View transaction activity within a location.
View transactions
To view transaction activity, do the following:
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Access the Transactions menu option.
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Provide an entry in at least one of the following fields:
- Location: select a location.
- Workstation: select a workstation. The values in this field are available after you select a location.
- Transaction Type: select a transaction type.
- Tender Type: select the method of payment.
- Start Date / End Date: provide a date range.
- Transaction/Order ID: specify the commercetools Order ID. You can obtain this from your Composable Commerce project, from a printed receipt, or by using the Search Transactions menu option in the InStore colleague app.
- MIST ID: specify the InStore identifier. You can obtain this from the Payment record in Composable Commerce.
- User ID: use this field to locate transactions that were handled by a specific employee. The User ID is generally displayed on the transaction receipt.
- Show completed transactions: select this to show only completed transactions.
- Show expired session only: select this to show only transactions for which there was no response recorded from the payment service provider.
- Show unreconciled payments only: reserved for future use.
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Click Search, then scroll down to view the Transactions pane.
Review search results
On the Transactions pane, view the results in 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 extended amount of the transaction.
- Date: displays the date and time of the transaction.
View the transaction receipt
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Click the View icon in the Actions menu to view the Transaction Receipt page, which shows the following information:
- Order: the Composable Commerce identifier for this 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 info 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 that the customer used to pay for the order.
- Amount: the amount that the customer paid using this method of payment.
- Tender details: information about the card, gift card, or digital wallet processor and account that was used for payment, if any.
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Click Close to return to the Transactions pane.