In principle, a Virtual Assistant (VA) is credited with all purchases recorded through their main sheet.
The products are included in the analysis based on the purchase date. Canceled or deleted orders are not considered.
How Purchases Are Attributed to a VA
If a product is not purchased but should still be credited to the VA, a quantity can be entered in the "Rating" column.
This quantity is only used if no actual purchase of the same product has been recorded.
In this case, the product will appear in the analysis on the date it was added to the sourcing sheet.
If a purchase should not be credited to a VA, it can be excluded from the analysis in the "Origin" column within the "Purchases" tab. When the purchase is excluded, the quantity from the "Rating" column will be used instead (if available).
The two cases mentioned above are only considered in the VA analysis. In the Purchase Analysis, all actual purchases are listed—regardless of whether they were credited to the VA or not.
For your VA to view the VA analysis, the setting must be enabled in the VA’s settings. Once activated, the VA will also see their purchase volume in the dashboard.
The "View Analysis" option refers to the Purchase Analysis, meaning only actually purchased items are displayed.