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- Affiliate & Referral Program for ERPNext
示意预览A native ERPNext app that runs affiliate and referral programs end to end
— tracking referral links, attributing sales, calculating tiered commissions, and generating payout statements.
ECOSIRE builds it to your commission rules, installs it, and supports it.
什么是 Affiliate & Referral Program for ERPNext?
A native ERPNext app that runs affiliate and referral programs end to end — tracking referral links, attributing sales, calculating tiered commissions, and generating payout statements. ECOSIRE builds it to your commission rules, installs it, and supports it. Built to order by ECOSIRE for ERPNext v15, v16 — indicative price from $999.00 USD; request a quote for a scoped proposal.
核心功能
按需定制,全程代劳
无需自行搭建——由 ECOSIRE 构建、安装并提供支持的可用应用。
- 1
您下单
以一次性构建价格开始。我们在启动时与您共同确定范围。
- 2
我们构建与安装
ECOSIRE 在您的 ERPNext 上构建、配置并安装。
- 3
上线 + 支持
约一个工作周内上线,并包含两周上线支持。我们交付的代码中的缺陷免费修复。
技术规格
- ERPNext 兼容性
- —
- 许可证
- 许可证需要确认
- Python 要求
- Python 3.10+
- 数据库
- MariaDB 10.6+
关于此产品
If you sell on ERPNext and want partners driving your growth, you quickly hit a wall. ERPNext core has no concept of an affiliate, a referral link, click-to-sale attribution, or a commission ledger that ties a payout back to specific Sales Invoices. Teams end up stitching this together in spreadsheets, running a separate SaaS affiliate platform that never reconciles against actual paid invoices, and manually calculating who is owed what at month end. Attribution disputes, double-counted conversions, and payouts that do not match booked revenue are the predictable result — and none of it lives inside the system where your orders, invoices, and customers already are.
ECOSIRE builds the Affiliate & Referral Program as a proper Frappe app installed onto your ERPNext bench (v15/v16). It introduces first-class DocTypes — Affiliate, Referral Link, Referral Visit/Referral Click, Referral Conversion, Commission Rule, Commission Tier, and Affiliate Payout — so every partner, link, click, attributed sale, and payment is an auditable record with its own permissions and reports. Affiliates register through a Frappe Web Form and manage their own account in a portal built on the Frappe website framework, where they generate unique referral links and coupon codes, watch clicks and conversions in real time, and download their statements.
Technically, the tracking loop is wired the way ERPNext expects. A whitelisted, guest-accessible REST endpoint captures inbound clicks and drops a first-party attribution cookie; a hooks.py doc_events handler on Sales Order and Sales Invoice on_submit reads that attribution (or a matched coupon code) and creates the Referral Conversion, applying your attribution model — last-click, first-click, or a configurable cookie window. Commission Rule records evaluate tiered and category-specific rates via server scripts, so a partner who crosses a revenue threshold moves to a higher band automatically. A scheduler event (scheduler_events in hooks.py) runs the periodic payout cycle: it aggregates approved conversions, nets refunds and cancellations, generates Affiliate Payout statements, and can post the corresponding Journal Entry or Payment Entry against your configured expense account. Role profiles keep affiliates scoped to only their own data, while your finance team approves and settles from the desk.
Because it is native, everything is reportable through ERPNext's own Report Builder and Query/Script Reports, exposed on the Frappe REST API for your storefront or app, and governed by the same permission and audit-log model as the rest of your data — no external system to reconcile.
This is build-to-order, not an instant download. We start with a short scoping call to lock your commission structure, attribution rules, payout cadence, and storefront integration, then build the app to that spec, test it on a staging bench, and install it on your ERPNext instance. Typical delivery is one working week from confirmed scope. You receive the full source code, documentation, a training session, and a post-go-live support window — and you own the git repository at handover.
你得到什么
- Installable source code for your version of the Affiliate & Referral Program Frappe app, built to your confirmed scope
- Installation and configuration on your ERPNext bench, including hooks, scheduler events, roles, and portal setup
- Technical documentation covering DocTypes, server scripts, hooks, API endpoints, and the attribution/payout logic
- End-user guide plus a live training session for your affiliate managers and finance team
- Post-go-live support window for bug fixes and configuration adjustments
- UAT on a staging bench with a documented rollback plan before production install
- Handover of the git repository so you own and can extend the code
这是给谁的
ERPNext E-commerce Operator
Runs an online store on ERPNext or a headless storefront and wants partner- and influencer-driven sales tracked against real paid invoices, with coupons and links reconciling inside the same system as orders and inventory.
SaaS / Subscription Founder
Sells subscriptions and needs a referral program where conversions, recurring commissions, and clawbacks on cancellation are all attributed correctly and paid out on a predictable cadence without a separate affiliate SaaS.
Finance / Commissions Manager
Owns payout accuracy and needs auditable commission ledgers, refund-adjusted statements, and payouts that post cleanly to the right expense account — not a spreadsheet reconciliation every month.
