Add a sales rep or note to a POS sale

Add a sales rep or note to a POS sale

Cin7 Core allows you to add optional information such as a customer, sale rep, note or quick sale (sale of product not listed in inventory) to your sale.

Add a sales rep

You may wish to keep track of which of your staff processed each sale. This will also allow you to see how much each sales rep has sold in the Cin7 Core POS reports. This can be done by adding the sales  representative to a sale with this action.

  1. When making a sale, click Add → Sales Rep.      

  2. Select a sales rep from the users of this POS store outlet. Click a sales rep name to add the sales rep to the sale. Check Hide users assigned to all locations to limit sales representatives to those assigned to the current outlet only.

Add a note

Add a note to a sale with extra information or to remember details.

  1. When making a sale, click Add → Note.
      

  2. Enter the note, then click Done to add the note to the sale.

 

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