How Can Staff Use Upselling in POS?

Staff upsells in Impulse

Use this quick FAQ to understand how staff members upsell from the Impulse tile in Shopify POS, and how store owners review those results in Staff Upsells.

For an upsell to be tracked as a staff upsell, it must be added through the Impulse tile flow in Shopify POS and the sale must be completed in POS.

Shopify POS home screen showing the Impulse tile

FAQ

On the Shopify POS home screen, tap the Impulse tile. This opens the Impulse upsell view, where staff can review the recommended products, open a product, and tap Add to Cart. The sale is then completed in Shopify POS as normal.

An upsell counts when the product is added through the Impulse tile flow and the order is completed in POS. If the item is added another way, it may not be tracked as an Impulse staff upsell.

Impulse attributes the upsell using the staff member's email address. The staff identity used in the POS sale is matched to the staff record shown in Impulse reporting.

In the Impulse app, go to Staff Upsells. This area shows upsell activity by staff member so you can see who is generating upsells and review each person's results.

Open Staff Upsells, find the staff member in the list, and open their entry. Their detail view shows the upsell activity recorded for that person.

Use Products Upsold if you want to review which products are being upsold most often, and Staff Upsells if you want to see which staff member generated the upsell.

The most common reasons are:

  • the product was not added through the Impulse tile

  • the order was not completed in Shopify POS

  • the staff member was signed into the wrong POS account

  • the staff email does not match the record used for attribution

For the most accurate reporting, make sure each team member uses their own Shopify POS login and that their email address is correct.

If staff share logins or add products outside the Impulse flow, attribution in Staff Upsells may be inaccurate.

Related pages

See the full in-store Impulse flow in Shopify POS.

Review upsell performance by product.