Cloudshelf enables you to reward a sales assistant for a particular sale
Register your sales team
In the manager, go to the 'team' tab and
- add your team members.
- You need to enter at least a first name, and you can choose whether to add a surname and employee reference
- Allocate the team member to one, many or all stores. Their name will only appear if they are on a Cloudshelf in one of the stores they are allocated to.
- click on the cogwheel
- to select how they will appear on the screens in-store: firstname, fullname or an employee code
- choose when the selection clears: at the end of each browsing session, at midnight, or never.
- when you are ready turn "on" the feature to allocate sales to team
During a sale
Sales assistants check-in when they are helping on a Cloudshelf
- The sales assistant tap top centre of screen 3 times rapidly for team selection pop-up to appear
- Sales person selects their name or reference
- Sales person clicks on the (x) to close the window
If a sales person is selected, their firstname will appear on the check-out page with a message to say eg "Today you were helped by John".
If a sales person does not see their name, they can do the 3-tap gesture at the top of the screen and set themselves.
Tracking the completed sale
After a sale is complete, on the Shopify purchase record the full name and employee reference (if available) is shared in the field: CS_SalesAssistant
To recover the data through a graphQL query:
{ orders(first: 10) { edges { node { id updatedAt lineItems (first: 10) { nodes { id title } } customAttributes { key value } } } } }
The key would be CS_Cloudshelf
, CS_Device
, CS_OriginatingStore
, CS_SalesAssistant
Or if you want to get a single orders data, you can query it by ID:
{ order(id: "gid://shopify/...") { id customAttributes { key value } } }