 |
Knowledge Base |
Assign A POS Transaction To A Staff Member Within The Full POS
|
This article will guide you on how to assign or reassign staff to a POS transaction.
Requirements - A Master Admin login or a staff type that has the following permissions:
Go to Main > POS. Click Lookup A Person to assign sale to a Member/Customer (this is not required for products, but will record sale under member or customer's invoices on profile) and type in the member's/customer's first name and last name. Next, select the member/customer from the list.
Select the product or invoice to be processed through POS.
Click the drop down box next to Default Sales Person. Select a staff name from the list.
Click CHECKOUT.
Provided you have permission, you can click to edit who appears in this list in order to add or remove staff that can be selected.
A transaction can be split between two staff members. Choosing this option will make this a 50/50 split between the two staff members. Choose the CLICK TO SPLIT icon and choose your additional staff member.
Requirements - A Master Admin login or a staff type that has the following permissions:
- Point Of Sale (POS): Can access POS terminals
- Point Of Sale (POS): Can edit staff member assign to list at POS
Accessing POS
Go to Main > POS. Click Lookup A Person to assign sale to a Member/Customer (this is not required for products, but will record sale under member or customer's invoices on profile) and type in the member's/customer's first name and last name. Next, select the member/customer from the list.
Select the product or invoice to be processed through POS.
Assign the Transaction to Staff Member
Click the drop down box next to Default Sales Person. Select a staff name from the list.
Click CHECKOUT.
Split a Transaction
Provided you have permission, you can click to edit who appears in this list in order to add or remove staff that can be selected.
A transaction can be split between two staff members. Choosing this option will make this a 50/50 split between the two staff members. Choose the CLICK TO SPLIT icon and choose your additional staff member.
    |