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Reseller in JeraSoft Billing, in the majority of cases, is a company that who has a certain number amount of clients and governs their activities in the system. Like any company, it can have a range of managers, each responsible for a certain group of company clients. The Manager has limited functionality: doesn't have his own balance, therefore, he cannot perform any transactions; neither origination nor termination rate table cannot be assigned to him, etc. The Resellers section is designed to provide a user with a possibility to track and manage their company information and activity, build a hierarchy of company affiliates, or assign its managers. The section is presented in the form of a table with the following columns:
Screenshot: Resellers section
Column name | Description |
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ID | Reseller's/Manager's identification number |
Name | Name of a reseller/manager |
Available Balance | Reseller's available balance (live balance + credit) |
Clients | The total amount of a respective reseller's/manager's clients |
Cards | The total amount of a respective reseller's/manager's calling cards |
Call Shops | Total number of a respective reseller's/manager's call shops |
The following functional buttons and icons are present in the section:
Button/Icon | Description |
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Allows creating a new reseller | |
Allows creating a new manager | |
Allows assigning an origination rate table to a respective reseller | |
Allows assigning a termination rate table to a respective reseller | |
Allows viewing a list of a following reseller's/manager's users | |
Allows viewing history of changes for a respective reseller/manager in the Audit log section | |
Allows viewing reseller's balance operations in the Transactions section | |
Allows viewing a list of reseller's/manager's clients in the Clients section | |
Allows viewing a list of reseller's/manager's calling cards in the Calling Cards section | |
Allows viewing a list of reseller's/manager's call shops for a current reseller/manager in the Call Shops section |
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In the top right corner of the section above the table, an Advanced Search drop-down menu is located. By clicking on a blue downward arrow icon, a drop-down menu with the following structure is displayed:
Screenshot: Advanced Search drop-down menu
Field | Description | ||
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Mode | Select a mode for the resellers' display:
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Screenshot: Adding a new company
Information block | Fields Description | ||||||||||||
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System Information | General information about a company | ||||||||||||
| Specify the name of one of your companies (or affiliates). This field is mandatory. | ||||||||||||
| Indicate a parent for a reseller or make it a root one. By default, the field value is set to root | ||||||||||||
| Select a preferred currency for rates and invoices from the drop-down list of all available ones (see the Currencies section) | ||||||||||||
| Define the status of a reseller:
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| Select a template that will be used for all clients belonging to this reseller or manager by default (see the Clients Template section) | ||||||||||||
| Indicate a tax profile that will be used for this reseller and reflected in invoices (refers to the Taxes Profiles section).
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| Select gateway(s) for this reseller | ||||||||||||
Terminator Settings | Reseller's billing settings for outgoing calls | ||||||||||||
| Rates for outgoing events from customers under a current reseller. Enables resellers billing mode
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| 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.
Here you need to specify the following: | ||||||||||||
| Set minimum time in seconds between sent notifications (minimum interval must be ≥ 0 sec) | ||||||||||||
| 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 | ||||||||||||
| 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. | ||||||||||||
| The additional field next to the Postpaid checkbox. User can indicate an amount of reseller's credit | ||||||||||||
| Specify rates for incoming events from customers under a current reseller. Enables resellers billing mode | ||||||||||||
| Indicate origination capacity for all clients, belonging to this reseller. Leave this field empty for unlimited capacity | ||||||||||||
Invoicing Information | Current Reseller's invoicing settings | ||||||||||||
| Allows you to select how the system sets an invoicing date:
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| Select an invoice template that will be assigned to a reseller | ||||||||||||
| Allows to define a default format of invoice's name | ||||||||||||
| Define the last used invoice number | ||||||||||||
Contact Information | Some additional information | ||||||||||||
Company's email (it is required to specify an email to receive notifications). Use only Latin characters. This field is mandatory | |||||||||||||
| Company's postal address | ||||||||||||
| An ID of the tax-paying entity | ||||||||||||
| Company's registration ID | ||||||||||||
| Company's bank account info | ||||||||||||
Company Logo | Here 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 Templates | A detailed description of all Mail Templates and their configuration is presented at the end of the article |
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Screenshot: Adding a new manager
Information block | Fields Description | ||
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System Information | General information about a Manager | ||
| Here you can specify the name of a manager. This field is mandatory. | ||
| Select a parent for a manager | ||
| Select the current status of a manager:
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Contact Information | Some additional information | ||
Manager's email. Use only Latin characters. | |||
| Manager's postal address |
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Screenshot: Editing reseller's status
Please note, that, in fact, a Reseller/Manager will not be deleted fully, it will be archived. To display them, use Advance Search (see above). To delete a profile completely, you need to click Full Delete in this editing window.
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Screenshot: Custom Fields
Rates Notifications
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Screenshot: Rates Notifications
To configure these settings, open the Rate Notifications tab in the reseller profile. The structure of a tab is as follows:
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Screenshot: Autocharge Settings
To configure these settings, open the Autocharge Settings tab in the reseller profile. The structure of a tab is as follows:
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Screenshot: Mail Templates
Template Name | Description | |||||||||||
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Mail Template: Invoice | Used when sending an invoice to the customer | |||||||||||
Mail Template: Invoice Unpaid Reminder | Used when sending a payment notification to a customer (sending notification on "Notify Days (before)") | |||||||||||
Mail Template: Overdue Reminder | Used when sending a payment notification to a customer (sending notification on "Notify Days (after)") | |||||||||||
Mail Template: Low Balance Notification | Used when sending a low balance notification to a customer
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Mail Template: Rates Notificator | Used when sending a rate changes notification to a customer | |||||||||||
Mail Template: Factors Watcher | Used when sending a notification to a customer once a Preset by Factors Watcher has been added | |||||||||||
Mail Template: Reports Watcher | Used when sending reports by email |
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Screenshot: Reseller/Mail Template: Factors Watcher form
Field | Description | |
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From | Specify a name and email of a company | |
BCC | Specify who will receive a blind copy of an email | |
Subject | Indicate 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: | |
| Code or Code name that will be automatically filled in by the system | |
| Values specified in Factors Watcher settings (for example, calls_total > 0). | |
| Actual value, which was exceeding the one specified in Factors Watcher settings (for example, calls_total = 1234). |
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Panel | ||||||||
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Tip If you want the date of sending a letter to be present, you can add the ${date} variablein any mail template. |
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