Sales reps can be set on a transaction to allow for better reporting on which member of your team was involved in a transaction. It is possible to trigger and enforce a sales rep to be set at the start of every new transaction.
Setting up the Sales Rep prompt
1) In the main menu in the Back Office, expand the Setup heading, then click on Registers.
2) Click on the register (or till) that you want to set up the prompt for.
3) Select the option Make Sales Reps Mandatory and click Save at the bottom of the page
NOTE: Mandatory sales rep is set per register, it is not a global setting for all registers throughout the business. Therefore, you will need to carry out the above process for each register where you wish to make sales reps mandatory.
Setting a Sales Rep in Point of Sale
With the above setting in place, you will be presented with the select sales rep screen at the start of every transaction. Simply click the relevant name to continue to POS. It is not possible to bypass this step.
The Sales Rep set against a Special Order is visible in the transaction summary panel:
