Sales by Employee Report + Staff Updates

Use the Epos Now Sales by Employee report to update related staff records or staff roles. Automatically tag team members or adjust role data based on performance. Perfect for connecting sales insights to staff management workflows.

productsreportsbrandsstaffcustomerssuppliers Available

When this happens…

Run automatically or manually

You can run this flow automatically on a schedule, for example every weekday at midnight, or choose to run it manually via our dashboard when you need it.

Trigger

Get the data …

Fetch the report

The flow will fetch the report from your Epos Now account ready for filtering

Fetch

Apply filters…

Target the data you need

You can specify which rows from the report this flow applies to. Add as many filters as you like.

See the customisations section later on this page for a full list of available filters.

Filter

Then do this…

Update the related data

This is where you can specify what you want to update. Add as many actions as you like and you can even chain together actions for the same field.

See the customisations section later on this page for a full list of available actions.

Action

Get Started

Customisation

This template can be easily customised by changing the triggers, filters and actions
Learn more

Triggers
Filters
Actions

Triggers are the events that start the flow.
For example, run at 6pm on Mondays, Wednesdays and Fridays.

Scheduler

Set your flow to run automatically at a specific time or interval. Choose from monthly, weekly, daily or hourly.

Manual Run

Run your flow manually using our dashboard. This is useful for testing your flow or running it on demand.

Filters allow you to apply the actions only to the objects that pass the filter criteria you specify.
For example, filter by the customer type or where the customer name contains certain characters.

Avg Margin

Avg Value Including V A T

Can Access Back Office

Can Access Misc Products

Can Access Table Plan

Can Access Till

Can Access Till Admin Options

Can Accesss Customers

Can Adjust Float

Can Apply Basket Discounts

Can Apply Item Discounts

Can Change Tab Spend Amount

Can Clear Transaction

Can Delete Unordered Items

Can Disable Service Charge

Can Edit Customer Points

Can Hold Transaction

Can Manually Select Customer

Can Order Allocation Server

Can Order Allocation Table Manager

Can Order Allocation Team Server

Can Receive Stock

Can Refund Items

Can Remove From Table

Can Run End Of Day

Can See End Of Day Report

Can Send Stock

Can Server Baking

Can Stock Take

Can Tip Out Others

Can Tip Out Self

Can Unlock Device Via Pin

Can Unrestricted Stock Take

Can Use Number Sale

Can Use Payouts

Can Use Petty Cash

Can Void Items

Description

Discount

From Date

Gratuity

Has Swipe Card

Hourly Rate

I D

Is Admin On Till

Item Quantity

Location Name

Main Location I D

Margin

Margin Perc

Max Basket Discount Amount

Max Basket Discount Percentage

Max Customer Credit Limit

Max Item Discount Amount

Max Item Discount Percentage

Max Refund Amount

Name

Number Of Trans

Number Sale Quantity

Reference Code

Refund Quantity

Refund Value

Role I D

Select Role

Select Staff

Show At All Locations

Staff I D

To Date

Value

Value Excluding V A T

Value Including V A T

Void Line Quantity

Void Line Value

Actions allow you to make changes to the objects that pass the filter checks.
For example, set the customer balance to 10 or add 20% to the existing balance.