POS 员工管理

当您的员工帮助您进行当面销售时,您需要为这些员工提供相关权限,以便他们可以使用 Shopify POS 来运营您的商店。

所有 Shopify POS 员工都需要被授予 Shopify POS 的访问权限,具体方法是:在 Shopify 后台设置部分的用户和权限页面中,选择为此员工授予 POS 访问权限权限。

若要使用 Shopify ID 或登录凭据登录到 Shopify POS,员工需要符合 Shopify POS 登录要求。如果员工没有所有必需的权限,则只有在一名具有所需权限的员工先登录后,他们才能使用 PIN 来登录。

您可以通过设置 POS 角色(即设置一组权限)来为不同员工授予对商店的 POS 和零售活动的不同权限级别。您可以创建不同的 POS 角色,并为 POS 员工分配相应的角色,以确定在运营商店时每个员工进行各类活动所需的权限级别。

添加 POS 员工

如果您是店主,或者您具有管理 POS 员工权限,则可以使用 Shopify 后台或 Shopify POS 应用来添加或删除有权访问 Shopify POS 的员工。

您有两种类型的员工可以具有对 Shopify POS 的访问权限:

  1. 仅限使用 POS 应用的员工,他们有权访问 Shopify POS 但无权访问 Shopify 后台。仅限使用 POS 应用的员工仅适用于使用 Shopify POS Pro 的商家。

  2. 既有 POS 访问权限又有 Shopify 后台访问权限(包括 POS 渠道)的员工。

拥有 POS 访问权限的所有员工都需要一个唯一的四位数个人身份识别码 (PIN) 才能访问 POS。

Shopify POS 登录要求

若要使用 Shopify ID 或登录凭据登录到 POS,员工账户需要以下 13 种权限:

  • 主页

  • 订单

  • 编辑订单

  • 草稿订单

  • 产品

  • 礼品卡

  • 客户

  • 报告

  • 营销

  • 折扣

  • 管理和安装应用和渠道

  • 管理设置

  • 管理地点

您还需要在 POS 访问权限部分中选择为此员工授予 POS 访问权限,以便为员工授予 Shopify POS 的访问权限。

店主或者具有所需权限的员工账户需要先登录,否则拥有受限管理员权限和仅限使用 POS 应用的员工无法登录 Shopify POS。

当员工账户输入其 PIN 并处理销售时,员工姓名会与该订单关联。您可以在 Shopify POS 的订单详细信息视图中以及 Shopify 后台的订单时间表中看到是哪名员工处理了该订单。

添加员工之前,您可以创建 POS 角色,使您的 POS 员工能够获得线下运营商店所需的特定活动的权限。系统会为所有 POS 员工创建名为同事的默认角色,但您可以使用或创建其他 POS 角色来帮助管理您的 POS 员工。

您可以通过三种方式添加 POS 员工:

  • 从 Shopify POS 的员工屏幕中添加。

  • 在 Shopify 后台的 POS 渠道中创建。

  • 在 Shopify 后台的用户和权限设置页面中添加。

如果您使用的是 Shopify POS Pro,则可以从 Shopify 后台的 POS 渠道或从 Shopify POS 中添加仅限使用 POS 应用的员工。

可使用 Shopify 后台的 POS 渠道或用户和权限页面为具有 Shopify 后台访问权限的员工授予 POS 权限。

Add POS app only staff on iOS

从 Shopify POS 添加仅限使用 POS 应用的员工

如果您是店主,或者如果您具有管理 POS 员工权限,则可以使用 Shopify POS 来添加仅限使用 POS 应用的员工。

备注:此功能仅适用于使用 Shopify POS Pro 的商家。

步骤:

  1. 在 Shopify POS 中,点击 ,然后点击员工

  2. 点击添加员工

  3. 联系信息部分,输入所需的详细信息。

  4. 在 POS 应用访问权限部分,点击编辑

  5. 可选:若要查看每个角色中的权限列表,请选择该角色,然后点击查看详细信息

  6. 选择一个角色,然后点击保存

  7. 可选:如果要创建与默认 PIN 不同的 PIN,请执行以下操作:

    1. 安全性部分,点击编辑

    2. 点击生成新 PIN 或使用键盘输入 PIN。员工使用此 PIN 来访问 Shopify POS。请确保您的员工知道他们的 PIN。

  8. 点击保存

Add POS app only staff from the POS channel

添加仅限使用 POS 应用的员工(POS 渠道)

备注:此功能仅适用于使用 Shopify POS Pro 的商家。

如果您是店主,或者,如果您的员工具备管理 POS 员工权限,则可以从 Shopify 后台的 POS 渠道添加仅限使用 POS 应用的员工。您还可以通过为您的员工分配预定义的 POS 角色来控制他们的 Shopify POS 权限。

步骤:

  1. 在 Shopify 后台中的销售渠道部分,点击 POS > 员工

  2. 点击添加员工

  3. 输入所需信息。

  4. 选择一个 POS 角色。

  5. 如果要创建与默认 PIN 不同的 PIN,请在 PIN 部分中,点击生成随机 PIN 或输入一个 PIN。员工使用此 PIN 来访问 Shopify POS。请确保您的员工知道他们的 PIN。

  6. 点击保存

Create POS only staff in the admin

创建仅限使用 POS 的员工

如果您是店主,或者,如果您具有管理 POS 员工权限,则可以从 Shopify 后台创建仅限使用 POS 应用的员工。您还可以通过为员工分配预定义的角色来控制他们使用 POS 应用的权限。

步骤:

  1. 在 Shopify 后台中,在销售渠道下,点击 POS > 员工

  2. 点击添加员工

  3. 输入员工的联系信息。

  4. 选择要分配的 POS 角色

  5. 在 PIN 部分下,点击生成新 PIN,为您的员工分配唯一的 PIN。员工将使用此 PIN 来访问 Shopify POS 应用。

  6. 点击保存


Shopify商户官网原文详情:

Point of Sale staff management

When you have staff who help you to sell in person, you need to give those staff permissions so that they can use Shopify POS to run your store.

