If your team is given commission on their sales, you can assign users to the items they've sold to track their sales over time.
1. How do I assign the user 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 to the left).
> 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
> Find the user who sold the Item
> Select the user to assign them to the Item
> This will automatically save
2. How do I track my teams 'Sold Items'?
> Head to Reports and click on the 'Sold Items' report
> This will bring up a list of Items sold for the next month ahead
> 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 the item was 'Sold By'
> Using the Export button in the top right hand corner, you can download this report to CSV and open into Excel, to filter by Users to calculate the commissions owed. (see second picture to the left).
