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BizStackPro Help Center · Affiliate Manager
Workflow Action: Add Manual Sales for an Affiliate
Record offline or manual sales in BizStackPro so affiliates receive proper credit, revenue stays accurate, and commissions calculate cleanly—without messy spreadsheets.
Tracking Offline Revenue Properly Instead of Leaving Affiliate Sales Uncredited
Not every sale happens through a tracked funnel or online checkout process. Businesses often generate revenue through invoices, phone sales, offline transactions, imports, or manually processed purchases.
BizStackPro's Add Manual Sales for an Affiliate workflow action allows businesses to record those transactions while still maintaining accurate affiliate attribution, campaign reporting, and commission calculations.
Without a process for tracking manual sales, businesses may create reporting gaps, miss affiliate commissions, lose attribution data, or struggle to maintain accurate revenue records across campaigns.
This guide explains how the Add Manual Sales for an Affiliate workflow action works, how attribution settings affect credit assignment, and how to maintain cleaner affiliate reporting inside BizStackPro.
Before recording affiliate-related sales manually, it helps to understand how affiliate campaigns, attribution models, commission calculations, workflow triggers, and revenue tracking work together inside BizStackPro.
What This Workflow Action Does
The Add Manual Sales for an Affiliate action lets you record a sale under a specific affiliate and (optionally) an affiliate campaign, even if the sale happened outside your tracked funnels. This helps you keep attribution, revenue reporting, and commission calculations consistent.
Use it when: you need to credit an affiliate for an offline deal, a manual invoice, an imported sale, or any purchase that wasn’t captured through normal referral tracking.
When to Use This Action
- Credit affiliates for offline or manually recorded sales
- Record revenue from custom invoices, imports, or special orders
- Add adjusted entries (refund offsets, corrections, or comped revenue)
- Reduce admin time and keep affiliate reports trustworthy
Step-by-Step: Add Manual Sales in a Workflow
- Create a new workflow (or open an existing one).
- Choose a trigger (form submission, booking, internal submission, offline record, etc.).
- Add the Add Manual Sales for an Affiliate action.
- Select the affiliate who should receive credit for the sale.
- Select the affiliate campaign (recommended for reporting).
- Enter the sale amount and any optional transaction details.
- Save, publish, and test the workflow.
Testing tip: Run a test contact through the workflow and confirm: (1) the sale is recorded, (2) the affiliate is credited, and (3) the campaign reporting looks correct.
Optional: Using Attribution Tracking
Attribution tracking is optional. If enabled, BizStackPro can associate the manual sale with an affiliate based on recorded referral data. If you prefer direct control, you can skip attribution and select the affiliate manually.
- First Attribution: Records the contact’s initial interaction and never changes.
- Latest Attribution: Updates with each new interaction to reflect the most recent touchpoint.
Avoid surprises: If you’re using Latest Attribution, the credited affiliate can change over time. Use First Attribution if you want the original referrer to stay locked in.
Pro Tips
- Verify campaign commission rules before activating the workflow
- Use tags or custom fields to label the sale source (offline, import, invoice, etc.)
- Add internal notifications so your team can audit entries when needed
- Review manual sales monthly to keep reports clean and accurate
Simplify affiliate sales tracking
Manage attribution, commissions, and automation in one place with BizStackPro.
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Frequently Asked Questions
How do I select the correct affiliate when adding a manual sale?
Select the affiliate from your registered affiliates list and choose the person who should receive credit and commission for the sale.
What is the difference between First and Latest Attribution?
First Attribution records the contact’s initial interaction and never changes. Latest Attribution updates with each new interaction to reflect the most recent touchpoint.
Can I use this action without enabling attribution tracking?
Yes. Attribution tracking is optional. You can manually select the affiliate, choose a campaign, enter sale details, and save the action.
What triggers can I use to initiate the manual sales workflow?
Common triggers include form submissions, survey completions, calendar bookings, offline sale records, and custom workflow conditions.
Will commissions be calculated automatically after adding a manual sale?
Yes. Commissions are calculated based on the default commission settings of the selected affiliate campaign.
Credit the right affiliate—every time
Manual sales entries help you keep commissions fair and reporting accurate, even when sales happen offline or outside tracked funnels.
Fewer manual headaches. Cleaner reporting.
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