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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

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

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:

Transaction cannot be matched with an inactive member in the Admin Panel. This action can be performed via the API only.

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

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