Quick User’s Guide
Content
a. AP Settings
To register the settings:
1. Click on the “AP Settings” button of the main form.
2. The AP settings’ registration form will appear.
3. Click on the “Create a new record” button.
4. Fill the fields on the form.
5. Verify entered data.
6. Click on the “Save this record” button.
NOTE! You can register AP Setting only once at the beginning of the Affiliate Program.
b. Affiliates
To register a new affiliate:
1. Click on the “Affiliates” button of the main form.
2. The Affiliate’s registration form will appear.
3. Click on the “Create a new record” button.
4. Fill the fields on the form.
5. Verify entered data.
6. Click on the “Save this record” button.
NOTE! If a Reference ID is not known you should put 0.
c. Orders/sales/leads
To register a new order/sale/lead:
1. Click on the “Sales” button of the main form.
2. The Sale’s registration form will appear.
3. Click on the “Create a new record” button.
4. Fill the fields on the form.
5. Verify entered data.
6. Click on the “Save this record” button.
d. Payments
To register a new payment manually:
1. Click on the “Payments” button of the main form
2. The Payment’s registration form will appear.
3. Click on the “Create a new record” button.
4. Fill the fields on the form.
5. Verify entered data.
6. Click on the “Save this record” button.
To register new payments automatically:
1. Put the dates on the main form.
2. Click on the “Payments Due” button on the main form.
3. The “Payments Report” form will appear.
4. Click on the “Register payments” button.
As the result all payments from the table on the report will be added to payments database.
e. Communications (version 4)
To register a new communication session:
1. Click on the “Communications” button of the main form.
2. The Communications' registration form will appear.
3. Click on the “Create a new record” button.
4. Fill the fields on the form.
5. Verify entered data.
6. Click on the “Save this record” button.
a. Affiliates
To edit an affiliate's record:
1. Click on the “Affiliates” button of the main form.
2. The Affiliate’s registration form will appear.
3. Go to the record you want to edit (See Navigation).
4. Click on the “Edit this record” button.
5. Fill the fields on the form.
6. Verify entered data.
7. Click on the “Save this record” button.
b. Orders/sales/leads
To edit an order/sale/lead record:
1. Click on “Sales” button of the main form.
2. The Sale’s registration form will appear.
3. Go to the record you want to edit (See Navigation).
4. Click on the “Edit this record” button.
5. Edit the fields on the form.
6. Verify entered data.
7. Click on the “Save this record” button.
c. Payments
To edit a payment's record:
1. Click on the “Payments” button of the main form
2. The Payment’s registration form will appear
3. Go to the record you want to edit (See Navigation).
4. Click on the “Edit this record” button
5. Edit the fields on the form
6. Verify entered data
7. Click on the “Save this record” button
d. Communications (version 4)
To edit a communication's record:
1. Click on the “Communications” button of the main form.
2. The Communications' registration form will appear.
3. Click on the “Edit this record” button.
4. Edit the fields on the form.
5. Verify entered data.
6. Click on the “Save this record” button.
a. Manually
1. Put the record number in the text box between “Edit this record” and “Go to record N” buttons.
2. Click on the “Go to record N” button.
As result the data of this record will be displayed on the form.
You can use buttons with arrows to move forward/backwards.
b. Automatically
1. Click on the form’s “Maximization” box (square in the top-right corner of the form).
2. Put the search criteria in the corresponding boxes on the right side of the form.
3. Click on the “Display” button. As the result the table on the form will be filled with records satisfying the search criteria.
4. Double click on the row with the record you are interested in. As the result the record will be displayed on the left side of the form.
To sort the data in the table, click on the column with a sorting parameter.
AP performance report
This report shows volumes of sales, payments to the affiliates, and incomes per given time intervals in the following format:
| From |
To |
Sales |
Payments |
Income |
| |
|
|
|
|
| Total |
|
|
|
|
To generate this report:
1. Put the dates (ends of the time interval) on the main form.
2. Click on the button-“AP Performance”. As the result the report's form with the report will appear.
Activity of affiliates report
This report shows the affiliates activity according to the criteria:
-Attracting to the AP new affiliates,
-Generating sales.
This report may be in two formats: short and full.
The short format is:
| Affiliate’s ID |
Level |
Number of Subaffiliates |
Volume of sales |
| |
|
|
|
| Total |
|
|
The full format in addition has the following fields: Name, Surname, Street, City, Country, Post_cod, Phone, Email, URL, Personal_ID.
