Transactions

What is a transaction?

A transaction contains key information about a customer purchase, such as the Items, sale price, date and time stamps, and payment methods. Transactions influence different areas of Omneo such as Profile aggregations. Anonymous transactions can be claimed at a later date using Claim Transaction.
This allows the customer to attribute sales to their brand profile at a later date if they forgot to log in.

{
   "id":43,
   "external_id":60391123,
   "redemption":3,
   "profile_id":"08bae47-3333-49d2-9399-c2e87da3328d6",
   "location":3,
   "meta":null,
   "total":99.99,
   "total_original":110,
   "systems":[
      
   ],
   "rounding":10,
   "margin":31,
   "is_void":false,
   "transacted_at":"2021-01-27 23:00:00",
   "timezone":"Australia/Melbourne",
   "tags":[
      
   ],
   "items":[
      {
         "id":55,
         "external_id":null,
         "name":"test_prod",
         "transaction_id":43,
         "product_id":29259,
         "product_variant_id":129929,
         "sku":1012310,
         "variant_external_id":null,
         "is_void":false,
         "quantity":1,
         "price_current":99.99,
         "price_sell":99.99,
         "price_original":null,
         "price_margin":null,
         "price_tax":null,
         "discounts":null,
         "product_images":[
            
         ],
         "created_at":"2021-01-27 23:38:36",
         "updated_at":"2021-01-27 23:38:36"
      }
   ],
   "payments":null,
   "receipt_is_email":null,
   "receipt_ref":null,
   "claimed_at":null,
   "receipt_email":null,
   "staff":null,
   "currency_id":null,
   "currency_rate":null,
   "currency":null,
   "created_at":"2021-01-27 23:38:36",
   "updated_at":"2021-01-27 23:38:36"
}

Transaction Properties

Meta Fields

For any custom data required for your Omneo integrations, meta can be used to store your custom data as an object. These key value pairs can be modified as needed, and there is no limit to their naming or quantity.

Attribute	Description
id `READ-ONLY` `INTEGER`	A read only identifier for the transaction
profile_id `STRING`	The `profile_id` of the linked Profile *or email/identity value when `profile_id_handle` specified
profile_id_handle `STRING`	Specify to search a profile by email or identity. Further information on `profile_id_handle` in below section
external_id `STRING`	An 3rd party reference for the transaction. Usually the transaction reference as it appears in the client system
redemption `OBJECT`	The redemption object returned from the specified `redemption_id` provided during the Add Transaction request.
redemption_id `INTEGER`	The `id` of the redemption created using Add Reward or Point Redemption. Used to attach the redemption to a transaction.
location `OBJECT`	The Location where the transaction was placed
location_id `STRING`	Omneo first looks for a location with matching `id` If not found, Omneo will search for a location with a matching `external_id` if not found, Omneo will create a new transaction with matching `external_id`
currency `STRING`	The currency of the transaction Must be a valid currency configured in your Omneo portal
total `FLOAT`	The total value of the sale
rounding `FLOAT`	a $ value used when rounding the total value, this is usually cents and is can be used to round the total up to the nearest whole number.
tender `STRING`	A simple string displaying the tender used on the transaction.
margin `FLOAT`	The gross profit across the entire transaction.
deliver_at `DATE-TIME`	The delivery date and time
transacted_at `DATE-TIME`	The Date and time of the transaction
tags `ARRAY`	An array of customised tags against the transaction
systems `ARRAY`	An array of systems against the transaction e.g ['pos','eftpos']
staff_id	The `staff_id` responsible for handling the transaction
payments `ARRAY`	An array of payments used against this transaction. example: [ { "eftpos" : 100, "cash": 20 } ]
total_original `FLOAT`	The total original price of the transaction
timezone `STRING`	The timezone the transaction was placed in
items `OBJECT`	Transaction line items attached to this transaction
receipt_is_email `BOOLEAN`	A boolean denoting whether the receipt was sent as an email
receipt_ref `STRING`	The customer reference for the receipt. This is usually the customers primary identifier for the transaction, and is printed on their receipt.
claimed_at `DATE-TIME`	Date the transaction was claimed (if applicable)
receipt_email `EMAIL`	The customer email address the receipt will be sent.
meta `OBJECT`	All custom data to your Omneo implementation can go here. This can contain key value pairs. Some examples might be {"connote": 123, "shipping_date": "12-1-2022"}

Attaching Profile to transaction using Email or Identity.