Partnerships / Growth Lead
Manages the affiliate roster and needs a self-service partner portal, tiered incentives that promote top performers automatically, and real-time visibility into clicks, conversions, and pending commission.
Affiliate & Referral Program for ERPNext 如何比较
| 标准 | 伊科西尔 | 定制建造 | 竞争对手 | ERPNext 原生 |
|---|---|---|---|---|
| Native ERPNext integration | Native Frappe app with real DocTypes, hooks, and permissions on your bench | Depends on developer skill; often bolted on inconsistently | Generic app, may not fit your data model or accounting | No affiliate/referral concept exists in core |
| Sale attribution | Cookie + coupon attribution via `on_submit` doc events, your chosen model | Must design and build the whole tracking loop from scratch | Basic last-click only, limited window control | None — no click or conversion tracking |
| Tiered commissions | Server-script engine with tiers, overrides, and auto-promotion | Buildable but time-consuming to get thresholds right | Usually flat or single-tier rates | Not available |
| Automated payouts | Scheduler-driven statements, refund netting, optional JE/Payment Entry posting | You build and test the payout cycle yourself | Exports a list; you reconcile and pay manually | Manual spreadsheet calculation |
| Affiliate self-service portal | Website-framework portal scoped per affiliate with live stats | Extra build effort, often deprioritized | Sometimes included, rarely ERPNext-aware | None |
| Delivery model | Build-to-order, one working week from confirmed scope, then installed | Open-ended timeline and cost | Instant install but fixed feature set | Immediate but no functionality |
| Ownership & extensibility | Full source and git repo handover; you own it | You own it, but carry all the design risk | Licensed/closed; limited customization | N/A |
| Support & updates | Post-go-live support window + optional ongoing upgrades | Whatever you arrange with the developer | Vendor roadmap, not tailored to you | N/A |
关于Affiliate & Referral Program的常见问题
Is this an existing app I can download and install right away?
No. This is a build-to-order engagement. ECOSIRE designs and builds the Affiliate & Referral Program to your specific commission structure, attribution rules, and payout workflow, then installs it on your ERPNext bench. There is no instant self-service download.
How long does delivery take?
Typical delivery is one working week from confirmed scope. The timeline starts once we have agreed your commission tiers, attribution model, payout cadence, and any storefront integration on the scoping call. Highly custom attribution or accounting logic can extend this, and we will tell you upfront.
Which ERPNext versions is it compatible with?
We build for Frappe/ERPNext v15 and v16 as a standard Frappe app installed on your bench. We target the specific version you run in production and test against it on a staging bench before install.
How does sale attribution actually work?
A guest-accessible whitelisted endpoint records the click and sets a first-party attribution cookie. When a Sales Order or Sales Invoice is submitted, a `hooks.py` `doc_events` handler reads that attribution — or matches an affiliate coupon code — and creates a `Referral Conversion` using your chosen model (last-click, first-click, or coupon-priority) within the configured lookback window.
How are commissions and payouts calculated and paid?
Tiered `Commission Rule` records evaluate percentage or flat rates, with per-category or per-product overrides and automatic tier promotion on revenue thresholds. A scheduler event aggregates approved conversions, nets out refunds and cancellations, and generates `Affiliate Payout` statements, optionally posting a Journal Entry or Payment Entry against your commission-expense account.
Do you handle updates and support after go-live?
Yes. Every engagement includes a post-go-live support window for bug fixes and configuration tweaks. Because you receive the full source and own the git repository at handover, your team can maintain and extend it, and ECOSIRE can provide ongoing support or upgrades to newer ERPNext versions under a separate arrangement.
Will affiliates be able to see other affiliates' data?
No. The app uses Frappe role profiles and DocType permissions so each affiliate is scoped to only their own links, clicks, conversions, and statements in the portal. Your finance and partnerships teams get full desk access to approve and settle.
相关模块

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A build-to-order visual print-format builder for ERPNext with premium invoice, quotation, and report templates and pixel-perfect layouts, no HTML or Jinja coding required. ECOSIRE scopes, builds, installs, and supports it for your document workflows.
Affiliate & Referral Program
A native ERPNext app that runs affiliate and referral programs end to end — tracking referral links, attributing sales, calculating tiered commissions, and generating payout statements. ECOSIRE builds it to your commission rules, installs it, and supports it.
- Dedicated Frappe app with first-class DocTypes: `Affiliate`, `Referral Link`, `Referral Conversion`, `Commission Rule`, `Commission Tier`, and `Affiliate Payout`
- Affiliate self-registration via a Frappe Web Form with approval workflow, plus a website-framework portal scoped to each affiliate's own records
- Unique per-affiliate referral links and coupon codes, with generated short slugs and QR-ready tracking URLs
- Guest-accessible whitelisted REST endpoint captures clicks and sets a first-party attribution cookie with a configurable expiry window