To generate this report:
1. Put the dates (ends of the time interval) on the main form.
2. Put Affiliate's ID into the text box (right from the button). Put 0 for whole network.
3. Select type of report (short or full)
4. Click on the button-“Activity of affiliates”. As the result the report's form with the report will appear.
Net structure report
This report shows the structure of the whole affiliate’s net in the following format.
| Level |
Total affiliates |
New affiliates |
Referenced ID |
| |
|
|
|
| Total |
|
|
|
To generate this report:
1. Put the dates (ends of the time interval) on the main form.
2. Put Affiliate's ID into the text box (right from the button). Put 0 for whole network.
3. Click on the button-“Net structure”. As the result the report's form with the report will appear.
For the whole network the forth column is absent.
Payments Due report
This report shows how much the Organizer should pay to affiliates for the given period. This report also has short and full format. The short format is following:
| Affiliate’s ID |
Payments Due |
| |
|
| Total |
|
The full format in addition has the following fields: Name, Surname, Street, City, Country, Post_cod, Phone, Email, URL, Personal_ID.
To generate this report:
1. Put the dates (ends of the time interval) on the main form.
2. Select type of report (short or full)
3. Click on the button-“Payments Due”. As the result the report's form with the report will appear.
Accounts balance report
This report shows accounts of affiliates. The short format is following:
| Affiliate’s ID |
Income |
Payments |
Balance |
| |
|
|
|
| Total |
|
|
|
The full format in addition has the following fields: Name, Surname, Street, City, Country, Post_cod, Phone, Email, URL, Personal_ID.
To generate this report:
1. Put the dates (ends of the time interval) on the main form.
2. Select type of report (short or full)
3. Click on the button-“Accounts”. As the result the report's form with the report will appear.
Income structure report(version 2)
This report shows detailed structure of income for affiliates. The
short report has the following format:
| ID |
Sub-Level |
Sales |
Commissions |
Income |
| |
|
|
|
|
| Total |
|
|
|
|
The full report in addition has the following fields: Name, Surname, Street, City, Country, Post_cod, Phone, Email, URL, Personal_ID.
To generate this report:
1. Put the dates (ends of the time interval) on the main form.
2. Put Affiliate's ID into the text box (right from the button).
3. Select type of report (short or full)
4. Click on the button-“Affiliates' income structure”. As the result the report's form with the report will appear.
Downline Report (version 4)
This report shows the "downline" for a given affiliate. The short report has the following format:
| Sub-level |
ID |
Name |
Surname |
E-mail |
Phone |
The full report in addition has the following fields: Street, City, Country, Post Cod, URL.
To generate this report:
1. Put the dates (ends of the time interval) on the main form.
2. Put Affiliate's ID into the text box (right from the button). Put 0 for whole network.
3. Select type of report (short or full)
4. Click on the button-“Downline”. As the result the report's form with the report will appear.
To print a report in the short format click on the “Print short report” button.
To save a report as a text file with the specified delimiter:
1. Select the desired delimiter (semicolon, comma, space).
2. Click on the “Save as text” button.
As the result the report will be exported to the file with the name of the report and extension “.txt” in the folder "output".
You can import this “.txt” file in to a spreadsheet, for example Excel.
HTML Reports
There are two ways to generate HTML reports for publishing on the
WEB or e-mailing to affiliates-manually and automatically.
To generate report manually:
1. Click on the desirable report's button on the main form.
2. Click on the "Save as HTML" button on the "Report"
form.
As the result the report will be created as ".html" file
in the folder "output"
To generate reports "Income structure" and "Downline"
for ALL (!!!) affiliates:
1. Check "HTM" box (right from the "Payments Due"
button on the main form).
2. Click on the "Payments Due" button.
3. Be patient.
As the result the reports will be created for all affiliates in
the folder "HTML".
For example, for the affiliate with ID=1 the "Income"
report will be - 1.html
and the "Downline" report will be -"1d.html"
Other. (For version 3 and higher)
To save a record or all records from a registration form just click on the "Save this record" or "Save all records" button (on the right side of the form). As the result the text file will be created in the folder "output"
Version 3(and higher) has enlarged fields: “Surname”, “Email”,
“URL”.
All data files are in the folder "data". In the folder
"backcopies" there are backcopies ot these files.
In the fields "Additional info" (form Affiliates) "Details"
(forms Sales and Payments) you can place up to 32KB of text.