The CRM lets you add sales to an affiliate manually. This is particularly useful in two scenarios:
- Online Sales Without Affiliate Attribution: When a sale is made online but the affiliate link wasn't used, and you want to attribute that sale to a specific affiliate.
- Offline Sales: When a sale is made offline and you need to record and attribute it to an affiliate for accurate commission tracking and record-keeping.
This article walks you through the steps to account for these sales and make sure your affiliates are properly rewarded.
How to Add Manual Sales
Locate the sale that wasn't attributed to an affiliate in the Transactions section of your account. If the sale was made offline, create a manual invoice in the Invoices & Estimates section. This is essential for bookkeeping purposes.
Enter the details of the sale, including the client's name, item description, amount, and record the payment.
Then, navigate to the Affiliate Manager and find the affiliate you want to attribute the sale to.
If you've selected an inactive affiliate, mark them as active from their associated actions menu.
Once active, you'll see the option to add manual sales. Go ahead and click it.
A pop-up will open where you can select the customer by name or email (1). Once selected, set the campaign the sale belongs to (2), then click next.
You'll then be prompted to choose the transactions to record under the affiliate. You can see an overview of when each transaction was made and its source, so you can confirm everything before completing the process.
📌 Note: Manual sales can also be added from the affiliate highlights, accessible after clicking their name from the main page.
Whenever a commission is added manually, the product will show as "Manual Commission" in the Affiliate Highlights view.
By using the manual sales feature, you can make sure every affiliate is credited accurately, whether the sale happened online without proper tracking or entirely offline. This keeps commission payouts fair and your records complete and transparent for both you and your affiliates.
Frequently Asked Questions
Q: What if the sale doesn't show up under the affiliate's record?
- Make sure you've correctly entered the customer's email and selected the right transaction. If the issue persists, wait a few minutes and refresh the page.
Q: Can I attribute one sale to multiple affiliates?
- No, each sale can only be attributed to one affiliate. Choose the affiliate who primarily facilitated the sale.