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Transactions

In this article, you will learn everything about Transactions. We will show you how to create Transactions, match them with customers, and many more important and helpful features.

Transactions module overview

The Transaction module contains all the functions which will help you manage the Transactions. In the main view with the list of Transactions, you will find all Transactions made by your Members. From this position, you will get all the needed information.
The full list of capabilities of the Transactions module:

Adding Transactions

In this part, you will learn how to create a Transaction. As an Administrator, you have permission to add a new Transaction using the system.
This functionality is very useful when your Member makes a Transaction but for some reason, you can’t see it on the list. As an Administrator, you can add the Transaction to the system.
To add Transaction:
  1. 1.
    Click “Add Transaction”
  2. 2.
    Click “Add Transaction manually”
  3. 3.
    Fill all required fields
  4. 4.
    Click “Add Transaction”

Importing Transactions

The Transaction import XML file must have the required data: documentNumber, purchaseDate, documentType, SKU, name, quantity, Transaction value and category.
Here is an example XML file, which you can download and edit to import one or more Transactions.
transaction_import.xml
2KB
Text
To import Transactions:
  1. 1.
    Click “Add Transaction”
  2. 2.
    Click “Import Transactions”
  3. 3.
    Upload a file with the Transaction
  4. 4.
    Click “Import Transactions”

Importing matched Transactions

Importing Transaction matches is similar to importing Transactions with the one difference where in the Transaction Matches Import XML file, you have to enter the correct Member data to match the transaction with the Member.
Here is an example XML file, which you can download and edit to import one or more matched Transactions.
match_import.xml
247B
Text
To import a Transaction:
  1. 1.
    Click “Add Transaction”
  2. 2.
    Click “Import matches”
  3. 3.
    Upload a file with the Transaction
  4. 4.
    Click “Import matches”

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.

Browsing Transactions list

  • Transactions list overview In the main-view table with all Transactions, you will find data that give you basic information about Transactions.
    • Document number - number of the Transaction
    • Document type - type of Transaction
    • Document date - date of purchase of the Transaction
    • Full name - first and last name of the Member
    • Email - Member e-mail to whom the t=Transaction is assigned
    • Phone number - Member phone to whom the Transaction is assigned
    • Loyalty card number - Member loyalty card number to whom the Transaction is assigned
    • Transaction value - Transaction cost
To see a more detailed overview of all Transactions, you can use filters. They will help you find the Transaction which you are looking for.
Filters you can use:
  • Channel ID
  • Custom attributes
  • Document number
  • Document type
  • Email
  • Full name
  • Transaction value
  • Loyalty card number
  • Member ID
  • Phone number
  • Product brands
  • Product categories
  • Product SKUs
You can use one filter, or create and use several filters at the same time.
To use a filter, you need to create it:
  1. 1.
    Click “Add filter”
  2. 2.
    Select a filter from the list and click on it
  3. 3.
    Choose the condition
  4. 4.
    Enter the values
  5. 5.
    Click “Add filter”
  6. 6.
    Check the table
After completing all the steps, the Transaction list has been filtered.
  • Sorting the Transaction list Sorting data is used when you (an Admin) would like to sort the Transactions by specific data.
    • Document number
    • Document type
    • Document date
    • Full name
    • Email
    • Phone number
    • Loyalty card number
    • Transaction value
  • Managing Transactions from the Transactions view perspective
As an Administrator, you can perform certain actions on the Transactions. They will be different depending on the match of the Transaction.
The actions which you can take:
  • if the Transaction wasn’t matched:
    • See details
    • Match with Member
    • Edit Transaction
  • 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.
To match the Transaction with a Member:
  1. 1.
    Choose unmatched Transaction
  2. 2.
    Click the context menu
  3. 3.
    Click “Match with a <ember”
  4. 4.
    Enter Member data, to select the Member(email, phone)
  5. 5.
    Enter document number
  6. 6.
    Click “Save”
  7. 7.
    Click “Add Transaction”
  8. 8.
    Click “Match transaction with a Member”
  9. 9.
    Enter Member data, to select the Member(email, phone)
  10. 10.
    Enter a Transaction data, to select the Transaction(document number)
  11. 11.
    Click “Save”

Assign Transactions

After creating a Transaction, you can assign it to a specific Member by clicking on the overflow button and picking the 'Match with a customer' option - now this Transaction will be matched with a specific Member.
This feature may be used when the customer would like to receive Units by buying something for e.g. his friend who is not in the loyalty program. During creation, the friend's data must be passed as "customerData" and then assigned to a customer from the program by passing their id or/and loyalty card number.
In this case, in response, you will see your customer ID, and another customer (who was included during the Transaction creation)' details.

See Transaction details

Besides the data in the Transaction list, you can see more details about the specific Transaction. There you will get information that isn't on the list like:
  • Transaction details
    • Purchase date
    • Document type
    • Purchase place
    • Channel name
    • Units
    • Document number
    • Transaction ID
    • Custom attributes
  • Member details
    • Full name
    • Email
    • Phone number
    • Loyalty card number
    • Street
    • Building name
    • Flat/Unit name
    • Postal code
    • City
    • State
    • Country
  • Item in the Transaction
    • Product name
    • Product SKU
    • Category
    • Brand name
    • Product custom attributes
    • Quantity
    • Transaction value
To see Transaction details:
  1. 1.
    Choose Transaction
  2. 2.
    Click the context menu
  3. 3.
    Click “See details”

Updating 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. 1.
    Choose unmatched Transaction
  2. 2.
    Click the context menu
  3. 3.
    Click “Edit Transaction”
  4. 4.
    Make changes
  5. 5.
    Click “Save”

FAQ (Transactions)

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Last modified 10d ago