Dedicated user role
Create a restricted representative role with access only to permitted dashboards and records.
Sales channel management
Track representative-owned customers and order commissions with clear business rules.
A sales representative system becomes reliable only when customer ownership, commission eligibility, order status, cancellations and payment timing are defined before development. Kailvex can build a focused portal where representatives see the customers and orders assigned to them, while administrators control activation, commission rules and financial approval.
✓ Written scope✓ Transparent limitations✓ Secure handover planning
UnderstandMap users, rules and dependencies
DesignChoose the simplest reliable workflow
BuildDevelop and test the approved scope
HandoverDocument access, ownership and support
Representative onboardingCustomer ownershipOrder-linked commissionAdmin approval controls
What the solution may include
Capabilities selected around the actual operating workflow.
Every feature remains subject to written scope, platform capability, data readiness and third-party approval.
Referral or assignment logic
Associate a customer with a representative through an approved code, admin assignment or onboarding flow.
Commission rules
Calculate fixed, percentage or representative-specific commission on eligible order states.
Wallet reporting
Display pending, approved, paid and reversed commission without presenting the wallet as a bank account.
Customer and order view
Let representatives review their onboarded customers and relevant orders without editing protected order data.
Admin governance
Activate users, change rules prospectively, review exceptions and export auditable reports.
Practical outcomes
Reduce operational friction without making unsupported promises.
The goal is a maintainable system that makes responsibilities, statuses and customer expectations easier to understand.
Clear attribution
Customer ownership is recorded instead of being decided from chat history.
Consistent calculation
Commission follows documented rules rather than manual spreadsheet interpretation.
Restricted access
Representatives see their own business data while sensitive administration remains protected.
Auditable approval
Pending, approved, paid and reversed amounts can be traced to orders and decisions.
Delivery approach
Decisions are documented before the system is treated as complete.
Discovery, prototyping, implementation and acceptance are connected to the same approved business rules.
Policy workshop
Define customer ownership, eligible products, order states, taxes, returns and payout timing.
Role and data design
Map representative, customer, order, commission and payout records.
Calculation testing
Test examples including partial refunds, cancellations, reassignment and rate changes.
Controlled rollout
Launch with selected representatives, reconcile reports and document administrator actions.
Scope and responsibility
Important boundaries to confirm before implementation.
Kailvex documents technical responsibilities, but the customer remains responsible for business policies, lawful operations and information supplied for the project.
- The business must define employment, agency, tax, invoice and payout obligations with its professional advisers.
- Displayed commission is not legally payable until the business’s approved conditions are met.
- Historical rate changes and manual adjustments require an audit trail and authorised administrators.
- Payment disbursement may remain outside the software unless a compliant payout integration is separately scoped.
Frequently asked
Questions to resolve before approval.
Yes. Per-representative rates can be supported, with effective dates and administrator controls defined in scope.
The business decides whether eligibility begins at order placement, payment, delivery or the end of a return window.
Access can be read-only. The business can allow only permitted actions while protecting price, payment and fulfilment data.
Yes. Reversal rules can be tied to order status and recorded in the commission ledger.
Start with clarity
Request a written scope before choosing the implementation path.
Share the users, workflow, data, integrations, deadlines and approval process. Kailvex will identify the practical next step without promising outcomes controlled by third parties.