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A Transaction in Omneo is a completed, immutable record of a purchase or return. Once created, transactions cannot be edited, they are the source of truth for what a customer has bought and at what value. Transactions are the primary driver of incentive calculations, aggregations, and tier progression.

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Key characteristics

  • Immutable: transactions cannot be modified after creation. If a correction is needed, you must delete and recreate, or use the return mechanism.
  • Attribution: transactions can be attributed to a known profile, or created as anonymous (guest) transactions that are later claimed.
  • Multi-channel: transactions can originate from in-store POS, eCommerce, or manual entry via the API.
  • Side effects: creating a transaction triggers Omneo to recalculate points, aggregations, tier progress, and any configured reactions.

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Transaction vs order

Orders are the “in-progress” state. Once payment is confirmed and the order is finalised, one or more transactions are created. The order remains as a reference record.

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Transaction fields

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Transaction items

Each transaction contains one or more Transaction Items: individual product lines within the transaction. Each item has its own product reference, quantity, unit price, discount, and tax.

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Claiming anonymous transactions

Transactions created without a profile ID are stored as anonymous (guest) transactions. Customers can later claim these transactions by submitting their receipt details via Profile Portal or a claim flow, the transaction is then attributed to their profile and incentive calculations are applied retroactively.

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Incentive side effects

When a transaction is created with a profile, Omneo:
  1. Recalculates points based on active point definitions
  2. Updates profile aggregations (spend, frequency, etc.)
  3. Evaluates tier progress
  4. Fires any configured reactions (e.g., issue a reward on spend milestone)