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Salesperson Enhancements (June 2023)

When the Assign Salesperson Policy is enabled, you can now see two new options for mandatory salesperson tagging. These new options prevent the cashier from missing out on adding salesperson to either the bill or to every individual item, based on your requirement.

Salesperson tagging is not mandatory for ad-hoc Returns or Returns against Invoice.

Mandatory at Bill level

The previous Mandatory option has been renamed and would work like before: requiring a salesperson to be tagged for all items before proceeding to checkout. Tagging is not immediately required after adding or scanning every product and can be done for all products at once, just before you tap Checkout.

Mandatory After Adding Product

Select this new option to ensure all individual items in a bill have a salesperson assigned to them. On POS, when a cashier adds or scans a product on WebPOS, a popup to tag a salesperson opens automatically. The cashier has to tag a salesperson and the product will be added to cart. If the popup is closed without tagging the salesperson, the product will be removed from cart.

If you are unable to see created salespersons on POS, tap Refresh to check for updates.

Improved Visibility

Salesperson added to a product is now visible directly on its cart listing.

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