To set up affiliates:
I- Navigate to “Setup->Affiliates”.
To add a new affiliate:
- Click on the “+” button.
- Set the “Affiliate Name”. (Affiliate name will appear on screen when inserting a new order)
- Set “Your Percentage (%)”. For example type 45 if you are getting 45% of the total order.
- Check “Active” check box.(non-active affiliates will not appear when inserting a new order)
- Set the “Display Order” (Affiliate with lower display order will appear first on on the order page)
- Repeat steps 1 to 6 to add more affiliates
- When all affiliates are added, click on “Save”.
To change affiliates:
- Click on the offer you want to change.
- Apply the changes and click “OK”
- Repeat step 1 and 2 for all the affiliates you want to change.
- Click on “Save”
To merge affiliates(Remove):
Merge process allows you to remove an affiliate from your system. However because your orders are related to the affiliates, you have to use merge process to remove the affiliates. Merge procedure combines two affiliates into one affiliate.
- Select the primary affiliate – affiliate you want to keep.
- Click “Merge – Select Primary Affiliate”.
- Select the secondary affiliate – affiliate you want to remove.
- Click “Merge – Select Secondary Affiliate”.
- Click “OK” to confirm the merge.