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Admin: Corporate Office
Page: Administration > Advanced Settings > Associate Types
Permission: ViewAdministration(), ViewAdvancedSettings()
Associate Types are numerical representations of a customer’s purpose in your company. Being assigned a certain type allows them access to certain features, products and pricing, or commissions.
By default, you have three Base Associate Types:
- Distributor - Customer who has signed up to sell for your company.
- Retail Customer - 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.
To add a new Associate Type:
Click the + Add Derived Type button.
The Add Associate Type pop-up window opens.
Enter a Description.
Make sure this provides a clear context for the new type.
Enable Is Retail if you want this Associate Type’s orders to be considered retail volume, which calculates differently in your compensation plan.
Enable Track Start Date to track when an Associate becomes a particular Associate Type.
Important: To fully enable this feature, enable Associate Start Date in Advanced Settings > Associate CRM > CRM.
When enabled, an Associate’s Detail page will show the date of when they change Associate Types.
The Back Office Seed and Back Office Format fields configure the Back Office ID for an Associate Type.
Read more: Configuring Back Office IDs
Click the Save button.
If you want to make this Associate Type an option for new customers on the eCommerce Shop Enrollment page, you will need to create a custom Enrollment page and add the new option.