How to Determine Names for Location ID/Staff ID

Some of you may have noticed the columns for Location ID or Staff ID on our various POS 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 POS Locations. Click on the POS 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 Location Name added as a column to our Sales by POS Location Report then we can add it as a custom field:

 

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

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 method below.

1.) Go to Sales by Staff (under the Retail section)
2.) Add the column for Max Order Number. This will essentially give you just one Order Number per staff member 

End result should look something like this: 

3.) Download the above to CSV and add a blank column next to Staff ID. Call it Staff Name

4.) Go to your Shopify account and lookup each of the listed order numbers. Under the Timeline, you should see the corresponding Staff Name that goes with that order.  

5.) Copy the name and paste it in the row for that order under Staff Name field in the excel. (e.g let's say #216351 showed John Smith under the Timeline, I would paste John Smith in Celll C2.

6.) Repeat for the other Staff members.

And again, if you want us to create a custom Staff Name field for your account then just follow the method above.
Once you're done, email us to support@cloudlab.com with the CSV (so we can see which IDs go with which names) and we'll get the field created for your accordingly.

For more information about using Report Toaster, check out our FAQ or reach out to us at any time :) 

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