How to attribute a sale to a staff member?
EasyTeam enhances sales and commission tracking directly from your Shopify POS devices. If you have Shopify's POS Pro plan, you can take advantage of the built-in POS sales attribution feature. EasyTeam effortlessly retrieves order details and calculates commissions for each staff member.
By default, EasyTeam assigns sales to the staff member logged into the POS device at the time of the sale, streamlining the process. However, if the sale was made by a different staff member, you can easily reassign the sale to the correct person directly on the POS, using the built-in sales attribution.
EasyTeam matches Shopify's single attribution, enabling you to attribute all items in an order to one staff member. For orders with items attributed to multiple staff, you can attribute each item individually by repeating the process as needed for each item.
If you're using a Shopify POS plan that doesn't include Shopify's sales attribution feature, we got you covered. Utilize EasyTeam's sales attribution tile in the following way:
➡️ Add your products to the order and click on the Checkout button.
➡️ Select the payment option and accept payment.
➡️ Сlick on the Attribute sale to staff tile.
➡️ Select the staff they want to attribute the sale to.
Only staff members that are assigned to the same location as the POS system will appear.
In case you haven't created a commission plan and assigned it to all your staff, please check the following articles: How do I create a new commission plan?, How do I assign commissions plans to staff members?
If you have questions or need help setting up, don't hesitate to reach out. You can find the chat bubble in the bottom right corner ❤️
Updated on: 10/12/2023