Training Manual for Merchant Admins & Merchants

Everything you need to log in, buy, distribute and track data bundles on the FlexiMobile web app. Pick your role above to hide what doesn’t apply to you.

Version 1.0 · Updated 2026-10-25 · Web app (frontend) only

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1. Overview

FlexiMobile is a multi-tenant data bundle distribution platform. In the web app you can:

Purchase bundles
Pay by wallet, EFT (proof of payment) or online.
Distribute from inventory
Send bundles to merchants under you.
Manage merchants
Add and maintain merchants on your account.
Buy for self or others
Single numbers, pasted lists, CSV or groups, depending on permissions.
Track everything
History, schedules, allocations and wallet balances.

2. User roles

Menus are role-based. If a sidebar item is missing, your role doesn’t have permission for it.

Merchant Admin
Parent/manager of merchants in the same company.
  • Purchase bundles and top up wallet
  • Distribute bundles to merchants under you
  • View allocations and manage merchants
  • Store payments, recipient groups, schedules
Merchant
Subordinate to a Merchant Admin.
  • Purchase bundles (using allocations if provided, or wallet)
  • Top up wallet
  • Use recipient groups and schedules
  • View purchase history
  • Cannot distribute to other merchants

3. Getting started & login

Login is two steps: password, then an emailed one-time code (OTP).

  1. Open the app. Go to the FlexiMobile web address (e.g. flexi-mobile.co.za, or localhost:4200 locally). You land on the login screen.
  2. Enter credentials. Email address and password. Tick “Remember me” if it’s offered, then click Login.
  3. Verify OTP. Enter the 6-digit code sent to your registered email and click Verify. No code? Use Resend OTP (a cooldown may apply).
  4. You’re in. You land on the Dashboard.
Tip: “Invalid email or password”? Re-check your details. If you’re locked out after failed attempts, wait and retry or contact your Administrator.

Dashboard

Shows wallet balance, recent activity and more for your account.Shows wallet balance, any available allocations and recent activity. Use it as your home screen.

4. Purchase bundles /purchases

Buy bundles for yourself or others. Sidebar → Purchase Bundles.

Bundles›Recipients›Timing›Review›Payment›Done
  1. Select bundles. Browse and click a bundle to add it; use the quantity controls for more than one.
    • Bundles marked as available from allocations come from your Merchant Admin. You can also buy others, depending on permissions.
  2. Recipients. Choose who receives it:
My Number – sends to the logged-in user’s number.
Another Number – type a specific number manually.
Paste Numbers – paste one or more numbers separated by commas, new lines or semicolons, then click Parse Numbers.
CSV Upload – upload a CSV with a phone column (optionally name, employee_id). Download the template if you need it.
Groups – pick a pre-created Recipient Group.
  1. Timing. Buy Now, or Schedule for later and set a date and time.
  2. Review & confirm. Check bundles, quantities, recipients, timing and total cost.
  3. Payment. Pick a method:
    • Wallet – deducted from your balance (needs enough funds).
    • EFT – upload proof of payment (PDF/JPG/PNG, max 10 MB) with bank reference and payment date.
    • Online / Card / Pay@ – you’re sent to the payment provider, then returned to the app.
  4. Done. See the confirmation, then Purchase Another or View Orders.
Vodacom bundles: you’ll be asked for a recipient MSISDN (mobile number). Make sure it’s correct.
Using allocations: purchases may be covered by your allocated inventory, depending on how your organisation is set up.

Purchase history: check status, recipients and details under Purchase Bundles → History/Orders.

5. Distribute bundles /purchases/distribute

Merchant Admin only. Send bundles from your inventory to merchants under you.

  1. Select merchant. Sidebar → Distribute Bundles; search and click the merchant.
  2. Choose bundle. Pick from the available allocations/inventory. A progress bar shows used vs allocated.
  3. Set quantity. Use + / − or type it. You can’t exceed what’s available.
  4. Review & distribute. Confirm merchant, bundle, quantity and total. Click Distribute and confirm the prompt.
  5. Check it landed. Inventory updates and the entry appears in the Distribution History tab (what, to whom, when, how many).

6. Allocations /purchases/allocations

See the bundles allocated to you and what’s left.

  1. Sidebar → Allocations.
  2. Each card shows allocated, used, available, bundle details, price and validity.
  3. Click Distribute on a card, or use Distribute Bundles, to send to merchants.
  4. Use your available allocations when you purchase bundles.

Store payments (/purchases/store-payment): review and manage store/payment-related submissions if they apply to your workflow.

