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Can I track which staff member entered a POS order?

Apoflo05
Visitor
3 0 0

I'd like to be able to see which of my staff entered the POS order when I open it.  Is there a way to do this?  

Accepted Solution (1)
Harel
Shopify Partner
42 1 4

This is an accepted solution.

As far as I am concerned, you should be able to see who created the order from the Orders page in your Shopify Admin. 

Go to your Admin > Orders > Select an order. Inside the order page, you'll find the staff member under the "Timeline" section.


Founder of @EasyTeam (https://apps.shopify.com/staffy) - A staff management & payroll platform for Shopify & Shopify POS.

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Replies 6 (6)

Harel
Shopify Partner
42 1 4

Hey there,

Are you looking to know which staff member fulfilled an order, or created a draft order?


Founder of @EasyTeam (https://apps.shopify.com/staffy) - A staff management & payroll platform for Shopify & Shopify POS.
Apoflo05
Visitor
3 0 0
I am trying to see who entered the order into the POS so we can easily discover who made the mistake, if any were made on an order placed or sale that was made, whether it was a walkin customer or a phone-in order. Thank you.
Harel
Shopify Partner
42 1 4

This is an accepted solution.

As far as I am concerned, you should be able to see who created the order from the Orders page in your Shopify Admin. 

Go to your Admin > Orders > Select an order. Inside the order page, you'll find the staff member under the "Timeline" section.


Founder of @EasyTeam (https://apps.shopify.com/staffy) - A staff management & payroll platform for Shopify & Shopify POS.
Apoflo05
Visitor
3 0 0
I see it now! Thank you so much!
Harel
Shopify Partner
42 1 4

You're always welcome 🙂

And in case you'll need any assistance with staff management and their sales performance - we'll be more than happy to help you out in EasyTeam!


Founder of @EasyTeam (https://apps.shopify.com/staffy) - A staff management & payroll platform for Shopify & Shopify POS.

Mac
Shopify Staff
1654 167 262

Hey, @Apoflo05 

Thanks for reaching out in our Community forums and for sharing your concern, I’m so happy you were able to find a solution to your question. 

 

As @Harel mentioned, navigating to your orders section and selecting an order will allow you to view the Timeline section which will show all of the changes made to that order. Additionally, you can use this section to communicate with staff, attach files, and link to other products, orders, and customers. Feel free to check out our great resource that highlights a few other key functionalities. 

 

Another helpful resource would be to go over your staff permissions. These permissions determine the level of access that your staff have to your store. It may be a good idea to review and make any changes based on their role. We have an article that covers this here.

 

Kindly reply back to this thread with any questions or updates and we can continue our conversation further!

Mac | Social Care @ Shopify 
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