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.Documentation Index
Fetch the complete documentation index at: https://docs.omneo.io/llms.txt
Use this file to discover all available pages before exploring further.
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.
Transaction vs Order
| Concept | Description |
|---|---|
| Transaction | A completed, finalised purchase or return. Immutable. |
| Order | An unfinalised record (web order, layby). Mutable. Can become 0, 1, or many transactions. |
Transaction fields
| Field | Description |
|---|---|
profile_id | The profile this transaction belongs to |
external_id | The POS or eCommerce receipt/order number |
total | Total transaction value |
subtotal | Pre-discount total |
tax | Tax amount |
discount | Total discount applied |
currency | Currency of the transaction |
location_id | Store or location where the transaction occurred |
staff_id | Staff member who processed the transaction |
occurred_at | Date and time the transaction took place |
items | Array of transaction line items (products) |
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.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.Incentive side effects
When a transaction is created with a profile, Omneo:- Recalculates points based on active point definitions
- Updates profile aggregations (spend, frequency, etc.)
- Evaluates tier progress
- Fires any configured reactions (e.g., issue a reward on spend milestone)