Transactions Standard Export Template
The Transactions template is based on the Bill Lineitems fact.
This template lets you export transactions related details such as:
- Bill and line-item level transactions
- Member and non-member transactions
- Store level transactions
- Audience list (irrespective of selected date-range)
- Transaction level points
- Transactions of user segments
- Transaction level custom fields, and extended fields
- Line item level custom fields and extended fields
- User level extended fields
Measures
| Measure | Description |
|---|---|
| Initial Bill Value | Represents the original bill amount before any discounts are applied. |
| Bill Number | A unique number for a transaction that is either auto-generated at the POS machine or provided manually. The uniqueness of the bill number depends on the configurations. |
| Visit Count | Total number of visits made by a customer. It is based on the number of transactions recorded for the customer. |
| Bill Amount | Net amount of the transaction made by the customer after discounts, taxes, etc. Represents the final amount the customer is required to pay. |
| Visit Day Count | nth visit of the customer, based on ranking by dates. Even if the customer visits multiple times on the same day, it counts as one day in the visit count. |
| Bill Discount | Total discount applied on the bill. |
| Redeemed Points | Number of points redeemed for a specific transaction. |
| Days Since Last Visit | The number of days since the customer's last transaction. |
| Tax Amount | Total tax levied at the bill level. |
| Central Gst | GST tax levied by the Central Government. |
| Integrated Gst | GST levied by the Central Government for inter-state trade. |
| State Gst | Taxes levied by the State Government on the bill. |
| Auto Update Time Bill | Date and time when the record in the bill table was last updated, in Unix timestamp format. |
| Auto Update Time Shipping | Date and time when the record in the shipping table was last updated, in Unix timestamp format. |
| Auto Update Time Combo Details | Date and time when the record in the combo_details table was last updated, in Unix timestamp format. |
| Auto Update Time Bill Extended Fields | Date and time when the record in the bill extended fields table was last updated, in Unix timestamp format. |
| Total Quantity | Total number of line items in the bill. |
| Reason | Captures the reason for the transaction. |
| Notes | Field for capturing important notes related to a line item, such as a custom description or specific details while recording line-item level data. |
| Converted Bill Id | The new bill id after conversion from non-loyal customer to loyal customer. |
| Allocated Points | Number of loyalty points allocated to a customer for a specific transaction, either at the bill, line item, or customer level. |
| Bill Id | A unique id generated for the bill internally by the system, helping differentiate one customer's bill from another. |
| Rate | Total cost of a line item, obtained by multiplying the item price by the quantity purchased. |
| Line Item Amount | Total amount for the line item after discounts and taxes. |
| Quantity | Number of units/line items bought. |
| Initial Line Item Value | The original value of a line item before discounts or taxes. |
| Item Code | Unique code assigned to a line item within the transaction. |
| Line Item Discount | Discount applied to the specific line item. |
| Parent Line Item Id | Identifier for the parent line item in combo or add-on transactions. |
| Additional Discount | Extra discount applied, such as for combo or bulk items, based on user input. |
| Total Unit Cost | Total price of the item, including taxes and other charges. |
| Auto Update Time Lineitem | Date and time when the line item table (e.g., product name, quantity, price) was last updated, in Unix timestamp format. |
| Auto Update Time Lineitem Extended Fields | Date and time when the line item extended fields table was last updated, in Unix timestamp format. |
| Lineitem Uuid | Universal Unique Identifier (UUID) for the line item. |
| Lineitem Serial Number | Unique serial number for the line item. |
| Lineitem Vat Tax Percentage | Percentage of VAT levied by the Central Government on the line item. |
| Lineitem Vat Amount | Amount of VAT levied by the Central Government on the line item. |
| Lineitem Service Tax Amount | Amount of service tax applicable to the line item. |
| Lineitem Service Tax Percentage | Percentage of service tax levied on the line item. |
| Lineitem Central Gst | GST levied by the Central Government on the line item. |
