Creating a partner plan

How you create a partner plan will differ based on how you want the partner plan to behave. This topic explains the wizard steps you must complete to create a new partner plan. For more specific information, see Partners and Plans.

Create New Partner Plan attributes

Attribute	Description
Settings
Internal Name	The name of the partner plan as it appears in Global Commerce. The internal name appears as a reference in reports. Note: Partners will not see the partner plan's internal name.
Description	A description of the partner plan. If you do not enter a theme, the field remains blank. Note: The partner will not see the description of the partner plan.
Availability	Partner plans are either public or private. The only difference between a public and private plan is what your partners see when they click the link to access the partner plan landing page. Choose one of the following options: Public—The landing page for the store shows a list of all public partner plans from which the partner can choose. The partner must select a partner plan and then register for access to that partner plan. Once approved, the partner can sign in to the partner plan they have been given access to and place an order. Anyone with access to the partner plan landing page will see (and can register for) any of the public partner plans you have created for your store. However, partners can only register for one partner plan at a time. Private—The landing page allows the partner to register for access to the specific partner plan for which you have provided them access (through the URL). For partners associated with a private partner plan, it would seem that you only have the one partner plan.
Approval	Choose one of the following options: Auto—Partners will be automatically approved when they register. Manual—You will approve or deny partners when they register. See Approving pending partners for more information.
Start Date	The date when the partner plan starts. Choose one of the following options: Start Offer Immediately—Select this option if you want the partner plan to start immediately. Start Offer on Specific Date Time—Select this option if you want the partner plan to start on a specific date and time and complete the fields. Note: If you set a Start Date that occurs in the future, you will not be able to preview the partner plan until that date.
End Date	The date when the partner plan ends. Choose one of the following options: No End Date—Select this option if you want the partner plan to continue indefinitely. The partner can shop in your store until you retire the plan. End Offer on Specific Date/Time—Select this option if you want the partner plan to end on a specific date and time, and complete the fields. When the partner plan reaches the end date, the plan expires automatically, and partners can no longer shop in your store.
Base Price List	Select the price list you want to use for pricing of products in the partner plan. Note: Make sure the price list you select is active, or shoppers will not be able to purchase with this partner plan.
Supported Locales	Select the supported locales you want to associate with the partner plan. If needed, use the search field to filter the search results for supported locales.
Sales Levels	Define the parameters that allow a partner to move between levels based on their sales. Eligibility is determined monthly. You will be asked to create groups of products in Step 3. Configure the product groups. Discounts can be assigned on the level and the group. The group discount will always be applied. If there is no group discount, the level will be applied. Level Discount Example: Level Discount =20% Group Discount = none Level discount will be applied Group Discount Example: Level Discount =20% Group Discount = 10% The group discount will be applied
Type	Choose how you want to define the sales levels. Units—Defines sales by the number of units sold. Sales—Defines sales by the total amount of sales. Note: If you select a Type and then change it later, the system deletes any sales levels you defined, and you must create your sales levels again. This is because the type you selected (units or sales) define your sales levels.
Remove Bottom Level	When clicked, deletes the last sales level in the Sales level list.
Add Sales Level	Define the sales level for your partner plan. When you click Add Level, The Add Sales Level window appears.
Edit Sales Level	To modify the sales level, click .
Currency	Select the locale currency you want to associate with this partner plan. This value only appears when you select the Sales type.
From	The starting value for the sales level.
To	The ending value that corresponds with the upper-level limit for the sales level. Choose one of the following options: Enter a value in units or the locale currency. Infinity Best Practices: To ensure your partner plan has sufficient coverage, select the Infinity option when defining the highest sales level in your plan. Sales Example: For a sales-based partner plan with 3 sales levels, specify the following From and To values in USD: 0.0 -10.00 10.01-20.00 20.01-Infinity
Sales Level Discount	Choose whether you want to provide a discount for the sales level you are creating. Your options are as follows: None—No discount will be applied. Percent Off—Applies the value entered as the percentage off. Amount Off—Applies the values entered as the amount off in the specified currencies.
Discount	The type of discount. The possible values are as follows: None—No discount will be applied. Percent Off—Applies the value entered as the percentage off. Amount Off—Applies the values entered as the amount off in the specified currencies.
Name	The name of the sales level.
Theme	The theme associated with the sales level. Using a theme with a sales level allows you to tailor the look and feel of the page your partners see. If you do not select a theme, the system uses the default theme.
Remove Bottom Level	Removes the last sales level that appears in the Sales Level list.
