Who referred the order?
Connect referral links and agents to order sources to make attribution clear.
Order attribution / Agent tiers / Settlement
Agents and distribution
Connect referral sources, agent relationships, commissions and settlement to their orders. Start with direct referrals, then extend to team operations when the business needs it.
Businesses formalising an existing distribution channel or agent programme
Workflow illustrationTHE CHALLENGE
Start with what is holding the business back.
Commissions live in spreadsheets
Agree on the rules and settlement conditions before configuring traceable commission records.
Tier pricing is confusing
Marketing, agent and team tiers are mutually exclusive. Included lower-tier capabilities are not added twice.
THE WORKFLOW
From the first step to everyday operations.
- 01
Define
Confirm roles, tiers, commission conditions and refund handling.
- 02
Refer
Use referral links to attribute orders to their agents.
- 03
Account
Create commission records based on the agreed rules and order status.
- 04
Settle
Reconcile records by settlement period and retain a history of the process.
DELIVERY & SCOPE
Clear scope. Dependable delivery.
- Referral links and order attribution
- Agent accounts, direct commissions and settlement
- Optional team operations and multi-level distribution
- Rules and records configured for the chosen tier
What we confirm together
Business rules and compliance responsibilities must be confirmed. Software does not guarantee a business model or earnings.
Custom commission formulas, legacy agent imports, payout services and tax treatment require separate assessment.
View suggested configurationPrices are draft estimates. Final pricing follows the agreed scope.NEXT STEP
See it working before you decide.
A 30-minute walkthrough of Vertex Engine and Vertex Chat using your own business scenario. In Chinese or English.