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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:

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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