Transaction

In the transaction report, brands can perform the following actions:

1. View Detailed Information: Access the most comprehensive details for any referral sale.

2. Change Sale Status: Modify the status of sales (Approve, Pending, or Rejected).

How to narrow down the sales you wish to review

1. Selecting a date range

1. Setting up filters

Choosing additional filters by clicking on "Customize Filters."

To activate filters, select the desired options on the left side and click the right arrow button to move them to the right side, making them live.

1. Browse Detailed Data: Explore the detailed data available in the report.

Changing the Status of a Sale

To change the status of a sale:

1. Select an Order: Click on any order to bring up the status change selector.

2. Choose a Status: From the dropdown menu, you will see three status options: Approved, Pending, and Rejected. Select the appropriate status.

   • Pending: All orders are initially set to Pending. This status indicates that the brand has not yet made a decision on the sale. Please note that any sales remaining in Pending status will automatically change to Approved after the Order Lock Date set in the Payment settings under the Offer, if no action (Approve or Reject) is taken by the brand.

   • Approved: Changing a sale to Approved indicates that the sale has been accepted by the brand and is ready for payment to the partner who facilitated the sale in the next payment cycle. Your partner will also be notified of the status change. Please note that orders will be automatically changed to "Approved" on the Lock Date that you have set in the Offer.

   • Partial and Full Rejection:

     • If you select Rejected, you will have two additional options:

       • Partially Reject: Allows you to reject part of the order by customizing the amount. You can manually input a dollar value in the Customize field, which will determine the partial amount that is rejected.

       • Fully Reject: Completely rejects the order and no payment will be made to the affiliate.

   • Applying Changes:

     • Once you have selected the appropriate status for the order, click Apply to confirm the changes.

   • Save:

     • For partial rejections, make sure to click Save after customizing the amount to apply the changes.

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