{"id":35329,"date":"2025-06-17T10:21:52","date_gmt":"2025-06-17T10:21:52","guid":{"rendered":"https:\/\/docs.daftra.com\/?post_type=user_manual&#038;p=35329"},"modified":"2026-01-08T13:12:48","modified_gmt":"2026-01-08T13:12:48","slug":"assign-salesperson-to-each-product-or-service","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/assign-salesperson-to-each-product-or-service\/","title":{"rendered":"Assign Salesperson To Each Product or Service"},"content":{"rendered":"<section class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][vc_column_text]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&#8217;ll take you through the steps to assign an employee to a service.[\/vc_column_text][vc_custom_heading text=&#8221;Activate the Feature from the POS Settings&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1750149061973{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]First, we need to activate the feature &#8220;<span data-sheets-root=\"1\"><strong>Assign Salesperson To Each Product or Service<\/strong>&#8221; from the POS settings.<\/span><\/p>\n<p>Click on &#8220;<strong>POS<\/strong>&#8221; from the main menu then, from the dropdown click &#8220;<strong>POS Settings<\/strong>&#8220;, click on the tab &#8220;<strong>General<\/strong>&#8220;.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-44131 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/06\/Untitled-2.png\" alt=\"\" width=\"1365\" height=\"635\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/06\/Untitled-2.png 1365w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/06\/Untitled-2-300x140.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/06\/Untitled-2-1024x476.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/06\/Untitled-2-768x357.png 768w\" sizes=\"auto, (max-width: 1365px) 100vw, 1365px\" \/><\/p>\n<p>Click on the checkbox beside the feature &#8220;<span data-sheets-root=\"1\"><strong>Assign Salesperson To Each Product or Service<\/strong>&#8221; to activate it, then click on the &#8220;<strong>Save<\/strong>&#8221; button.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-35331\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/06\/jsx.png\" alt=\"\" width=\"1198\" height=\"633\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/06\/jsx.png 1198w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/06\/jsx-300x159.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/06\/jsx-1024x541.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/06\/jsx-768x406.png 768w\" sizes=\"auto, (max-width: 1198px) 100vw, 1198px\" \/>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;alert-warning&#8221; css=&#8221;.vc_custom_1750154223445{margin-left: 200px !important;}&#8221;]<\/p>\n<blockquote>\n<p data-start=\"0\" data-end=\"169\">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.<\/p>\n<p data-start=\"45\" data-end=\"127\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-35348\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/06\/sshbdlgv.png\" alt=\"\" width=\"952\" height=\"326\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/06\/sshbdlgv.png 952w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/06\/sshbdlgv-300x103.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/06\/sshbdlgv-768x263.png 768w\" sizes=\"auto, (max-width: 952px) 100vw, 952px\" \/><\/p>\n<\/blockquote>\n<p>[\/vc_message][vc_custom_heading text=&#8221;How to Assign a Sales Person to Each Product \/ Service&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1750149870307{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]Head to the POS selling screen by clicking on &#8220;<strong>Start Selling<\/strong>&#8221; from the dropdown of &#8220;<strong>POS<\/strong>&#8220;.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-35336\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/06\/hyxsd.png\" alt=\"\" width=\"1366\" height=\"633\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/06\/hyxsd.png 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/06\/hyxsd-300x139.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/06\/hyxsd-1024x475.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/06\/hyxsd-768x356.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;sky&#8221; icon_fontawesome=&#8221;fas fa-book&#8221;]<\/p>\n<p data-start=\"46\" data-end=\"137\">If no session is currently open, refer to this <a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/opening-a-new-sales-session\/\">guide<\/a> to learn how to start a new one.<\/p>\n<p>[\/vc_message][vc_column_text]<\/p>\n<p data-start=\"128\" data-end=\"274\">Choose a product or service from the products grid, then from the POS order on the left side of the screen, click on the &#8220;<strong>Salesperson<\/strong>&#8221; button.<\/p>\n<p data-start=\"128\" data-end=\"274\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-35338\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/06\/uoirjogf.png\" alt=\"\" width=\"1366\" height=\"632\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/06\/uoirjogf.png 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/06\/uoirjogf-300x139.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/06\/uoirjogf-1024x474.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/06\/uoirjogf-768x355.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/p>\n<p data-start=\"128\" data-end=\"274\">Select from the list the employee responsible for the service or product.<\/p>\n<p data-start=\"128\" data-end=\"274\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-35340\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/06\/bsdfkj.png\" alt=\"\" width=\"1366\" height=\"633\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/06\/bsdfkj.png 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/06\/bsdfkj-300x139.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/06\/bsdfkj-1024x475.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/06\/bsdfkj-768x356.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/p>\n<p data-start=\"128\" data-end=\"274\">And the employee will be successfully assigned to the service.<\/p>\n<p data-start=\"128\" data-end=\"274\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-35352\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/06\/sgfg.png\" alt=\"\" width=\"1366\" height=\"632\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/06\/sgfg.png 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/06\/sgfg-300x139.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/06\/sgfg-1024x474.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/06\/sgfg-768x355.