White Label Retail Support

Managing Transactions







Introduction

The Managed Transactions page is found under the Transactions tab > Managed Transactions sub-tab.  

 

 



Manage Transaction Grid

On this page, you'll find all the transactions posted inside of the program either through API, through the tablet application, through a mobile application, uploaded, or through the back office. On the left hand side, there's a tab where you can check multiple items, select all items, clear all items, and perform various actions such as deleting or resolving pending transactions and approving transactions. Depending on your program setup, you may or may not have transactions appear in a pending status. 


 

 


 

Filter Members 

There are two buttons on the top left. One is a filter and the other is column sorting tool. You can filter date ranges by preset timeframes, All Time, or a Custom timeframe. You can view different contact lists and employees who have posted transactions. 

 

 

 


Edit Column

You can also display transactions columns by making visible or hidden by clicking the checkbox.  Additionally, you can choose which columns you would like to display by dragging the value to the top of the list. 

 

 

 


Action Column

The action column offers options to delete and edit transactions. Click the edit transaction button to edit a transaction. To view a member, click the hotlink in the Member Identifier column. If transactions are edited or deleted, they update the member points and transaction history throughout the platform. 

 

 

 


Create Transaction

You can add a new transaction by first selecting a single location to post the transaction. Once a single location is selected, you can press the New Record button. The New Record button will display an error if All Locations are being viewed. You also have the option to export your transactions.  

 

 

 

Alternatively, if you've selected a single location, you can create a new transaction by going to the Transactions >  Post Transactions button.  



If you have any questions, please create a ticket, and one of our support reps will contact you shortly. Thank you. 



 





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