Reassigning Staff Member On Closed Ticket

When a ticket is closed, you can adjust the commission allocation without reopening it. This ensures commissions are correctly assigned to the appropriate staff member.

Things to Know:

• This feature applies only to tickets that include products, packages, memberships, and gift cards.
• The ability to reassign a staff member on a closed ticket is governed by the 'Accessing Closed Tickets' access control setting.
• Commission for these items is determined by the staff member selected in the Commission dropdown on tickets. This dropdown lists all staff members.
• By default, the system assigns commission based on the "Default Commissionable Employee for Product and Prepaid Sales" setting, which can be either In-House or the logged-in staff member. Learn more here.
• A staff member on a ticket cannot be replaced with a staff member from a different location.
• If the staff member on a closed ticket is reassigned, reports will update to reflect the newly assigned staff member.
• Historical data in reports also updates when reassignment occurs. Example: If Sam Brown was assigned to a closed ticket dated January 25, and on March 27 the staff member is changed to Amy Lee, reports for January 25 will now display Amy Lee as the assigned staff member for that transaction.

To change the employee on a closed ticket:

1. Go to POS > Closed Tickets
2. Search for and locate the ticket
3. On the closed ticket, select the drop-down arrow next to Sold By to display the staff list
4. Choose the staff member to whom the ticket should be reassigned.
5. Click Save (bottom right of the page)
6. Confirm the change by selecting YES in the confirmation pop-up

The ticket will then display the updated change

For more information contact us at support@mytime.com.  

Related Articles:

• Flow from Open Ticket to Closed Ticket
• Editing Closed Tickets
• Reopen Closed Purchase Orders
• Closed Tickets Report