Documentation

Transactions

View transaction activity within a location.

The Transactions page allows you to review and analyze payment and order activity by location, workstation, and other criteria. Use it to search, filter, and inspect transaction details.

Search for transactions

  1. In the InStore Center, select Transactions.

  2. Provide a value in at least one of the following fields:

    • Location: select a location.
    • Workstation: select a workstation. This field is available after you select a location.
    • Transaction Type: select a transaction type.
    • Tender Type: select the payment method.
    • Start Date / End Date: specify a date range.
    • Transaction/Order ID: enter the Composable Commerce Order ID. You can find this in your Composable Commerce Project, on a printed receipt, or by using the Search Transactions option in the InStore colleague app.
    • MIST ID: enter the InStore identifier. You can find this in the Payment record in Composable Commerce.
    • User ID: enter the identifier for the employee who handled the transaction. The User ID is usually shown on the transaction receipt.
    • Show completed transactions: select to display only completed transactions.
    • Show expired session only: select to display only transactions with no response from the payment service provider.
    • Show unreconciled payments only: reserved for future use.
  3. Click Search. The Transactions pane displays the results.

Review search results

The Transactions pane displays the following columns:
  • Transaction/Order ID: the commercetools Order ID.
  • Type: the transaction type.
  • Location: the code for the location where the transaction occurred.
  • Workstation: the numeric code for the workstation where the transaction occurred.
  • User: the identifier for the employee who handled the transaction.
  • Total: the total amount of the transaction.
  • Date: the date and time of the transaction.

View transaction details

  1. Click the View icon in the Actions menu. The Transaction Receipt page displays the following information:
    • Order: the Composable Commerce identifier for the order.
    • MIST ID: the InStore-internal identifier for the associated payment.
    • Date: the date and time of the transaction.
    • Workstation: the numeric code for the workstation where the transaction occurred.
    • Cashier: the identifier for the employee who handled the transaction.
    • Location info: the code and contact information for the location.
    • Item information: includes Item #, Description, Quantity, Unit Price, and Extended Price from the cart, along with additional item attributes.
    • Subtotal, Tax, and Total from the cart.
    • Tender Type: the payment methods used for the order.
    • Amount: the amount paid using the payment method.
    • Tender details: information about the card, gift card, or digital wallet processor and account used for payment, if available.
  2. Click Close to return to the Transactions pane.