Distributors / Affiliates
Distributors and Affiliates are interchangeable concepts in SOLO Server. Each Distributor/Affiliate shares the following properties:
Distributor Contact & Account Details
- Company Name
- Self-explanatory.
- Contact Name
- Self-explanatory.
- Mail Address 1
- Street address.
- Mail Address 2
- City, State, ZIP or Postal Code.
- Mail Address 3
- Additional address info, as applicable.
- Country
- Self-explanatory.
- Phone
- Distributor/Affiliate phone number.
- Distributor/Affiliate e-mail address.
- CustomerID
- The Customer ID if the Distributor/Affiliate has a corresponding Customer Details record in SOLO Server. When viewing the Distributor record, click this to open the Customer Details page for the Customer in a new window/tab. Note that it is required to link the distributor to a CustomerID if the Require Cart Login checkbox is checked.
- Distributor Type
- The user defined Distributor Type.
- Web Site URL
- The Distributor's URL or the URL to the Affiliate's home page that hosts your Affiliate graphic.
- Enabled
- Whether the Distributor is enabled.
- User ID
- The user ID of the Distributor. This user ID is used to log in to the Affiliate interface or cart.
- Password
- The password associated with the user ID used to log in to the Affiliate interface or cart. By default, when adding a new distributor, this will be pre-populated with a random password. Click "Generate New Password" to generate a new random password.
Accounting Options
- Billing Name
- The name that should appear on all checks made payable to this Distributor/Affiliate.
- Pct Discount
- The discount percentage to apply in the cart when the cart is associated with the Distributor.
- Pct Cost
- The percentage of the full retail price paid by the Distributor for your products. For example, if you sell a product for $100.00 and offer Pct Cost of 65%, they pay $65.00 for your product. This is used by the Licenses by Distributor Report to determine commissions owed from/to the distributor.
- Tax ID
- The Tax ID of the Distributor/Affiliate. This may be necessary for tax purposes because you are paying an entity a commission for sales. Consult your tax advisor to see if your commissions are taxable. Individuals (US residents) should provide their Social Security number.
- Tax Classification
- Identify the type of entity that this Distributor is classified as.
- QB Class
- The QuickBooks class associated with this Distributor. Normally left blank.
Advanced Options
The following options are available only to SOLO Server Master Users.
- Merchant ID
- The merchant account used by the Distributor/Affiliate. This can be set to use the same merchant account as the author or another merchant account defined for the Distributor/Affiliate.
- Register Redirect
- Custom page to redirect to during checkout after submitting the registration page.
- Completion Redirect
- Custom page to redirect to during checkout after order processing.
- Order Processing Plugin
- The order processing plug-in to call after standard order processing to perform additional custom order processing actions.
Cart Options
- Notify Orders
- Enable if the Distributor should be notified by e-mail of orders processed on their behalf. Note that the Distributor can log in and change this flag.
- Require Cart Login
- Check this to force the distributor to log into the cart using their UserID/Password. This flag is generally set to True for Distributors who are re-sellers and purchase multiple licenses for redistribution. Note that you must link the distributor to a Customer record by specifying a CustomerID in order to enable this setting.
- Storefront Template
- The custom markup template to use for the shopping cart Customized Storefront.
- Order Confirm HTML
- Custom HTML that is output for the Distributor/Affiliate on the order confirmation page. The following search and replace variables are supported:
- [varInvoiceNo] - The Invoice Number.
- [varLicenseID] - The License ID, or a comma-separated list of License IDs (if there are multiple licenses).
- [varOriginalQS] - Original query string which began the order.
- [varCustomerID] - The Customer ID.
- [varPassword] - The customer password. Important Note: We strongly recommended not using this. For customers who have chosen their own password, the value will be masked with * characters and not useful to the user.
- [VarCustomerEmail] - The customer e-mail address.
- [varChargeAmount] - The total amount charged for the invoice (formatted as currency).
- [varChargeAmountNF] - The total amount charged for the invoice (not formatted as currency and to be used with tracking pixels).
- [varAmountSubtotal] - The invoice subtotal (formatted as currency).
- [varAmountSubtotalNF] - The invoice subtotal (not formatted as currency and to be used with tracking pixels).