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How to review items associated with a transaction

Version: V6.2.0
Added on: 06/08/17
Difficulty:
Time: 15 min
Category: Quick Guides

Prerequisite Tutorials

Name Added On Difficulty Time Required Description
How to create a sale 06/04/14 15 mins This tutorial will teach you how to create a new payment.
How to locate a transaction 09/17/14 15 mins This easy tutorial will give you knowledge about how to locate a transaction using a date range.

How to review items associated with a transaction

  1. Are you ready?

    In this tutorial, we are going to learn how to review the items included in a transaction that was split. Items can be present in split transactions as well as level III and terminal transactions depending on an API call that has been submitted. We will review the transactions that include three items such as a T-shirt, a milkshake, and a towel.

    We will use the following parameters:

    Item - T-shirt
    Transaction amount -20$

    Item - milkshake
    Transaction amount -20$

    Item - towel
    Transaction amount -10$
  2. Log in to the system using your Username and Password.

    Note: To learn how to log in and select perspectives, use the prerequisite tutorial Logging in and navigating the application.
  3. First, let's learn how to locate Transactions form
  4. Select appropriate Merchant or Merchant Account in the top left section of the screen.
  5. You can locate transaction using Transactions form, which is available at the following places:

    Perspective => Console Perspective => Transactions Perspective => Management => Merchant Perspective => Processing => Transactions
    Perspective => Administration => Monitoring Perspective => Transactions
    You can choose any place you like.
  6. To learn how to locate a transaction review How to locate a transaction tutorial.
  7. Depending on a type of a transaction (split, level III or terminal), items are available at the following places on the View Transaction form:

    - for split transactions:
    View Transaction => Split Transactions => Items

    - for level II and terminal transactions:
    View Transaction => Items
  8. Review items associated with a transaction using a corresponding section within the Transaction form.
  9. Congratulations, you are done!

    You have learned how to review items included into a transaction. Now you can do this by yourself.

Related Tutorials

Name Added On Difficulty Time Required Description
Reviewing split transactions 04/26/17 15 mins In this tutorial you will learn how to locate and review split transactions.

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