We are looking for a way to better track sales attribution by allowing our employees to look through the sales to be sure that the correct ones have been attributed to them. Could a report be generated that would give access to that information and not just a total dollar amount?
@tdaily , You can generate a POS Sales by Staff report from Shopify, which includes the staff name and ID. Additionally, you can customize the report to include the product title.
If you don’t want to grant staff access to Shopify’s reports, you can use Report Pundit, which allows you to provide access to specific reports using its User Management feature
Hello Tdaily,
This question depends on the Shopify Plan you are using, it’s easy on Shopify plus but if you are not on Shopify plus, you can install external app for that.
Lastly, you have to assign a specific task to each staff of yours.
For more information on that, kindly provide a means of communication.
Hi @tdaily ! My name is Sviat fromMipler: Advanced Reports! Noticed that your topic has not yet been resolved and decided to help.
We have possible solution with a detailed Sales by Staff report (and can add there products, orders, other details), and thanks to a separate feature, share the report via a link for employees to view the data they need.
Using this link, they will be able to configure the filters you add to the report - period, products, orders, and more attributes.
To prepare various reports, you can check the Mipler app and write to our support - we will be happy to help!