Partnership Sales
Partnership Sales track the held amounts and conversion status for each sale made through the replacement programme.
Accessing Partnership Sales
Go to Partnership Sales in the sidebar.
You'll see a list of all sales under the replacement programme with:
- Partner name
- Member name
- Sale date and amount
- Held amount
- Replacement window (start and end dates)
- Conversion status
Understanding the list
| Column | Meaning |
|---|---|
| Partner | The partner who referred this sale |
| Member | The member who made the purchase |
| Held Amount | The amount held for the partner |
| Window | The dates within which the partner can claim |
| Status | Whether the held amount has been converted/claimed |
Recording a Partnership Sale
When you create a wallet recharge or sale for a member referred by a partner:
- During the recharge/sale, link it to the partner
- The system calculates the held amount based on the partner's pricing tier
- The held amount is tracked separately
Viewing held amounts
Go to Reports → Partnership Held Report to see a full summary of all held amounts, by partner, with window dates and conversion status.
Conversion
When a partner's held amount is ready to be paid out:
- Open the partnership sale
- Record the conversion/payout
- The held amount moves from "held" to "paid out" in the ledger
tip
Use Reports → Partnership Programme Report for a full overview of how much each partner has earned, how much is still held, and how many members they've referred.