Complete Documentation

Where does the money actually go?

A complete guide for merchants and affiliates running the Shopify Unilevel MLM App — covering installation, administration, advanced configuration, user manuals, and standard terms & conditions. The goal: leave absolutely no ambiguity about how commissions, payouts, and orders are processed.

1

Pending

Order paid.
Commission generated.

2

Wallet Credit

Admin runs payout.
Funds enter Virtual Wallet.

3

Withdrawal Request

Affiliate requests
a cash-out.

4

Approved

Admin sends real money,
marks Approved.

Getting started

Installation & Setup Guide

Three steps to get the app installed, the affiliate portal proxied, and the storefront blocks embedded.

1

Install the App

  1. Navigate to the Shopify App Store or use the provided custom installation link.
  2. Click Add App and log into your Shopify store.
  3. Review the requested permissions (access to customers, orders, draft orders, and theme modifications).
  4. Click Install App.
2

Configure App Proxy (for the affiliate portal)

To allow affiliates to access their dashboard securely on your storefront without logging into Shopify Admin:

  1. Go to Shopify Admin → Settings → Apps and sales channels.
  2. Select Unilevel MLM App.
  3. Under the App Proxy section, ensure the proxy URL is set (default: apps/unilevel).
  4. This ensures the storefront MLM portal is accessible securely via yourstore.com/apps/unilevel.
3

Embed App Blocks (required for storefront UI)

To display MLM referral links or member join forms directly on your website:

  1. Go to Online Store → Themes → Customize.
  2. Navigate to the desired page (e.g., Default Product).
  3. Click Add Block and select the Unilevel MLM blocks (if provided by the theme extension).
  4. Save your theme layout.
Merchant manual

Admin Guide

This section is exclusively for the Shopify Store Owner managing the MLM network from the Shopify Admin Panel. Nine steps, in order, from root customer to branding.

1

First-Time Setup — Set Root Customer

/app/root-customer

Before anything works, you must define the top-level node (Company Node) of your MLM tree. Every new affiliate falls under this root tree. Without it, the MLM hierarchy has no starting point.

  1. Open Unilevel MLM from your Apps list.
  2. The app will detect if a Root Customer exists. If not, it will prompt you.
  3. Enter the company/admin customer details (Name, Email, etc.).
  4. Click Save.
⚠ Important Without completing this step, the Dashboard will not load and will continuously redirect back to this setup page.
2

Configure Core MLM Settings

/app

This is the control center of your MLM logic.

  • General Settings: set the program name, custom referral link format, and the Payout Trigger.
    • Free Trigger: anyone who creates an account on your store becomes an affiliate immediately.
    • Package-based: customers must buy a specific "MLM Package" product to activate their affiliate status.
  • Level Commission: define how many levels deep the commission structure goes (e.g., up to 10 levels) and set the percentage for each level (e.g., Level 1 = 10%, Level 2 = 5%).
  • Payout Settings: set the minimum withdrawal amount threshold (e.g., $50).
3

Enterprise Compensation

/app/enterprise

If you want to offer bonuses beyond simple unilevel percentages:

  • Rank Bonus: create ranks (e.g., Silver, Gold). Set the target volume required to achieve the rank and the one-time cash bonus rewarded.
  • Matching & Generation Bonus: configure advanced enterprise compensation overrides for high-performing leaders.
4

Manage MLM Packages

/app/packages

If you selected the "Package-based" trigger in Step 2, you need to create those packages here:

  1. Click "Create Package".
  2. Fill in the Name, Price, Image, and Status.
  3. Click Save.

Note: these packages are internally processed as Shopify Draft Orders when customers buy them on the storefront.

5

Monitor Network Genealogy

/app/genealogy

Visually explore your entire MLM network.

  • Zoom & Pan: use your mouse to navigate the tree.
  • Search: quickly find specific members in a large network.
  • Node Click: view a member's full details, direct downline count, earnings, and copy their referral code.
YOU L1 L1 L1 L2 L2 L2 L2 L2 L2
6

Manage Affiliates & Customers

/app/customers

View a complete tabular list of all MLM members.

  • Search & Filter: find users by email, name, or active/suspended status.
  • Deep Dive: open a profile to manually adjust rank, view personal downline, and track specific earnings.
7

Commission Reports

/app/commission-report

A powerful accounting tool to track how much commission is being distributed per Shopify Order.

  1. The dashboard summarizes Total Orders, Total Distributed Commission, and breaks it down by commission type (Join, Level, Rank, etc.).
  2. Order-Wise Breakdown: the table groups data by Order ID, showing exactly how much money was distributed across the network for a single purchase.
  3. View Details: click the "View" icon next to any order to see a modal explaining exactly which users received how much from that specific order.
8

Process Payouts & Withdrawals (crucial)

The money flow explained: earning a commission does not mean the money is immediately available to withdraw, or that it goes to the affiliate's bank account right away. It travels through 4 distinct stages — the same four shown at the top of this page.

A. Run Payout /app/run-payout

  1. The system automatically lists users with pending commissions.
  2. Select individual users or "Select All".
  3. Click Process Selected. The system converts pending commissions into Virtual Wallet Balancethis does not automatically send money to their bank.

