How To Addi Sales to an Affiliate Manually

Your CRM platform allows for manual sales assignments to affiliates. This can be especially helpful in certain cases:

1. Online Sales Without Affiliate Link: When a sale is made online, but the affiliate link wasn’t used, you can manually assign it to the correct affiliate.

2. Offline Sales Recording: For offline sales, you can register and attribute the sale to an affiliate for proper commission tracking.

Step-by-Step Instructions for Adding Sales Manually

Handling Online Sales with No Affiliate Link

1. Locate the Unassigned Sale: Find the sale that was processed online but not linked to an affiliate.

2. Choose the Appropriate Affiliate: Head over to the Affiliate Manager, search for the affiliate, and click their name to proceed.

3. View Affiliate Profile: Scroll through the affiliate's profile page until you reach the "Commissions" section.

4. Manually Add Commission: On the right-hand side, click the "Add Sales Manually" button to begin assigning the sale.

5. Enter Sale Details: A form will appear where you can select the customer’s email. Once selected, both the customer and affiliate names will populate. Fill in details like campaign name, revenue, and sale date. Click "Submit" once all fields are completed.

6. Manual Commission Tag: Any manually assigned sale will be marked as “Manual Commission.”

Recording Sales Made Offline

1. Log the Offline Sale: Navigate to the payment section to create an invoice for the offline transaction.

2. Create a New Invoice: Fill out the required information, such as the client’s details, product description, total amount, and payment method (e.g., cash for in-person sales).

3. Save and Confirm Payment: Once the invoice is saved, manually record the payment to ensure it appears in your system.

4. Assign Sale to Affiliate: Go back to the Affiliate Manager and follow the same procedure as for online sales, assigning the offline sale to the relevant affiliate.

Troubleshooting and Frequently Asked Questions

• Why doesn’t the sale appear under the affiliate’s record? Double-check that the correct email and transaction details were entered. If the sale still doesn’t show, try refreshing the page after a short wait.

• Can I split one sale between multiple affiliates? Unfortunately, sales can only be attributed to one affiliate at a time. Select the affiliate most responsible for driving the sale.