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Information blockFields Description
System InformationGeneral information about a company
  • Name
Specify the name of one of your companies (or affiliates). This field is mandatory. 
  • Parent
Indicate a parent for a reseller or make it a root one. By default, the field value is set to root 
  • Currency
Select a preferred currency for rates and invoices from the drop-down list of all available ones (see the Currencies section) 
  • Status

Define the status of a reseller:

  • Active
  • Deleted 
  • Client Template
Select a template that will be used for all clients belonging to this reseller or manager by default (see the Clients Template section) 
  • Tax Profile

Indicate a tax profile that will be used for this reseller and reflected in invoices (refers to the Taxes Profiles section).

  • SureTax is a tax, levied on top of another tax. It allows managing your compliance with tax law. This profile is used for further calculation in invoices. To get more details, check out the How to set SureTax profile? article.


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(warning)(warning)   Attention

For proper usage of SureTax, Invoice Number should contain only Latin and numeric characters. Max length is 40 symbols. Dst and Src Numbers should be in the NPANXXNNNN (10 digits) format. 


  • Gateways
Select gateway(s) for this reseller 

Terminator Settings


Reseller's billing settings for outgoing calls
  • TERM Rates

Rates for outgoing events from customers under a current reseller. Enables resellers billing mode

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Tip

For more information about resellers billing mode, address this article


  • TERM Capacity
Termination capacity for all clients, belonging to this reseller. Leave this field empty for unlimited capacity

Fraud Protection checkbox


Enables/disables administrator notification in case of multiple simultaneous calls to the same number from the current Reseller.

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(warning)(warning)   Attention

Please note that all notifications can be found in System > Events Log. If you want to receive them to exact email, go to the Configuration tab of the Events Log section, and add a new rule with the indication of target email and aaa.fraud value in the Tag field.

Here you need to specify the following:

  • Notification Frequency
Set minimum time in seconds between sent notifications (minimum interval must be ≥ 0 sec)
  • Skip Digits
Define the amount of the last number digits, which will be ignored when determining a destination number. For instance, with one digit for ignoring, the numbers 123456 and 123457 will be considered the same number.
Origination Settings







Current Reseller's billing settings for incoming calls
  • Postpaid checkbox

Here you can set a specific payment mode for a client. Postpaid mode means that a client will have unlimited credit. Otherwise, the client's Balance + Credit value will be checked on RADIUS or SIP authorization. When this field is checked, the Credit field becomes unavailable.

  • Credit
The additional field next to the Postpaid checkbox. User can indicate an amount of reseller's credit
  • ORIG Rates
Specify rates for incoming events from customers under a current reseller. Enables resellers billing mode
  • ORIG Capacity
Indicate origination capacity for all clients, belonging to this reseller. Leave this field empty for unlimited capacity

Invoicing Information

Current Reseller's invoicing settings

  • Date

Allows you to select how the system sets an invoicing date:

  • Real date – sets an invoicing date to actual invoicing date

  • Last day – sets an invoicing date to date of last day of invoicing period

 
  • Template
Select an invoice template that will be assigned to a reseller 
  • No Tpl
Allows to define a default format of invoice's name
  • Last No
Define the last used invoice number
SureTax Settings

SureTax profile settings. SureTax is a third-party tax calculation engine. This tax calculation is based on the location of the customer’s taxing jurisdiction. This profile is used for further calculation in invoices. To get more details, check out the article: How to set SureTax profile?

  • Client Number
Specify a unique number that identifies an individual in the SureTax service
  • Validation Key
Define a unique validation key of the SureTax service
Contact Information




Some additional information
  • Email
Company's email (it is required to specify an email to receive notifications). Use only Latin characters. This field is mandatory
  • Postal Address
Company's postal address 
  • Tax ID
An ID of the tax-paying entity 
  • Reg ID
Company's registration ID 
  • Bank Account

Company's bank account info 


Company LogoHere you can add a file with a company's logo. To delete the company logo, open the edit form of a respective Reseller with a logo, then click the delete icon to remove the old logo.
Mail TemplatesA detailed description of all Mail Templates and their configuration is presented at the end of the article

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(warning)(warning)   Attention

  • Changes in Resellers' settings will not be applied instantly. They will be automatically reloaded at the next run of the Cache Manager service.
  • Parent Reseller has access to all information of its Sub-Resellers, and also can assign any routing plan and rate table to its Sub-Resellers.

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(warning)(warning)   Attention

Email Rates Import Settings information block has been removed from the Resellers settings in VCS 3.16.0 due to the introduction of the Data Source section.

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(warning)(warning)   Attention

  • If any rate table (child) in the system has the assigned parent rate table, clients will be notified through the Rate Notification service about the changes in both tables.

  • If the child and parent rate tables both have the rule for the same code, priority is given to a child one. However, if the rule in a child rate table has expired due to the End Date field value, and a parent rule is still active, notifications will regard the latter one.

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FieldDescription
FromSpecify a name and email of a company
BCCSpecify who will receive a blind copy of an email
SubjectIndicate an email subject that may contain company name, invoice number, etc.
Mail Body

Content of the letter. On the screenshot above, the following information is specified:
  • Direction {direction}
Code or Code name that will be automatically filled in by the system
  • Reason {reason}
Values specified in Factors Watcher settings (for example, calls_total > 0).
  • Values {values}
Actual value, which was exceeding the preset value specified in Factors Watcher settings (for example, calls_total >0= 1234).

To configure any of these templates, simply click on its name. Below, you will find a full list of templates configuration syntax used in almost all kinds of configured mails concerning Clients' and Resellers' data and configuration syntax, which is used in a foregoing list of mail templates. 

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