Placewise API
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Placewise 🗗
ExplorePublic APIManagement APIUsers APIOperations API
Messaging APIReporting APIML APIData API
ExplorePublic APIManagement APIUsers APIOperations API
Messaging APIReporting APIML APIData API
  1. Revenue Reporting
  • Introduction
  • Manager API
    • Introduction
    • Settings
      • Introduction
      • Show Operations Settings
      • Update Settings
    • ABM Links
      • List ABM Links
      • Show Unassigned ABM Links Count
      • Import ABM Links
    • Members
      • Show Contact
      • Delete Contact
      • Update Contact
    • Issues
      • Introduction
      • Reopen Issue
      • List Issue Types
      • List Issues
      • Show Issue
      • Accept Issue
      • Resolve Issue
    • Articles
      • Introduction
      • List Articles
      • Show Article
      • Create Article
      • Update Article
      • Destroy Article
    • Articles Categories
      • Introduction
      • List Categories
      • Show Category
      • Create Category
      • Update Category
      • Destroy Category
      • List Categories with Articles
    • Documents
      • Introduction
      • List Documents
      • Show Document
      • List Document Recipients
      • Create Document
      • Update Document
      • Add Recipients to the Document
      • Destroy Document
    • Resource Types
      • Introduction
      • Show Resource Type Schema
      • Update Resource Type Schema
    • Resources
      • Introduction
      • Delete Resource
      • List Resources
      • Show Resource
      • Accept Resource
      • Reject Resource
      • Create a Resource Reminder
    • Revenue Reporting
      • Introduction
      • List Store Tax Categories
        GET
      • Bulk Update Store Tax Categories
        PUT
      • List Aggregated Reports
        GET
      • List Aggregated Reports As Csv
        GET
      • Show Policy
        GET
      • Update Policy
        PUT
      • List Tax Categories
        GET
      • Bulk Update Tax Categories
        PUT
      • Download revenue reports import template
        GET
      • Import revenue reports from file
        POST
    • Alerts
      • Introduction
      • Recall Alert
      • Deactivate Alert
      • List Alerts
      • Show Alert
      • List Alert Recipients
      • Create Alert
      • Accept Alert
      • Reject Alert
    • Alert Templates
      • Introduction
      • List Alert Templates
      • Show Alert Template
      • Create Alert Template
      • Update Alert Template
      • Destroy Alert Template
    • Footfall Reporting
      • List Footfall Reports
      • Bulk Update Reports
  • Tenant API
    • Introduction
    • Documents
      • Introduction
      • List Documents
      • Show Document
      • Confirm Document
    • Resource Types
      • Show Resource Type Schema
    • Resources
      • Introduction
      • List Resources
      • List Deleted Resources
      • Show Resource
      • Create Resource
      • Update Resource
      • Destroy Resource
      • Resubmit Resource
      • Restore Resource
    • Alerts
      • Introduction
      • List Alert Types
      • List Alerts
      • Show Alert
      • Create Alert
      • Report to Alert
    • Alert Templates
      • List Alert Templates
    • Push App Tokens
      • Introduction
      • Add App Tokens
    • Revenue Reporting
      • List Reporting Periods
      • List Reporting Period Reports
      • Bulk Update Reports
      • List Tax Categories
      • List Store Tax Categories
      • Bulk Update
    • ABM Links
      • Assign ABM Link
      • Send ABM Link
    • Issues
      • Introduction
      • List Issues
      • Show Issue
      • Create Issue
      • Update Issues
      • Destroy Issue
    • Articles
      • Introduction
      • List Articles
      • Show Article
      • List Categories with Articles
  1. Revenue Reporting

Introduction

Policy model#

A policy is an entity that represents rules according to which the revenue reports in the club need to be made.
Some stores may be excluded from it.

Example#

{
  "policy": {
    "id": 89,
    "period": "week",
    "closing_day": 5,
    "excluded_store_ids": [3],
    "currency": "nok",
    "created_at": "2021-05-11T02:16:43.113Z",
    "updated_at": "2021-05-11T02:16:43.113Z"
  }
}

Definition#

KeyTypeOptionalDescription
idintegerno
periodenum: ["day", "week", "month", "quarter]nounit of the report generation frequency - could be one of day, week, month, quarter
closing_dayintegernono. of days after period end when reports are expected to be filled
excluded_store_idsarray[int]yesrepresents the ids of the stores to which the policy is NOT assigned (all others are in by default)
currencystringnorepresents the currency in which the store policy reporting entries will be reported
created_atdatetimenotime of the creation
updated_atdatetimenotime of the last update

Tax Category model#

Example#

A revenue reporting tax_category is an entity that represents a category of tax to which a revenue report will be assigned. It comprises of name and tax percentage - the name has to be unique within a loyalty club, but the tax percentage is optional and currently not used anywhere.
{
  "tax_category": {
    "id": 89,
    "name": "Revenue reporting tax_category 1",
    "tax_percentage": 23.8,
    "created_at": "2021-05-11T02:16:43.113Z",
    "updated_at": "2021-05-11T02:16:43.113Z"
  }
}

Definition#

KeyTypeOptionalDescription
idintegerno
namestringnoname of the tax category
tax_percentagedoubleyestax percentage of the tax category
store_idsarray[int]yesids of stores associated to the tax category
created_atdatetimenotime of the creation
updated_atdatetimenotime of the last update

Report model#

{
  "report": {
    "id": 169,
    "policy_id": 1,
    "tax_category_id": 1,
    "period_unit": "week",
    "period_year": 2021,
    "period_number": 30,
    "day": "2021-07-27",
    "transaction_count": 5,
    "value_cents": 324328,
    "value_currency": "nok",
    "user_id": "c1c31507-fb38-474e-acf3-704032011393",
    "member_id": 46953947,
    "deadline_at": "2021-08-02T21:59:59.999Z",
    "filled_at": "2021-08-06T16:06:38.472Z",
    "created_at": "2021-07-27T14:18:09.548Z",
    "updated_at": "2021-08-06T16:06:38.484Z"
  }
}

Definition#

KeyTypeOptionalDescription
idintegerno
policy_idintegernosee Policy model
tax_category_idintegernosee Tax Category model
period_unitenum: ["day", "week", "month", "quarter]noReporting period of the policy the report has been made for
period_yearintegernoReporting period year
period_numberintegernoNo. of period in the year. Example: 8th month, 31st week of the year
daydatenoDate of report
transaction_countintegernoTotal count of the transactions for the given day
value_centsintegernoTotal value of the transactions for the given day in hundredth units
value_currencystringnoCurrency of value_cents
user_idstringyesuser_id of the tenant that has most recently updated the record
member_idintegeryesmember_id of the tenant that has most recently updated the record
deadline_atdatetimenoTime of the deadline by which the report has to be filled
filled_atdatetimeyesTime when the report has been filled by tenant
created_atdatetimenoTime of the report creation
updated_atdatetimenoTime of the last report update
Previous
Create a Resource Reminder
Next
List Store Tax Categories
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