Cloudshelf automatically tracks all sales back to the originating store, and even enables you to reward a sales assistant for a sale.
Register your sales team
During a sale
Sales assistants check-in when they are helping on a Cloudshelf
- The sales assistant can swipe down anywhere on the screen 3x 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 3x swipe gesture anywhere on the screen and set themselves.
Tracking a completed sale on your Shopify store
After a sale is complete, on the Shopify order you will be able to see the following references:
- CS_Cloudshelf - The Cloudshelf experience from where this order was placed
- CS_Device - The device name (you can configure this within the 'Devices' section)
- CS_OriginatingStore - The originating store from where the sale has been completed
- CS_SalesAssistant - The employees' full name and employee reference (if available) is shared in the field
Screenshot of example in Shopify order:
Tracking a completed sale via the API
If you wish to integrate this into an ERP, you can use the following:
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 } } }