Adding Associate Types

Admin: Corporate Admin
Page: Tools > Developer Tools > Data Editor
Permission: EditSqlEditorAdvanced()

Associate Types are numerical representations of an Associate’s purpose in your company. Being assigned a particular type allows them access to certain features, products, pricing, or commissions. You can manually add and delete Associate Types using the Data Editor.

By default, you have three Base Associate Types:

  • Distributor Associate - Customer who has signed up to sell for your company.
  • Retail Associate - Customer that shops in a Distributor Associate’s eCommerce Shop.
  • Preferred Customer - Customer that has signed up for an account to shop or an AutoShip.

Read more: Base Associate Types, Associate Types, and Price Groups Explained.

Adding Associate Types

To add a new Associate Type:

  1. Search for the CRM_AssociateTypes table and find the Associate Types you’d like to edit.

  2. Click the + New Row button.

  3. Click each field to add text values to the columns.

    Data Editor page

    The required fields are:

    • AssociateType: Enter the name of the new Associate Type.
    • Group: Enter 0 to make the Associate Type a visible option.
    • IsRetail:
      • Select the checkbox (True) if you want this Associate Type’s orders to be considered retail volume, which calculates differently in your compensation plan.
      • Unselect the checkbox (False) to disable.
    • BackOfficeSeed and BackOfficeFormat: These fields configure the Customer ID for an Associate Type. Copy the text value displayed in the Base Associate Types or build your ID format.
    • TrackStartDate:
      • Select the checkbox (True) to track when an Associate becomes a particular Associate Type.
      • Unselect the checkbox (False) to disable.
      Read more: Enabling Associate Start Date Tracking.
  4. Once complete, click the  to save.

Suppose you want to make this Associate Type an option for new customers on the eCommerce Shop Enrollment page. In that case, you will need to create a custom Enrollment page and add the new option.

Deleting Associate Types

  1. Search for the CRM_AssociateTypes table and find the Associate Types you’d like to delete.
  2. Click the checkbox to the left of the Record Number column.
  3. Click the Delete Row(s) button.
  4. Confirm by clicking OK in the pop-up.
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