Orbit Sales Marketplace — User Guides

1. Discount Setup Guide

Creating a Discount

1. Go to Menu → Discounts
2. Click "Create New Discount"
3. Fill in:
   • Title: Name for this discount (e.g. "Standard 10% Off")
   • Discount Type: Percentage or Fixed Amount
   • Value: The discount amount (e.g. 10 for 10%)
   • Trigger Type:
     • Affiliate Default — applies to all affiliates automatically (used as default in Marketplace Settings)
     • User Identity — applies only to specific affiliates you select
     • Promo Code — customer enters a code at checkout
     • Wholesale — applies to B2B wholesale customers
4. Click Save

Setting a Default Affiliate Discount

1. Find "Default Affiliate Discount" dropdown
2. Select the discount you created
3. Click Save
4. Every new affiliate will automatically receive this discount

Go to Settings or Menu → Marketplace Settings

Setting a Default Wholesale Discount

1. Go to Settings → Marketplace Settings
2. Find "Default Wholesale Discount" dropdown
3. Select a wholesale discount
4. Click Save
5. Every new B2B customer will automatically receive this discount

Giving a Specific Affiliate a Different Discount

If you want one affiliate to have a special deal instead of the default:

1. Go to Settings → Discounts
2. Create a new discount (or edit an existing one)
3. Set Trigger Type to "User Identity"
4. Select the affiliate from the dropdown
5. Save — this affiliate now uses this discount instead of the default

Setting Up Commission for an Affiliate

1. Go to Settings → Discounts → Affiliate tab
2. Click "Configure" on affiliate you want to set commission
3. Set commission type:
   • Percentage Cash — affiliate earns % of each order in cash
   • Percentage Credit — affiliate earns % as store credit
   • Flat Credit — affiliate earns a fixed amount per order as store credit
4. Save

2. Affiliate Setup Guide

Adding a New Affiliate

1. Go to Settings → Manage Affiliates
2. Click "Add Affiliate"
3. Enter:
   • First Name
   • Last Name
   • Email
   • Phone Number
4. Click Create

What happens automatically:

• Affiliate receives a setup email
• An Outseta account is created (UserType: Affiliate)
• A referral code and link are generated
• The default affiliate discount is linked to them (if configured)

What the Affiliate Sees

After setting up their password via email, the affiliate logs into marketplace.orbitsales.io and sees:

• Home Page: QR code, referral link, "Share with your network" button, "Place New Order" button
• Orders Tab: List of all orders they've placed, with status and totals
• Payouts Tab: Commission history — earned, pending, paid amounts

How Affiliates Share Their Link

• On Mobile: Tap "Share with your network" → phone's native share sheet opens (Facebook, WhatsApp, Instagram, text, etc.)
• On Desktop: Social share icons appear (Facebook, Twitter, WhatsApp, Email)

What Happens When a Customer Uses the Shared Link

1. Customer opens the affiliate's referral link
2. They see the public order form — no account needed
3. The affiliate's discount is automatically applied
4. Customer fills in name, email, phone, shipping address
5. Customer selects products and submits the order
6. Both the customer and the store owner receive email confirmation
7. The affiliate earns commission (if configured)

Viewing Affiliate Performance

• Orders Tab: See all orders this affiliate generated
• Discount>Affiliate: See all commission logs
• Payouts Tab: See total earned, pending payout, commission history with Credit/Cash badges

3. B2B / Wholesale Setup Guide

Adding a New B2B Customer

1. Go to Customers → New Customer
2. Set Type to "Customer" (B2B)
3. Enter:
   • Business Name
   • Contact First/Last Name
   • Email
   • Phone Number
4. Select a Wholesale Discount from the dropdown (default is pre-selected if configured)
5. Click Save

What happens automatically:

• B2B customer receives a setup email
• An Outseta account is created (UserType: Customer)
• A marketplace login is created
• The selected wholesale discount is linked via wholesale_customizations table
• customer_identity is created/linked for cross-system tracking

What the B2B Customer Sees on Marketplace

After setting up their password, the B2B customer logs into marketplace.orbitsales.io and sees:

• Home Page: "Place New Order" button — no QR code, no share links (those are affiliate-only)
• Order Form: Products available to them (filtered by their custom product list if configured), with wholesale discount applied automatically
• Orders Tab: List of all their past orders

Setting Up a Custom Product List

To limit which products a B2B customer can see and order:

1. Go to the customer's Store Detail page
2. Find the "Wholesale Customization" section
3. Check the products this customer should have access to
4. Save

If no products are assigned, the customer sees: "Contact your rep to set up your catalog."

Placing an Order for a B2B Customer (Admin)

Store owners can also place orders on behalf of B2B customers:

1. Go to Orders → New Order or Store Details → Order Now
2. Select the B2B customer
3. All products are visible (admin is not filtered by custom product list)
4. The customer's wholesale discount is automatically applied
5. Submit the order

B2B vs Affiliate — Quick Comparison

Quick Reference

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