An MLM software RFP is a request for proof that the product can pay the plan you run, on the tree you run, without inventing extra people or extra ranks. Brochures about “network growth” do not prove that. This page lists the files and screens you should get back from bidders.

Use it for a network marketing software buy. Keep creator missions and community rooms on their own packets. Those jobs do not calculate a binary spillover or lock a rank. The MLM software RFP should stay on plan, tree, order, payout, and identity.

The compensation plan, written as the product will run it

Ask each bidder to take your current plan, or the plan you intend to launch, and show it inside their engine. Binary, unilevel, matrix, split commissions, rank bonuses, and residual pieces should appear as rules you can read, not as a slide titled “flexible plans.”

Seek a worked example with sample distributors. You want one month of volume, one rank change, and the commission lines that follow. If the bidder cannot load your plan without a custom project, write that in the score. Plan switching later in the year should be described now: what breaks, what stays, and who is allowed to flip the switch.

A network marketing software RFP that skips this file will award a theme and then spend six months reconstructing your comp plan in tickets.

Genealogy rules, including who may edit the tree

Ask how a new distributor is placed. Ask what happens when someone is moved. Depth limits, compression, and spillover should be named in the response with the same words your field leaders already use.

Ask who is allowed to edit a node, and whether that edit leaves an audit line. Tree views, rank mapping, and structure checks are only useful if a silent change cannot rewrite last month’s payout. If two people can place the same recruit in two legs, the response should say which placement wins.

MLM genealogy requirements belong in the packet because disputes start here, not in the marketing site builder.

Autoship, inventory, and tax on the same order

Direct selling software RFP responses often split shop and pay. Ask whether product bundles, autoship dates, inventory, tax rules, and order tracking sit on the same distributor record as the commission.

If you run more than one storefront or more than one currency, ask how an order in the second catalog hits the same tree. Multi-store and multi-currency engines that cannot name the order ID in the payout file will create two truths at month end.

Ask how a returned order or a failed autoship changes rank volume. Silence on reversals is how bonus clubs get paid on goods that never shipped.

The payout file finance can reconcile

Ask for the path from a closed period to money leaving the company. Auto payouts, holds, adjustments, and a line finance can match to the bank file should be in the written answer. Tax documents that the product can generate should be named. “We export a spreadsheet” is a process, not a product.

If you also run a rewards and incentive program for contests or rank gifts, ask which ledger is the source of truth when a prize and a commission hit the same person in the same week. Two ledgers with no rule is a dispute waiting for the field.

KYC, income claims, and who is locked out

MLM payout and KYC requirements are part of the software column. Ask how identity is collected before a first payout. Ask what a fraud alert looks like, whether IP and device checks exist, and how a rank can be locked when a rule fails.

Ask how the product treats income claims and pre-approved share language. Field leaders will post numbers. The response should say where those claims are blocked, stored, or flagged. A training PDF is not a control.

If your channel also includes account-based partners who are not in the tree, keep that work on a channel sales brief. Do not force one RFP to score a dealer rebate and a unilevel plan as the same object.

What you should attach so answers are usable

Send one page that names the plan type, the current tree size you must migrate, the countries you pay in, and whether autoship is in year one. Without that page, every bidder will describe a generic binary. Attach it to the MLM software RFP so you can compare answers.

If you care how the engine thinks about retention and next actions, read our piece on how NextBee approaches MLM software beyond a faster calculator after the packet is drafted. Do not paste that article into the RFP. The packet still needs the plan file, the tree rules, and the payout sample.

FAQ