Sales by staff shows who sold what in a period. Owners and managers can open it. It is included in Pro and Enterprise. Naayya switches it on for a business, and there is no switch for it in Settings. Until it is on, Reports does not list it and Sold by does not appear on sales.
Open the report#
Go to Admin > Reports > Finance > Sales by staff. Choose a Period: This month, Last month, Last 12 months or Custom with From and To. A period can span at most 400 days. If the business has more than one location, filter by Location. A location filter counts only sales made at that location. Sales with no location, such as memberships and most online sales, count under All locations.
What the report shows#
Each row is one person, with Sold by, Sales, New memberships, Renewals, Refunds and Net revenue. Totals sit above the table, split by the kinds of sale that have revenue: Memberships, Passes and packs, Appointments, Course fees, Shop products, Gift cards and Other. Expand a row to see each sale with its date, customer, item, type and net revenue. A type is Sale, New membership, Renewal, Installment or Refund.
- Net revenue is after refunds and without VAT. A sale with no VAT record counts at its full amount, and the report says how many.
- A sale counts on the day it was paid. A refund counts, as a negative amount, on the day the money went back. It counts for whoever sold the original sale.
- Sales counts one-off sales and new memberships. Renewals counts later payments of a membership. A later installment of a course adds to net revenue but is not another sale.
- Complimentary sales and memberships, account top-ups and sales paid from a wallet are not counted.
Select Export for Totals by person or Every sale as a CSV file.
Who a sale is credited to#
Sold by is who gets credit for a sale. Recorded by is who handled the money. They are the same staff member unless an owner or manager changes Sold by.
- A customer's own online purchase is sold by Online.
- A sale with nobody to credit shows No seller.
- A seller brought over from a previous system carries an Imported label.
Renewals, installments and refunds follow their sale. A membership's payments follow the membership. Later installments of a course follow its first payment.
Change who sold a sale#
Only owners and managers can do this.
- In the report, expand a person's row and select Change seller on the sale. A refund has no button, because it follows its sale. Or open the payment in Admin > Payments and select Change beside Sold by.
- In Change who sold it, choose a staff member under Sold by. Current staff come first. Former staff are marked "(former staff)".
- Select Save.
The sale and every renewal, installment and refund that belongs to it now count for the person you chose. Naayya keeps a record of who changed it, when, and from whom to whom. You can choose only someone who works or worked at the business.