B. Withdrawal Requests /app/withdrawal-list

  1. View pending cash-out requests made by users.
  2. Approve: marks the request as paid. You must ensure you have transferred the real money before clicking this!
  3. Reject: automatically refunds the requested amount back to the user's Wallet Balance so they don't lose their money.

C. Payout History /app/payout-history

View the complete historical ledger of all previously processed bulk payouts.

9

Notifications & Branding

  • Email Notifications /app/notifications — customize the Subject and HTML Body of automated emails (Welcome, Commission Earned, Payout Processed, Rank Upgrade). Variables like {user_name} and {amount} can be dynamically inserted.
  • Theme Editor /app/theme — customize the storefront dashboard colors to match your brand.
  • Languages /app/languages — translate the storefront app texts into multiple languages.
Must read

How commissions actually trigger

The most common question merchants receive: "A customer placed an order — why wasn't any commission distributed?"

Rule #1 — The order must be marked "Paid" in Shopify The app strictly listens to the orders/paid webhook from Shopify. Try both payment paths below to see how each one behaves.
Rule #2 — Refunds and cancellations If an order is refunded after commissions are distributed, those commissions are not automatically destroyed. It's highly recommended you wait a few days (e.g., until the return window closes) before running the "Bulk Payout" (Step 8-A). If a user refunds their order, simply delete or ignore their pending commission before converting it into wallet balance.
Rule #3 — Missing downlines If an affiliate claims they didn't get commission for a friend's order, confirm the friend actually used the affiliate's Referral Link (or entered the Referral Code during registration). If a friend signs up organically without tracking, the system cannot link them, and commissions roll up to the Root Company node.
End-user documentation

Affiliate / User Manual

For the end-user (customer) who joins the MLM network and accesses the storefront portal.

01 — Accessing the Portal

🔐 Log in and register

  1. Log into your customer account on the storefront.
  2. Navigate to the MLM Dashboard (usually at yourstore.com/apps/unilevel or via a menu link).
  3. If not yet a member, a Join Form prompts you for a referral code (if referred) to register.
02 — Activating Your Account

📦 If a package is required

  1. Select an Activation Package.
  2. Click Buy to proceed to Shopify checkout.
  3. Once the order is paid, your dashboard fully unlocks.
03 — Navigating the Dashboard

📊 What you'll see

  • Performance Overview: Total Earnings, Team Members, Available Withdrawable Balance.
  • Referral QR Code: scan or share your link to recruit new members.
  • My Team: a visual tree of your recruits across levels.
  • Detailed Earnings: every commission, with Earned / Pending / Paid totals.
04 — Requesting a Withdrawal

🏦 Cash out

  1. Save your correct details under the Bank Account tab.
  2. Go to the Cash Out tab.
  3. Enter the amount you wish to withdraw (up to your available balance).
  4. Add notes and click Submit Request.
  5. If approved, the money is sent to your bank; if rejected, it's safely refunded to your wallet.
Legal template

Terms & Conditions

A standard template for the MLM program terms and conditions. Merchants should customize this to fit their specific legal and regional requirements.

01 General Agreement

By joining the Unilevel MLM Program ("Program"), you ("Affiliate") agree to abide by these Terms & Conditions. The Program is operated by the Shopify Store Owner ("Merchant").

02 Eligibility

Affiliates must be of legal age in their jurisdiction to participate. Registration requires a valid email address and an active customer account on the store.

03 Commissions & Earnings

  • Commissions are earned based on the successful, non-refunded purchases made by referred customers within your unilevel network.
  • Commissions are only credited when an order is completely PAID. Cash-on-Delivery orders will not yield commissions until the physical cash is collected and the Merchant updates the system.
  • The commission structure, levels, and percentages are determined by the Merchant and are subject to change with prior notice.
  • Self-referrals (creating multiple accounts to earn commissions on your own purchases) are strictly prohibited and may result in account suspension.

04 Payouts & Withdrawals

  • Affiliates must reach the minimum withdrawal threshold set by the Merchant before requesting a cash-out.
  • Payouts are processed on the schedule determined by the Merchant (e.g., weekly, monthly).
  • The Merchant reserves the right to withhold payouts if fraudulent activity, chargebacks, or violations of these terms are suspected.

05 Program Integrity & Compliance

  • Affiliates must not use misleading, deceptive, or spammy marketing tactics to recruit new members.
  • The Merchant's branding, logos, and trademarks must be used only as explicitly permitted.

06 Termination

The Merchant reserves the right to suspend or terminate an Affiliate's account at any time for violation of these Terms, inactivity, or behavior that damages the brand's reputation. Unpaid commissions associated with a terminated account may be forfeited.

Cheat sheet

Quick Reference Table

Every admin screen, its URL path, and who uses it.

Feature / ScreenAdmin URL PathWho Uses It
Main MLM Settings/appMerchant
Root Customer Setup/app/root-customerMerchant (first time only)
Manage Packages/app/packagesMerchant
Genealogy Tree/app/genealogyMerchant
Customer List/app/customersMerchant
Customer Detail/app/customer-details/:idMerchant
Commission Reports/app/commission-reportMerchant
Run Payout/app/run-payoutMerchant
Payout History/app/payout-historyMerchant
Withdrawal Requests/app/withdrawal-listMerchant
Email Notifications/app/notificationsMerchant
Theme Editor/app/themeMerchant
Languages/app/languagesMerchant
Storefront MLM Portal/apps/unilevelAffiliate/Customer