How Record Team Member/Sales Assistance in Sales Transaction on my Hair Salon, Clinic, Barbershop, SPA business, and Fashion Outlet

In any retail business, one of the important activities to track is how your store team performance. This can be done by recording team information in each Sales Transaction line detail, so you can analyze who is performing and not.

Eg: in

Retail fashion you want to record the Sales Promotion Girl that helping the customer, by recording her name in the sales transaction.

In Beauty or Health Clinic you want to record the Doctor and/or the Therapist who’s helping the customer.

In Barber Shops, Hair Salon also needs to record the Hairdressers and/or Helper who’s helping the customer.

IREAP POS PRO support recording all your team member information in Sales Transaction, so you can analyze their performance using reports, that will help to grow your store's performance and profit.

Here are the Steps to set up the features and how to record in a sales transaction in IREAP POS PRO.

• Open browser and go to www.ireappos.com

  

• Click login iREAP POS Pro

  

• Open browser and go to pro.ireappos.com/login

  

• Entry Administrator account email address and password for login

  

• Go to main page of your iREAP POS Pro

  

• Click Administration menu and Choose Setting & Parameter

  
  
  

  In this example, we will use Hair Salon whose need to record 2 team members for each transaction, eg: Hair Stylist and Helper. After selecting “2 Team” then SAVE SETTINGS.
  
  The new setting will automatically download to your IREAP POS PRO device, to make sure the setting please check on Setting and Parameters – General Setting – Num of Team.

  

• Create Item / Service that you sell at store.

  
  
  

  Create new item service “Cut Style” with code “S001”, since this is a Service activity please tick the Non Stock Item flag. This will prevent the system from calculating the stock for each Service you provide. Click SAVE PRODUCT, to save your new item “Cut Style”. If your device has an internet connection, once you save the product it will synchronize to your IREAP POS Pro device.
  
  Hair Salon, usually also selling products/items such as Hair Growth Shampoo, Hair Growth Tonic, so let’s create another item that is a product which you want to monitor the stock.

  

  This “Hair Tonic Ginseng 50ml” is Stock Item (untick the Non Stock Item), so IREAP POS will calculate the quantity and cost of this item, during Goods Receipt, Good Issues, and Sales transaction.

• Create / Add your Team for Specific Store, under USER MANAGEMENT – NEW USER

  
  
  
  
  

  SAVE USER, Tony@gmail.com is the HAIRDRESSER. Assign Tony to “Hair Strong Central Point” so his ID will be available at that store, and assign to the lowest access rights which is “Cashier”. (anyway Tony will not be able to login as a cashier on your device if you did not give the initial password).
  
  Create another user, name Ricky@gmail.com, we will use ricky as the HELPER

  

• Record Sales Transaction with Sales Team Member. Login to IREAP POS PRO, and go to MAIN MENU, select Sales/Return Transaction

  
  
  

  Click + (Plus) button to ADD / CREATE NEW Sales Transaction

  
  
  

  Select + Button to ADD New Item

  
  
  

  Add “S001” “Cut Style”, then Select “S001” to EDIT SALES TEAM

  
  
  

  Select TAB TEAM, to show Sales Team Entry

  
  
  

  Select “Tony Lim” as Sales Team 1

  
  
  

  Select “Ricky Tan” as Sales Team 2, then SAVE

  
  
  

  Your Sales Transaction will have a record on both “Tony” and “Ricky”

  
  
  

  Create another Sales Detail, selling “P001 – Hair Tonic Ginseng 50ml” and assign “Ricky Tan” as Sales Team 2

  
  
  

  After all the detail sales input, close sales transaction as usual sales.

• Web Admin Report by Sales Team
  After Sales transaction all synchronize to Web Admin, you can check the reports as usual, and with additional characteristic by Sales Team.

  Sales Report – Sales Summary by Team 1

  
  
  

  Sales Report – Sales Summary by Team 2