How do I record who Items were 'Sold by'?
If your team are given commission on their sales, you can assign users/ practitioners to the items they've sold to track their sales over time.
1. How do I assign the user/ practitioner to an item they sold?
Easy! - Once you have inputted the Order, you'll see a 'Commission' tab at the top of the Order screen. (see first picture).
> You'll see a list of all the items in the Order i.e. any packages, retail products, appointments or sessions sold.> Next to all Items is a 'Sold By' field> Click into the field to bring up a drop down list of all your users/ practitioners> Find the user/ practitioner who sold the Item> Select them to assign them to the Item> This will automatically save
2. How do I track my teams 'Sold Items'?
Head to Reports:> Click on the 'Sold Items' report> This will bring up a list of Items sold within the date range > You can change the date range using the date pickers at the top of the page (this is the revenue date)> Here you'll see the name of the items sold and the user/ practitioner the item was 'Sold By'. You can use the 'Filters' option to filter the report by 'Offering type' and 'Sold by'. For example, to check product sales for a specific practitioner, you can filter by the product 'Offering type' and then select the practitioners name from the 'sold by' drop down list. This report can also be exported by selecting the 'Export' button. For more info on this please view the guide here!