Adding a Tag to a POS Order when each Staff Member completes a sale

Adding a Tag to a POS Order when each Staff Member completes a sale

Lorraine_McS
Shopify Partner
3 0 0

Hi all, 

Hope you can help, because AI couldn't figure this one out. I have added STAFF to POS and when they take an order, if I export the order from the shopify backend column AB is named "Employee" and their name is there. 

I can't seem to read this field anywhere else though? 

I need to tag that order with their name so my ERP system can contribute the sale to that salesperson.

 

I have tried, flow, zappier and so many prompts to AI to help with no luck. 

 

Can anyone help? Thanks in advance.

Replies 4 (4)

Jordan_Pimsical
Shopify Partner
17 2 0

Hey @Lorraine_McS 

 

I believe this is the staff member field is what you are looking for.
If you are using an integration provider this will be what you are looking for https://shopify.dev/docs/api/admin-graphql/latest/objects/order#field-staffMember

I think it is available in Flow as well.

Lorraine_McS
Shopify Partner
3 0 0

Thanks Jordan, 

Appreciate the reply. I have tried this;

 

order / channel information / channel definition / channel name

is equal to


order / channel information / channel definition / channel name = Point of Sale

AND
order / staff member / id

is equal to
126965219706

order / staff member / id = gid://shopify/StaffMember/126965219706

 

and it says condition was false,

 

but if I run a report by staff member its showing the info for my test order

Staff member ID          Total sales
126965219706              €3.90

Jordan_Pimsical
Shopify Partner
17 2 0

Just to check I'm clear, as in the condition didn't match because 126965219706 was not equal to gid://shopify/StaffMember/126965219706 ?
Do you need to apply a tag in flow just for specific staff members or all of those orders from POS?

Lorraine_McS
Shopify Partner
3 0 0

Hi Jordan, 

We need to create a tag on all orders from POS to identify the staff member. 

We already have a generic tag on all POS orders = "POS". 

I now need the staff to sign into their own accounts and identify each one of them during the order process and tag the order with their name so my Microsoft Navision developer can read that tag and attribure that sale to that particular person in our ERP.

 

The condition above returned the id empty but if I run a report on sales by staff I can see that id attributed to that sale.