All Shopify POS staff need to be given access to Shopify POS by selecting the Give Point of Sale access to this staff permission on the Users and permissions page in the Settings section of your Shopify admin.

To log in to Shopify POS using a Shopify ID or login credentials, staff need Shopify POS login requirements. If staff don't have all the required permissions, then they can only use a PIN to log in after staff with the required permissions has logged in first.

You can give different staff different permission levels to your store's Point of Sale (POS) and retail activities using POS roles, which are a set of permissions. You can create different POS roles that, when assigned to your Point of Sale staff, determine how much permission each staff has to the various activities that are required to run your store.

Adding Point of Sale staff

If you're the store owner, or you have the Manage Point of Sale staff permission, then you can use the Shopify admin or the Shopify POS app to add or remove staff that have access to Shopify POS.

You can have two types of staff with access to Shopify POS:

  1. POS app only staff that have access to Shopify POS, but don't have access to your Shopify admin. POS app only staff are only available to merchants using Shopify POS Pro.

  2. Staff that have both Point of Sale access and Shopify admin access, including the POS channel.

All staff with Point of Sale (POS) access need a unique four-digit personal identification number (PIN) to access POS.


On this page

  • Shopify POS login requirements

  • Add POS app only staff from Shopify POS

Shopify POS login requirements

To log in to Shopify POS using a Shopify ID or login credentials, staff accounts need the following 13 permissions:

  • Home

  • Orders

  • Edit orders

  • Draft orders

  • Products

  • Gift cards

  • Customers

  • Reports

  • Marketing

  • Discounts

  • Manage and install apps and channels

  • Manage settings

  • Manage locations

You also need to select Give Point of Sale access to this staff in the Point of Sale access section to give staff access to Shopify POS.

Staff with limited admin permissions and POS app only staff can't log in to Shopify POS unless the store owner or a staff account with the required permissions logs in first.

When staff enter their PIN and process a sale, their staff name is connected with that order. You can see which staff processed an order on the order's detail view in Shopify POS, and in the order's Timeline in the Shopify admin.

Before you add staff, you can create POS roles that give your Point of Sale staff permission to specific activities that are required for running your store in person. A default role called Associate is created for all Point of Sale staff, but you can use or create additional POS roles to help manage your Point of Sale staff.

You can add Point of Sale staff in three ways:

  • From the Staff screen of Shopify POS.

  • From the Point of Sale channel of your Shopify admin.

  • From the Users and permissions settings page of your Shopify admin.

If you're using Shopify POS Pro, then you can add POS app only staff from the Point of Sale channel in the Shopify admin or from within Shopify POS.

Point of Sale permissions can be given to staff who have Shopify admin access using the Shopify admin from either the Point of Sale channel or the Users and permissions page.

Add POS app only staff on iOS

Add POS app only staff from Shopify POS

If you're the store owner or have the Manage Point of Sale staff permission, then you can add POS app only staff using Shopify POS.



Steps:

  1. From Shopify POS, tap , and then tap Staff.

  2. Tap Add staff.

  3. In the CONTACT INFORMATION section, enter the required details.

  4. In the POS APP ACCESS section, tap Edit.

  5. Optional: To see the list of permissions within each role, select the role and then tap View Details.

  6. Select a role, and then tap Save.

  7. Optional: If you want to create a different PIN than the default PIN, then do the following:

    1. In the SECURITY section, tap Edit.

    2. Tap Generate new PIN or use the keypad to enter a PIN. Staff use this PIN to access Shopify POS. Make sure your staff knows what their PIN is.

  8. Tap Save.

Add POS app only staff from the POS channel

Add a POS app only staff (Point of Sale channel)



If you're the store owner or have a staff with the Manage Point of Sale staff permission, then you can add POS app only staff from the Point of Sale channel in the Shopify admin. You control your staff's permissions for the Shopify POS by assigning them a predefined POS role.

Steps:

  1. From the Shopify admin, in the SALES CHANNELS section, click Point of Sale > Staff.

  2. Click Add staff.

  3. Enter the required information.

  4. Select a POS role.

  5. If you want to create a different PIN than the default PIN, then in the PIN section, click Generate random PIN or enter a PIN. Staff use this PIN to access Shopify POS. Make sure your staff know what their PIN is.

  6. Click Save.

Create POS only staff in the admin


Create POS-only staff

If you're the store owner or have the Manage Point of Sale staff permission, then you can create POS app only staff from the Shopify admin. You can also control their permissions on the POS app by assigning them a predefined role.

Steps:

  1. From the Shopify admin, under SALES CHANNELS, click Point of Sale > Staff.

  2. Click Add staff.

  3. Enter the staff's contact information.

  4. Select the POS role that you want to assign.

  5. Under the PIN section, click Generate new PIN to assign a unique PIN to your staff. Staff will use this PIN to access the Shopify POS app.

  6. Click Save.

文章内容来源:Shopify商户官方网站


(本文内容根据网络资料整理,出于传递更多信息之目的,不代表连连国际赞同其观点和立场)