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How to Add and Edit Sales Area
How to Add and Edit Sales Area

Learn how to set up a new sales area in your Shift Log settings and how to edit the name of your sales areas.

Sean McTiernan avatar
Written by Sean McTiernan
Updated over 3 years ago

In this article, you will learn:

  • How to add a new sales area to your Shift Log

  • How to edit the name of your sales area in your Shift Log

Note: You must have administrator access to these settings

How to add a new sales area

  1. Click your name at the top right of the screen

  2. Select 'Settings' from the drop down menu

  3. Scroll down and click 'Shift Log Setup' from the list on the left

  4. Select 'Daily Metrics' from the drop down options

  5. Click the blue 'Add Sales Area' button

  6. Enter a name and select which locations you wish for it to appear in

  7. Click save

  8. Switch the toggle so that the 'On' is green and the new sales area will now appear in your Shift Log

How to edit the name of sale area

  1. Repeat steps 1-4 as outlined above

  2. Click the blue 'Edit' button beside the name you wish to edit

  3. Enter the new name and the locations you wish for it to appear in

  4. Click 'Update'

  5. Ensure that the 'On' toggle on the right is switched to green

Related Articles:

ShiftLog Set Up

How do I enter my daily sales in my Shift Log

Shift Issues Settings

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