Best Practice - What Does Good Transaction Data Look Like?

Best Practice - What Does Good Transaction Data Look Like?


First of all, we want to make it clear that the system offers a high degree of flexibility, and any transaction input is very likely to work:
  • Combining currency symbols and numeric value in transaction data (ex: "$123")?
    • Not a problem - learn more about currency handling here.
  • Using employee IDs instead of user names / emails in transaction data?
    • Not a problem - learn more about how user aliases are used for crediting here.
  • Using per-product costs / quantities instead of total revenue in transaction data?
    • Not a problem - learn more about revenue calculations here.

However, an ideal transaction would include the following fields:
  • A transaction date
  • A unique transaction ID (learn more)
  • A product name
  • A customer name
  • A total revenue
  • A total tax amount (if the revenue includes taxes)
  • An event name (ex: "Ship", "Refund", etc.)
  • A single "Sold By / Owner" field (ex: with the salesperson's email address)
  • A "Team / Territory" field
  • Currency information

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