Affiliate Details Page

• When an administrator clicks View, the system opens the Affiliate Details Page, which displays the complete information related to the selected affiliate.

General Information

Financial Information

Transaction History

Add New Affiliates

• The New Affiliate page allows administrators to manually create and enroll an affiliate account for an existing Magento customer.

Transactions-Grid View

• The Transactions page lists all referral commission transactions generated from affiliate referrals. Administrators can review order details, commission amounts, and manage transaction statuses.

Referral Transaction Details

• The Referral Transaction Details page allows the administrator to review complete information about a specific referral commission transaction. This page provides details about the transaction, the related order, and the affiliate associated with the referral. Administrators can use this page to verify commission calculations, review order information, and track affiliate earnings generated from referred purchases.

Transaction Information

Order Information

Affiliate Information

Withdrawal Requests-Grid View

• The Withdrawal Requests page displays all withdrawal requests submitted by affiliates. Administrators can review payout details, monitor request status, and manage withdrawal processing.

Withdrawal Request Review and Processing

The Withdrawal Request Details page allows the administrator to review a specific affiliate withdrawal request and take appropriate action such as processing or rejecting the payout. This page displays detailed information about the request, the affiliate who submitted it, and the payment details required to complete the transaction.

Withdrawal Request Information

Affiliate Information

Admin Comment Form

Available Actions

The Refer a Friend page is available in the My Account section of the storefront and allows registered customers to join the store’s referral or affiliate program. This page provides customers with an overview of the program and allows them to submit a request to participate.

Key aspects of the page include:

• Program Introduction – The page provides a brief overview of the referral program, explaining that customers can earn rewards or commissions by referring new customers to the store.

• Participation Information – Customers can review general information about how the referral program works before submitting their application.

• Affiliate Application – If the customer is not already enrolled in the program, an Apply Now button is displayed, allowing them to submit a request to become an affiliate.

• Application Approval Process – After submitting the request, the application may be automatically approved or reviewed by the store administrator, depending on the configuration of the referral program.

• Access to Affiliate Features – Once the application is approved, the customer gains access to the affiliate dashboard, where they can manage their referral activities.

• Referral Management – Approved affiliates can use their dashboard to track referral performance, view earned commissions, and manage withdrawal requests.

This page acts as the entry point for customers to join the referral program, providing essential information and enabling them to apply directly from their account.

Affiliate Application Page

After clicking the Apply Now button on the Refer a Friend dashboard, customers are redirected to the Affiliate Application page. This page allows customers to submit their request to join the referral program by providing the required information. The submitted details help the store administrator verify the applicant before granting affiliate access.

Key elements of this page include:

• Affiliate Type Selection
  Customers must select their Affiliate Type from the available options configured by the administrator. This helps categorize affiliates based on their role, such as developer, marketer, influencer, or partner.

• Profile Link Submission
  Customers are required to provide a Profile Link, which may include their website, blog, professional profile, or social media page. This information helps the administrator understand how the affiliate plans to promote the store.

• Personalized Referral Code
  Customers must enter a unique referral code that will be used to generate their referral links and referral coupon codes. This code allows the system to track purchases made through the affiliate’s promotions.

• Program Terms and Conditions
  The page displays the referral program terms that affiliates must agree to before submitting their application. These terms outline the rules and policies governing the referral program.

• Application Submission
  After completing the required fields, customers can click the Submit Application button to send their request for review. The application will then be processed according to the store’s approval settings.

• Navigation Option
  A Back to Dashboard link is available, allowing users to return to the Refer a Friend dashboard without submitting the application.

This page enables customers to formally apply for the referral program and provides the necessary details required for administrator approval and affiliate account activation.

Affiliate Dashboard

Once a customer submits the affiliate application and it is approved by the administrator, the Refer a Friend Dashboard becomes available in the My Account → Refer a Friend section. This dashboard provides affiliates with an overview of their referral activity, earnings, and commission performance.

The dashboard displays summarized information to help affiliates track their referral program performance and manage their earnings.

Key sections of the dashboard include:

• Affiliate Information
  This section displays the basic affiliate details, including the Affiliate Type, the profile link submitted during application, and the unique referral code assigned to the affiliate. It also shows the configured commission rate and the discount percentage offered to referred customers.

