Salespeople

Every document zrsPOS issues carries a SAGE salesman. Without Salespeople it is always the store's default salesman (step 4). With Salespeople, each person who sells on Shopify POS is linked to their own SAGE salesman, and their invoices go out under their name — for commissions, targets and sales reports in SAGE.

The page is in the zrsPOS admin: Salespeople, in the app's menu.

Which salesman each document carries

Only linked (confirmed) people count. A person not linked yet, waiting for confirmation or switched off sells under the store's default salesman — nothing stops.

The salesman is decided when the sale reaches zrsPOS and is kept with it: if SAGE is down and the document only goes out hours later, it goes out with the same salesman, even if someone changed the link meanwhile.

Add a salesperson

1. In the Shopify admin, under Settings → Users (or Point of Sale → Staff), create the person and give them a POS PIN.
2. The person signs in on the POS with the PIN and makes a sale — or just opens the zrsPOS tile. From then on they appear in Salespeople as Not linked.
3. In Salespeople, tap Edit on the person's row:
   • type the Name (Shopify only gives staff names to apps on the Plus and Advanced plans, so the name is the one you type here);
   • choose the SAGE salesman from the list — or tap Create in SAGE.
4. Save. The person is Linked and their next sales carry their salesman.

To link someone before their first sale, use Add with the person's Shopify ID: the number at the end of the person's page address in Settings → Users.

Create in SAGE

Create in SAGE creates the salesman in your SAGE and links it to the person. Before creating, zrsPOS shows exactly what it will send: the salesman number (the next free one), the name, the e-mail if you type one, and the SAGE till of the person's store as the default till (when the store has a till in step 4). If a salesman with the same name already exists, zrsPOS says so — choose it instead of creating another.

Switch off

Switch off a person (someone who leaves, for example): their next sales carry the store's default salesman, and the salesman becomes inactive in SAGE. A salesman is never deleted — documents already issued point to it. When the salesman is a store's default, or someone else still uses it, zrsPOS switches off only the person and leaves the salesman active in SAGE. Switch back on links the person again (and the salesman in SAGE).

Add a manager

A Manager confirms on the POS who is who, and closes the till.

1. In Salespeople, tap Edit on the person's row.
2. Under Role in zrsPOS, choose Manager.
3. Save.

A manager needs no SAGE salesman of their own (if they do not sell, leave the salesman empty).

"Who are you?" on the POS

Someone not linked yet sees, at the top of the zrsPOS tile, the line Your sales carry the store's salesman and the Who are you? button:

1. The person taps Who are you? and picks their name from the list of SAGE salesmen — or types their name, if it does not exist yet.
2. The claim waits for confirmation. Until it is confirmed, their sales keep the store's default salesman. Nothing stops them selling.
3. A store Manager sees Salespeople to confirm in the same tile and taps Confirm (or Reject). For a new name, the button is Create "name" in SAGE and confirm.
4. You can also confirm in the admin: claims show at the top of Salespeople, under Waiting for confirmation.

Why confirm? The POS tells zrsPOS which person is signed in (the PIN), but cannot prove they are who they say they are in SAGE. So a choice made on the POS only counts once a manager confirms it.