This article will guide you on how to assign or reassign staff to a POS transaction.
1. Access POS Terminal
Navigate to Main > POS.
Click Lookup A Person to assign sale to a Member/Customer (this is not required for products, but will record sale under member or customer's invoices on profile) and type in the member's/customer's first name and last name. Next, select the member/customer from the list.
Select the product or invoice to be processed through POS.
2. Assign The Transaction
Click CHECKOUT.
Provided you have permission, you can click to edit who appears in this list in order to add or remove staff that can be selected.
A transaction can be split between two staff members. Choosing this option will make this a 50/50 split between the two staff members. Choose the CLICK TO SPLIT icon and choose your additional staff member.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Point Of Sale (POS): Can access POS terminals
- Point Of Sale (POS): Can edit staff member assign to list at POS