Adding staff to a sale in Shopify POS

When you make a sale in Shopify POS, you can add staff to the sale to credit it to the staff member who makes the sale. You can credit a full sale to one staff member, or credit individual items to different staff members. Crediting sales to staff lets you track who made each sale and review their performance.

You can add staff from the cart or from the Smart Grid. To find a staff member, enter their name or scroll through your staff list. If your store has 12 or more staff members, then a search bar is displayed so that you can quickly find the right staff member.

You can review the sales credited to each staff member by using the POS total sales by staff member report in your Shopify admin. For example, if you offer commission to your staff, then you can track their commission in the report.

Add staff to an item or a full transaction from the cart

You can add staff to the full order or to individual items from the POS cart

If you're on the Shopify POS Pro subscription, then you can configure Add staff to sale settings in your Shopify admin. You can choose to require your staff to manually add staff to sales, or to automatically credit sales to the staff member at the register during checkout.

Steps:

1. From the POS cart, tap the items that you want to add staff to, or tap Select all to add staff to every item.
2. Tap Add staff.
3. Search for and select the staff member that you want to credit the sale to.

Add staff to a full transaction from the Smart Grid

You can add one staff member to all the items in an order from your Smart Grid.

Steps:

1. From the Smart Grid, tap Add staff to sale.
2. Search for and select the staff member, and then tap Save.

Edit staff on completed orders

You can edit the staff credited to some or all items in a completed order, with the Allowed permission for Manage sales attribution for orders.

Steps:

1. From Shopify POS, tap the icon.

2. Select the order that you want to add a staff member to.

3. In the Staff section, tap Add staff. If staff are already credited on the order, then tap Edit.

4. On the Select items screen, select the items that you want to add staff to, and then tap Add staff.

5. Search for and select the staff member.

Remove a staff member from an item in a transaction

You can remove staff from an item only when the Required setting for Add staff to sale is turned off in your Shopify admin. When adding staff is required, your staff can't remove staff members from line items. Learn more about the setting options for adding staff to a sale.

Steps:

1. From the POS cart, tap the product that you added staff to.
2. Tap Add staff.
3. Tap Remove, or select a new staff member.

Viewing the staff credited to a sale in order details

The staff credited to your completed orders is displayed in the Staff section of the Order details page.

The Staff section displays the name or names of the staff credited to line items. You can tap this section to view more details. Each credited line item also displays Sold by and the staff member's name.

Learn more about how to search your orders in the Shopify POS.

Viewing the staff credited to a sale during an exchange or return

You can view the staff credited to line items when you're returning or exchanging items in an order.

To view the staff credited to an item, tap the line item that you're returning or exchanging. The staff member is displayed in the Staff section.

Staff credited on Email cart orders

After your customer completes an online checkout from the email link sent from a retail store, the sale is attributed to the POS channel and the retail location, and credited to the staff member. The following reports display the retail attribution from the draft order created by the email cart:

• Sales by channel
• Retail sales by Point of Sale location
• POS staff sales total
• POS total sales by staff member