Track staff purchases with Shopify POS


If you offer staff a discount on products in store or a certain level of allocation, then you likely want to capture information about what they have ordered.

One way to do this is to have the staff member assign themselves as the staff member. However, this doesn’t properly differentiate between a staff order and a regular order. You also probably want to have a seperate staff member create the transaction just to be safe and introduce accountability.

Using custom fields, you can create a list of staff members in the admin. Then, when a staff member wants to purchase something another member can create an order per normal and add the purchaser’s name as a custom field.

Once you have the name of the staff member captured on the order as a custom field, you can tag the order or set up alerts based on total spend, certain products or discount amounts using Shopify Flow.

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