules appear here account by account.)
- If something goes wrong
- We could not open the modules: the screen assures that nothing changed in the accounts and offers "Tentar de novo" (Try again).
- Account without an up-to-date subscription
- The "exige assinatura em dia" (requires an up-to-date subscription) badge appears and the switch is disabled.
- Activation already paid and module off
- Badge "desligado · habilitação já paga" (off · activation already paid); turning it back on does not charge.