How to track Affiliates/Reseller sales
QLM Pro allows you to track sales made by Affiliates/Resellers or any custom grouping of your choice.
The first step in tracking sales is to define User Groups. A User Group can represent an affiliate, a reseller, a group of sales people within your organization or any other grouping of your choice.
To add a User Group:
Launch the QLM Management Console
Go to the Manage Keys tab
Click User Groups.
Click Add and enter the name of your User Group in the User Group ID field.For example: Microsoft
If you would like members of a user group to manage their own customers and license keys, you can define the privileges of each user group. User Groups can manage their own license keys through the QLM Portal.
Click Ok
Now that the User Group is defined, you can associate a customer and/or a license key to the User Group.
To associate a customer to an User Group from the QLM Management Console
Launch the QLM Management Console
Go to the Manage Customers tab
Click Add to add a new customer or edit an existing customer
Set the User Group drop down to: Microsoft
Click Ok
To associate a license to a User Group from the QLM Management Console
Launch the QLM Management Console
Go to the Manage Keys tab
Click Add to add a new license or edit an existing license
Set the User Group drop down to: Microsoft
Click Ok
To associate a license to a User Group from an eCommerce Provider
When invoking GetActivationKey or GetActivationKeyWithExpiryDate from an eCommerce provider, you can associate the license to a User Group by setting the is_affiliateid argument to the name of the affiliate.
To view all licenses associated to a User Group:
Launch the QLM Management Console
Go to the Manage Keys tab
Click the search dropdown button and select Edit Searches
Click Add
Set the Name field to: Microsoft
In the SQL field, enter: AffiliateID='Microsoft'
Click Ok
In the right hand panel where the searches are listed, locate your new search and click it.
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