Transactions

The Transactions tab provides a detailed record of all purchase and return transactions made by the member. This view helps you track the member’s economic activity, verify values used in campaigns or achievements, and resolve potential discrepancies.

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Key elements

• Transaction list Each record includes:

  • Document number

  • Document type (Purchase or Return)

  • Document date

  • Transaction gross value and

  • Channel (if provided)

  • Points earned

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From the actions menu, you can view details of each transaction.

• Linked data Transactions may also display:

  • Assigned units – loyalty points or cashback added as part of the transaction.

  • Campaign triggers – campaigns initiated by the transaction.

• Returns Returned transactions are displayed separately and treated as independent records.

  • Campaign rewards earned from purchases are not linked to returns.

  • Units can be deducted when conditions are met, but technically, each return acts as a separate campaign trigger.

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To find out more about the transactions module, please refer to this section of the User Guide:

Transactions