Tracking sales + tier upgrades

Partner Management

Tracking sales + tier upgrades

Sales are not tracked automatically today. Orders on your store are not linked to partners: there is no referral link and no partner-code box at checkout, and the admin has no button to add a sale by hand. That's why Total Sales, Total Commission and Sales History usually show nothing.

What to do instead

  1. Create a coupon for each partner in Marketing → Promotions, using their partner code.
  2. At the end of each month, look at the orders that used each coupon (in Sales → Orders or Reports).
  3. Work out the commission: order value (before or after GST, as agreed) × the partner's tier rate.
  4. Pay the partner and keep the record in a spreadsheet, or in the partner's Notes.
  5. If a partner has earned a better tier, Edit them and choose the new tier.

When a sale is recorded (by CartWhizz support on request), the commission is worked out from the partner's tier rate at that moment, and Check Tier Upgrade uses the total of recorded sales.