# How to add Manual Sales

> Manual Sale Attribution empowers admins to credit affiliates for sales, even when affiliate links weren’t used or the sales occurred offline. This…

- Source: https://docs.ghlcustomercare.com/docs/marketing/managing-affiliates/how-to-add-manual-sales
- Section: Marketing / Managing Affiliates
- Reading time: 3 min
- Images: 8, each explained below

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Manual Sale Attribution empowers admins to credit affiliates for sales, even when affiliate links weren’t used or the sales occurred offline. This feature is invaluable for attributing sales manually in scenarios such as offline transactions, missed affiliate links, or special campaigns.

**TABLE OF CONTENTS**

-   [What is Manual Sale Attribution?](#what-is-manual-sale-attribution)
-   [Key Use Cases:](#key-use-cases)
-   [How to Attribute Manual Sales to Affiliates](#how-to-attribute-manual-sales-to-affiliates)
    -   [1\. Using Existing Transactions](#1-using-existing-transactions)
    -   [2. When No Transaction Exists (Offline Sales or External Processes)](#2-when-no-transaction-exists-offline-sales-or-external-processes)
    -   [3. Through Workflows and Automations](#3-through-workflows-and-automations)
-   [Benefits of Manual Sale Attribution](#benefits-of-manual-sale-attribution)

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## **What is Manual Sale Attribution?**

This feature allows admins to assign sales manually to affiliates, giving them full control over sales attribution, whether the sale was made offline, the affiliate link wasn’t used, or the sale needs to be manually tracked. It provides flexibility in attributing sales, making sure affiliates are rewarded for all sales they influence.

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## **Key Use Cases:**

1.  **Offline Sales**: Affiliates promoting products through events, conferences, or offline marketing campaigns.
2.  **Untracked Sales**: Sales where the affiliate link was not used, but the customer was referred by an affiliate.
3.  **Customer Referrals**: Sales made via word-of-mouth recommendations, without the affiliate link being clicked.

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## **How to Attribute Manual Sales to Affiliates**

There are three primary ways to manually attribute sales and commissions to affiliates:

### 1\. **Using Existing Transactions**

If a transaction already exists in the system, you can manually link it to an affiliate:

-   **Step 1**: Access the Affiliate Manager.
-   **Step 2**: Select the affiliate profile and go to the Commissions tab.
-   **Step 3**: Click "Add Sales Manually" and choose "Import Existing Transaction."
    
    
![Step 3 of 6: Step 3: Click "Add Sales Manually" and choose "Import Existing…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155033804699/original/1R29dX16p_xGCEhboo2w1sl265Y69X3Xsg.jpeg)

**Step 3 of 6: Step 3: Click "Add Sales Manually" and choose "Import Existing…**

This screenshot accompanies step 3 of 6 in the "1. Using Existing Transactions" section of "How to add Manual Sales". At this point in the walkthrough you step 3: Click "Add Sales Manually" and choose "Import Existing Transaction.". The next step is to step 4: Enter the customer’s email and select the campaign.
- What to choose: Step 3: Click "Add Sales Manually" and choose "Import Existing Transaction."
- Controls: Step 3, Step 1, Step 2, Step 4, Step 5, Step 6
- Next: Step 4: Enter the customer’s email and select the campaign.

Full procedure:

1. Step 1: Access the Affiliate Manager.
2. Step 2: Select the affiliate profile and go to the Commissions tab.
3. Step 3: Click "Add Sales Manually" and choose "Import Existing Transaction."  <- this image
4. Step 4: Enter the customer’s email and select the campaign.
5. Step 5: Review and select the transaction to attribute.
6. Step 6: Confirm and submit.

    
-   **Step 4**: Enter the customer’s email and select the campaign.
    
    
![Step 4 of 6: Step 4: Enter the customer’s email and select the campaign](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155033804695/original/auA8qmeUoZATo6A_DGfna_KMVU1TMq7HvA.jpeg)

**Step 4 of 6: Step 4: Enter the customer’s email and select the campaign**

This screenshot accompanies step 4 of 6 in the "1. Using Existing Transactions" section of "How to add Manual Sales". At this point in the walkthrough you step 4: Enter the customer’s email and select the campaign. The next step is to step 5: Review and select the transaction to attribute.
- What to fill in: Step 4: Enter the customer’s email and select the campaign.
- Controls: Step 4, Step 1, Step 2, Step 3, Step 5, Step 6
- Next: Step 5: Review and select the transaction to attribute.

Full procedure:

1. Step 1: Access the Affiliate Manager.
2. Step 2: Select the affiliate profile and go to the Commissions tab.
3. Step 3: Click "Add Sales Manually" and choose "Import Existing Transaction."
4. Step 4: Enter the customer’s email and select the campaign.  <- this image
5. Step 5: Review and select the transaction to attribute.
6. Step 6: Confirm and submit.

    
-   **Step 5**: Review and select the transaction to attribute.
    