• Earning Information
  Affiliates can monitor their earnings through this section. It displays the current available balance, earnings for the current month, and the total commission earned from all successful referrals.

• Withdrawals Information
  This section provides an overview of withdrawal activity. Affiliates can view the total amount withdrawn and the amount currently available for withdrawal based on released commissions.

• Purchase Count / Referral Activity
  This area shows a summary of referral transactions, including the total number of referral transactions, transactions currently in progress, and released transactions where commissions have been confirmed.

• Share Referral Code
  The dashboard displays the affiliate’s unique referral code, which can be shared with friends or customers. Affiliates can easily copy the code and use it in referral links or promotional activities to track purchases made through their referrals.

• Program Terms Reminder
  The dashboard may also display the referral program terms and conditions as a reminder of the program policies and participation rules.

• Quick Actions
  At the bottom of the page, affiliates can access quick action buttons such as:

  • View My Transactions – Allows affiliates to view detailed records of referral transactions and commissions.

  • Manage Withdrawals – Enables affiliates to submit withdrawal requests and manage payout activities.

This dashboard acts as the central control panel for affiliates, allowing them to track their referral performance, monitor commissions, and manage withdrawals within their customer account.

Referral Transactions Page

When the affiliate clicks the View My Transactions button from the Refer a Friend dashboard, they are redirected to the Referral Transactions page. This page allows affiliates to monitor all commissions generated through their referral activities and track the status of each referral transaction.

The page provides a detailed overview of referral-based orders and the commissions earned from those purchases.

Key features of this page include:

• Transaction Notice
  At the top of the page, a notice explains how referral commissions are processed. It informs affiliates that commissions are recorded when a referred customer places an order and that the commission status may remain pending until the order is completed or confirmed.

• Referral Transaction List
  The page displays a list of all referral transactions generated through the affiliate’s referral code or referral link. Each transaction represents a purchase made by a referred customer.

• Transaction Details
  For each referral transaction, the following information is displayed:

  • Date – The date when the referral transaction was recorded.

  • Referee Customer – The referred customer's name (partially masked for privacy).

  • Commission Amount – The commission earned from the referral purchase.

  • Commission Percentage – The commission rate applied to the order.

  • Release Date – The date when the commission becomes eligible for withdrawal after the configured release period.

  • Status – Displays the current transaction status, such as Confirmed or Released.

• Total Approved Commission
  At the bottom of the transaction list, affiliates can see the total approved commission amount, which represents the total earnings from completed and approved referral transactions.

• Navigation Options

  • Back to Dashboard – Allows affiliates to return to the main Refer a Friend dashboard.

  • Manage Withdrawals – Redirects affiliates to the withdrawal management page, where they can request payouts for available commissions.

This page enables affiliates to track the performance of their referrals, monitor commission earnings, and review the status of each referral transaction directly from their customer account

Withdrawals Management Page

When the affiliate clicks the Manage Withdrawals button from the Refer a Friend dashboard or transaction page, they are redirected to the Withdrawals Management page. This page allows affiliates to manage their commission payouts and submit withdrawal requests for the commissions they have earned through successful referrals.

The page provides a clear overview of the affiliate’s available balance and their withdrawal request history.

Key features of this page include:

• Current Balance
  The page displays the affiliate’s current available commission balance, which represents the amount that can be requested for withdrawal based on released commissions.

• Request Withdrawal
  Affiliates can click the Request Withdrawal button to submit a payout request. The request will be processed according to the payment methods and withdrawal rules configured by the store administrator.

• Withdrawal Request History
  A list of all submitted withdrawal requests is displayed, allowing affiliates to track their payout activity and view the details of each request.

• Withdrawal Details
  For each withdrawal request, the following information is shown:

  • Request Date – The date when the withdrawal request was submitted.

  • Request Amount – The amount requested for withdrawal.

  • Payment Processing Fees – Any applicable processing fees associated with the payout.

  • Released Amount – The amount approved for payout after processing.

  • Payment Method – The payment method selected for the withdrawal, such as PayPal or bank transfer.

