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User Guide for Odoo Multi Level Marketing

Updated 7 August 2023

NOTE: Many forms mentioned here includes settings and information about the Odoo affiliate program. This user guide explains the flow of Odoo Multi Level Marketing. However, if you want to know the workflow of Affiliate Management, refer to the guide for Odoo Affiliate Management.

INTRODUCTION

Business growth by Odoo Multi Level Marketing!

Existing members in Affiliate Marketing are incentivized to promote and gather affiliates and bring on recruits into the business and earn bonuses. As a result, the business can grow and expand while reducing marketing costs.

Each affiliate can choose to enroll in Odoo Multi Level Marketing program and then receive a unique referral code. This referral code when used by another user to sign up for the MLM program lets the affiliate earn a bonus depending upon the set conditions.  Affiliates can earn bonuses like First Child Affiliate Bonus and Level Completion Bonus.  MLM Affiliates can only view the MLM tree below them and check their Bonus.

Admin can also approve or reject bonuses of each affiliate, invoice them, and set level commissions and bonuses from the backend.

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NOTE: Odoo Multi Level Marketing works in conjunction with the following module:

Odoo Affiliate Management

First, you must install this module to your system for the Odoo Multi Level Marketing to work correctly.

FEATURES

  1. Affiliates need to subscribe to Odoo Multi Level Marketing membership in order to be eligible to earn bonuses. 
  2. A parent affiliate can add a child affiliate to its tree through a unique referral code. The child affiliate can then add their sub-affiliates and so now.
  3. Affiliates can earn a bonus for adding a first child affiliate and then bonuses for each level completed in the tree.
  4. These bonuses are generated automatically based on Backend settings set by the admin
  5. Admin can invoice the approved transactions individually or all at once.
  6. By default, the root for the affiliate trees is set as the Odoo admin. However, this can be easily changed in the backend settings from the admin account.
  7. Admin can also configure payment days for a month, and set cookies expiration date and minimum payout balance.
  8. An affiliate can manage his/her affiliate tree and bonus transaction details in his/her Odoo website account.

INSTALLATION

  1. Once you purchase the App from Webkul store, you will receive the link to download the zip file of the module.
  2. Extract the file on your system after the download finishes. You will be able to see a folder named- ‘affiliate_management_mlm.’
  3. Copy and paste this folder inside your Odoo Add-Ons path.
  4. Now, open the Odoo App and click on the Settings menu. Here, click on Activate the Developer Mode.
  5. Then, open the Apps menu and click on ‘Update Modules List.’
  6. In the search bar, remove all the filters and search ‘affiliate_management_mlm.’
  7. You will be able to see the module in the search result. Click on ‘Install’ to install it.

WORKFLOW

Moving on to the configuration of the Odoo Multi Level Marketing.

CONFIGURATION

  1. In Odoo, go to ‘Settings> Affiliate Management> Affiliate Management Configuration> Configure.’
locating-odoo-mulit-level-marketing-configuration
  1. Here we can configure our MLM Affiliate Program’s settings.
  2.  In the ‘How MLM works’ tab, we can design the frontend text that appears on the website page for Affiliates interested in MLM. Design rules based on company policies.
  1. For the ‘MLM configuration’ tab choose MLM membership service product in the field next MLM membership.
configuring-default-affiliate-program-for-odoo-mulit-level-marketing-1
  1. In the root, set the root of the MLM affiliate tree (admin by default).
  2. Clicking on Transaction Invoice invoices all the transactions in the Approved state at once.
configuring-default-affiliate-program-for-odoo-mulit-level-marketing-2
  1. Bonus schedule sets the Odoo scheduler to automatically generate transactions for Affiliate Bonuses in Odoo.
  2. About Referral Code shows a description of the referral code. 
  3. We can Configure Bonus Scheduler by clicking on it.
configuring-default-affiliate-program-for-odoo-mulit-level-marketing-3
  1. ‘MLM Extra Bonus’ helps the admin set up how much money should be awarded when extra levels are created.
defining-odoo-multi-level-marketing-extra-bonus
  1. First Child Bonus and Level Completion Bonus can be switched on and configured.

MLM AFFILIATE’S POV

  1. After logging in to Odoo as MLM Affiliate, click on the name icon and select ‘My Affiliate.’
logining-in-as-odoo-multi-level-marketing-affiliate
  1. We can see two extra tabs here. The first tab, the ‘MLM Tree’ tab shows us our MLM Affiliate’s tree beneath it.
viewing-MLM-tree-in-odoo-multi-level-marketing
  1. The next tab ‘MLM Bonus’ displays the bonus earned by an MLM affiliate.
odoo-multi-level-marketing-bonus section-for-an-affiliate

MLM ADMIN POV

  1. After logging in to Odoo as MLM Administrator, go to ‘Affiliate Manager>Affiliate Program>All Affiliates.’
checking-all-affiliates-in-the-backend
  1. Go to filters to filter out MLM Affiliate customers.
filtering-affiliate-customers
  1. Click on any user and switch to ‘MLM Details’ tab.
checking-a-mlm-affiliate-details
  1. It shows MLM tree details like Parent, Left child, and Right child affiliate.
  2. It also indicates MLM membership status, Bonus Level, and Bonus Amount Left to be credited to the affiliate.
viewing-details-of-an-affiliate-child
  1. The ‘Visits’ section shows a combined order and traffic report of that MLM Affiliate.
checking-the-number-of-visit-of-an-affiliate
  1. And the ‘MLM Transactions’ shows only that specific MLM Affiliate’s Transactions. Clicking on both bonuses gives us a detailed view.
checking-mlm-transactions

OTHER ODOO MODULES

NEED HELP?

Hope you find the guide helpful! Please feel free to share your feedback in the comments below.

If you still have any issues/queries regarding the same, please raise a ticket at https://webkul.uvdesk.com/en/customer/create-ticket/.

Also, please explore our Odoo development services & an extensive range of quality Odoo Apps.

For any doubt, contact us at [email protected].

Thanks for paying attention!!

Current Product Version - 1.0.0

Supported Framework Version - Odoo 16, 15, 14

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  • Yacine
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