Effective management of the Sales People list and sales credit assignments is crucial for maintaining accurate records and avoiding duplicates in Offset Commerce.
1. Click on settings
2. Click on More
3. Click on POS & Admin
4. Add your "Sales People"
You can add "Sales People" if you have them. This is so you can link orders/sales to your team members. This information can be seen in orders and is also available in reporting exports under the column "sales_agent". Make sure and enter one salesperson per line.
To avoid duplicates and ensure correct sales credit assignment, always enter each person’s first and last name exactly as it appears on their Team Member profile.
Offset Commerce uses the profile name to auto-assign sales credit. If initials or only first names are used, the system will create a new first-and-last-name entry the next time that person creates a customer or places an order, leading to duplicates.
Note: "Sale Agent" refers to the admin who entered the order, while "Sale Credit" refers to the person credited for the sale. Sale Credit can be set manually on the order or auto-filled with the customer’s assigned Customer Service Representative (CSR) if one exists on the customer profile
5. Click on Save Changes
