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Track Sales Commissions

Create a unique discount code per earner as their commission tracking link, then design the calculation, payout, and reporting rules around it.

📋 Prompt
Run in Sidekick
Create a unique discount code in my Shopify admin for each of these commission earners, to use as their attribution/tracking link: [LIST NAMES]. Then help me design the full commission system around it.

Note: payout processing (PayPal, bank transfer), 1099/tax documents, and any third-party affiliate app configuration are outside what you can execute – treat those as guidance for me to act on manually.

Commission Structure:

  Who earns commissions: [SALES STAFF / AFFILIATES / INFLUENCERS / REFERRAL PARTNERS / ALL]
  Number of commission earners: [COUNT]
  Commission type: [PERCENTAGE OF SALE / FLAT RATE PER ORDER / TIERED / MIXED]
  Commission rate(s): [LIST RATES, e.g., 10% for affiliates, 5% for staff]


Commission Rules:

  Base commission calculation:
    
      Calculated on: [GROSS SALE / NET SALE AFTER DISCOUNTS / NET AFTER RETURNS]
      Exclude shipping from commission: [YES / NO]
      Exclude tax from commission: [YES / NO]
    
  
  Tiered commission structure (if applicable):
    
      Tier 1: [0 to X sales] = [PERCENTAGE]%
      Tier 2: [X to Y sales] = [PERCENTAGE]%
      Tier 3: [Y+ sales] = [PERCENTAGE]%
    
  
  Product-specific rules:
    
      Higher commission products: [LIST PRODUCTS OR COLLECTIONS]
      Excluded products (no commission): [LIST IF ANY]
    
  
  Clawback policy:
    
      Deduct commission on returned or refunded orders: [YES / NO]
      Clawback window: [NUMBER OF DAYS]
    
  


Tracking Implementation:

  Attribution method: discount code (created above) for direct commission earners; for external affiliates, recommend a Shopify App Store affiliate app instead
  Tracking app recommendation for Shopify (compare top options)
  Cookie duration for affiliate tracking: [30 / 60 / 90 DAYS] (app-dependent, not something you can configure directly)


Reporting Dashboard:

  Individual commission earner performance report
  Total commissions owed per period: [WEEKLY / BIWEEKLY / MONTHLY]
  Commission as percentage of total revenue
  Top performers ranking
  Commission by product or collection breakdown
  Year-to-date commission totals per earner


Payment Process:

  Payment schedule: [WEEKLY / BIWEEKLY / MONTHLY]
  Payment method: [PAYPAL / BANK TRANSFER / STORE CREDIT / OTHER]
  Minimum payout threshold: [AMOUNT]
  Payment approval workflow
  Tax document requirements (1099 for US-based earners)


Reconciliation:

  Monthly commission audit checklist
  Dispute resolution process
  Adjustment handling for post-payment returns


Provide commission tracking templates and a setup guide for the recommended Shopify app.

How to Use

  1. Copy the prompt above
  2. Open Shopify Sidekick in your Shopify admin
  3. Paste the prompt and replace the bracketed placeholders with your details
  4. Review Sidekick's response and apply the suggestions