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.

[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! 

[Jphilly89]

Hi! 

Im having trouble tracking employee sales individually... 

Is it possible to be set up to be able to click on an employee and just see that employees sales? 

As of now its saying uncategorized so I have no clue what employee brought in the most money?

[VanKalkerFarms]

employee sales tracking is one of the great features of team management.  check out the following links for more info,

https://squareup.com/us/en/point-of-sale/team-management 

https://squareup.com/help/us/en/article/5579-subscribe-to-employee-management 

https://squareup.com/help/us/en/article/5591-get-started-with-employee-management

[pessosices]

Hey @Jphilly89

As @VanKalkerFarms - You can track Employee sales by using Team Management and having each Employee Use a PIN code everytime they use the register (there is a setting to lock out the Register to require a PIN after every transaction, if multiple employees use the same register).

To view each employee's sales, you can go into Sales, Reports, and Employee Sales to see whichever time-frame broken down by Each Employee's Sales. You can see a nice little chart of all of your Employees for that Time Period and some of the data for each include: Number of Sales, Net Sales, Average Sale, and more!

Hope this helps,
Pesso

[pret]

This reply created from merging an existing thread: "How do you track employees?" The author has been notified via email.

I have employees at different events signing in on Square and all sales appear as coming from me?

I need to have the sales figures from each person and event

[xandakagaya]

This reply was created from merging an existing thread: Is there a way to create individual users to track who posted what payments

I want to know if there is a way to create individual users that have to sign in to track which employee posted the payments? 

[Helen]

@xandakagaya Yep! I've added you post to this thread where VanKalkerFarms and Pesso shared more information about using Employee Management to track sales. 

[Quattrok]

Is there a way to change the cashier after the sale has been completed, so that it doesn’t mess up my reports?

[JustinC]

@Quattrok - Yup!!

Found under in-app under Settings > Passcodes (make sure it's toggled on) > Require Passcode After Each Sale.

This feature essentially locks the POS screen after a sale is complete and prompts the next employee to enter their passcode, ensuring that all sales are tagged to the right person. 

I've moved your post over to this thread to join other sellers whos using Team Management to track employee sales. Welcome to the Community!  

[Kyokokudo]

Employees report

[Joe]

Hi there, @Kyokokudo 👋 Thanks for taking the time to reach out to us here on the Seller Community. We are happy to have you!

I've merged your post into an existing thread of other Sellers who were also interesting in tracking sales by employee. Take a look at this thread and some of the helpful answers from Pesso and others - it should get you where you need to be, and also give you some helpful resources for getting started.

Feel free to hit me back if you have any clarifying questions! 

[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. ✨