Managing partners

The operating guide for the administration. Every section, every tab, every field and every view, in the order you meet them. Why a commission is the size it is has a chapter of its own: The calculation path.

Where everything lives

Four places where the plugin appears

The daily work and the base settings live apart. That is deliberate: settings apply per sales channel, the partners themselves do not.

Marketing → Partner program → Partners
The list of all partners and their files
Marketing → Partner program → Payouts
Every requested payout with its status
Extensions → My extensions → Configuration
The settings, per sales channel
On every order
A Commissions tab of its own with the booking and the calculation log

The partner list

Twelve columns

The list answers the two questions you have most often: who brings something, and who is waiting for me? Which columns are visible you set yourself, as in every Shopware list.

Marker
Far left. Flags partners waiting for activation or a decision on a code
Name, partner code, voucher code
Without an assigned promotion it reads No voucher
Customer, Active
The linked customer account and the switch for new commissions
Clicks
A plain counter of visits through the partner link. No evaluation over time
Customers, Orders
Referred customers and the orders that came from them
Revenue month, revenue year
The revenue produced through this partner
Redeemable commission
The available balance, not the total commission
Created
When the partner came into being

Two buttons for creating

Top right in the list. The difference is whether the customer account already exists.

Create partner
An existing customer account becomes a partner. Cards: partner and partner code
Create partner & customer
Both in one go. Cards: partner, customer base data, customer address
What the second route is for
An agency, a practice, a sales rep who never orders themselves
Guest accounts
Always excluded, a customer account is a prerequisite

The partner file

Tab 1: base data

Two cards. The first is the partner themselves, the second decides how they are rewarded.

Base data card
Name (required, internal only), Active (switch), Customer (the linked account)
Options card
Remove inheritance, Kind of reward, Activate bonus for vouchers, Amount of the bonus in percent
Not here
The bank details. The partner stores those themselves in the storefront

The inheritance is the important part. While it stands, the card shows the shop-wide values from the configuration and the partner follows every change to them automatically. Only once you remove it does a separate value apply to this partner.

Cards that only appear sometimes

Three cards of the file show themselves only when there is something to decide. For a long-activated partner with no open requests they are invisible, which is exactly why they are easy to miss.

Application, in the base data tab
Appears while the partner is not activated. A notice asks you to check the desired partner code for validity. Below it the customer's comment from the application, not editable, and the Activate partner button. There is no "Activated" switch: activation is this one click
Partner code on an open request
Replaces the normal card in the partner code tab while a change request is open. Both are titled "Partner code". Fields: current partner code, desired new partner code, plus Accept partner code and Decline partner code
Voucher code on an open request
Replaces the "Advertising voucher" card in that tab and is then titled "Voucher code". Fields: voucher name, current voucher code, desired new voucher code, plus accept and decline

An accepted code takes effect at once. The old one loses its validity with your confirmation, and recruited customers and orders are adjusted along with it; that can take a few seconds. The marker in the partner list is the signal for exactly these three cases: it flags partners where an application or a code request is waiting for your decision.

Tab 2: partner code

One card with the code and a Change partner code button. If the partner has requested a change, it appears here for a decision, and the list flags them with the marker.

The code
Comes from a template when created, with a suffix if already taken
Change by the partner
Selectable in the configuration: not at all, immediately, or after your confirmation

Tab 3: promotional voucher

A single selection field. It assigns an existing Shopware promotion; it does not configure one.

What stands here
Which promotion belongs to this partner
Where amount and limits live
In the promotion itself, under Marketing → Discounts & promotions
Creating automatically
On request the plugin creates the promotion from a template in the configuration

Tab 4: commission rates

Two cards, and exclusively the rates that hang on this partner.

Commission card
Type of commission (percentage, absolute per order, absolute per item) and the value
Follow-up orders card
Switch Individual commission for follow-up orders and the value
Not here
Rates on customer, product, category and dynamic product group. Those hang on the respective objects

Which rate wins in the end when several apply is described in The calculation path. The partner rate stands last in the order and is therefore often beaten by another one.

Tab 5: bookings

Despite the name, only the manual bookings stand here. The commissions that arose automatically live under Statistics.

Date
When the booking came about
Commission
The amount, positive or negative
Redeemed
How much of it the partner has already converted or been paid
Private comment
For you only
Public comment
The partner reads it on the booking in their account

The automatic counter-entry after a cancellation lands here too, with the note you word in the configuration.

Creating a manual booking

Below the list sits a card of its own, without a title, carrying the Create new entry button. It opens a "Manual booking" window with four fields; after saving, a message confirms that the booking was stored.

Commission
The amount. Positive as a credit, negative as a deduction
Redeemed commission
How much of it should already count as redeemed. For corrections to amounts already paid out
Private comment
For you only
Public comment
The partner reads it in their account

Tab 6: statistics, with six views

The largest tab. Everything that came out of orders lives here.

