Staff upsells from the POS tile
What this article covers
This article explains how staff upsell tracking works when a sale is made through the Impulse tile in Shopify POS. It also shows how the upsell is attributed to a staff member using their email address, and how to review individual results in Staff Upsells.
How staff upsells are tracked in POS
On the Shopify POS home screen, Impulse appears as a tile labeled Impulse. Staff use this tile to open the available upsell products, review the recommendation, and add the selected item to the cart.
In the POS flow shown in the app, staff can:
- tap the Impulse tile
- view available upsell products in the Impulse overlay
- open a product from the list
- tap Add to Cart
- finish the transaction in Shopify POS
When an upsell product is added through this Impulse tile flow and the order is completed, the upsell can be counted against the staff member who made the sale.
How the upsell is attributed to a staff member
Impulse attributes the upsell to the staff member by matching the staff identity from the POS sale to the staff member's email address.
In practical terms, this means the upsell is credited to the staff profile whose email address matches the staff member handling the POS transaction.
What this means day to day
- If a staff member opens Impulse in POS and adds the upsell to the order, the completed upsell is attributed using that staff member's email address.
- If the email address does not match the expected staff record, the upsell may not appear under the staff member you expect in reporting.
- Consistent staff logins and correct email addresses are important for accurate staff upsell reporting.
How to check who has upsold what
Use the Staff Upsells area to review results by team member.
In the Impulse app, go to Staff Upsells.
This section lists staff members with their recorded upsell activity.
Locate the staff member you want to review in the Staff Upsells list.
Entries in this view represent individual staff members.
Click the relevant staff member entry.
This opens that staff member's upsell detail view so you can see what they have upsold.
Inside the staff member record, review the upsell information shown for that person.
This is where you can check who has upsold what based on the staff member you selected.
What staff see in the POS upsell flow
When staff tap Impulse, the app opens a product list overlay showing the available upsell products. In the example flow, staff can select an item such as Branded Notebook or Branded Polo Shirt, open the product, and add it to the cart.
This matters for reporting because the upsell must be added through the Impulse POS flow before it can be tracked as an Impulse staff upsell.
Best practices for accurate staff attribution
- Make sure each staff member uses their own Shopify POS login.
- Keep staff email addresses accurate and consistent.
- Train staff to add upsell items through the Impulse tile rather than manually adding the product another way.
- Review Staff Upsells regularly to confirm results are appearing under the correct team member.
When a staff upsell does not appear as expected
If you cannot find an upsell under the expected staff member in Staff Upsells, check the following:
- the sale was made through the Impulse tile in Shopify POS
- the upsell product was added during the Impulse flow
- the order was completed in POS
- the staff member was signed in with the correct account
- the staff member's email address matches the record used for attribution