  • Processed Date – The date when the withdrawal request was processed.

  • Status – Displays the current status of the request, such as Pending, Processed, or Rejected.

• Navigation Options
  The page also provides navigation options such as:

  • Back to Dashboard – Returns the affiliate to the main Refer a Friend dashboard.

  • View Transactions – Redirects the affiliate to the referral transactions page to review commission details.

This page enables affiliates to monitor their payout history, request withdrawals, and track the status of their commission payouts directly from their customer account.

Request Withdrawal Through (PayPal)

When the affiliate clicks the Request Withdrawal button on the Withdrawals Management page, a Request Withdrawal form appears. This form allows affiliates to request a payout for the commission balance available in their account.

Affiliates must provide the required details to submit the withdrawal request. Once the request is submitted, it will be reviewed and processed by the store administrator according to the configured withdrawal rules.

Key elements of the Request Withdrawal form include:

• Withdrawal Amount
  Affiliates must enter the amount they want to withdraw from their available commission balance. The amount must meet the minimum withdrawal limit configured by the administrator.

• Withdraw Full Balance Option
  Affiliates can choose to withdraw their entire available balance by selecting the provided option. This automatically fills the maximum withdrawable amount available in their account.

• Available Balance Information
  The form displays the maximum available balance along with the minimum withdrawal amount, helping affiliates ensure the request meets the payout requirements.

• Payment Method (PayPal)
  The withdrawal payment is processed using PayPal. Affiliates must select PayPal as the payment method to receive the payout.

• PayPal Account ID
  Affiliates must enter their PayPal ID or PayPal email address associated with their PayPal account. This information is used by the administrator to process the withdrawal payment.

• Withdrawal Notice
  The form also displays important withdrawal guidelines such as minimum withdrawal limits, processing time, and instructions to ensure correct payment details are provided.

• Submit Request
  After completing the required fields, affiliates can click Submit Request to send the withdrawal request to the administrator for processing.

• Cancel Option
  The Cancel button allows affiliates to close the withdrawal form without submitting the request.

This form enables affiliates to securely request commission payouts via PayPal while ensuring the required payment details and withdrawal conditions are met.

Request Withdrawal (Bank Transfer)

When the affiliate selects Bank Transfer as the payment method in the Request Withdrawal form, additional fields are displayed to collect the necessary banking details required to process the payout. This option allows affiliates to receive their commission payments directly to their bank account.

Affiliates must provide accurate banking information to ensure that the withdrawal request can be processed successfully by the store administrator.

Key elements of the Bank Transfer withdrawal request include:

• Withdrawal Amount
  Affiliates must enter the amount they wish to withdraw from their available commission balance. The amount must satisfy the minimum withdrawal limit configured by the administrator.

• Withdraw Full Balance Option
  Affiliates can select the option to withdraw the entire available balance, which automatically fills the maximum amount eligible for withdrawal.

• Payment Method (Bank Transfer)
  Affiliates must select Bank Transfer as the payment method to receive their payout directly to their bank account.

• Account Holder Name
  The name of the bank account holder to whom the withdrawal payment will be issued.

• Account Number
  The bank account number where the payout should be transferred.

• IFSC Code
  The bank IFSC code used to identify the specific bank branch for the transfer.

• Bank Name
  The name of the bank where the affiliate’s account is registered.

• Branch Name
  The branch name associated with the provided bank account. This field may be optional depending on configuration.

• Additional Information
  Affiliates can provide any extra details related to the bank transfer if required.

• Withdrawal Notice
  The page also displays important withdrawal guidelines, such as minimum withdrawal limits, processing time, and supported payment methods.

• Submit Request
  After entering all required bank details, affiliates can click Submit Request to send the withdrawal request to the administrator for processing.

• Cancel Option
  The Cancel button allows affiliates to close the withdrawal form without submitting the request.

This form enables affiliates to securely request commission payouts via bank transfer by providing the required banking information for payment processing.

Request Withdrawal (UPI Payment)

When the affiliate selects UPI Payment as the withdrawal method in the Request Withdrawal form, the system displays fields required to process the payout through the UPI (Unified Payments Interface) system. This option allows affiliates to receive their commission payouts directly through a UPI-enabled payment account.

