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)
Transaction information
At the top of the page, you’ll find Transaction Details, including:
Document number
Unique transaction identifier (e.g., from POS or eCommerce system).
Document type
Type of document — Purchase or Return.
Document date
Date and time of when the transaction occurred.
Channel
Source of the transaction (e.g., eCommerce1, POS2).
Purchase place
Optional field describing the physical or digital sales location.
Transaction value
Total purchase value in the tenant’s currency.
Status
Indicates if the transaction is Matched or Not matched with a member.
Transaction system ID
Internal identifier generated by OL.
Custom attributes
Any additional data imported with the transaction.
Customer details
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
💡 Note: If these fields are empty, the data may not have been included in the transaction payload.
Matched member
If the transaction is successfully linked to a loyalty member, you’ll see:
Member name
The name of the matched member.
Email / Phone / Loyalty card
Identifiers used to match the transaction.
If no member is found, the status will show as Not matched.
Earned units
Displays the number of loyalty units (points) awarded for this transaction.
Wallet name / code
Name of the wallet the points were added to.
Type
Indicates if points were added or deducted.
Value
Number of units earned or deducted.
Comment
Explanation of how points were calculated, usually containing the campaign name.
Products
Lists all purchased products, their categories, and values.
Product name / SKU
Product details imported from the source.
Category / Brand
Product classification and manufacturer.
Quantity
Number of units purchased.
Product value
Total value of that product line.
At the bottom, you’ll find the Total transaction value (sum of all products).
Earned Rewards
If a member redeemed a reward during this purchase, the reward details will be listed here.
Reward name / type
The name and type of reward (e.g., Dynamic value coupon).
Redemption date
When the reward was redeemed.
Status
Indicates current status of the reward.
Member details
The person who redeemed the reward.
Triggered achievements
If this transaction triggered any achievement (e.g., Spend $1000 in a month), it will appear here along with the rule name and ID.
Related transactions
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
Next steps
➡️ Learn how to manage and configure Transaction Channels.
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