This feature is currently in beta. Please reach out to HRetailsupport@heartland.us to get this activated. All tickets that were completed prior to the activation will list no sales rep data, we can migrate this however you will simply be able to report on past sales rep data for those tickets. It will also be listed in the History tab of each ticket.
Setting up the user
In order to add a sales rep to a sales transaction, you need to create a user record for each sales rep. For details on adding new users and editing users, view this article.
Once the user is created in your system, confirm the ‘Sales Rep for POS and Sales Orders’ toggle is switched on. This allows the user to show up in the Sales Rep drop-down during a transaction.
Location toggle
A user will only show up in the sales rep dropdown in locations for which they are authorized. Under the "Locations" tab on the user record, you will see a toggle called 'Enable all locations for this user (including future locations)’ if you want the user to show up at all locations, turn the toggle on. If you want the user to only show up at certain locations, you can select locations individually.
Adding sales rep at the POS and Sales Orders
On the POS screen, you can click the "Sales Rep" button at the top of the page, which will launch the popup shown below. You can either select the necessary names by checking the boxes to the left or by typing a name into the search box and pressing enter. To add one rep only, you can click directly on their name.
To split a ticket between two or more sales reps, you can select multiple reps from the dropdown list. This option will evenly split the ticket (and sales reporting) amongst the selected sales reps.
Removing a Sales Rep from a Ticket
Once you have added a sales rep to a ticket, you can remove that sales rep by clicking back into the drop-down list and selecting the round red cancel button to the left of the reps name, as shown below:
Assigning Sales Reps to Line Items
Another way of splitting credit for a sale is to assign sales reps at the POS or sales order line level. If you want to assign a sales rep to a specific line item, click the drop-down button to the left of the item on the POS screen. Select Edit Sales Reps and add the Rep you want for this item.
Clicking the "Edit Sales Reps" button in the dropdown will launch this popup:
As you can see from the popup above, the title of the popup will indicate whether you are editing sales reps at the line level or the ticket level.
Adding Sales Reps to a Sales Order
When creating a new sales order, select the Sales Rep button shown in the image below and follow the same steps required for adding one or multiple reps to a POS transaction.
Adding Sales Reps to Specific Items In a Sales Order
If you want to assign a sales rep to a specific line item, click the drop-down button to the left of the item on the Sales Order screen. Select Edit Sales Reps and add the Rep you want for this item.