    
![Step 5 of 6: Step 5: Review and select the transaction to attribute](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155033804694/original/Mit0KCxykL7xKA0Y2-SXkmARg8DAHXvt0Q.jpeg)

**Step 5 of 6: Step 5: Review and select the transaction to attribute**

This screenshot accompanies step 5 of 6 in the "1. Using Existing Transactions" section of "How to add Manual Sales". At this point in the walkthrough you step 5: Review and select the transaction to attribute. The next step is to step 6: Confirm and submit.
- What to choose: Step 5: Review and select the transaction to attribute.
- Controls: Step 5, Step 1, Step 2, Step 3, Step 4, Step 6
- Next: Step 6: Confirm and submit.

Full procedure:

1. Step 1: Access the Affiliate Manager.
2. Step 2: Select the affiliate profile and go to the Commissions tab.
3. Step 3: Click "Add Sales Manually" and choose "Import Existing Transaction."
4. Step 4: Enter the customer’s email and select the campaign.
5. Step 5: Review and select the transaction to attribute.  <- this image
6. Step 6: Confirm and submit.

    
-   **Step 6**: Confirm and submit.

### **2.** **When No Transaction Exists (Offline Sales or External Processes)**

In cases where no transaction is recorded (like a physical sale):

-   **Step 1**: Open the Sub Account Affiliate Manager and go to the Affiliate Profile.
-   **Step 2**: Scroll to the Commissions tab and click "Add Sales Manually."
    
    
![Step 2 of 6: Step 2: Scroll to the Commissions tab and click "Add Sales Manually."](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155033804700/original/1NeMJ0XWwgM5OEaEdAvE85Uk741lpene6Q.jpeg)

**Step 2 of 6: Step 2: Scroll to the Commissions tab and click "Add Sales Manually."**

This screenshot accompanies step 2 of 6 in the "2. When No Transaction Exists (Offline Sales or External Processes)" section of "How to add Manual Sales". At this point in the walkthrough you step 2: Scroll to the Commissions tab and click "Add Sales Manually.". The next step is to step 3: If the lead or customer doesn’t exist, add them as a new lead.
- What to click: Step 2: Scroll to the Commissions tab and click "Add Sales Manually."
- Controls: Step 2, Step 1, Step 3, Step 4, Step 5, Step 6
- Next: Step 3: If the lead or customer doesn’t exist, add them as a new lead.

Full procedure:

1. Step 1: Open the Sub Account Affiliate Manager and go to the Affiliate Profile.
2. Step 2: Scroll to the Commissions tab and click "Add Sales Manually."  <- this image
3. Step 3: If the lead or customer doesn’t exist, add them as a new lead.
4. Step 4: Enter the transaction amount, commission will be calculated automatically based on the campaign’s default settings.
5. Step 5: Optionally, add the transaction date and reference number.
6. Step 6: Submit and save.

    
-   **Step 3**: If the lead or customer doesn’t exist, add them as a new lead.
    
    
![Step 3 of 6: Step 3: If the lead or customer doesn’t exist, add them as a new lead](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155033804698/original/TvnpbKXzCzfzh17bVssXXjZi_x4XHpuAYQ.jpeg)

**Step 3 of 6: Step 3: If the lead or customer doesn’t exist, add them as a new lead**

This screenshot accompanies step 3 of 6 in the "2. When No Transaction Exists (Offline Sales or External Processes)" section of "How to add Manual Sales". At this point in the walkthrough you step 3: If the lead or customer doesn’t exist, add them as a new lead. The next step is to step 4: Enter the transaction amount, commission will be calculated automatically based on the campaign’s default settings.
- What this covers: Step 3: If the lead or customer doesn’t exist, add them as a new lead.
- Controls: Step 3, Step 1, Step 2, Step 4, Step 5, Step 6
- Next: Step 4: Enter the transaction amount, commission will be calculated automatically based on the campaign’s default settings.

Full procedure:

1. Step 1: Open the Sub Account Affiliate Manager and go to the Affiliate Profile.
2. Step 2: Scroll to the Commissions tab and click "Add Sales Manually."
3. Step 3: If the lead or customer doesn’t exist, add them as a new lead.  <- this image
4. Step 4: Enter the transaction amount, commission will be calculated automatically based on the campaign’s default settings.
5. Step 5: Optionally, add the transaction date and reference number.
6. Step 6: Submit and save.

    
-   **Step 4**: Enter the transaction amount, commission will be calculated automatically based on the campaign’s default settings.
    
    
![Step 4 of 6: Step 4: Enter the transaction amount, commission will be calculated…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155033804697/original/Kf2PIrEIaXLQbCz78FwE9q8tOW2PntRa0Q.jpeg)

**Step 4 of 6: Step 4: Enter the transaction amount, commission will be calculated…**

This screenshot accompanies step 4 of 6 in the "2. When No Transaction Exists (Offline Sales or External Processes)" section of "How to add Manual Sales". At this point in the walkthrough you step 4: Enter the transaction amount, commission will be calculated automatically based on the campaign’s default settings. The next step is to step 5: Optionally, add the transaction date and reference number.
- What to fill in: Step 4: Enter the transaction amount, commission will be calculated automatically based on the campaign’s default settings.
- Controls: Step 4, Step 1, Step 2, Step 3, Step 5, Step 6
- Next: Step 5: Optionally, add the transaction date and reference number.