Overview
Four figures: referred customers, referred orders, total commission, available commission. Below them the year's revenue curve
Orders
Date, order number, customer, revenue, Commissioned as a tick or a cross, date of commissioning. Context menu: Show log
Customers
Date, customer number, name, email address. In the administration in full
Commissions
Date, order number, customer, revenue, commission, Redeemed
Vouchers
Date, voucher, code, value, status. These are the vouchers the partner converted their balance into
Payouts
Date, number from the number range, value, status: Open or Paid out

The two switches

Activated and Active

To end a collaboration, Active is the right route, not deleting: that keeps the history readable and the assignment of the referred customers in place.

Activated
Decides whether somebody takes part. Only relevant with applications, where you set it yourself
Active
Sits in the base data and decides whether new commissions arise
Set to inactive
Bookings, payouts and the customer assignment stay untouched

The Payouts section

The list

Vouchers the partner converts themselves. A payout, by contrast, waits for your decision, and it has a section of its own next to the partner list.

Columns
Number, partner, payout, status, processed on and date
Status
Open, Paid out, Cancelled
Row context menu
Edit payout and Download document. So you get the receipt straight from the list
Receipt
Number and PDF come about on their own as soon as the request is made

The request in detail: three cards

A click on a request opens everything you need to decide. The transfer itself happens outside the shop, in the process you already have.

Information card
Partner, payout, account holder, bank, IBAN, BIC and the VAT ID. These are the bank details the partner stored in the storefront
Orders card
What the amount is made up of: order date, order number, customer, order status, revenue of the order, total commission and redeemed commission. Manual bookings sit between them marked Manual booking
Payout card
Two buttons: Confirm payout or Decline payout

The VAT ID sits here because it decides the net calculation. If it is stored and the setting is active, the receipt names the net amount; see Reward and payout. The orders card explicitly recommends a manual plausibility check before you confirm, and it can be empty: requests from before plugin version 5.0.0 logged no orders, and a notice stands there instead of the list.

Everything on this page is generated straight from the plugin configuration. When a setting changes in the plugin, this page changes with it.

← Back to the manual

Common questions

Where do I find the partner program in the administration?

Under Marketing, Partner program. Two sections sit side by side there: Partners and Payouts. The plugin settings live separately under Extensions, My extensions, Affiliate & Partner Program, Configuration, and apply per sales channel.

Which columns does the partner list have?

Name, partner code, voucher code, customer, active, clicks, referred customers, orders, revenue in the month, revenue in the year, redeemable commission and the creation date. Plus a column on the far left for a marker flagging partners who are waiting for a decision from you. Which columns are visible you set yourself, as in every Shopware list.

How do I create a partner?

Through two buttons at the top of the list. "Create partner" turns an existing customer account into a partner. "Create partner & customer" produces both in one go, with the customer's base data and address, and is the route for agencies, practices or sales reps who never order from you.

Which tabs does a partner file have?

Six: base data, partner code, promotional voucher, commission rates, bookings and statistics. The statistics are split again into six views: overview, orders, customers, commissions, vouchers and payouts.

What does "remove inheritance" in the options mean?

The Options card first shows the shop-wide values from the configuration. Only once you remove the inheritance can you set a differing kind of reward and an own bonus for this one partner. While the inheritance stands, the partner automatically follows every change to the shop-wide setting.

Do I configure the promotional voucher in the partner file?

No. The Promotional voucher tab assigns an existing Shopware promotion to the partner, nothing more. Amount, code, usage limits and conditions you set in the promotion itself, under Marketing, Discounts & promotions. On request the plugin creates the promotion from a template in the configuration.

Where do I set a rate for one individual referred customer?

Not in the partner file. The Commission rates tab carries only two cards: the partner's commission with type and value, and a differing rate for follow-up orders. Rates on customer, product, category and dynamic product group hang on those objects and only take effect once individual commission is switched on in the configuration.

How do I activate a new partner?

In the base data tab of the partner file. While a partner is not activated, the Application card stands there with the customer's comment and the "Activate partner" button. There is no "Activated" switch, activation is this one click, and afterwards the card disappears. The marker on the left of the partner list flags exactly these cases.

How do I create a manual booking?

In the bookings tab, through the "Create new entry" button in the untitled card below the list. The window has four fields: commission, redeemed commission, private comment and public comment. A negative amount is a deduction, and the partner reads the public comment in their account.

What do I see on a payout request?

Three cards. Information with partner, amount, account holder, bank, IBAN, BIC and the VAT ID. Orders with order date, order number, customer, order status, revenue, total and redeemed commission, manual bookings marked as such. And Payout with the two buttons "Confirm payout" and "Decline payout". Requests from before plugin version 5.0.0 logged no orders.

What is in the Bookings tab?

Exclusively the manual bookings, with date, amount, the share already redeemed and two comments: a private one only you see, and a public one the partner reads in their account. The commissions that arose automatically you find under Statistics, Commissions.

How do I see why an order did not count?

Under Statistics, Orders. The Commissioned column shows a tick or a cross per order, with the date of the commissioning next to it. Through the context menu of the row you open the full calculation path of that order with "Show log".

Do I see the full customer data in the administration?

Yes. Under Statistics, Customers you find the customer number, name and email address of the referred customers. What is anonymised is only the view the partner sees in the storefront: there a first name, an initial and a town appear.