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Affiliate Marketing - Order Management

 

When a customer places an order in the store through an affiliate link, affiliate discount code, or sales relationship binding, a referral order will be generated. You can view all referral orders on the Order management page and review the orders on the page. You can choose to approve or reject an order. On the billing date, orders that have exceeded the transaction fee lock-up period and have been approved will be included in the current bill.

 

In This Article

 


 

Order Management

You can view all referral orders on the Order management page. You can view orders in different review statuses through the All, Pending, Approved, and Rejected tabs above. 

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  • Order information: You can check the order information in the first column, including the order number of the referral order, payment status, and whether the affiliate is self-purchasing.
    • Order No.: Displays the custom order number in your store, which is consistent with what you see in the order management in the admin.
    • Payment status: Below the order number, you can check the payment status of the current order. If the order hasn’t been paid, the payment method will be displayed here, such as Cash on delivery.
    • Affiliate self-purchase: When the referral order is the affiliate self-purchase, Distributors purchase by themselves will be displayed after the payment status; when you set the affiliate self-purchase in the store to not generate a transaction fee, the referral order will be rejected by default.
  • Order-placing time: The time the order was placed.
  • Distributor: The affiliate to whom the order belongs.
    If a user places an order through an affiliate link and uses an affiliate discount code, the order calculation priority is affiliate discount code > affiliate link > sales relationship binding.
    For example, if a customer enters the store through the link of Affiliate A and uses the discount code of Affiliate B when placing an order, then the order will belong to Affiliate B.
  • Order amount: The total amount of the order.
  • Affiliate order value: The referral order amount of an order, which is the actual payment amount of the items in the order excluding shipping fees, taxes, and tips, and is used for transaction fee calculation.
    • When you select the calculation method of the affiliate transaction fee Commission on discounted price, the system will calculate the affiliate order value, which is used to calculate the transaction fee. After the order is paid, the affiliate order value will start to be displayed.
    • When you select the calculation method of the transaction fee as Commission on retail price, the affiliate order value won’t be displayed, because the transaction fee is calculated based on the selling prices of the products in the order, not based on the actual payment amount of the products.
  • Commission amount: The commission corresponding to the order.
    • If you set the affiliate commission calculation method to be Commission on discounted price:
      • During the lock-up period, if the order changes (editing, refunding) and the payment amount changes, the commission will be recalculated; the order that has been approved before will return to the pending status, and you can re-approve these orders.
      • If the order changes outside the lock-up period, the commission won’t be recalculated.
    • If you set the affiliate commission calculation method to be Commission on retail price:
      • After the order is placed, the commission will be calculated and won’t change in the future.
      • Regardless of the lock-up period or outside the lock-up period, when the order changes, the commission will not change.
  • Review status: The current review status of the order.
    • Pending: The order is pending, and you can approve or reject it.
    • Approved: The order has been approved and will be credited to the bill after the lock-up period ends.
    • Rejected: The order has been rejected by review and won’t be included in the bill.
  • Tracking types:
    • URL tracking: Track orders by using referral links provided by the affiliate.
    • Discount code tracking: Track orders by the affiliate’s discount code.
    • Sales relationship: Track orders by sales relationship binding settings.
    • Multi-level affiliate: Track orders through a multi-level affiliate system.
  • Action: View commission details for orders. View the affiliate commission amount attributed to each product within an order.
Note: In the event of a full refund, the total commission displayed here will represent the amount before the refund. The actual commission amount for the order will be shown in the list.

 


 

When Does a Referral Order Start to Calculate Affiliate Commission?

The calculation time of the affiliate commission and subsequent changes are related to the commission calculation method you set. When you set different calculation methods, the calculation time will also change accordingly. 

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Commission on Discounted Price

  • If the calculation method you choose is Commission on discounted price, when a customer places an order through an affiliate link/discount code, the order will be displayed on the affiliate order management page. When the customer pays, the order will start to calculate the affiliate commission. The commission won’t be calculated for unpaid orders.
  • When the order is in the lock-up period, the right side of the affiliate commission will prompt that the order is in the lock-up period. You can check the end time of the lock-up period.
  • If the order changes during the lock-up period (for example, when you edit the order or refund the order, or when the actual payment amount in the order changes), the affiliate commission will be recalculated. After calculation, you can re-approve the order (only if it was approved before, the order will become pending and can be re-approved; if it has been rejected before, the status won’t change).
  • If the order has exceeded the lock-up period, subsequent changes won’t be counted, and the commission won’t change.

Commission on Retail Price

  • If the calculation method you choose is Commission on retail price, when a customer places an order through an affiliate link/discount code, the order will be displayed on the affiliate order management page. At the same time, when the order is successfully placed, regardless of whether the customer has paid or not, the affiliate commission will be calculated based on the selling price of each item in the order.
  • When calculating the commission based on the retail price of the product, the commission will no longer change after the order is placed.
  • Regardless of whether the order is within the lock-up period or not, if the order is edited or refunded resulting in a change in the actual payment amount, the commission won’t change.

 


 

Approving/Rejecting a Referral Order

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When the current review status of a referral order is “pending”, you can select the order by checking the checkbox on the left side of the order and then clicking Approved or Rejected.

  • You can review orders in batches. After selecting multiple orders, click Approved or Rejected to review.
  • If you review the orders that have already been approved or rejected, the status of these orders won’t change.

If the calculation method you choose is Commission on discounted price, and the commission is recalculated during the transaction fee lock-up period, the status of the order that has been approved before will change to “pending” again, and you can re-approve the order.

  • Approved: The affiliate commission of this order is approved and can be included in the bill later.
  • Rejected: The affiliate commission of this order is rejected and won’t be included in the bill in the future.
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