UMS Referral Program Tracker

	A	B	C	D	E	F	G	H
1	UMS REFERRAL PROGRAM — RULES & HOW TO USE THIS TRACKER
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3	🎯 GOAL
4	Reward customers for bringing us NEW, LEGITIMATE sellers — not for referring existing contacts or repeatedly submitting the same person. Every qualified referral = $50 bonus.
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6	✅ ELIGIBILITY RULES (enforced automatically by this sheet)
7	1. The referred seller MUST NOT already exist in our customer/seller database (Dispatch + Import lists). The sheet auto-checks the referred phone against ⚙️ Existing Customers and flags 'YES — IN DB' = NOT eligible.
8	2. A referral already in our system does NOT qualify for payment.
9	3. Each referrer is limited to THREE (3) referral bonuses per calendar month. A 4th+ in the same month is flagged '⚠ REVIEW — over 3/month limit'.
10	4. Once a referred seller's phone is submitted, submitting it again (any dept) is flagged 'YES — DUP' so two people can't claim the same referral.
11	5. Marketing + Purchasing coordinate: eligibility must be verified BEFORE any $50 payout is issued.
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13	📝 HOW TO SUBMIT A REFERRAL (Import & Dispatch teams)
14	• Go to your department tab: '📋 Import Referrals' or '📋 Dispatch Referrals'.
15	• Fill columns A–F only: Date · Referrer Name · Referrer Phone · Referred Seller Name · Referred Seller Phone · Referral Method.
16	• Columns G–J fill in AUTOMATICALLY (grey = system). Do NOT edit them.
17	G ⚙ Already in DB? H ⚙ Duplicate Claim? I ⚙ Ref. this Month J ⚙ System Eligibility (the verdict).
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19	🧭 HOW TO APPROVE (Marketing / Purchasing)
20	• Read column J (System Eligibility). Green ✅ = OK to approve; Red ❌ = do not pay; Amber ⚠ = review the monthly limit.
21	• Set column K (Approval Status) via the dropdown: Approved / Rejected (reason) / Pending Review / On Hold.
22	• Record who approved (L) and the date (M). When paid, set N (Payout Status)=Paid and O (Payout Date).
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24	🎨 COLOR KEY
25	Green = eligible / approved / paid. Red = ineligible / rejected / duplicate / in-DB. Amber = pending or needs review. Grey = system-calculated (locked logic).
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27	🔒 DATA NOTE
28	The ⚙️ Existing Customers tab is a snapshot of current Dispatch + Import customer/seller phone numbers used for the duplicate check. Refresh it periodically so the screen stays accurate.
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