The Transactions page displays purchase data recorded through your POS integration. Each transaction is tied to a program member and shows what was purchased, where, and when. This is useful for reviewing member spending activity and verifying that transactions are being captured correctly.
Navigate to the Point of Sale tab in the admin and select Transactions from the left-hand menu.
Several filters are available at the top of the page to help you narrow down the data:
SKU Search Enter a specific SKU and click Go! to filter transactions to only those containing that item.
SKU Categories Filter by a SKU category to view transactions grouped under a particular product type.
Locations Filter transactions by POS location.
Date Range Click the date range selector to choose a time period. Preset options include This Week, Last Week, This Month, This Quarter, and This Year. Select Custom Range to enter specific FROM and TO dates, then click Apply.
The default view shows individual transactions per member. Each row displays:
Customer — The member associated with the transaction.
Location — The POS location where the purchase occurred.
Category — The SKU category of the item purchased.
SKU — The specific SKU purchased.
Quantity — The number of units in the transaction.
Revenue — The dollar value of the transaction.
Date/Time — When the transaction took place.
Columns can be sorted by clicking the column headers.
Click the SKUs toggle to switch to an aggregated view grouped by SKU rather than individual transactions. This view shows:
Location — The POS location.
Category — The SKU category.
SKU — The specific SKU.
Quantity — Total units sold across the selected date range.
Revenue — Total revenue for that SKU.
Member Revenue — Revenue attributed to program members specifically.