| Lineitem State Gst | State GST applicable to the line item. |
| Lineitem Integrated Gst | Integrated GST levied by the Central Government on the line item. |
| Lineitem Size | Size of the line item. |
| Description | Description of the line items. |
| Items In Product Set | Count of items within a product set. |
| Item Discount Description | Description of the reason for applying the discount to the item. |
| Item Points Discount | Discount applied to the line item using loyalty points. |
| Item Coupon Discount | Discount applied to the line item using coupons. |
| Item Unit Margin | Profit margin associated with the item. |
| Line Item Id | Unique id generated by the system for the specific line item. |
Dimensions
| Dimension Name | Description |
|---|---|
| Membership | Specifies the membership type and Id of the customer who completed the transaction. |
| User | User details such as user id, source, slab name, external id, fraud status, mobile, email, etc. |
| User Segments | Segment details of the customers such as valued customer, lapsed customer. |
| User Attributes | User attributes such as total visits, recent view. |
| Time | Time attributes. |
| Store Hierarchy | Identifier assigned to the point-of-sale (POS) terminal within a store. |
| Concept Hierarchy | Identifier for the concept. |
| Ou Hierarchy | Identifier for the organization unit. |
| Line Item Outlier | Outlier status of the bill at the line item level. |
| Product | Product related attributes such as item code, category, item id, color, style, etc. |
| Product Attributes | Additional product attributes such as description, item sku and item Id. |
| Bill Outlier | Outlier status of the bill. |
| Date | Date attributes. |
| Repeat | Shows if the customer has made previous purchases or if it's their first transaction. |
| Loyalty | Indicates the loyalty type of the customer. Possible values are - loyalty, non loyalty, not registered (who have not provided their contact details). |
| Source | Indicates the source of the bill. Possible values are instore, e-comm, newsletter, campaigns, NCA, Wechat, Facebook, etc. |
| Line Item Type | Type of the line item; such as an add on item, combo item, combo parent, and split. |
| Parent Item | Product related attributes of the parent item, such as item code, category, item id, color, style, etc. |
| Order Channel | It indicates the specific channel through which the transaction was completed. They include - online, in-store, through a mobile app, etc. |
| Special Lineitem Type | Identifier for the special line item type. Possible values are - free item, and processing fee information. |
| Nps | Net Promoter Score (NPS) for the transaction, where NPS is a measure for customer satisfaction, ranging from 1 to 10. |
| Cashier Id | Identifier of the cashier who processed the transaction. |
| Lineitem Cashier Discount Reason | Identifier of the reason behind the discount applied to the lineitem. |
| Lineitem Cashier | Identifier of the cashier who processed the transaction. |
| Lineitem External Coupon Code | Coupon code id if any external coupon has been applied on the lineitems. |
| Lineitem Return Reason | Identifier of the reason for returning the lineitem. |
| Conversion Request Date | Date when the request was raised to convert a bill from non-loyalty customer to loyalty customer status. |
| Conversion Request Time | Time when the request was raised to convert a bill from non-loyalty customer to loyalty customer status. |
| Bill Conversion Date | Date of the bill conversion when the customer has been converted from non loyalty customer to loyalty customer. |
| Bill Conversion Time | Time of the bill conversion when the customer has been converted from non loyalty customer to loyalty customer. |
| Latest Updated Date | Latest date when the data is updated. |
| Latest Updated Time | Latest date when the data is updated. |
| Cashier Discount Reason | Identifier of the reason behind the discount applied to the bill. |
| Buyer Type | Identifier for the type of buyer. Possible values are retail, and wholesale. |
| Membership Card Present | Indicates whether a membership card is present for the customer or not. |
| Item Tax Code | Indicates a specific tax category. Includes GST at the central and state levels, interstate GST, and taxes levied to the total bill. |
| Item Promotion Code | Gives the line item promotion code information |
| Item Discount Type | Identifier of the type of discount given to the customer. |
| Cashier Name | Name of the cashier who processed the transaction. |
| Card Used | Identifier for the card used in the transaction. |
Updated about 1 month ago