The following shows the full interface for the transaction search facility
Transactions Search
Transaction searches can be facilities with the use of 3 search facilities:
1. QuickSearch
The QuickSearch facility allows users search for a specific reference on the to all of the PayU stores they are associated to.
The facility located at the top of the page allows for searching on the following types of reference using the green dropdown.
- Merchant reference:
This is the reference issued by a merchant's system and provided to the PayU platform when sending a transaction for processing to PayU
- PayU Reference
This reference is issued by the PayU platform and provided back to the merchant's system as part of the response at the time of processing a transaction.
- Gateway reference
This reference is generated when the PayU platform interacts with a third party platform and provided back to the merchant's system as part of the response at the time of processing a transaction.
- Bank reference
- This reference is generated for a credit card transaction when the PayU platform interacts with the bank and is provided back to the merchant's system as part of the response at the time of processing a transaction.
To use:
- select the type of reference you would like to search for
- enter the full reference number (partial searches are not supported)
- press the enter button
2. QuickFilter
The Quickfilter facility allows for a user to quickly filter for transactions that match a specific payment method.
Located on the left hand side the facility support filtering on the following payment methods
- Credit Card
- SmartEFT
- DiscoveryMiles
- eBucks
- Masterpass
When clicking on any of the filtering options transactions matching todays's date will automatically be retrieved and displayed on the search results section.
3. Advanced Search
The Advanced search is located at the top of the search results page and allows refinement of the transaction search parameters
Parameters include:
Date range | Provides search functionality to retrieve transactions within a date range |
Reference | If populated it will the platform will search for transactions matching the type of reference chosen from the green drop down |
Store | Provides search functionality to retrieve transactions for PayU stores associated to the user. |
Transaction type | Provides search functionality for transactions matching one or more transaction types which include:
|
Transaction status | Provides search functionality for transactions matching one or more transaction status which include:
|
Payment method | Provides search functionality for transactions matching one or more payment methods which include:
|
Basket Amount | Provides search functionality to retrieve transactions with a basket amount within a range |
These transaction can also be exported as well as printed via the button made available on the advanced search page.
Transaction search results
Search results action bar
The transaction search results bar has the following information
- Amount of transactions currently displayed
This is shown on the top left hand side. Based on the maximum amount of transactions more pages can be viewed by using the pagination facility (described further below) located on the far left hand side - Change the maximum amount of transactions displayed
The maximum amount of transaction displayed changed by clicking on the dropdown box in the middle of the results page and selecting one of the options in the dropdown - Pagination
Thisis facilitated by clicking on the First, Previous, Next, Last links on the far right hand side - Column based sorting
Transaction can be sorted by clicking on the column header located in the green header bar at the top of the search results bar
Accessing order details
A transaction's order details can be viewed by clicking on:
- the PayU reference
- the + sign and then on more details
Transaction life cycle management
When clicking on the + icon, any of the following options are made available based based on the current state of the transaction - Credit, Reserve Cancel and Finalise. When clicking on the these options a popup box will appear with the relevant details for the applicable action.
