Receipt Lookup

receipt lookup allows you to search specific receipt ids to find more detailed information about a persona and the sale related to receipt this tool is primarily used for troubleshooting issues use cases bad merge persona1 was merged into persona2's account incorrectly and now sales are being attached to persona2 lookup a receipt id from persona1 to see if the profile the receipt is showing under matches the information for persona1 (name, phone, email) if it does not match, then persona1's profile has been merged into persona2, and you will need to identify which pos profile listed in the profile merges tab belongs to persona1 and update the information on the account missing transaction data if a persona is missing purchase history data, you can use the receipt lookup to see if that transaction is being listed under a different persona duplicate account if a persona is missing purchase history data, you can use the receipt lookup to see if that transaction is being listed under a dupe persona follow manual persona merging docid\ utlwp4snkcmfjzm3wnsoz for how to fix the issue validating an override overrides occur when a persona's information is edited via the aiq dash, or by the customer via their aiq wallet to validate an override has happened, look up the receipt id and see what customer information is available for the specific sale if it does not match the persona, an override may have occurred please contact our support team using the live chat widget on the bottom right of your aiq dash how to lookup a receipt when looking up a receipt id, there are two possible ways to retrieve the receipt id copy the receipt id from the pos note if you are a greenline pos user, please copy receipt id from the personas drawer (see #2 below) if the receipt id from the pos doesn't return any results, navigate to customers > personas > persona details > history tab > points subtab copy the receipt id navigate to customers > receipt lookup paste the receipt id in and click search clicking into the table row will open the json code for the applicable sale information available through receipt lookup receipt id contact id phone number (if available) email address (if available) first name, last name points loyalty member status loyalty sign up date opt in time json code faqs can i look up multiple receipt ids at once? yes when entering multiple receipt ids, separate each with a comma what if i don't know which profile is the correct persona, but i want them unmerged? see manual persona merging docid\ utlwp4snkcmfjzm3wnsoz for how to manually unmerge 2 personas if you have any questions, please reach out to our support team via the live chat docid\ ijomyq3yatpzyso1tjsif