The provided guide seems to be instructions for administrators on how to export customer data from the Webplanex wallet application.
Here's a breakdown of the steps:
- Navigate to Customers: Locate the "Customers" button on the navigation bar within the Webplanex Wallet app.
- Open Customer Transactions: Click the "Customers Transactions" button on table corner.
- Filter Options: Utilize the provided filter options to narrow down your search:
- Date Range: Specify a date range to view transactions within a particular timeframe.
- Offers: Filter transactions based on associated Points offers.
- Keyword Search: Search by order number, customer name, or email address.
- Export Option: Click the "Export" button to begin the export process. The data will be compiled into a CSV file.
What's Included in Customer Transactions:
The customer transactions screen displays the following information for each transaction:
- Order Number
- Transaction Date
- Customer Name
- Order Amount
- Earned Points (amount of Points earned from the purchase)
- Redeemed Points (amount of Points used by the customer)
- Coupon Code (if applicable, used for Points redemption)
- Offer Name (name of the associated Points offer)
I hope this explanation clarifies the process!