Managing Transactions

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

Managing Transactions

In this article, you get a quick overview of all the most important information about managing Transaction data.

Below you will find described operations that you can perform on Transactions.

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

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Matching Transactions

Typically, Transactions are tied to a specific Member. However, if you create a Transaction using the system and don't match it to a Member, as an Administrator you can do so later.

MATCHING TRANSACTIONS

From the 'Add transaction' button:

1. Click ADD TRANSACTION

2. Select Match transaction with a member

3. Insert Member data (ID, e-mail, phone number of loyalty card number) and Document number

4. Click MATCH

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MATCHING TRANSACTIONS

From selecting a specific Transaction in the Transaction list:

1. Select Transaction

2. Click the context menu

3. Select Match with a member

4. Insert Member data (ID, e-mail, phone number of loyalty card number)

It's possible to match a transaction with a member from a Single Transaction view:

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Editing Transactions

In this part, you will learn what Transactions you can update and how to do it. To update a Transaction, first, you have to check that the Transaction hasn’t been matched - only such Transactions can be updated.

To update Transaction:

1. Choose unmatched Transaction

2. Click the context menu

3. Click Edit transaction

4. Make changes

5. Click EDIT TRANSACTION to save changes