Why isn't a staff member listed in Sold by?
Sold by offers people with an OrderPilot staff record who are available in the salesperson picker.
Check Appear in the salesperson picker, the person's suspension state, and whether they have opened OrderPilot.
PIN-only staff can be added from Recent POS sign-ins. Historical sales credit stays even when someone is no longer offered for new sales.
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People also ask
From other topicsWhy isn't the POS receipt listed under Apply this look to all assets?
The POS receipt is excluded from Apply this look to all assets because its printing controls are separate. Open SettingsBrandingPOS receipt to adjust its supported settings. Its logo still comes from the location or shared brand kit, but copying the customer-page look does not restyle the receipt.
Does OrderPilot charge for each staff member?
No, OrderPilot has no per-user fees. The subscription is priced per billed location, so adding a salesperson does not add an OrderPilot seat charge.
Roles, permissions and history are included on every plan. Each person's access still depends on the permissions assigned to them.
Why is no order listed in the PO Workbench?
The PO Workbench lists eligible orders at the chosen Fulfillment Location with physical items still needing purchase orders. Check the location, the orders' status eligibility, existing PO allocations and stock coverage. Use Standalone PO only when buying stock without linking customer orders.
Open its own pageFull guide: Create purchase orders in the PO Workbench
Why can't I see other staff members' quotes?
Your Quotes list can start with Salesperson set to your own sales. Clear the selection to All, then check the location and other filters. If the quote is still missing, your role may restrict you to certain records or locations.
Clearing filters does not expand your access.