Assign Sales Rep

Want to give credit to your salespeople and track their sales? Assign a sales rep to each sale.

To specify a sales rep (or agent) for a sale when checking out a customer:

  1. On the bottom of the POS screen, press the dropdown menu where it says Select a sales rep.
  2. Select the name of the sales rep.

To add people to the sales rep list, see Create an Employee and check off the Is Sales Rep option.