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Marketplace Transaction Management and Statuses

Review marketplace transactions, open transaction details, and update transaction status when needed. You can also view the related user or item, export transaction data, and bulk edit selected transactions.

Marketplace Transaction Management and Statuses

Review marketplace transactions, update their status and description, and open the related item. You can also request the transactions report and change the status of several transactions at once.

Where do I find transactions?

Go to Modules > Marketplace > Dashboard. The Marketplace Transactions List shows every exchange made by users. Each item's Item Details page also has an Item Transactions List with the transactions for that item.

Which statuses can a transaction have?

Each transaction has one of three statuses, which you set as you process the request: Pending, In Progress or Completed.

Users see the status of their own exchanges in the Transactions tab of the Marketplace.

How do I open a transaction?

  1. In the transactions list, click the transaction row, or open the actions menu at the end of the row and select Edit.

  2. Review the information in Transaction Details: ID, Item, User and Price are read-only.

How do I change a transaction status?

  1. Open Transaction Details for the transaction.

  2. Choose the new Status. If needed, update the Description.

  3. Click Update.

  4. If you want to undo your changes before saving, click Reset.

To remove the transaction, click Delete in the same window and confirm.

How do I open the related item?

On the Dashboard, open the actions menu at the end of the transaction row and select View Item. This option is not shown when the item has been deleted; the list then shows Item Deleted.

How do I export or bulk edit transactions?

  1. To export, click Export at the top of the Dashboard and choose Export Transactions Report. You receive a link to download the report by email.

  2. To update several transactions at once, tick them in the list and click Edit.

  3. Choose the new Status, click Next, review the change and click Confirm.

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