1. During an Affiliate Linked Pick Up request there are times when an Affiliate and a Vendor will be charged costs and at the same time, will issue charges. These positive and negative values can be kept on the same transaction or they can be divided into different documents.
This article looks at how to separate the positive and negative values.
2. First to apply this setting, navigate to the contact and click on the "Options" tab.
3. Click here to apply "all negative value items should go onto a separate transaction.
4. Click "Save" to complete.
For this article the setting is applied to both the Affiliate and then Vendor. The Vendor charges for pallets but are charged delivery and processing fee. The Affiliate pays for the pallets but charges for delivery.
5. Create an Affiliate linked pick up request as usual (see related article).
Click "Confirm" to save.
TIP! The amounts will not be separated until the counts are entered and the transaction is complete.
6. The completed pick up is now split into four separate but linked transactions.
7. The Affiliate is sent an "Affiliate Charge" for the pallets that were picked up.
8. The Affiliate is also issued an "Affiliate Purchase" as the delivery fee is due to them.
9. The Vendor is sent an "Affiliate Linked Sale" for the delivery and processing fees charged.
10. The Vendor is also issued an "Affiliate Linked Rebate" to pay for the pallets picked up.
