Assign Salesperson To Each Product or Service
In some industries, businesses need to make an employee responsible for a specific service or product to ensure accurate tracking of sales performance, commission calculations, and accountability. In this guide, we’ll take you through the steps to assign an employee to a service.
Activate the Feature from the POS Settings
First, we need to activate the feature “Assign Salesperson To Each Product or Service” from the POS settings.
Click on “POS” from the main menu then, from the dropdown click “POS Settings“, click on the tab “General“.
Click on the checkbox beside the feature “Assign Salesperson To Each Product or Service” to activate it, then click on the “Save” button.
POS settings cannot be modified while there are active or open sessions. If a session is still in progress, the system will display an alert notifying you that changes cannot be made.
How to Assign a Sales Person to Each Product / Service
Head to the POS selling screen by clicking on “Start Selling” from the dropdown of “POS“.
If no session is currently open, refer to this guide to learn how to start a new one.
Choose a product or service from the products grid, then from the POS order on the left side of the screen, click on the “Salesperson” button.
Select from the list the employee responsible for the service or product.
And the employee will be successfully assigned to the service.
