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ImplexUser documentation

Configure affiliate commissions

Quick summary: The commission plan defines the rate, while a loyalty-program rule connects a promotion code to the referrer.

1. Create a commission plan

Section titled “1. Create a commission plan”
Open commission plans in Odoo

Your Odoo address

Enter the base address of your Odoo instance. It will be stored only in this browser.

The documentation does not receive your address, username, or password.

  1. Open CRM > Configuration > Commission Plans and click New.
  2. Enter a name and select the Commission service as Purchase Default Product.
  3. Under Rules, add a product category or product and define the commission rate.

2. Configure the referrer

Section titled “2. Configure the referrer”
Open Contacts in Odoo

Your Odoo address

Enter the base address of your Odoo instance. It will be stored only in this browser.

The documentation does not receive your address, username, or password.

  1. In Contacts, open the partner who will receive the commission.
  2. On the partner-assignment tab, select the Commission Plan.
  3. Optionally select a partner level; its default plan can be inherited.

3. Connect a promotion code

Section titled “3. Connect a promotion code”
Open discounts and loyalty in Odoo

Your Odoo address

Enter the base address of your Odoo instance. It will be stored only in this browser.

The documentation does not receive your address, username, or password.

  1. Open Sales > Products > Discounts & Loyalty.
  2. Create a Discount Code program.
  3. On its conditional rule, set the code, minimum purchase, and Referrer.
  4. On the reward, set the discount type and value.
  5. Test the code with a non-production web order.

When the code is applied successfully, the sales order receives the referrer and the associated commission plan.