Introduction
Purpose: This article explains how to manually attribute, reassign, or update sales for ambassadors.
Context: Occasionally, sales need to be adjusted, reassigned, or corrected manually. This process ensures accuracy and transparency in ambassador profiles.
Viewing and Managing Sales
To View Existing Sales:
Navigate to Ambassador Management → Ambassador List.
Use the Filter option to locate the ambassador.
Open the ambassador's profile and go to Add/Remove Sale → Sales.
Use the search or filter options to review specific sales records.
Manually Attribute a Sale
To Add a New Sale to an Ambassador:
In the ambassador's profile, click on Add/Remove Sale.
Under the Attribute Sale tab, complete the following details:
Order Number
Order Date
Quantity of Units on Order
Transaction Amount
Shop Name (dropdown selection)
Click Submit to save the changes.
Note: Ensure the information entered matches the currency and unit settings configured in the platform.
Reassigning a Sale
To Transfer a Sale to Another Ambassador:
Open the profile of the ambassador currently assigned the sale.
Click on Add/Remove Sale to access the list of sales associated with the ambassador.
Before removing, note the sale details (e.g., order number, date, quantity, and transaction amount) for reference.
Select the sale item and click Remove Selected to delete the sale.
Locate the ambassador to whom the sale should be reassigned by navigating to their profile.
In their Add/Remove Sale section, enter the sale details under Attribute Sale and click Submit.
Tip: Always verify the details during reassignment to ensure accurate updates and avoid discrepancies.