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How to Reassign an Affiliate to an Order

Did an order come through that was attributed to the wrong affiliate profile? No worries. You can simply reassign an affiliate to an order when you’re using AccessAlly’s built-in affiliate program.

When re-assigning an affiliate to an order may be necessary

There are a few separate scenarios where you might need to manually reassign an affiliate to an order that’s already been placed on your site.

The most common scenario would be if an affiliate order was placed incorrectly through an old or expired affiliate profile. (Another possible scenario would be an admin error fix, when you accidentally assigned the wrong affiliate to the order.)

Tutorial: How to Re-assign an Affiliate to an Order

Step 1: Locate the Affiliate ID

First, please locate the correct affiliate’s contact ID by going to AccessAlly > Affiliate > Affiliates .

You can use the search function to easily locate the correct affiliate. The Contact ID is clearly indicated in the record.

Please copy this contact ID. You’ll need it in Step 3 of this tutorial.

Step 2: Locate the Correct Order

Now, go to AccessAlly > Purchase Log.

Locate the correct order that you need to re-assign the affiliate commission to. Once located, click on the ID number.

Step 3: Change the Affiliate Information

Once inside the order details, scroll down until you reach the Affiliate Information area. Click on the yellow Change Order Affiliate button.

Here, you’ll see the “old” affiliate information. Simply replace the Contact ID with the correct affiliate info you retrieved in Step 1 of this tutorial.

Then, click the yellow Update Order Affiliate button.

Step 4: Recalculate Order Commission

Click on the yellow Recalculate affiliate commission button. This will remove all past affiliate commission and re-calculate based on existing payments.

Step 5: Confirm Change Has Been Successful

Once the change is successful, you will see the new affiliate information appear.

Updated on September 6, 2018

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