CAMPAIGN ORDERS 

Campaign Orders report is a document that provides information on the sales and performance of a specific marketing campaign. It includes details such as the number of campaign being purchased for each order / transaction (Set Qty), the total amount of transaction per order, etc. Basically this report will show the details of campaign transactions.


COUPON AUDIT TRAIL

Coupon Audit Trail is a record-keeping system that tracks the detail coupon information (log) from its creation until the redemption (usage of coupons issued by a company). It is a way for businesses to keep track the distribution, redemption, and overall usage of coupons, ensuring that they are being used in accordance with the company's policies and procedures. The audit trail includes information such as the date the coupon was issued, the customer who received it, the product or service it was applied to, the date it was redeemed, and the discount amount or value, etc. This report is essential for auditing and monitoring purposes, providing a comprehensive record of all coupon redemptions within the system. This information can be used by businesses to evaluate the effectiveness of their coupon campaigns, identify trends in coupon usage, and detect any fraudulent or unauthorised coupon activity.


ACTION - (to be provided)


STATUS - (to be provided)


COUPON RECONCILIATION

Coupon reconciliation is the process of ensuring that all issued coupons have been properly redeemed or expired and that there are no discrepancies in the coupon usage or accounting. This involves comparing the coupon usage data to the records of issued coupons to identify any errors or discrepancies. The reconciliation process helps businesses to track their coupon expenses and ensure that they are not losing revenue due to fraud or mismanagement of coupons. Coupon reconciliation is an important aspect of coupon management and helps businesses to maintain accurate financial records and improve their bottom line

There are 2 reports available; summary by coupon and summary by location.


SYSTEM AUDIT LOG 

System Audit Log is a record of all coupon activities and events that occur within the system. It contains information such as the date and time of the event, the user who performed the action, and the status of the action taken towards that specific coupon eg. Created, Updated, Active. Each activities will create a new transaction ID.


THIRD PARTY REPORT

Third Party Report is a report that tracks all the coupon redemptions (coupon provided by a third-party and redeemed using the Mezzofy platform). The report contains a comprehensive log of coupon data, including the transaction code, transaction amount, and other relevant details. The purpose of the Third Party Report is to provide merchants with a detailed record of all coupon redemptions made through the Mezzofy platform, allowing them to reconcile their records and ensure accurate accounting of all coupon-related transactions. This report can be useful for auditing purposes, as well as for detecting and preventing fraud or other irregularities in coupon redemption.


TRANSACTIONS

Transaction report contain the log of all coupon issuance related activities. It tracks coupons that are issued through various methods, such as campaigns, catalogues, back office, API, and more, and includes important details such as the PO number, customer information, invoice number, payment status, issue type, message status, and all other relevant informations. Additionally, the report provides detailed information about each transaction, including the specific coupon details. This report can be used by businesses to gain insights into their coupon activities and track the effectiveness of their coupon campaigns.


Action 

  • Commit - is an action that is taken to update the status of a coupon from "Pending" to "Success" and issue the coupon, even though the status was not initially updated due to technical reasons. It essentially overwrites the pending status to reflect the actual successful completion of the transaction
  • Rollback - is an action that can be taken when the status of a transaction is "Pending". It is used to cancel the transaction and release the coupon.

Address - Address refers to the location where the customer resides or conducts business, and it typically includes the street address, city, state/province, postal code/zip code, and country.


Currency - Currency refers to the type of currency that is used for transactions, payments, and refunds. Different payment gateways may support different currencies, and the currency used will depend on the country or region where the payment gateway is being used. Currency is an important aspect of any payment gateway setup, as it ensures that transactions are processed accurately and that customers are charged the correct amount for their purchases.


Details - Details refer to the specific information related to a transaction such as transaction details, campaign, and coupon details.


Invoice - An invoice is a document that itemizes a transaction between a merchant and a customer. It provides a record of the products or services being purchased or downloaded. Invoices are issued by the merchant for the customer and it can be generated and printed out for record-keeping, accounting, auditing, and tax purposes.


Invoice No. - Invoice Number is a unique identifier assigned to a specific invoice issued by a merchant to a customer. It is an auto generated number that helps to keep track of individual transactions and serves as a reference point for future communication and record-keeping purposes. The invoice number is often included on the invoice itself, along with other information such as the date, merchant and customer details, description of products or services, quantities, prices, and payment terms. 


Message Status - Message Status refers to the status of a message sent to a user's email address and this will only be shown when the "Delivery" field is activated. There are few different statuses as below.

  • Send - The message has been successfully sent to the recipient's email address or mobile number.
  • Delivery - The message has been delivered to the recipient's email server or mobile device.
  • Open - The recipient has opened the email message or notification.
  • Click - The recipient has clicked on the coupon or link in the message.
  • Bounce - The message could not be delivered to the recipient's email server or mobile device.
  • complain - The recipient has reported the message as spam or unwanted.

PO Date - Purchase Order Date refers to the date on which a purchase order is issued by a customer to indicate the intent to purchase the campaigns, products, or coupons. The PO Date is a crucial piece of information as it serves as a reference point for various activities such as payment processing, order fulfillment, and delivery scheduling.


PO No. - Purchase Order Number is a unique identification number (auto generated) that is assigned to a specific order issued by a customer. It is a reference number that is used to track and manage the purchasing process from start to finish. The PO No. is auto generated by the system and is included in the purchase order document, which specifies the items, products, campaigns, or coupons being purchased, the quantity, the price, and the delivery date. The PO number is important for both the customer and the merchant as it provides a means of tracking and reconciling orders and invoices.


Receipt No. - Receipt No. refers to a unique identifier assigned to a transaction that has been processed through a payment gateway or POS system. It is used for reconciliation purposes between the merchant and the payment gateway or POS to track and verify the payment transactions that have been completed.


Total - Total refers to the overall value of the purchase order, which includes the cost of all the products or services requested in the order, as well as any additional fees such as taxes, etc. The total is the final amount that the customer is obligated to pay to the merchant. It is an important element of a PO as it helps both the merchant and the customer to have a clear understanding of the financial obligations of the transaction. The currency for the total will be based on the payment gateway setup or the currency specified in the PO.


Transaction No. - Transaction Number is a unique identifier assigned to a transaction that is processed through a payment gateway or point of sale (POS) system. It is used for reconciliation purposes with the payment gateway or POS, and helps to ensure that transactions are accurately recorded and accounted for. By matching the transaction number with the corresponding record in the payment gateway or POS system, merchants can verify that the transaction was successfully processed and that the funds were properly credited to their account.


Transaction Status - Transaction Status is a status that applies only to transactions that use a payment gateway or POS. There are five possible statuses as below, and this status indicates the result of the transaction and can be used for reconciliation with the payment gateway or POS system.

  • Success - payment gateway or POS system returned 'Successful' and coupon issued to the customer successfully.
  • Error - payment gateway or POS system returned 'Successful' but coupon is not successfully issued to the customer.
  • Timeout / Incomplete - payment gateway or POS system didn't response within the expected time or customer didn't complete the transaction.
  • Failure - payment gateway or POS system responded that payment is failure.
  • Pending - indicates the transaction is waiting for a response from the payment gateway or POS system. It is the default status when the payment is being initiated, and if there is no response, the status will be changed to "Timeout". When the transaction is in the "Pending" status, the coupon will be held.