7. Manage merchants /merchants

  1. Sidebar → Merchants.
  2. Add Merchant: click Add Merchant, fill in first/last name, email, cellphone and other details, then save.
  3. View / edit: click a merchant to see details or edit, as permitted.
  4. Status: merchants can be active or inactive, depending on configuration.

8. Wallet & top-ups

  1. Sidebar → Wallet (or follow a top-up prompt).
  2. View balance. Current balance and threshold are shown. Check it before choosing Wallet as payment.
  3. Top Up. Click Top Up, enter the amount, upload proof of payment (image/PDF), add reference/notes and submit. It stays pending until an admin confirms.
  4. History. The Top-ups and Transactions tabs show pending, completed or failed.

9. Groups, schedules & profile

Recipient Groups /recipient-groups
  1. Sidebar → Recipient Groups
  2. Create Group: name it, add members (phone/name/employee ID), save
  3. When buying, choose Groups and pick it
Schedules /schedules
  1. Sidebar → Schedules
  2. Create Schedule: bundle, recipients/group, timing/frequency, payment method; save
  3. Enable, disable or delete as needed
Profile & KYC
  1. Open Profile from the top/user menu
  2. Update personal details, picture and banking details if required
  3. Upload KYC documents if prompted and track review status

10. End-to-end workflows

Merchant Admin distributes bundles to a Merchant
  1. Make sure bundles are in your inventory (Allocations, or after a purchase).
  2. Distribute Bundles → merchant → bundle → quantity → Review & Distribute.
  3. The merchant sees the allocation in Allocations (or can purchase using it).
  4. Verify in Distribution History.
Buy bundles using the wallet
  1. Purchase Bundles → select bundle(s) → add recipients → set timing → review.
  2. Payment → Wallet → confirm.
  3. Check Purchase History for status.
Buy for a recipient group
  1. Purchase Bundles → select bundles → Recipients → Groups → pick the group (parse/add as needed).
  2. Review recipient count, timing and payment method, then complete the purchase.
  3. Verify in history.
Top up, then purchase
  1. Wallet → Top Up → amount → upload proof of payment → submit (pending until confirmed by an admin).
  2. Once confirmed, your balance updates.
  3. Buy using Wallet payment.

11. Common UI elements & tips

ElementWhat to know
StepperShows progress (Bundle → Recipients → Timing → Review → Payment → Done). Go back or forward where allowed.
Quantity controlsUse + / − to change bundle quantities.
Parse NumbersAlways click it after pasting numbers in the Paste tab.
CSVMust include a phone header. Invalid rows may be skipped, with errors shown.
Wallet badgeCheck your balance before selecting Wallet.
Allocations barIn Distribute, shows how much of an allocation is used.
Status pillspending / completed / failed / active / inactive.
Validation messagesRead inline errors (e.g. missing MSISDN for Vodacom bundles).
  • For large lists, use CSV Upload or Recipient Groups.
  • Keep a clear image/PDF of your proof of payment ready for EFT top-ups.
  • For Vodacom bundles, enter the correct recipient MSISDN.
  • Schedules are great for recurring distributions and purchases.

12. Troubleshooting & FAQs

Can’t log in / OTP not received
Check spam/junk, use Resend OTP, and verify your email is correct.
“No recipients added” in Review
Go back to Recipients and add via Single, Paste, CSV or Groups. If you pasted, click Parse Numbers.
Wallet payment fails
Insufficient balance. Top up first, or pay by EFT/Online.
I can’t see “Distribute Bundles”
It’s only visible to the Merchant Admin role.
Can’t distribute – no bundles
You need allocations/inventory. Purchase bundles first.
I have no bundles to use
Ask your Merchant Admin to allocate bundles to you, or buy with your wallet.
EFT top-up is pending
It’s awaiting admin confirmation. Your balance updates once approved.
Bundle requires MSISDN
Enter the recipient’s MSISDN in the recipients/MSISDN field when prompted.
Paste isn’t working
Click Parse Numbers after pasting and make sure the numbers are valid.

13. Glossary

TermMeaning
AllocationBundles assigned by a Merchant Admin to a Merchant for distribution/use.
BundleA data/SMS/call package available for purchase.
DistributionMoving allocated bundles from Merchant Admin to a Merchant.
MerchantA reseller/sub-account that purchases/distributes under a Merchant Admin.
Merchant AdminParent account that manages merchants and can distribute allocations.
MSISDNMobile number (recipient number) required for some bundles, e.g. Vodacom.
Recipient GroupSaved list of numbers for bulk purchases.
ScheduleAutomated/future purchase configuration.
Top-upAdding funds to your wallet via EFT (pending until confirmed).
WalletAccount balance used for purchases.