Manually Adding Sales to an Affiliate
CRMX offers the capability to manually add sales to an affiliate. This feature is particularly useful in two scenarios:
- Online Sales Without Affiliate Attribution: When a sale is made online but the affiliate link is not used, and you wish to attribute this 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.
Step-by-Step Guide to Adding Manual Sales
For Online Sales Without Affiliate Attribution
- Identify the Sale: Locate the sale that was made online but not attributed to an affiliate.
- Select the Affiliate: Navigate to the Affiliate Manager, find the affiliate to whom you want to attribute the sale, and click on the three dots next to their name.
- Add Manual Sales: Click on "Add Manual Sales." Enter the customer's email address associated with the sale.
- Select the Transaction: Choose the campaign related to the sale, and a table will display all transactions made by the customer. Select the relevant transaction.
- Submit: Click on "Submit" to attribute the sale to the chosen affiliate. The update will appear in the affiliate's record within a few minutes.For Offline Sales
- Record the Sale: Go to the payment section to create a manual invoice for the offline sale. This is essential for bookkeeping purposes.
- Create an Invoice: Enter the details of the sale, including the client's name, item description, amount, and mode of payment (e.g., cash for offline transactions).
- Save and Record Payment: After saving the invoice, record the payment manually to ensure it reflects in your transaction table.
- Attribute to Affiliate: Return to the Affiliate Manager and follow the same steps as for online sales to attribute this offline sale to the desired affiliate.
Troubleshooting and FAQs
- What if the sale doesn't show up under the affiliate's record? Ensure 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.
- 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.