Transaction Table

The Transaction Table is where your transaction data will be stored. There are two ways of creating a Transaction Table:Simple Setting and Advanced Setting. This page covers the steps how to create a Transaction table through Advanced Setting.

Advanced Setting: Transaction

In order to configure Transaction:

• Go to Setting ()
• Click Transaction under Configuration ribbon

The system asks you to name the entity that will appear at the top menu bar. By default, inLOGIC refers to the entity where your sales data to be stored, “Transaction.” But, you are more than welcome to change the entity label as you wish according to your business requirements (e.g., Deal, Sales, Units, Event, etc.). The new entity name will appear at the top menu bar at your next login.

Name the Table according to the Nature of Your Business

• Click Create Transaction button
• Confirm the type, and click Yes button to proceed
• Mosue-over Add Field tab, and start adding data fields

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• When finished, click Save Change
• Confirm what you are saving, and click Yes button to proceed
• To review the configuration, click Transaction from the top menu bar

By adding fields, you have successfully created a Transaction entity. Confirm data fields you have added appear as table column headings.

Added Data Fields Appear as Table Column Headings