Some of you may have noticed the columns for Location ID or Staff ID on our various reports (e.g. Sales by POS Location).
Using these fields, you can see your Sales at each of your retail locations and have the totals broken down to each specific store (Location ID) and/or each specific staff member (Staff ID).
Now currently Shopify doesn't make the actual names of each available to us in Report Toaster (only the ID #s).
If you don't happen to know which ID # corresponds to which location/staff member, this guide will therefore explain how you can lookup those ID numbers in Shopify.
Location ID
1.) In the Shopify Admin, go to Settings (bottom left).
2.) Under Settings, go to Locations
3.) There you should see each of your Locations. Click on the Location to open it.
4.) Once you have the location opened, you should see the Location ID in the URL bar in your browser. This then tells me that this location corresponds to that ID.
You can then provide us with a list of Location IDs and the corresponding Location Names for any
custom fields you need mapping
For example, if you wanted a custom Fulfillment Report that included each of your Fulfillment locations, we could add that in as a custom column:
All you need to do is email us to
support@cloudlab.com with a list of which names go with which location IDs (following the steps above) and we'll take care of the rest.
Staff ID/Attributed Staff ID
For privacy reasons, Shopify doesn't let 3rd party apps see which Staff ID corresponds to which Staff Name.
However, as the merchant, you can easily lookup which Staff IDs go with which Staff Names by following this easy method below.
1.) In the Shopify Admin, go to Settings (bottom left).
2.) Under Settings, click on Users and Permissions (note - you might need permissions from the Store Owner to access this section)
3.) Click on any user
4.) In the URL bar at the top, you will see that user's Staff ID. This tells you that user goes with that corresponding ID.
This is very useful to know if, let's say, you've followed the process to add Staff Names to your account (see
here), see some gaps in the field, and would like us to manually add the names to the field.
Simply email us at
support@cloudlab.com with a list of which names go with which ID's and we'd be glad to add them in.
Finally, if the staff member no longer has an account (e.g. particularly for older historical orders that may have been placed a long time ago and the staff member has since left) you can get this information from the order.
Simply go to one of their orders in Shopify and scroll down to the Timeline at the bottom.
This will tell you which person handled the order.
If you give us a list of Staff Names and corresponding Order Numbers, we can lookup the Staff IDs and map them accordingly.
And that's it!
For more information about using Report Toaster, check out our FAQ or reach out to us at any time :)