Transactions
In this section, you will learn everything about Transactions. We will show you how to create Transactions, match them with customers, and many more important and helpful features.
Overview
The Transaction module contains all the functions that will help you manage the Transactions. In the main view with the list of Transactions, you will find all Transactions made by your Members. From this position, you will get all the needed information.
Browsing Transactions list
Transactions list overview
In the main-view table with all Transactions, you will find data that give you basic information about Transactions.
Document number - number of the Transaction
Document type - type of Transaction
Document date - date of purchase of the Transaction
Full name - first and last name of the Member
Email - Member e-mail to whom the Transaction is assigned
Phone number - Member phone to whom the Transaction is assigned
Loyalty card number - Member loyalty card number to whom the Transaction is assigned
Transaction value - Transaction cost
To see a more detailed overview of all Transactions, you can use filters. They will help you find the Transaction which you are looking for.
Filters you can use:
Channel ID
Custom attributes
Document number
Document type
Email
Full name
Transaction value
Loyalty card number
Member ID
Phone number
Product brands
Product categories
Product SKUs
You can use one filter, or create and use several filters at the same time.
The results are automatically filtered once you select the conditions:
Sorting the Transaction list
Sorting data is used when you (an Admin) would like to sort the Transactions by specific data.
Document number
Document Type
Document date
Full name
Email
Phone number
Loyalty card number
Transaction value
Managing Transactions from the Transactions view perspective
As an Administrator, you can perform certain actions on the Transactions. They will be different depending on the match of the Transaction.
The actions which you can take:
if the Transaction wasn’t matched:
Edit Transaction
Match with member
See details
if the Transaction was matched:
See details
Single transaction view
Besides the data in the Transaction list, you can see more details about the specific Transaction.
There you will get information that isn't on the list like:
Transaction details
Document number
Document type
Document date
Transaction value
Status
Transaction system ID
Custom attributes
Member details
Full name
Email address
Phone number
Loyalty card number
Street
Postal code
City
State
Country
Member matched with the transaction
Member name
Email address
Phone number
Loyalty card number
Products in the Transaction
Product name
Product SKU
Category
Brand name
Product custom attributes
Quantity
Transaction value
To see Single Transaction View simply click on the transaction.
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