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/p>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":23,"template":"","categories":[2167,2166],"tags":[],"class_list":["post-35329","user_manual","type-user_manual","status-publish","hentry","category-pos-screen","category-pos-settings"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Assign Salesperson To Each Product or Service - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/user_manual\/assign-salesperson-to-each-product-or-service\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Assign Salesperson To Each Product or Service - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_column_text]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&#8217;ll take you through the steps to assign an employee to a service.[\/vc_column_text][vc_custom_heading text=&#8221;Activate the Feature from the POS Settings&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1750149061973{margin-left: 200px !important;background-color: [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/docs.daftra.com\/en\/user_manual\/assign-salesperson-to-each-product-or-service\/\" \/>\n<meta property=\"og:site_name\" content=\"Daftra Knowledge Base\" \/>\n<meta property=\"article:modified_time\" content=\"2026-01-08T13:12:48+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/06\/Untitled-2.png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebSite\",\"@id\":\"https:\/\/docs.daftra.com\/#website\",\"url\":\"https:\/\/docs.daftra.com\/\",\"name\":\"Daftra Knowledge Base\",\"description\":\"Daftra\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/docs.daftra.com\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"ImageObject\",\"@id\":\"https:\/\/docs.daftra.com\/en\/user_manual\/assign-salesperson-to-each-product-or-service\/#primaryimage\",\"inLanguage\":\"en-US\",\"url\":\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/06\/Untitled-2.png\",\"contentUrl\":\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/06\/Untitled-2.png\",\"width\":1365,\"height\":635},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/docs.daftra.com\/en\/user_manual\/assign-salesperson-to-each-product-or-service\/#webpage\",\"url\":\"https:\/\/docs.daftra.com\/en\/user_manual\/assign-salesperson-to-each-product-or-service\/\",\"name\":\"Assign Salesperson To Each Product or Service - Daftra Knowledge Base\",\"isPartOf\":{\"@id\":\"https:\/\/docs.daftra.com\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/docs.daftra.com\/en\/user_manual\/assign-salesperson-to-each-product-or-service\/#primaryimage\"},\"datePublished\":\"2025-06-17T10:21:52+00:00\",\"dateModified\":\"2026-01-08T13:12:48+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/docs.daftra.com\/en\/user_manual\/assign-salesperson-to-each-product-or-service\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/docs.daftra.com\/en\/user_manual\/assign-salesperson-to-each-product-or-service\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/docs.daftra.com\/en\/user_manual\/assign-salesperson-to-each-product-or-service\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/docs.daftra.com\/en\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Assign Salesperson To Each Product or Service\"}]}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Assign Salesperson To Each Product or Service - Daftra Knowledge Base","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/docs.daftra.com\/en\/user_manual\/assign-salesperson-to-each-product-or-service\/","og_locale":"en_US","og_type":"article","og_title":"Assign Salesperson To Each Product or Service - Daftra Knowledge Base","og_description":"[vc_row][vc_column][vc_column_text]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&#8217;ll take you through the steps to assign an employee to a service.[\/vc_column_text][vc_custom_heading text=&#8221;Activate the Feature from the POS Settings&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1750149061973{margin-left: 200px !important;background-color: [&hellip;]","og_url":"https:\/\/docs.daftra.com\/en\/user_manual\/assign-salesperson-to-each-product-or-service\/","og_site_name":"Daftra Knowledge Base","article_modified_time":"2026-01-08T13:12:48+00:00","og_image":[{"url":"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/06\/Untitled-2.png"}],"twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebSite","@id":"https:\/\/docs.daftra.com\/#website","url":"https:\/\/docs.daftra.com\/","name":"Daftra Knowledge Base","description":"Daftra","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/docs.daftra.com\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-US"},{"@type":"ImageObject","@id":"https:\/\/docs.daftra.com\/en\/user_manual\/assign-salesperson-to-each-product-or-service\/#primaryimage","inLanguage":"en-US","url":"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/06\/Untitled-2.png","contentUrl":"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/06\/Untitled-2.png","width":1365,"height":635},{"@type":"WebPage","@id":"https:\/\/docs.daftra.com\/en\/user_manual\/assign-salesperson-to-each-product-or-service\/#webpage","url":"https:\/\/docs.daftra.com\/en\/user_manual\/assign-salesperson-to-each-product-or-service\/","name":"Assign Salesperson To Each Product or Service - Daftra Knowledge Base","isPartOf":{"@id":"https:\/\/docs.daftra.com\/#website"},"primaryImageOfPage":{"@id":"https:\/\/docs.daftra.com\/en\/user_manual\/assign-salesperson-to-each-product-or-service\/#primaryimage"},"datePublished":"2025-06-17T10:21:52+00:00","dateModified":"2026-01-08T13:12:48+00:00","breadcrumb":{"@id":"https:\/\/docs.daftra.com\/en\/user_manual\/assign-salesperson-to-each-product-or-service\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/docs.daftra.com\/en\/user_manual\/assign-salesperson-to-each-product-or-service\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/docs.daftra.com\/en\/user_manual\/assign-salesperson-to-each-product-or-service\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/docs.daftra.com\/en\/"},{"@type":"ListItem","position":2,"name":"Assign Salesperson To Each Product or Service"}]}]}},"_links":{"self":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/user_manual\/35329","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/user_manual"}],"about":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/types\/user_manual"}],"author":[{"embeddable":true,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/users\/23"}],"version-history":[{"count":11,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/user_manual\/35329\/revisions"}],"predecessor-version":[{"id":44141,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/user_manual\/35329\/revisions\/44141"}],"wp:attachment":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/media?parent=35329"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/categories?post=35329"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/tags?post=35329"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}