Partner programme & commissions
Overview
This area manages sales partners, attributes revenue to them and settles commissions from it. Three things belong together: the partner (who referred), the attribution (which revenue is theirs) and the settlement (what gets paid out).
Attribution happens through referral codes. Revenue without a code stays unattributed — deliberately: a guessed attribution ends up as a wrong payout.
Core tasks
Create a partner. In the partner list you define master data, role and payout terms. One or more referral codes belong to each partner.
Attribute revenue. When revenue arrives through a referral code, it is credited to the partner. The partner detail view shows the attributed revenue and the resulting commission.
Maintain commission rules. Rules determine how revenue becomes commission — as a percentage or a fixed amount, depending on the partner role.
Settle and pay out. A settlement run collects the open commissions of a period into one settlement. The settlement is first approved and then marked as paid — two steps, so a payout never happens by accident.
Fields in detail
| Field | Required | Values / format | What it does |
|---|---|---|---|
Business partner businessPartnerUlid | yes | an existing partner | Who the partner is. Address and contacts come from there — a partner is a role, not a second address record. |
Partner number partnerNumber | no | text, max. 50 characters | Your number for the partner. |
Type partnerType | no | affiliate, reseller, internal, referrer | What kind of partnership. It determines which commission rules apply. |
Tier defaultTier | no | text, max. 30 characters | The commission tier settled at. |
Payout mode payoutMode | no | credit note, self-billing, partner invoice | How settlement works. Self-billing means you produce the statement in the partner's name — it spares them an invoice but requires their agreement. |
Payout method payoutMethod | no | SEPA or PayPal | How payment is made. |
Minimum payout minPayoutAmount | no | amount, 0 or more | From what amount payout happens. Below it the commission stands and keeps growing — which saves transfers of a few euros. |
Status status | no | active, paused, blocked | Whether the partner may refer and settle. |
Internal owner linkedEmployeeId | no | an employee | Who runs the partnership. |
Settings & permissions
- Read:
affiliate.partner.view - Partner master data (role, referral codes, payout terms):
affiliate.partner.manage - Commission rules and attribution:
affiliate.commission.manage - Run, approve and pay out settlements:
affiliate.settlement.run
The module is gated by the flag module.affiliate. With it off, navigation and endpoints disappear.
FAQ & troubleshooting
Revenue appears with no partner. Then it carried no referral code. Attribution can be set on the revenue afterwards if you hold the commission permission.
The commission differs from what was expected. Check which rule applied: role and point in time decide, not today's rule set.
A settlement can no longer be changed. After approval it is fixed — by design. Corrections run through a new settlement.