Product Groups	Add groups to the levels in your plan. If there is a group discount assigned, it will always be applied instead of a level discount. Best Practices: Create at least one product group for each sales level. If you do not create a sales group for a sales level, you will not be able to add products to that sales level. You can add products to the product groups in sales levels. Discounts can be assigned on the level and on the group. The group discount will always be applied. If there is no group discount, the level will be applied. Discounts can be assigned on the level and the group. The group discount will always be applied. If there is no group discount, the level will be applied. Level Discount Example: Level Discount =20% Group Discount = none Level discount will be applied Group Discount Example: Level Discount =20% Group Discount = 10% The group discount will be applied
Levels	Lists the available sales levels. Select a sales level to enable the Add Group button.
From	The starting value for the sales level.
To	The ending value that corresponds with the upper-level limit for the sales level.
Discount	The type of discount. The possible values are as follows: None—No discount will be applied. Percent Off—Applies the value entered as the percentage off. Amount Off—Applies the values entered as the amount off in the specified currencies.
Name	The name of the sales level.
Theme	The theme associated with the sales level.
Create a Group	A product group must be associated with a sales level and may contain specific discounts.
Group Discount	The type of group discount. The possible values are as follows: Use Level Discount—Applies the sales level discount to this product group. Percent Off—Applies the value entered as the percentage off. Amount Off—Applies the values entered as the amount off in the specified currencies. When creating a group discount, note the following: The system always applies group discounts to purchases. If there is a sales level discount and a group discount, the system applies the group discount. If there is no group discount, the system applies the sales level discount.
Maximum Quantity
Minimum Quantity
ID	This field shows the product's ID used internally by the Digital River system.
Name	This field shows the product's name. The system uses the name internally. Customers will not see this name in your store.
Product ID	The unique ID for a product.
External Reference ID	This field shows the product's external reference identifiers.
Internal Product Name	The name used to identify the product or product variation in reports, offers, and other places within Global Commerce. Shoppers will not see this name in your store.
SKU	Provide the stock keeping unit (SKU). A SKU is a unique identifier to track and manage inventory. It is a code or number assigned to a specific product or item in a store or warehouse. SKUs distinguish between different products, variations, or versions and are often used in inventory management systems to facilitate product tracking, ordering, and restocking.
Status	The current status of the product. The possible values are as follows: Design Deployed Deployed: Expired Retired See Product status for more information.
Catalog	The name used to identify the catalog within Global Commerce. Shoppers will not see this name in your store.
Category	The category name used internally by the system.
Product Type	The type of product. Individual and Base Individual and Variation Product Combination All
Varying Attribute	The product's variation attributes.
Digital Rights	Indicates whether you enabled digital rights for the product.
Pricing Review	Note: Pricing Review applies the group discount by default. If you set the group discount to None, it applies the sales level discount. The partner plan inherits the VAT setting (inclusive or exclusive) and the default currency for the selected price list.
Currency	Select the locale currency you want to use for pricing and discounts for the selected group.
Levels + Groups, Discount	Select a level or group from this list to enable the Currency drop-down list and populate the table.
From	The starting value for the sales level. This column appears when you select a sales level from the Levels + Groups, Discount.
To	The ending value that corresponds with the upper-level limit for the sales level. This column appears when you select a sales level from the Levels + Groups, Discount.
Discount	The type of discount. The possible values are as follows: None—No discount will be applied. Percent Off—Applies the value entered as the percentage off. Amount Off—Applies the values entered as the amount off in the specified currencies. The name of the sales level. This column appears when you select a sales level from the Levels + Groups, Discount.
Name	This column appears when you select a sales level from the Levels + Groups, Discount. The name of the sales level.
Theme	The theme associated with the sales level. This column appears when you select a sales level from the Levels + Groups, Discount.
ID	This field shows the product's ID used internally by the Digital River system. This column appears when you select a product group from the Levels + Groups, Discount.
Internal Product Name/Variation Name	The name used to identify the product or product variation in reports, offers, and other places within Global Commerce. Shoppers will not see this name in your store. This column appears when you select a product group from the Levels + Groups, Discount.
Plan Price	The price of the product after the plan's discount. This column appears when you select a product group from the Levels + Groups, Discount.
Price List	The original price of the product in the price list. This column appears when you select a product group from the Levels + Groups, Discount.
Review	Review the partner plan you have created. If you want to change the partner plan, click Previous to locate the setting you want to change. Note: You cannot edit sales levels. To change a sales level, delete it, and then create a new one with the correct information.

