Automatically assign product sales (when products are scanned in the 'purchase' screen) to the therapist that originally sold the product
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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.
Autopilot
Merged in a post:
Retail Sales, pop up with staff who most recently sold those products to client
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Louise Stewart
It would be SO helpful for a client retail purchase to auto prompt the staff member who last sold retail to that client or had a consultation or treatment with that person so that the front of house can easily attribute the sale to the right person. It often comes out weeks later when the client returns and causes a lot of work to pick over and adjust. With a large team of part timers this is particularly time consuming.
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Suzi Satchell
Phorest - please look into this. Manually having to check through each individual sale at the end of each week is so time consuming
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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.
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NY Jungle Salon
Yes, this would be great and would definitely save time on having to manually check each transaction.