In many cases, the external client system will have no knowledge of the omneo id.
attaching a profile_id_handle to the transaction payload, changes the way Omneo searches for profiles.

This field can be set to search by Profile Identity, or by profile email.

By setting the profile_id_handle to 'email'
Specify the "email" of the Omneo Profile you wish to attach the sale to
in the profile_id field. Omneo will now search for a profile matching that email, and attach the transaction to it.
As part of your payload, this may look like:

{
 ...
"profile_id" : "[email protected]",
"profile_id_handle": "email"
 ...
}

By setting the profile_id_handle to anything else
If this field is set to any other string, Omneo will look for a Profile with a Profile Identity handle of the value you've put in profile_id_handle, and with an identify value of the string you've specified in profile_id.
An example of this in action may look like:

{
 ...
"profile_id" : "ID123",
"profile_id_handle": "ap21"
 ...
}

In the above example, Omneo will search for a profile with an identity with a handle "ap21".
And a value of "ID123". If this is found, Omneo will attach this profile to the transaction.

With the above logic, it is possible to attach an Omneo profile to a transaction without knowing the ID.
If external client system ID's are stored against profiles as identities or if the profile email is unique between systems, this method can be used.

Event Context

The transaction context available in webhooks and targets.

{
   "id":20,
   "external_id":"3d12ass4s4ds11",
   "redemption_id":null,
   "redemption":null,
   "profile_id":"928bc629-8646-4d4b-808d-790fe6f334ae",
   "staff_id":"92c1f3e8-98ab-4344-8508-aa7e018cda5b",
   "staff" : {}, // Staff Context
   "profile":{}, // Profile Context
   "location_id":2,
   "location":{}, // Location Context
   "currency_id":null,
   "total":19.99,
   "is_void":false,
   "total_original":null,
   "currency_rate":null,
   "rounding":null,
   "margin":null,
   "meta":null,
   "deliver_at":null,
   "claimed_at":null,
   "transacted_at":"2021-04-16 03:45:20",
   "tags":[
      {
         "id":11,
         "handle":"simple",
         "created_at":"2021-04-23 02:04:38",
         "updated_at":"2021-04-23 02:04:38"
      },
      {
         "id":12,
         "handle":"tag",
         "created_at":"2021-04-23 02:04:38",
         "updated_at":"2021-04-23 02:04:38"
      }
   ],
   "systems":[],
   "items":[
      {
         "id":20,
         "profile_id":"928bc629-8646-4d4b-808d-790fe6f334ae",
         "transaction_id":20,
         "is_void":false,
         "is_transaction_void":false,
         "name":"Product 1",
         "quantity":1,
         "quantity_abs":1,
         "price_current":10,
         "price_sell":9,
         "price_original":10,
         "price_margin":1,
         "price_tax":null,
         "product_variant_id":1,
         "product_id":1,
         "item_sku":null,
         "variant_external_id":null,
         "sku":"aaaa",
         "product":{
            "brand":"test_brand"
         },
         "product_options":[
            
         ],
         "product_images":[
            
         ],
         "discounts":null,
         "created_at":"2021-04-23 02:05:10",
         "updated_at":"2021-04-23 02:05:10"
      }
   ],
   "payments":[
      "EFTPOS",
      "TESTING"
   ],
   "receipt_is_email":false,
   "receipt_ref":"AxKCC244XX133",
   "receipt_email":"[email protected]",
   "created_at":"2021-04-23 02:05:10",
   "updated_at":"2021-04-23 02:05:10"
}