Why Use Split Overrides?
In some cases you may need to override the splits in VendorPayout. This might be the case when:
- You need to override the split amount for certain products without modifying individual vendor payout settings.
- The vendor associated with a product in Shopify is not the vendor that you need VendorPayout to track payouts for. So, you need the product to be associated with one vendor in Shopify, but a different vendor in Vendor Payout.
- You need VendorPayout to calculate payouts on products for multiple vendors.
In this article, we will look at these use cases and how to configure VendorPayout for each of them. We will also look at how to edit or delete an override.
Split Override Examples
I need to override the split on certain products without modifying the individual vendor payout settings in VendorPayout. How can I do this?
Great question! In this example, let's assume that we are selling movie posters. The Large poster size gets the largest split of 10%. However, we also sell smaller sizes (Tiny, Small, Medium) and each of those product variants gets a split of 5%. We already have our vendor configured for the Large poster size, but we need to add a split for each of the other product variants. Here's how:
- Launch the VendorPayout application.
- Click Vendors.
- Scroll down to the Override Vendors / Splits section and click the Create New Override button.
- Select what the override applies to. For this example, we will select Variant SKU. Learn about the other available options.
- Enter the variant SKUs separated by a comma.
- Enter the Override Split value. For our example, we will enter the value as 5%. You also have the ability to specify a dollar amount if needed.
- Skip Override Vendor Mapping and Clone Line Item. We will look at those next.
Scroll to the bottom and click the Submit button.
Now, vendors will get a split of 10% for the large poster size and 5% for the Tiny, Small, and Medium poster sizes.
I have products that need to be associated to one vendor in Shopify, but another vendor in VendorPayout. How do I set this up?
In this example, let's assume that we have products in Shopify that have Vendor 1 as the vendor. However, In VendorPayout we need to track splits and send payouts to Vendor 2 for the same products. The problem is, we cannot change the vendor field in Shopify because it is used by another third party application.
So, we need override the vendor associated to these products in VendorPayout. Here's how:
- Follow steps 1 through 6 above. Then, continue with step 2 below.
- Select the vendor this override applies to from the Override Vendor Mapping drop-down menu. For our example, we selected Vendor 2.
If the vendor is not in the list, click the Click here to add a new vendor link to add the vendor to VendorPayout. - Click the Submit button.
Now, VendorPayout will apply splits to Vendor 2 for the products you specified in the override instead of the vendor associated with the products in Shopify.
I need to send payouts to multiple vendors for some of my products. How do I set this up?
VendorPayout can do that, too! Let's say that we sell T-shirts for a major music artist. When we sell a T-shirt, the artist gets 10%, the manufacturer gets 5%, and the salesperson also gets 5%. Let's set that up in VendorPayout.
An Override For Each Vendor
An override split needs to be created for each vendor that will receive a payout for these products. So, you will repeat the steps below for each vendor. For this example, we would create an override for the artist, one for the manufacturer, and one for the salesperson.
- Follow steps 1 through 3 above. Then, continue with step 2 below.
- Select what the override applies to. For this example, since it applies to all T-shirts, we will select Product Type and specify T-Shirts. Learn about the other available options.
- Enter the Override Split. For this example, we will enter 10% for the artist's split.
You also have the ability to enter a dollar amount when needed. - Select the vendor this override applies to from the Override Vendor Mapping drop-down menu. For our example, we selected Major Music Artist.
If the vendor is not in the list, click the Click here to add a new vendor link to add the vendor to VendorPayout. - Important! Check the Yes, duplicate this line item for multiple splits calculations option in the Clone Line Items section.
This is the setting that tells VendorPayout that multiple vendors get splits for these products. If it is not checked, the overrides will not work correctly. - Click the Submit button.
- Repeat the steps in this section for the additional vendors. For our example, we would follow the steps to set up a split override for the manufacturer and another or the salesperson.
The Available 'Override Applies To' Options
- Variant SKU: Best for products with SKUs for each variant. Enter the variant SKU numbers associated with a product in Shopify.
- Product Title: Select product(s) from the list of available products in VendorPayout.
- Product Tag: Enter the tags associated to products in Shopify.
- Product Type: Select the product type the products are assigned to in Shopify. When using this option, the override will apply to all products assigned to the product type.
- Discount Code: Enter the discount codes used for orders placed in Shopify. Discount codes apply to all items in the order.
- Order Sources: Select a specific order source (Point of Sale, Web, or Shopify Draft Order).
Edit or Delete Split Overrides
To edit or delete a split override:
- Scroll down to the Override Vendors / Splits section of the Vendors screen.
- Locate the override you wish to edit or delete.
- Click the Edit button to open the override or the Delete button to permanently delete it from VendorPayout.
Please Reach Out
We understand that no two stores are alike. If you have an override need not listed on this page or if you would like to discuss a custom override option, please feel free to reach out at support@vendorpayout.com.
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