Affiliates list view.

Referral history list view.

Click Add in CRM to create a new opportunity.

Select Create a new customer and click confirm.

New contact created with Is A new Customer enabled.

Creating a sale order of that customer.

Sales Order created.

Creating a regular invoice.

Confirming the draft invoice.

Posted the invoice.

Creating the payment for the invoice.

Invoice is paid and the Comission Bill is currently Draft Bill.

Draft bill is created for the commission.

Posted bill for the comission.

Paid comission mail demonstrating that the bill has been paid.

You can view the referrals in the Referral History Tab in the contacts.

In the Affiliate Program configuration you can set the Comission Templates.

In the templates you can set the minimum and maximum ammount, date range and comission rates.

In the Affiliate Program configuration you can set the Reference Types.

In the contact you can set the Comission Templates, Referred Customers and Reference Type.

Enable the Auto Validate Comission Bill.

Created a sale order.

Validated the deliveries.

Creating the invoice fro the sale order.

Confirm the draft invoice.

Posting the draft invoice results in the auto validation for the Comission Bill.

Enable the Clawback Comission on Sale Order Cancel

Now cancel the sale order.

Confirmation on cancelling the sale order.

Sale order cancelled.

Mail showing that the comission has been reversed due to sale order cancellation.

Referral History tab in contact shows that the comission has been reversed.

We can also check in the refunds in Invoicing demonstrating the reversal of comission.

Select the Apply Comission in the action menu.

Apply the comission templates to the contact.

Added the comission templates to the contact.

You can also view the comissions through the portal.

List view of the comissions in the portal.

Go to the website, complete the Affiliate Program Application form, and click the Submit Application button to apply for the affiliate program.

The Affiliate Program Application has been submitted successfully.

Go to the Affiliate Program Applications menu in the backend, open the submitted application, and click the Approve button to approve the affiliate program request.

By clicking the Approve button, a wizard opens, allowing you to select the Commission Template to be assigned to the affiliate before approving the application. Select the desired Commission Template and click the Apply button.

The Affiliate Program Application has been approved successfully and is automatically moved to the Approved stage.

Upon approving the Affiliate Program Application, a confirmation email is automatically sent to the customer, notifying them that their affiliate application has been approved.

In the Customer Form View, the Referral Link, Affiliate Code, and Active status are displayed, indicating that the customer has been successfully activated as an affiliate.

Click the Referral Link from the Customer Form View to open the affiliate referral page or copy the referral URL for sharing with potential customers.

Open the Referral Link in a web browser, then select the desired product to continue with the purchase through the affiliate referral.

Enter the required name and address details, then click the Confirm button to proceed with the order.

The order has been placed successfully using the affiliate referral code, and the referral is automatically tracked for commission calculation.

Go to the Affiliate Program General Settings.

Set the Default Relationship Duration in the Affiliate Program General Settings.

Go to the Affiliate Attribution form view. You can view the Referral Date and the Valid Until date, which is automatically calculated based on the configured Default Relationship Duration.

Open the invoice generated from the Sales Order created through the website and click the Confirm button to Post the invoice and proceed with the affiliate commission process.

When the invoice is posted, a Commission Bill is automatically created in the contact's name according to the configured affiliate commission rules.

When the invoice is posted, a Commission Bill is automatically created in the contact's name according to the configured affiliate commission rules.

The Referral History tab in the Customer Form View displays the following information:
Referred Customer Name, Sales Order Number, Commission Bill Details, Commission Amount/Details, Commission Status

The Referred Customers tile will be visible in My Account, allowing users to view all customers referred through their affiliate links or coupon codes.

The Commissions tile is visible in My Account, allowing users to view their earned commissions and commission history.

The Payouts tile is visible in My Account, allowing users to view their payout requests, payment status, and payout history.

Click the Payouts tile to open the list of Vendor Bills, where users can view their affiliate payout records and payment status.

Create Affiliate Coupons to provide affiliates with unique coupon codes that can be shared with customers for referral tracking and commission attribution.

Go to the website, add the desired product to the cart, and apply the affiliate coupon code during checkout.

Enter the required name and address details, then click the Confirm button to proceed with the order.

The order has been placed successfully from the website.

Go to the Customer Form View in the backend. The referred contact is automatically linked to the customer (affiliate) whose coupon code was used during the website order.

Create a Quotation Template and set its Priority.

Set the Commission Type in the Quotation Template to define how affiliate commissions will be calculated for orders created using that template.

Set the Applicability in the Quotation Template to define the conditions under which the commission configuration will be applied.