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How to Reassign an Affiliate to an Order in AccessAlly

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. Once located, click the manage button. When the affiliate’s details load, the contact id is automatically populated in the search field.

locate an affiliate's contact id

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 > Sales.

Locate the correct order that you need to re-assign the affiliate commission to. Once located, click on the success button in the Status column.

assign an affiliate to an order

Step 3: Change the Affiliate Information

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

You can also enter a note with details about the change in the event you receive an inquiry about it in the future.

Then, click the navy Update Order Affiliate button.

assign an affiliate to an order

Step 4: Recalculate Order Commission

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

recalculate commission button

Step 5: Confirm Change Has Been Successful

Once the change is successful, you will see the new affiliate information appear in the order history and affiliate details section.

Updated on November 16, 2023
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