Adding Transactions

In this article, you will learn how to add transactions.

Adding Transactions

In this part, you will learn how to create a Transaction. As an Administrator, you have permission to add a new Transaction using the system.

This functionality is very useful when your Member makes a Transaction but for some reason, you can’t see it on the list. As an Administrator, you can add the Transaction to the system.

To add Transaction:

1. Go to Transactions under the Member module

2. Click ADD TRANSACTION

3. Click Add Transaction manually

4. Fill in all required fields

5. Click ADD TRANSACTION

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Importing Transactions

The Transaction import XML file must have the required data: documentNumber, purchaseDate, documentType, SKU, name, quantity, Transaction value, and category.

Here is an example XML file, which you can download and edit to import one or more Transactions:

2KB

transaction_import.xml

To import Transactions:

1. Go to Transactions under the Member module

2. Click ADD TRANSACTION

3. Click Import Transactions

4. Upload a file with the Transaction

5. Click IMPORT TRANSACTION

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Importing matches for Transactions

Importing Transaction matches is similar to importing Transactions with the one difference that in the Transaction Matches Import XML file, you have to enter the correct Member data to match the transaction with the Member.

Here is an example XML file, which you can download and edit to import one or more matched Transactions:

247B

match_import.xml

To import a matches for Transaction:

1. Go to Transactions under the Member module

2. Click ADD TRANSACTION

3. Click Import Matches

4. Upload a file with the Transaction

5. Click IMPORT MATCHES