Builder Program

Builders are partner shops with their own login to the builder portal. They buy at dealer pricing and earn a royalty on sales of their products.

Add a builder

Go to Customers & CRM → Builders
Click + Add Builder
Under User Account, enter the builder's Name, Email and Password. This is the login they use for the builder portal
Under Builder Profile, enter the Company Name, and optionally a Bio and Website
Set the Royalty Percentage: the share of sales the builder receives
Click Create Builder

A builder you add is marked Verified straight away.

Manage builders

The Builders list shows totals across the top (Total Builders, Verified, Pending, Active) and, for each builder, their contact details, royalty, discount, status and number of products.

Click Edit to change a builder's details:

Basic Information, Address, and Capabilities (the services the builder offers)
Royalty %: paid to the builder on sales
Builder Discount %: their discount off MSRP when they buy. How that price is labelled in your store is set in Dealer Pricing
Verified and Active: untick Active to switch a builder off without deleting them

Click Update Builder to save.

Royalties

Click Royalties next to a builder to see what they have earned: Total Earned, Pending and Paid, with each royalty's order, product, amount, status and date. Royalties on a cancelled order are cancelled too.

Builder invoices

Invoices at the top of the Builders page lists the license-fee invoices you bill builders. Generate Invoices creates them; open one to Send Invoice (emails it to the builder with a link to it in their builder portal), Print / Download it, Mark as Paid when the money arrives, or Cancel it. A builder without an email address can't be sent an invoice; download it and send it another way.

The builder portal

Builders sign in at your store like any customer and open the builder portal at /builder/dashboard on your store's address (the Classic theme's account menu has a Builder Portal link). There they can see their dashboard, products, analytics, royalties, sales and invoices, and edit their profile.