How to attribute a sale to a staff member?
This guide details how to manually attribute sales to staff members in Shopify POS with EasyTeam: Automatically, sales are attributed to the staff member logged into the POS at checkout. To change this, during checkout, click 'More Options,' then 'Attribute Sale to Staff' and select the desired staff member.Few readersHow do I create a new commission plan?
This guide outlines the steps to create a new commission plan in EasyTeam, enabling you to structure how sales translate into commissions for your team. Start by accessing the Commissions screen and selecting the "Create plan" button. You have the option to choose between a Fixed commission plan, offering a straightforward percentage or flat amount on sales, and a Sales goals commission plan, which adjusts the commission rate based on sales volume targets.Few readersHow do I assign staff to commission plans?
This guide outlines how to assign staff members to commission plans, ensuring they receive appropriate compensation for their sales performance. Initially, ensure a commission plan is established, detailing eligible products, sales, and commission amounts. Staff may be aligned with multiple commission plans.Few readersHow to attribute past sales?
EasyTeam allows for automatic sales attribution, however a store owner can decide they want to change the automatic attribution of an order to a different staff member. Read this guide to see the different options for attributing existing sales.Few readersHow do I edit a commission plan?
Editing commission plans allows you to keep your commissions in line with your revenue goals. You can add and edit commission eligibility from specific products to keep your business goals in line with your staff compensation.Few readersHow to export sales and commissions report?
Export your sales reports and the calculated commissions to connect them with your payroll software. Easily get your data into ADP, Hourly, Rippling, Paychex, Gusto, Quickbooks and more.Few readers