Shopify Setup

How to add intro text to your Affiliate User Dashboard
Add an intro message to your User Affiliate Dashboard by the following instructions Step 1. From the Dashboard, go to "Setup" and click "...
Thu, 11 Jan, 2018 at 11:21 AM
How to prevent sales being tracked from a certain IP address
You can exclude an IP address so that any sales coming from that IP will not be tracked. This is useful for testing purposes and you do not want those sale...
Thu, 11 Jan, 2018 at 12:52 PM
How to add notes to your affiliate invoice
If you want to inform something to your affiliate about the payout, then you add notes to the Invoice Step 1. Click on "Rewards" on the Dashbo...
Thu, 11 Jan, 2018 at 1:18 PM
How to change the status of a commission Invoice
Step 1. Click on "Rewards" on the Dashboard Step 2. Under "Manage Invoices", you can changes the Status of it by clicking on ...
Thu, 11 Jan, 2018 at 2:34 PM
How to search/filter Unpaid Invoices
Step 1. On the Dashboard, click on "Rewards" Step 2. From Rewards, go to Manage Invoices and click on "Search Invoices" ...
Wed, 17 Jan, 2018 at 2:47 PM
How to mark invoice as paid
Step 1. Get into the Admin Dashboard and click "Rewards" Step 2. Click on "Manage Invoices" Step 3. After finishing the pay...
Wed, 17 Jan, 2018 at 3:28 PM
How to search Sale Records within specific date range
Step 1. Click "Reports" on the Dashboard Step 2. Click "Sales" on the left or "Sales Report" on the right pane Step ...
Thu, 18 Jan, 2018 at 10:19 AM
How to add description to a referral program
Step 1. Click "Campaigns" on the Dashboard Step 2. Click "+Add" for a new program or click "Edit" button to add descripti...
Fri, 19 Jan, 2018 at 10:44 AM
How to customize Coupon Template
1. Click on Referral Program on the Admin Dashboard 2. Click add for new referral program or click the blue button under action for existing referral ...
Fri, 26 Jun, 2020 at 11:47 AM
How to properly track large order totals
When tracking Shopify sales using OSI Affiliate Software, a different variable should be used to capture four-digit amounts with comma.  To remove the c...
Wed, 23 Sep, 2020 at 2:19 PM