POSimplicity

            Viewing Sales Made by Clerks

            View the Clerk Who was Assigned to a Transaction           

                  1. Navigate to Your Online Management Portal (Your Online Management Portal is the Website You Used to Enter Your Product/Categories)

                  2. Navigate to Sales Orders

            a. Scroll Over “Sales” Option in the Top Navigation Bar

            b. Select “Orders”

                  3. Locate the Order You Want to See Clerk Information for.

            a. You Can Search for Transactions by Date, Clerk Name, Sale Amount.

                                          i. Search by Date by Entering a Date Range into the “Purchased Range” Column and After Dates Are Filled Click on the Orange “Search” Button On the Upper Right Hand Section of the Screen

                                          ii. Search by Clerk Name by Entering the Clerks First Name into the “Ship To” Column and After The Name is Entered Click on the Orange “Search” Button On the Upper Right Hand Section of the Screen

                                          iii. Search by Sales Amount by Entering the Amount of the Sale into the “G.T. Purchased” Column and After Amount is Entered Click on the Orange “Search” Button On the Upper Right Hand Section of the Screen

                                          iv. You Can Search for Any Combination of the Above Options, Simply Enter in The Data for Numerous Fields and then Hit the “Search” button.

                  4. After the Correct Transaction is Found You Can See the Clerks Name Listed Under the Column Labeled “Ship To”

                  5. Get Total Sales for a Clerk for A Specific Time Frame – Total Sales Amounts Need to Be Added Manually or by Downloading Information into Excel.

            a. Add the Data Manually

                                          i. Search for the Date Range and Employee Name You Are Interested in Based on Instructions in Part 3 and Manually Add up All the “G.T. Purchase” Amounts

            b. Export Data into Excel

                                          i. Search for the Date Range and Employee Name You Are Interested in Based on Instructions in Part 3

                                          ii. Click on the Orange “Export” Located to the Left of Where the Search Button Was Located.

                                          iii. Download the Data File or Open it In Excel and Use Excel to Add Up All the Purchase Amounts.

             

                  To Learn How to Add Clerks and Assign a Transaction to a Clerk, please Visit https://desk.zoho.com/portal/posimplicity/kb/articles/retail-locations-adding-and-assigning-transactions-to-clerks-employees


            *PDF Attached for Easy Printing


             

             

             

             

             

             

             

             

             

             


            Updated: 27 Nov 2017 12:41 AM
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