Partners who never buy from you.
The sales rep, the planning office, the workshop around the corner: they recommend you because it belongs to their work, not because they need your goods. A voucher is worthless to them and a percentage on the goods value often too erratic. What they want is a clear amount per customer referred.
A fixed amount per customer won.
Two switches, and the partner program becomes a referral bonus.
Commission type: absolute per order
Instead of a percentage the partner gets a fixed euro amount. Whether the customer orders for 80 or for 800 euros changes nothing about it.
Alternative: absolute per item, if the quantity rather than the order should count.
Follow-up orders: off
Commission only arises on the first order of a referred customer. After that the customer is yours, and the rep has had their bonus.
The other way round: follow-up orders on, if they should share in the revenue permanently.
| Customer | First order | Orders since | Commission |
|---|---|---|---|
| Anna K., Bochum | €412.90 | 6 | €25.00 |
| Tobias M., Essen | €89.00 | 1 | €25.00 |
| Werkstatt Süd | €2,140.00 | 11 | €25.00 |
| Jonas P., Herne | €156.40 | 0 | €25.00 |
Four customers won, four identical amounts. That is the point of this setting: the bonus hangs on the customer won, not on their revenue. Had a percentage with follow-up orders been set instead, Werkstatt Süd alone would have triggered a multiple of it.
Why does this order not count?
The question that comes up regularly in sales. You do not have to guess it, the plugin shows you.
- Check columns per order with a tick or a cross: minimum age reached, customer group matching, order status right.
- The calculation log through the context menu, with the route to the rate actually applied.
- The Commissions tab on the order names the reason in plain words when a commission is missing.
- A manual entry for everything no rule covers, with a comment for the partner and a private note for you.
Common questions
Can a partner be created who never orders from me?
Yes, that is explicitly provided for. You create partners in the administration yourself, optionally partner and customer account in one go. A sales rep, a workshop or a planning office needs no customer account in the usual sense, only one through which the settlement runs.
How do I reward a referred order with a fixed amount?
Through the commission type absolute per order. Instead of a percentage the partner gets a fixed euro amount, independent of the goods value. There is also absolute per item, if the quantity rather than the order should count.
How do I reward only the first purchase of a referred customer?
By switching off follow-up orders. Then commission only arises on the first order of a referred customer. Together with an absolute amount that makes a clear rule: a fixed amount per customer won, no matter how often and for how much they order afterwards.
Can I put a partner on hold temporarily?
Yes, through the Active switch. It stops new commissions but leaves entries, payouts and the assignment of the referred customers untouched. When a rep changes territory or a collaboration pauses, that is the right route, not deleting.
Can I correct commissions by hand?
Yes, positive as well as negative. Every entry comes with a private note that only you see and a comment the partner reads in their account. That covers the special cases no automation knows: a bonus, a reversal after a partial return, an arrangement made outside the usual.
Why does a particular order not count?
There are check columns for that. They show per order with a tick or a cross whether minimum age, customer group and order status fit. Through the context menu you open the calculation log, and the Commissions tab on the order names the reason when a commission is missing. So you do not have to guess.
Does the rep get insight into my customer data?
No. They only see their referred customers anonymised, with a first name, an initial and a town. How many orders and customers are visible at all, whether there are extended statistics with a CSV export and whether the receipt may be downloaded is up to you.
Other ways to turn customers into partners.
Payout and accounting
A number range, a PDF receipt and, on request, a real order for the warehouse system.
Read on → Espresso mail orderCustomers refer customers
The regular customer spreads the word and takes a voucher instead of money. The balance stays in the shop.
Read on → A vet with business cardsA referral without a link
The code sits on a card, not in a link. The customer types it into the cart.
Read on →Not every partner is a customer.
In the demo shop you can create a partner in the administration and set an entry by hand.