Attributing Sales in SHOPLINE POS
Sales attribution in SHOPLINE POS enables you to evaluate the performance of individual staff, track sales commission, and incentivize your staff accordingly. Additionally, you can attribute sales to external parties who play a role in directing customers to your stores, such as affiliates, store guides or brand ambassadors. This allows you to incentivize their efforts and strengthen partnerships that enhance the overall shopping experience for customers.
This guide explains how to attribute sales to staff (by product-level and/or order-level), attribute sales to store guides, and view assigned sales in POS order details.
Attributing Sales to Staff for the Entire Order
If one staff member is responsible for all products in a cart, assign the order to that staff member:
- In the POS app, after adding products to the cart, click the three-dot icon (⋯) in the upper-right corner.
- Click Attribute sales.
- On the left side, click Attribute sales to Staff. Then select the staff to attribute the order to. Once done, click Confirm.
| Note: The staff information corresponds to the list created in POS > Staff from your admin panel. For more information, refer to "POS - Setting User Roles and Staff Permissions". |
Attributing Sales to Staff by Product in the Cart
When different products in the same order should be attributed to different staff members, assign staff on each product before checkout:
- In the POS app, add products to the cart.
- Tap the product you want to assign to a staff member to open its product details.
- In Staff, tap the add option.
- Select the staff member in Attribute to Staff, then tap Confirm.
- Repeat these steps for each product that needs a different staff member.
| Note: After a staff member is assigned, the staff member's name appears below that product in the cart. Products without assigned staff do not show a staff label. |
- After assigning staff to all applicable products, return to the cart and proceed with checkout.
| Note: Staff attribution is based on your latest action. For example, if you assign a 10-item order to Staff A, all 10 products are assigned to Staff A. If you then assign one product to Staff B, 9 products remain assigned to Staff A and 1 product is assigned to Staff B. If you later assign the entire order to one staff member again, that final order-level action replaces any previous product-level staff assignments. |
Attributing Sales to Store Guides
To better manage external parties like affiliates, store guides or brand promoters, it is recommended to use sales attribution together with our Affiliate Marketing app where you can include information such as email and contact number, assign a unique ID and set the different commission rates for each store guide, depending on the partnership level.
For more information, please refer to Affiliate Marketing.
- In the POS app, after adding products to the cart, click the three-dot icon (⋯) in the upper right corner“...” button above.
- Click Attribute sales.
- On the left side, click Attribute sales to Store Guide. Then key in the guide ID, which is to be provided by the guide or alternatively, you can find it in the discount code section in the Affiliate Marketing app. Once done, click Confirm.
Viewing Attributed Sales
To view the specific salesperson that you attributed to in the order details, go to Orders in the POS app.
You can also use the filter in the upper right corner of the left pane on the Orders page to select a specific salesperson and filter out the orders attributed to that salesperson.