Transactions with line-level details linked to each customer. This includes product skus bought within each transaction, their associated revenue and other line status information such as demand, canceled, shipped or returned.
| Field Name | Required ? | Data type | Referential integrity | Description |
|---|---|---|---|---|
| SourceTransactionItemNumber (key) | Required | String | Webtag:SourceTransactionItemNumber | The unique identifier of the transaction item in your data. If the item has multiple rows (e.g. after each status update, from “demand” to “shipped” for instance), this still needs to be unique per row. A conventional way to achieve this is to append the status of the item to its identifier. |
| SourceTransactionNumber | Required | String | Transaction:SourceTransactionNumber, Webtag:SourceTransactionNumber | The unique identifier of the transaction to which this item belongs. |
| SourceOrganizationNumber | Required | String | Organization:SourceOrganizationNumber | The identifier of the organization where the TransactionItem was purchased/returned. |
| Type | Required | String | The type of transaction item. This is to categorize purchases that should/should not be included in calculations (e.g. Lifetime Value, AOV, etc…). The only value that will be considered for calculations is “Purchase”. Anything else (e.g. “Swatch”, “Sample”) will be ingested but will be ignored in Customer Data Platform (CDP)’s standard calculations. If no value is provided, CDP will default to “Purchase”. | |
| Subtype | Required | String | The type/status of the transaction item. The only accepted values are : “Demand” (for items that have been billed but didn’t ship yet), “Canceled” (for items that have been billed then canceled & refunded before shipping), “Shipped” (for items that have been billed and shipped) , “Returned” (for items that have been billed, shipped, then returned and refunded). | |
| InvoiceDate | Required | Datetime | The date at which the overarching transaction was placed. | |
| ShipDate | Required | Datetime | The date at which this specific transaction item was billed (Subtype=Demand), or canceled (Subtype=Canceled), or shipped (Subtype=Shipped), or returned (Subtype=Returned). | |
| SourceProductNumber | Required | String | Product:SourceProductNumber | The identifier of the product purchased in that transaction item. There should only be one SourceProductNumber per line in this feed. If the customer purchased multiple distinct products in the same transaction, each unique SourceProductNumber should have its own transaction item line. If the customer purchased multiple times the same product, use only one line in this feed, with that product’s SourceProductNumber but a Quantity equal to the purchased quantity for that product. |
| Quantity | Required | Integer | The quantity for the product that was purchased in this transaction item. This value should reflect the Subtype : if Subtype=”Demand” or “Shipped” it should be positive, and if Subtype=”Canceled” or “Returned” it should be negative (to negate the lines corresponding to the past status of this item). | |
| Weight | Optional | Float | The total weight of product sold in the transaction item. Note : this is not used in CDP’s calculations, and is simply provided as a standard “pass-through” attribute. | |
| Volume | Optional | Float | The total volume of product sold in the transaction item. Note : this is not used in CDP’s calculations, and is simply provided as a standard “pass-through” attribute. | |
| ListPrice | Optional | Float | The total ListPrice value of the product purchased in the transaction item. | |
| Currency | Optional | String | The currency for this transaction item’s revenue/costs/discounts/other monetary amounts. | |
| SaleRevenue | Required | Float | The price paid by the customer for this item, after discount (but before shipping/tax/fees). This is also referred to as “product revenue”. For most cases, it is Quantity*(UnitSalePrice-UnitDiscount). This value should reflect the Subtype of the item : if Subtype=”Demand” or “Shipped” it should be positive, and if Subtype=”Canceled” or “Returned” it should be negative (to negate the lines corresponding to the past status of this item). | |
| Discount | Required | Float | The product discount for this item (before any discount on shipping/tax/ fee). It should also include any transaction-level discount if any was applied. This value should reflect the Subtype of the item : if Subtype=”Demand” or “Shipped” it should be positive, and if Subtype=”Canceled” or “Returned” it should be negative (to negate the lines corresponding to the past status of this item). | |
| CostBasis | Optional | Float | The total Cost of Goods Sold (COGS) for this item. This field is required if you need CDP to compute the product margin. This value should reflect the Subtype of the item : if Subtype=”Demand” or “Shipped” it should be positive, and if Subtype=”Canceled” or “Returned” it should be negative (to negate the lines corresponding to the past status of this item). | |
| Tax | Optional | Float | The amount of taxes paid by the customer on this item. This value should reflect the Subtype of the item : if Subtype=”Demand” or “Shipped” it should be positive, and if Subtype=”Canceled” or “Returned” it should be negative (to negate the lines corresponding to the past status of this item). | |
| ShippingRevenue | Optional | Float | The amount paid by the customer for shipping this item. This value should reflect the Subtype of the item : if Subtype=”Demand” or “Shipped” it should be positive, and if Subtype=”Canceled” or “Returned” it should be negative (to negate the lines corresponding to the past status of this item). | |
| ShippingCost | Optional | Float | The amount spent by your company to ship this item. This value should reflect the Subtype of the item : if Subtype=”Demand” or “Shipped” it should be positive, and if Subtype=”Canceled” or “Returned” it should be negative (to negate the lines corresponding to the past status of this item). | |
| ShippingDiscount | Optional | Float | Any discount applied on shipping for this item. This value should reflect the Subtype of the item : if Subtype=”Demand” or “Shipped” it should be positive, and if Subtype=”Canceled” or “Returned” it should be negative (to negate the lines corresponding to the past status of this item). | |
| OtherRevenue | Optional | Float | Any other non-product, non-shipping, non-tax revenue generated by this item (fees, others…). This value should reflect the Subtype of the item : if Subtype=”Demand” or “Shipped” it should be positive, and if Subtype=”Canceled” or “Returned” it should be negative (to negate the lines corresponding to the past status of this item). | |
| OtherCosts | Optional | Float | Any other non-product, non-shipping cost generated by this item (fees…). This value should reflect the Subtype of the item : if Subtype=”Demand” or “Shipped” it should be positive, and if Subtype=”Canceled” or “Returned” it should be negative (to negate the lines corresponding to the past status of this item). | |
| DateCreated | Optional | Datetime | The date at which the record was created in your system. | |
| Gift | Optional | Boolean | A flag to indicate whether this item was a gift or not. Note : this is not used in CDP’s calculations, and is simply provided as a standard “pass-through” attribute. | |
| Custom attributes | Optional | Any (float, datetime, string, boolean) | Custom attributes that you want to use inside the CDP application. Note that this customization is not self-service, requires you to engage with your CDP CSM, and involves some deployment effort. |
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