kctan Posted October 8, 2011 Share Posted October 8, 2011 Hi, May I know can I assign a new client to one of my existing affiliate in WHMCS? I can't seem to find this feature... Any help / comment will be appreciated, thank you. 0 Quote Link to comment Share on other sites More sharing options...
scurrell Posted October 8, 2011 Share Posted October 8, 2011 Hi, May I know can I assign a new client to one of my existing affiliate in WHMCS? I can't seem to find this feature... Any help / comment will be appreciated, thank you. You assign orders, not clients. On the order there is a "Manual Assign" link next to the Affiliate heading. 1 Quote Link to comment Share on other sites More sharing options...
kctan Posted October 9, 2011 Author Share Posted October 9, 2011 You assign orders, not clients. On the order there is a "Manual Assign" link next to the Affiliate heading. Thank you for the reply. Does this means that we cannot tell WHMCS to tag for future orders from a client to an affiliate? We can only assign order to an affiliate after it has been placed? 0 Quote Link to comment Share on other sites More sharing options...
Damo Posted October 9, 2011 Share Posted October 9, 2011 If the order is placed via the clients affiliate link it will associate them automatically. 0 Quote Link to comment Share on other sites More sharing options...
kctan Posted October 9, 2011 Author Share Posted October 9, 2011 If the order is placed via the clients affiliate link it will associate them automatically. Hi Damo, What if the order does not placed thr affiliate link? Then how can we link the order to an affiliate or even better, link a client to under an affiliate so that all future orders will be tagged to a specific affiliate? 0 Quote Link to comment Share on other sites More sharing options...
WHMCS Support Manager WHMCS John Posted October 10, 2011 WHMCS Support Manager Share Posted October 10, 2011 If the affiliate link wasn't used or the cooked expired or was deleted then you'd need to manually assign the order. 0 Quote Link to comment Share on other sites More sharing options...
kctan Posted October 10, 2011 Author Share Posted October 10, 2011 If the affiliate link wasn't used or the cooked expired or was deleted then you'd need to manually assign the order. Hi, may I know what are the steps to manually assign the orders to an affiliate? 0 Quote Link to comment Share on other sites More sharing options...
WHMCS Support Manager WHMCS John Posted October 10, 2011 WHMCS Support Manager Share Posted October 10, 2011 Please review our documentation: http://docs.whmcs.com/Affiliates#Assigning_an_Affiliate_to_an_Existing_Order 0 Quote Link to comment Share on other sites More sharing options...
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