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Affiliates in depth
Affiliates sell on your behalf through a dedicated portal. Affiliate providers extend that model across many wineries via portfolio links — setup, provisioning, and reporting without sharing Commerce7 admin credentials.
Invite affiliates & open the portal
Affiliates are sales partners who place orders on behalf of customers. Send a secure email invite; they set a password and land in their own portal — separate from your winery admin.
- Create affiliate profiles and send branded invite emails (managed Email Plan or your SendGrid)
- Affiliates log in at the affiliate portal to select their winery client
- Add customers, build carts, and submit orders that flow into Commerce7
- Affiliates see their customers, orders, and performance without C7 admin access
Affiliate invite email and portal login
Winery setup for affiliate selling
Before affiliates can sell, the winery owner configures catalog scope, inventory locations, and cart defaults in Neighborly settings. This controls which products appear in affiliate order taking and how carts are stamped in Commerce7.
- Choose all products or a specific collection affiliates may sell
- Pick inventory locations that count toward available quantity
- Set the Commerce7 sales channel stamped on affiliate carts (defaults to Inbound)
- Optional default sales associate UUID when none is set on the invite
Inventory & Sales settings — product scope and locations
Affiliate providers & portfolio links
Affiliate providers (APs) — such as regional sales organizations — connect to multiple wineries through Neighborly’s portfolio marketplace. Wineries browse providers, request links, and approve connections without giving AP staff access to every Commerce7 tenant.
- AP brands list on the marketplace; wineries browse and request portfolio links
- Winery owners approve or reject link requests from their portfolio dashboard
- When a link is active, Neighborly provisions affiliate rows on the winery tenant automatically
- AP users switch between linked wineries from Select client in the affiliate portal
Portfolio browse — winery requests link to affiliate provider
AP & winery dashboards
Wineries manage affiliates and review attributed net sales in the Neighborly admin. Affiliate providers get a portfolio dashboard with rollup metrics across every linked winery — one login, many clients.
- Affiliates list — active invites, portal status, and commission attribution
- Portfolio dashboard for APs — net sales across all linked wineries
- Order taking respects winery inventory and product rules in real time
- Email Plan optional — Neighborly sends order confirmations and invites for you
Portfolio dashboard — multi-winery affiliate performance