How to create a partner plan

Step 1. Configure the settings

Select Catalog, select Pricing & Plans, and then click Create Partner Plan. The first step of the Create New Partner Plan wizard appears.
Enter the name for the plan in the Internal Name field. See Settings for a description of the attributes.
Optional. Enter a brief description in the Description field.
Under Options:
- Choose Public if you want the partner plan to be public or Private if you want the partner plan to be private.
- Choose Auto if you want to automatically approve partners when they register or Manual if you want to manually approve partners when they register.
Under Expiration, select when you want the partner plan to stop and end. Partners who try to access the partner plan before it starts or after it ends will get a message that states the partner plan is not available.
Under Plan Pricing, select the price list you want to use for product prices in the partner plan from the Base Price List.
Select the supported locales you want to associate with the partner plan.
Click Next. The Sales Level page appears.

Step 2. Configure the sales levels

Choose Units if you want to define sales by the number of units sold or Sales if you want to define sales by the total amount of sales. See Sales Levels for a description of the attributes.

Note: If you select a Type and then change it later, the system deletes any sales levels you defined, and you must create your sales levels again. This is because the type you selected (units or sales) define your sales levels.
Click Add Level. The Add Sales Level window appears. See Add Sales Level for a description of the attributes.
Complete the fields to define the first sales level you want for your partner plan and click Save.
Repeat steps 2 and 3 for each additional level.
Click Next. The Product Groups page appears.

Step 3. Configure the product groups

From the list under Levels, select the sales level where you want to add a product group.

Best Practices: Create at least one product group for each sales level. If you do not create a sales group for a sales level, you will not be able to add products to that sales level. You can add products to the product groups in sales levels.
Click Add Group. The Create a Group window appears.
From the Create a Group window, enter the name of the group in the Name field.
Complete the fields under Pricing and Order Restrictions, and then click Apply. See Create a Group for a description of the attributes.

Note: You cannot add products to the group until you save the product group with a name and group discount.
Under Products, click Add. The Find Products window appears.
To locate the products you want to add to the group, complete the fields under Search and Filters, and click Search . The results appear in the Find Products list.
Select the checkbox for one or more products or select the checkbox next to the Product ID column header to select all currencies.
Click Add Selected Items. The selected products appear under Products in the Create a Group window.
Click Save to save the group.
Repeat steps 1 through 10 for each additional group you want to create.
When finished, click Next to continue. The Pricing Review page appears.

Step 4. Review your pricing

From the list under Levels + Groups, Discount, select a sales level and then select a group within that sales level.
Select a currency you want to use for pricing and discounts for the selected group the from the Currency list.

Note: The system uses the currency you select for a group to calculate the price for products in the group. If you do not select a currency, the system uses the default currency.
Repeat steps 1 and 2 to assign a currency to each product group in every sales level in the partner plan.
When finished, click Next. The Review page appears.

Step 5. Review your changes

Review the partner plan you have created. If you want to change the partner plan, click Previous to locate the setting you want to change.

Note: You cannot edit sales levels. To change a sales level, delete it, and then create a new one with the correct information.
When you set up the partner plan the way you want, click Finish. The new partner plan appears in the Partner Plans list.