Full procedure:

1. Step 1: Open the Sub Account Affiliate Manager and go to the Affiliate Profile.
2. Step 2: Scroll to the Commissions tab and click "Add Sales Manually."
3. Step 3: If the lead or customer doesn’t exist, add them as a new lead.
4. Step 4: Enter the transaction amount, commission will be calculated automatically based on the campaign’s default settings.  <- this image
5. Step 5: Optionally, add the transaction date and reference number.
6. Step 6: Submit and save.

    
-   **Step 5**: Optionally, add the transaction date and reference number.
-   **Step 6**: Submit and save.

**Please Note:**  
When attributing a manual sale, you are only required to enter the revenue amount of the sale. The commission will be automatically calculated based on the default commission rate set for the selected affiliate campaign.  
**Example:**  
Let’s say you enter a manual sale with a revenue amount of $100, and the default commission rate for the affiliate’s campaign is 20%. In this case, the affiliate will automatically receive a commission of $20 (20% of $100) for that sale.  
The system handles the commission calculation for you, ensuring that affiliates are paid according to the agreed-upon rate in their campaign.  

### **3.** **Through Workflows and Automations**

For recurring or batch processes, use automations:

-   **Step 1**: Add the "Add Manual Sales For An Affiliate" action in workflows.
    
    
![Step 1 of 4: Step 1: Add the "Add Manual Sales For An Affiliate" action in workflows](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155033804689/original/usiJrOiI83VpFERzhoy4xrwH4212GRXcuw.png)

**Step 1 of 4: Step 1: Add the "Add Manual Sales For An Affiliate" action in workflows**

This screenshot accompanies step 1 of 4 in the "3. Through Workflows and Automations" section of "How to add Manual Sales". At this point in the walkthrough you step 1: Add the "Add Manual Sales For An Affiliate" action in workflows. The next step is to step 2: Choose whether to use first or latest attribution (automatic tracking based on affiliate interaction).
- What this covers: Step 1: Add the "Add Manual Sales For An Affiliate" action in workflows.
- Controls: Step 1, Step 2, Step 3, Step 4
- Next: Step 2: Choose whether to use first or latest attribution (automatic tracking based on affiliate interaction).

Full procedure:

1. Step 1: Add the "Add Manual Sales For An Affiliate" action in workflows.  <- this image
2. Step 2: Choose whether to use first or latest attribution (automatic tracking based on affiliate interaction).
3. Step 3: Select the affiliate campaign and enter the revenue details.
4. Step 4: Save the workflow to automate manual sales attribution.

    
-   **Step 2**: Choose whether to use first or latest attribution (automatic tracking based on affiliate interaction).
    
    
![Step 2 of 4: Step 2: Choose whether to use first or latest attribution (automatic…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155033804696/original/DOnZrvjSHUBL0jEYTeN-6138rmUkVDPrdA.jpeg)

**Step 2 of 4: Step 2: Choose whether to use first or latest attribution (automatic…**

This screenshot accompanies step 2 of 4 in the "3. Through Workflows and Automations" section of "How to add Manual Sales". At this point in the walkthrough you step 2: Choose whether to use first or latest attribution (automatic tracking based on affiliate interaction). The next step is to step 3: Select the affiliate campaign and enter the revenue details.
- What to choose: Step 2: Choose whether to use first or latest attribution (automatic tracking based on affiliate interaction).
- Controls: Step 2, Step 1, Step 3, Step 4
- Next: Step 3: Select the affiliate campaign and enter the revenue details.

Full procedure:

1. Step 1: Add the "Add Manual Sales For An Affiliate" action in workflows.
2. Step 2: Choose whether to use first or latest attribution (automatic tracking based on affiliate interaction).  <- this image
3. Step 3: Select the affiliate campaign and enter the revenue details.
4. Step 4: Save the workflow to automate manual sales attribution.

    
-   **Step 3**: Select the affiliate campaign and enter the revenue details.
-   **Step 4**: Save the workflow to automate manual sales attribution.

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## **Benefits of Manual Sale Attribution**

-   **Flexibility**: Manually attribute sales from offline sources or non-traditional platforms.
-   **Accuracy**: Ensure all affiliate-driven sales are properly tracked and credited.
-   **Custom Tracking**: Attribute sales to affiliates even if no standard tracking mechanisms (like links) were used.

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## **What's Next:**

-   [How to Set Custom Affiliate Commissions](https://docs.ghlcustomercare.com/docs/marketing/managing-affiliates/how-to-set-custom-affiliate-commissions)
-   [How to track Affiliate sales using coupons](https://docs.ghlcustomercare.com/docs/marketing/managing-affiliates/how-to-track-affiliate-sales-using-coupons)
-   [FAQs for Affiliates](https://docs.ghlcustomercare.com/docs/marketing/managing-affiliates/faqs-for-affiliates)

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