How do I track employee sales?

[chlp]

[The title of this thread has been edited from the original: Can I have a user ID requirement per transaction?]

Hello.

I would like to require a user ID to be entered for each transaction so I can track who took the money for each transaction (multiple cashiers - one station).

It is like a copier code. You go to the copier but before you can make a copy you have to enter a 4 digit ID.

Can I do that with Teams?

Can I do that at all?

Thanks.

[ashc]

Hi @MLHowe! Welcome to the Community.

I moved your post to an existing thread in the Community on how to track by employee sales.

You'll need to paid Team Management tier in order to track sales by employee. Check out @isabelle's post above for more details. 

[Studio10]

How do I assign a team member to a sales transaction. 

[isabelle]

Hey @Studio10!

Thanks for posting in the Seller Community.

While you wouldn't be able to assign transactions to specific team members after the transaction is completed, you can set it up so moving forward you'll be able to track team member sales. 

Please take a look at my best answer in this thread for more insight. Let me know if you have any questions about this! ✨

[denslionis]

How do I make sure my employees cannot run the register without being logged in? I have created employee passcodes for all of them but they are still allowed by the system to run sales without logging in so I have a lot of sales that are marked as "unidentified". How do I fix this?

[nika]

Hey @denslionis-

Are you using Team Management Plus like @Isabelle_ describes on this thread? If each employee has their own 4-digit code, you should see their individual sales tracked through your Dashboard. If they're using one shared pass code, you wouldn't be able to differentiate the sales.

Let me know!

[denslionis]

Yes, I am! The issue is that employees are still able to ring up sales without being logged in, thus leaving me with a bunch of sales that has no employee name attached to it. 

[nika]

Thanks @denslionis! This helps!

@AshleyK gives some suggestions here that might pinpoint why your employees are still able to process transactions without them being logged in. Check those settings that she mentions and see if that helps!

[Hisangel]

Hi, I'm having a similar issue on only one ipad. It's almost as though this one ipad does not recognize that i have team management plus. The other ipads do. I have tried to uninstall it and also logged out and back in

[JustinC]

@Hisangel are you having trouble finding the Passcode setting to enable? 

[Deb2020]

Please Help! I am setting up square register for a med spa and need to track sales by employee as they are commission based. We are NOT using square payroll. We have a receptionist that will be processing ALL transactions, the aestheticians / nurses  will not be checking out their own people. Only 1 person will process payments - however we have to code it to a rep - how quickbooks does. Please help! Thank you!

[JustinC]

Hey @Deb2020. To track employee sales, sign up for Team plus and give each employee a 4 digit passcode. Your receptionist can punch in your employee's pass code in the register to record the sale under them. 

Check out this thread to get started. 

[Deb2020]

Thank you!

[Joe]

Let us know if anything else comes up, @Deb2020!

[fabianzoon]

I have 3 employees per shift, how can I track their individual sales using 1 POS?

[Kassi_]

Hey there, @fabianzoon - 

Welcome to the Community. 

You have the option to track Employee Sales if you use the Team Plus subscriptions. Through that, you'd be able to add a PIN the employee could enter before taking a transaction. 

I moved your post to a thread where other sellers have asked something similar. Look at the Best Answer by @Isabelle__ for some additional info. 

Thank you! 

[ChristineC]

We have square appointments for my salon.  We are able to track commission for appointments/services and any items associated with an appointment.  However, if a client comes in only to purchase products and does not have a service scheduled, I cannot find a way to attach their stylist to the transaction for commission on those products.  How can I do this?  Right now, we had to create a "service" which we call "Retail Only Ticket" so we can assign a team member, but then that has a bunch of fake appointments in our appointment book.  There has to be a way to do this!!

[BernadetteA]

Hi @ChristineC 👋

I moved your post over to this thread where other sellers are discussing the same topic. Please check out Olive's best answer here for more details. 

[cyph2479]

My reader didn't come I need a new one. [this information has been redacted for seller privacy]

[Ria]

Hi @cyph2479 - Welcome to The Seller Community, it's always nice to see a new face 😊

Due to the public nature of The Seller Community we are unable to access specific account details through The Community. For assistance with your account, Feel free to send send a message using this contact form. Our support team will be happy to assist in resolving the matter on your account. 

As always, feel free to stop by The Community with question, concerns and even feature requests. We are more than happy to assist. ✨

[Alcooley2]

I never Receved my free Square

[Ria]

Hi @Alcooley2 - Welcome to The Seller Community, it's always nice to see a new face 😊

Due to the limited capability available through the seller community, we'd need you to reach out to support to get a replacement reader ordered.

To reach support with regards to your free reader, feel free to send send a message using this contact form. Our support team will be happy to assist in resolving this matter right away. 

Also, phone support is available Monday - Friday 6 AM - 6 PM PST. The telephone number is (855)700-6000.

The alternative option would be for you to go into one of our Authorized Retailers and purchase the reader for $10 and be reimbursed by the code in the packaging.

Find the nearest store to you here: https://squ.re/wheretobuy

I hope this helps.

As always, feel free to stop by The Community with question, concerns and even feature requests. We are more than happy to assist. ✨