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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 | |||||||||||||
| Select SMTP Credentials for this Reseller. Credentials are managed in the Data Sources section | |||||||||||||
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 | 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. Unlimited 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 limit field becomes unavailable. | |||||||||||||
| The additional field next to the Unlimited 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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