Attribute sale to staff

While you're processing an order on Shopify POS, you can attribute a sale or items in a sale to staff from the cart or from theSmart Grid. If you want to attribute a sale to staff, then you have to add staff to the sale before completing the order. You can search for the staff by typing in the name or scrolling through your staff list to select the staff name. Recently attributed staff names appear at the top when you search staff.

You can track your staff's performance and sales attribution by using theRetail sales by staff attributed to salereport. For example, if you offer commission to your staff, then you can track their commission in the report.

Attribute staff to a full transaction from the cart

You can attribute the sale for all the items in an order to one staff.

Steps:

1. In the cart, tapMore actions.
2. TapAttribute sale to staff.
3. Search for and select the staff that you want to attribute the sale to, and then tapSave.

Attribute staff to an item from the cart

You can attribute the sale for all the items in an order to one staff. If your order has items that are attributed to different staff members, then you can repeat these steps with different staff members as needed.

Steps:

1. In the cart, tap the item.
2. TapAttribute sale to staffin theManage itemview.
3. Search for and select the staff that you want to attribute the sale to, and then tapSave.

Attribute staff to a full transaction from the Smart Grid

You can attribute the sale for all the items in an order to one staff from yourSmart Grid.

Steps:

1. From theSmart Grid, clickAttribute sale.
2. Search for and select the staff you want to attribute the sale to, and then tapSave.

Edit staff attribution on completed orders

You can edit the staff attribution for all items in a completed order, with the Allowed permission forManage sales attribution for orders

Steps:

1. Go to Order Details of the order you want to edit staff attribution.
2. Tap onStaff attributionunder staff section.
3. Tap on a single item orAttribute all itemsto change the respective item staff attribution.
4. Select the new staff and then tapSave.

将员工从一个项目在一个事务中

1. In the cart, tap the product you've added staff to.
2. TapSold by.
3. TapClearor select a new staff.
4. TapSave.

View staff attribution in order details

The staff attributed to your completed orders is displayed in theStaffsection of theOrder detailspage.

TheStaffsection for the order includes the following:

• Staff attribution: the name or names of the staff attributed to line items. You can tap this section to view more details.
• Staff at register: the name of the staff who completed the order.

Learn more about how tosearch your orders in the Shopify POS.

View staff attribution during an exchange or return

You can view the staff attributed to line items when you'rereturningorexchangingitems in an order.

To view the staff attribution, tap on the line item you're returning or exchanging. The staff attribution displays in theStaffsection.