Affiliates must provide accurate UPI details to ensure the withdrawal request can be processed successfully by the store administrator.

Key elements of the UPI withdrawal request include:

• Withdrawal Amount
  Affiliates must enter the amount they wish to withdraw from their available commission balance. The entered amount must meet the minimum withdrawal amount configured by the administrator.

• Withdraw Full Balance Option
  Affiliates can select the option to withdraw the full available balance, which automatically fills the maximum withdrawable amount available in their account.

• Payment Method (UPI Payment)
  Affiliates must select UPI Payment as the payout method to receive their commission through a UPI-supported payment service.

• UPI ID
  Affiliates must enter their UPI ID associated with their payment account. This ID is used by the administrator to transfer the withdrawal amount to the affiliate’s account.

• Withdrawal Notice
  The form also displays important withdrawal guidelines, including the minimum withdrawal limit, supported payment methods, and estimated processing time.

• Submit Request
  After entering the required details, affiliates can click Submit Request to send the withdrawal request to the administrator for processing.

• Cancel Option
  The Cancel button allows affiliates to close the withdrawal form without submitting the request.

This form enables affiliates to request commission payouts via UPI by providing their UPI payment ID for secure and direct fund transfers.

Withdrawal Request Submission

After an affiliate submits the withdrawal request through the Request Withdrawal form, the system processes the request and displays a confirmation message indicating that the withdrawal request has been successfully submitted.

Once the request is submitted, the following actions occur:

• Success Notification
  A confirmation message is displayed at the top of the page informing the affiliate that the withdrawal request has been successfully submitted.

• Withdrawal Record Created
  A new withdrawal entry is automatically generated in the Withdrawals Management section. This record contains the details of the submitted request.

• Withdrawal Request Details Displayed
  The newly created request appears in the withdrawal history table with information such as:

  • Request Date – The date when the withdrawal request was submitted.

  • Request Amount – The amount requested for withdrawal.

  • Payment Processing Fees – Any applicable processing charges.

  • Released Amount – The amount approved for payout.

  • Payment Method – The selected payout method (for example, PayPal, Bank Transfer, or UPI).

  • Processed Date – The date when the payout is processed by the administrator.

  • Status – Displays the current state of the request.

• Withdrawal Status Tracking
  The withdrawal request will initially appear with the status Requested, indicating that the payout request is pending review by the administrator.

• Administrator Processing
  After the administrator reviews the request, the status may change to Processed once the payment has been completed.

This process allows affiliates to track the status of their withdrawal requests and maintain a record of all payout transactions within their Refer a Friend account dashboard.

Applying Referral Coupon at Checkout

Affiliates participating in the Refer a Friend program receive a unique referral code that can be shared with friends or customers. This referral code can be applied during checkout as a discount coupon, allowing the referred customer to receive a predefined discount while the affiliate earns a commission from the purchase.

When placing an order, the referred customer can enter the referral code in the Apply Discount Code section during checkout.

Key aspects of referral coupon usage include:

• Applying the Referral Code
  During the checkout process, the customer can enter the affiliate’s referral code in the Apply Discount Code field before placing the order.

• Successful Coupon Application
  Once the code is applied successfully, a confirmation message is displayed indicating that the coupon has been applied to the order.

• Discount Display in Order Summary
  The applied referral coupon appears in the Order Summary section as a discount line item. The label displays the message “Discount (Coupon Code By [Affiliate Name])”, indicating that the discount was applied using an affiliate referral code.

• Automatic Discount Calculation
  The system automatically calculates the discount based on the configured referral discount percentage and applies it to the cart total.

• Affiliate Commission Tracking
  When the order is successfully placed using the referral coupon, the system records the referral transaction and calculates the commission for the affiliate according to the configured commission rules.

• Order Completion Requirement
  The affiliate commission is credited only after the referred order reaches the eligible order status defined in the referral program configuration.

This functionality enables the referral program to connect affiliate promotion with customer discounts, ensuring that affiliates are rewarded whenever their referral code is used during the checkout process.