Add a sales rep to a retail ticket

Add a sales rep to a retail ticket

Sales reps on a ticket drive commission and sales rep reporting.

Steps

  1. At the top of the POS screen, click + Sales Rep.
  2. In the popup, tick the boxes next to the names you want, or type a name in the search box and press enter.
Sales rep selection

One rep or several

  • One rep. Click directly on their name.
  • Several reps. Select multiple names from the list. The ticket, including its sales reporting, splits evenly between them.

The split is always even. If the site wants an uneven split, the ticket has to be split too.

Making it mandatory

Sites that pay commission usually want the rep field required at the POS rather than relying on memory. See the Global Payments article on POS requirements and the setting for requiring sales rep and customer at the point of sale.

Reporting on it

Use the sales by sales rep report in the back office. Check it in the first week after go live, because a commission plan built on a field nobody fills in will not survive its first payroll.


Source: Global Payments Genius Retail help center. Newly built article, pending review.