Allocation
Allocation splits the funds of a payment trade among multiple receivers by rule (partners, franchisees, platform commission, etc.). Usage flow: first bind allocation receivers on the channel merchant, then initiate allocation on the payment trade after payment succeeds.
Overall Flow
Step 1: Bind Allocation Receivers
Entry: merchant workbench (admin panel) or merchant panel → Channel Merchants → open the Manage page of a WeChat / Alipay / Douyin channel merchant → Trading Configuration group → Allocation Receivers
About the entry point
Receivers are bound at the channel merchant level (receiver account systems differ across channels); there is no standalone top-level menu for it.
Receiver types (selectable per channel support):
| Type | Description |
|---|---|
| Merchant ID (MERCHANT_ID) | The receiver is another merchant |
| Personal openid (PERSONAL_OPENID / PERSONAL_SUB_OPENID) | WeChat personal collection |
| Alipay user ID (USER_ID) | Alipay individual |
| Login name (LOGIN_NAME) | Alipay login account |
Binding supports two methods: form entry and scan authorization. Scan authorization generates an authorization QR code; the receiver scans and confirms, and the account is filled in automatically — avoiding transcription errors.
Step 2: Initiate Allocation
Allocation is initiated on trades whose payment succeeded, from the payment trade list:
- Go to Trade Orders → Payment Trades and find a trade with fund status "success" and allocation status "none";
- Click More → Initiate Allocation in the operation column;
- In the drawer, add receivers: the Quick fill from a bound receiver selector at the top picks a receiver already bound on the channel side (type and account filled in automatically — no manual copying; hidden when no bound receiver exists yet), or fill in the receiver type and account row by row (personal openid receivers also need the name);
- Enter the allocation amount for each receiver; after the total-amount check passes, confirm and submit.
Business systems can also call POST /unipay/alloc to initiate; see Initiate Allocation.
Allocation ratio
The allocation ratio cap is enforced by the channel side (e.g. WeChat defaults to 30% of the trade amount; exceeding it is rejected by the channel — the platform performs no ratio check). The allocation amount itself is constrained by the trade's allocatable balance.
Step 3: Query Allocation Orders
Entry: Trade Orders → Allocation Orders (same on both panels)
Query conditions: platform allocation number, merchant allocation number, original payment trade number, allocation status, creation time.
List columns: allocation number, merchant allocation number, trade number, amount, status, merchant, creation time.
Operations: view (details include the allocation details: each receiver's type, account, amount, result, and completion time), sync (pull the latest result from the channel).
Allocation status:
| Status | Description |
|---|---|
| Processing (processing) | Channel processing |
| Success (success) | All receivers allocated |
| Partial success (partial) | Some receivers succeeded, some failed |
| Failed (fail) | Allocation failed |
Related Sections
- Payment Order Management: other operations on payment trades
- Allocation Order Query, Allocation Sync