Attribute sales to staff members
This page was printed on Jan 23, 2021. For the current version, visit https://help.shopify.com/en/manual/sell-in-person/pos-classic/transactions/cart/sales-attribution.
While you're processing an order on Shopify POS for iPad, you can attribute sales to a staff member from the products and cart screen. If you want to attribute sales to a staff member, then you have to add the staff member to the sale before completing the order. Only staff members with a PIN assigned can be attributed sales.
You can track your staff's performance and sales attribution by using the Retail sales by staff who helped with sale report.
Attribute a staff member to an item in a transaction
- In the Cart section of the products and cart screen, tap a product.
- Tap Add staff who helped with sale.
- Select the staff member you want to attribute the sale to.
- Tap Done.
Remove a staff member from an item in a transaction
- In the Cart section of the product and cart screen, tap the product you have added staff to.
- Tap Add staff who helped with sale.
- Select a new staff member to change the staff member if more than one staff member is added to the order, or select Remove to clear all selections.
- Tap Done
Bulk attribute staff to a full transaction
You can attribute sales for all of the items in an order to one staff member.
- In the Cart section of the products and cart screen, tap the
...
- Tap Add staff who helped with sale.
- Select the staff member you want to attribute the sale to.
- Confirm that the items you want to attribute to staff are selected. If there is an item you do not want to attribute to staff, then deselect the item.
- Tap Done.