How to track Affiliates/Reseller sales

QLM Pro allows you to track sales made by Affiliates/Resellers or any custom grouping of your choice.

The first step in tracking sales is to define User Groups. A User Group can represent an affiliate, a reseller, a group of sales people within your organization or any other grouping of your choice.

To add a User Group:

• Launch the QLM Management Console
• Go to the Manage Keys tab
• Click User Groups. 
• Click Add and enter the name of your User Group in the User Group ID field.For example: Microsoft
• If you would like members of a user group to manage their own customers and license keys, you can define the privileges of each user group. User Groups can manage their own license keys through the QLM Portal.
• Click Ok

Now that the User Group is defined, you can associate a customer and/or a license key to the User Group.

To associate a customer to an User Group from the QLM Management Console

• Launch the QLM Management Console
• Go to the Manage Customers tab
• Click Add to add a new customer or edit an existing customer
• Set the User Group drop down to: Microsoft
• Click Ok

To associate a license to a User Group from the QLM Management Console

• Launch the QLM Management Console
• Go to the Manage Keys tab
• Click Add to add a new license or edit an existing license
• Set the User Group drop down to: Microsoft
• Click Ok

To associate a license to a User Group from an eCommerce Provider

• When invoking GetActivationKey or GetActivationKeyWithExpiryDate from an eCommerce provider, you can associate the license to a User Group by setting the is_affiliateid argument to the name of the affiliate.

To view all licenses associated to a User Group:

• Launch the QLM Management Console
• Go to the Manage Keys tab
• Click the search dropdown button and select Edit Searches
• Click Add
• Set the Name field to: Microsoft
• In the SQL field, enter: AffiliateID='Microsoft'
• Click Ok
• In the right hand panel where the searches are listed, locate your new search and click it.