Admin walkthrough

Open Vendors → Partners. There are two tabs.

Partners tab

• Search by name, email or code.
• New Partner opens a form: Name, Partner Code, Email, Phone, Website, Tier, Status (Active or Inactive) and Notes. Click Create Partner.
• Click a partner to open their details: current tier, Total Sales, Total Commission, Sale Count, progress to the next tier, and Sales History.
• Check Tier Upgrade moves the partner to the highest tier their recorded sales qualify for. If nothing changes you'll see No tier upgrade available at this time.
• Edit or Delete a partner from the list. Deleting cannot be undone; set them to Inactive if you might work with them again.

Tiers tab

• New Tier opens a form with Tier Name, Discount, Min. Sales Threshold, Benefits and Sort Order. The form uses technical units; see Tier system for what to type.
• Tiers show as cards with their rate, target and perks.