Adding a Partner
Partners are distributors or agents who participate in your replacement programme.
Steps
- Go to Partners in the sidebar
- Click New Partner
- Fill in the partner details
- Assign a Pricing Tier
- Click Save
Fields
| Field | Required | Notes |
|---|---|---|
| Partner Name | Yes | Name of the distributor/agent |
| Phone | No | Contact number |
| No | Contact email | |
| Pricing Tier | Yes | Determines the commission/payout rate |
Pricing Tiers
Pricing tiers define how much a partner earns per sale. To manage tiers:
- Go to Settings → Pricing Tiers
- Create tiers with defined rates (e.g. "Standard — 10%", "Premium — 15%")
- Assign the appropriate tier when creating a partner
Editing a partner
Click the partner name → click Edit to update their details or change their pricing tier.
Partner ledger account
Each partner automatically gets a linked ledger account. This tracks all financial transactions (held amounts, payouts) associated with them. You can view it under Accounts → Ledger Accounts.