Automatically assign product sales (when products are scanned in the 'purchase' screen) to the therapist that originally sold the product | Desktop Purchase Screen

Automatically assign product sales (when products are scanned in the 'purchase' screen) to the therapist that originally sold the product

Suzi Satchell

When a client makes a repeat product purchase it is often put under another therapists name, even though they weren't the one to have recommended/sold the product initially.
This makes therapist commissions inaccurate, as therapists are being incorrectly paid for sales which are not actually theirs. 
Currently, the only way around this is to regularly check through every single individually sale at the end of the week, to make sure all product sales have been assigned to the therapist that originally recommended the product. It's very frustrating and extremely time consuming.
Please Phorest, change the software so that when a product is scanned, it automatically puts the sale under the therapist that originally sold the product.

Sarah Church

This would definitely help. I have suggested having a pop up to ask which therapist it should be allocated to at time of scanning. As clients move on to other therapists from time to time so not always the original.

NY Jungle Salon

Yes, this would be great and would definitely save time on having to manually check each transaction.