# Transaction Details

he **Transaction Details** page displays all information related to a single transaction.\
It combines system data, customer details, earned units, rewards, achievements, and related transactions — all in one place.

This view helps you:

* Verify if a transaction was correctly matched with a member
* Review earned points, rewards, and triggered achievements
* Check which products were included in the purchase
* Confirm data imported from external systems (e.g., POS, eCommerce)

<figure><img src="https://2658975168-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcNVX03KZzmrGwJihLiEx%2Fuploads%2FCqo74KXPMFtVGNxUKYJ4%2Fimage.png?alt=media&#x26;token=39b14866-a829-41a7-b2b3-1ffd4994b1cc" alt=""><figcaption></figcaption></figure>

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### Transaction information

<figure><img src="https://2658975168-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcNVX03KZzmrGwJihLiEx%2Fuploads%2FuNRlvlraCMbFLAIJqzDY%2Fimage.png?alt=media&#x26;token=408b263c-687e-4d9e-880d-a00dc6212b6f" alt=""><figcaption></figcaption></figure>

At the top of the page, you’ll find **Transaction Details**, including:

<table><thead><tr><th width="209">Field</th><th>Description</th></tr></thead><tbody><tr><td><strong>Document number</strong></td><td>Unique transaction identifier (e.g., from POS or eCommerce system).</td></tr><tr><td><strong>Document type</strong></td><td>Type of document — <em>Purchase</em> or <em>Return</em>.</td></tr><tr><td><strong>Document date</strong></td><td>Date and time of when the transaction occurred.</td></tr><tr><td><strong>Channel</strong></td><td>Source of the transaction (e.g., <em>eCommerce1</em>, <em>POS2</em>).</td></tr><tr><td><strong>Purchase place</strong></td><td>Optional field describing the physical or digital sales location.</td></tr><tr><td><strong>Transaction value</strong></td><td>Total purchase value in the tenant’s currency.</td></tr><tr><td><strong>Status</strong></td><td>Indicates if the transaction is <em>Matched</em> or <em>Not matched</em> with a member.</td></tr><tr><td><strong>Transaction system ID</strong></td><td>Internal identifier generated by OL.</td></tr><tr><td><strong>Custom attributes</strong></td><td>Any additional data imported with the transaction.</td></tr></tbody></table>

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### Customer details

<figure><img src="https://2658975168-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcNVX03KZzmrGwJihLiEx%2Fuploads%2FYobBElyRE2McuBuC0efC%2Fimage.png?alt=media&#x26;token=e9f88bd6-f99e-4cb5-b75e-c67e05d7552f" alt=""><figcaption></figcaption></figure>

This section displays customer data provided by the source system.\
It can include:

* Full name
* Email address
* Phone number
* Loyalty card number
* Street, postal code, city, state, and country

{% hint style="warning" %}
💡 **Note:** If these fields are empty, the data may not have been included in the transaction payload.
{% endhint %}

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### Matched member

<figure><img src="https://2658975168-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcNVX03KZzmrGwJihLiEx%2Fuploads%2F7AJelX80BmElOrMsx5Pq%2Fimage.png?alt=media&#x26;token=e06a5812-dda7-4844-8f8e-2b9dfc4bd9c5" alt=""><figcaption></figcaption></figure>

If the transaction is successfully linked to a loyalty member, you’ll see:

| Field                            | Description                                |
| -------------------------------- | ------------------------------------------ |
| **Member name**                  | The name of the matched member.            |
| **Email / Phone / Loyalty card** | Identifiers used to match the transaction. |

{% hint style="danger" %}
If no member is found, the status will show as **Not matched**.
{% endhint %}

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### Earned units

<figure><img src="https://2658975168-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcNVX03KZzmrGwJihLiEx%2Fuploads%2FssRp57x1mcIOf8k77h6h%2Fimage.png?alt=media&#x26;token=de17db09-903a-4334-9e2b-34003b1265f9" alt=""><figcaption></figcaption></figure>

Displays the number of loyalty units (points) awarded for this transaction.

<table><thead><tr><th width="208">Field</th><th>Description</th></tr></thead><tbody><tr><td><strong>Wallet name / code</strong></td><td>Name of the wallet the points were added to.</td></tr><tr><td><strong>Type</strong></td><td>Indicates if points were <em>added</em> or <em>deducted</em>.</td></tr><tr><td><strong>Value</strong></td><td>Number of units earned or deducted.</td></tr><tr><td><strong>Comment</strong></td><td>Explanation of how points were calculated, usually containing the campaign name.</td></tr></tbody></table>

***

### Products

<figure><img src="https://2658975168-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcNVX03KZzmrGwJihLiEx%2Fuploads%2FIusErJO5qnDdcFUKvM40%2Fimage.png?alt=media&#x26;token=9a267aec-f15f-4a8c-b15c-c5a80c1cf7fa" alt=""><figcaption></figcaption></figure>

Lists all purchased products, their categories, and values.

<table><thead><tr><th width="236">Column</th><th>Description</th></tr></thead><tbody><tr><td><strong>Product name / SKU</strong></td><td>Product details imported from the source.</td></tr><tr><td><strong>Category / Brand</strong></td><td>Product classification and manufacturer.</td></tr><tr><td><strong>Quantity</strong></td><td>Number of units purchased.</td></tr><tr><td><strong>Product value</strong></td><td>Total value of that product line.</td></tr></tbody></table>

At the bottom, you’ll find the **Total transaction value** (sum of all products).

***

### Earned Rewards

<figure><img src="https://2658975168-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcNVX03KZzmrGwJihLiEx%2Fuploads%2FT5l1v5CVqZowVvAk4snj%2Fimage.png?alt=media&#x26;token=03aa2552-44ef-424f-895e-d84d0c5fb525" alt=""><figcaption></figcaption></figure>

If a member redeemed a reward during this purchase, the reward details will be listed here.

<table><thead><tr><th width="248">Field</th><th>Description</th></tr></thead><tbody><tr><td><strong>Reward name / type</strong></td><td>The name and type of reward (e.g., <em>Dynamic value coupon</em>).</td></tr><tr><td><strong>Redemption date</strong></td><td>When the reward was redeemed.</td></tr><tr><td><strong>Status</strong></td><td>Indicates current status of the reward.</td></tr><tr><td><strong>Member details</strong></td><td>The person who redeemed the reward.</td></tr></tbody></table>

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### Triggered achievements

<figure><img src="https://2658975168-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcNVX03KZzmrGwJihLiEx%2Fuploads%2FaSTx1HJ8pCHexi9fCrSN%2Fimage.png?alt=media&#x26;token=22abdadb-391b-4e45-8f4d-360a9c515398" alt=""><figcaption></figcaption></figure>

If this transaction triggered any achievement (e.g., *Spend $1000 in a month*), it will appear here along with the rule name and ID.

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### Related transactions

<figure><img src="https://2658975168-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcNVX03KZzmrGwJihLiEx%2Fuploads%2Fbz8FCqvVohPOAlNXCV4Y%2Fimage.png?alt=media&#x26;token=f64d1b5e-4120-4dea-b9e0-c9f8d4f40d6e" alt=""><figcaption></figcaption></figure>

If there are any linked documents (e.g., original purchase transaction), they are shown in this section with:

* **Document number**
* **Type** (Purchase, Refund, Correction)
* **Date**
* **Member name / email**

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#### Next steps

➡️ Learn how to manage and configure [Transaction Channels](https://help.openloyalty.io/main-features/transactions/channels).