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Section overview

Reseller in JeraSoft Billing , in the majority of cases, is a company that has a certain number of clients and governs their activities in the system. Like any company, it can have a range of managersusers, 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  The Resellers section is designed to cover two main purposes – partitioning and multi-level billing management. You can track and manage their company information and activity or build a hierarchy of company affiliates, or assign its managers. The . The section is presented in the form of a table with the following columns:

Screenshot: Resellers section

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The following functional buttons and icons are present in the section:

a following 's/manager/manager 's/manager

Button/Icon	Description
Image Modified	Allows creating a new reseller
Image Removed	Allows creating a new manager
Image Removed Image Added	Allows assigning an origination rate table to a respective reseller	Image Removed	Allows assigning a termination rate table to a respective reseller
Image Modified	Allows viewing a list of	reseller	's users
Image Modified	Allows viewing history of changes for a respective reseller	in the Audit log section
Image Modified	Allows viewing reseller's balance operations in the Transactions section
Image Modified	Allows viewing a list of reseller	's clients in the Clients section

Advanced Search

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:

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Screenshot: Adding a new company

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Currency

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

• SureTax and Compliance are tax calculation services, which allow managing your compliance with tax law. These profiles are used for further calculation in invoices. To get more details, check out the US Taxation article.

Information block	Fields Description
System Information	General information about a company
	Name	Specify the name of one of your companies (or affiliates). This field is mandatory.
	Status	Define the status of a reseller: Active Deleted
	Parent	Parent	Indicate a parent for a reseller or make it a root one. By default, the field value is set to root
	Gateways	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's 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
gateway(s) for this reseller
Capacity Control	Capacity Control sums up bidirectional capacity for all the Clients under this Reseller.
	ORIG Capacity	Indicate origination capacity for all clients, belonging to this reseller. Leave this field empty for unlimited capacity
	TERM Capacity	Termination capacity for all clients, belonging to this reseller. Leave this field empty for unlimited capacity
Multi-level Billing	The Multi-Level Billing section allows for billing parameters management to cover actual reselling/agent schemes. If the configured reseller should be part of a multi-level billing scenario, you can set rates and needed taxes for them here.
	Legal Entity	Select a Legal Entity associated with the company.
	Currency	Select a preferred currency for rates and invoices from the drop-down list of all available ones (see the Currencies section).  To keep correct accounting data, it is not allowed to switch the currency of the Client once the accounting transactions are created in the system. Tip title Tip Once you create a Client and the system tracks any Transactions with them, you cannot change the currency in their settings anymore. However, if you have to change the currency for the Client and would like to have new Transactions in that currency, here’s what you can do: Archive the existing Client entity, all previous Transactions with them stay intact. Add the Client as new and assign the currency in which you would like to receive payments from them. From this point on, the new Transactions of the Client will be in this new currency.
	Credit limit	The additional field next to the Unlimited checkbox. User can indicate an amount of reseller's credit

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Attention For proper usage of SureTax and Compliance, 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 

• SMTP Credentials
  

Select SMTP Credentials for this Reseller. Credentials are managed in the Data Sources section

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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Image Removed 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 capacityOrigination Settings
Current Reseller's billing settings for incoming calls

Unlimited checkbox

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.

• Credit limit
  

The additional field next to the Unlimited checkbox. User can indicate an amount of reseller's creditORIG Rates

ORIG Rate Tables

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

TERM Rate Tables

Specify rates for incoming events from customers under a current reseller. Enables resellers billing modeORIG CapacityTax Profile

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

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

• SureTax, Avalara and Compliance are tax calculation services, which allow managing your compliance with tax law. These profiles are used for further calculation in invoices. To get more details, check out the US Taxation article.

Panel
borderColor #ffffb3 bgColor #ffffb3 borderWidth 2px
Attention For proper usage of SureTax and Compliance, 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.

Invoices Template

Select an invoice template that will be assigned to a reseller 

• Last No

Define the last used invoice numberContact 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 

Bank Account

Company's bank account info 

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 Mail TemplatesA detailed description of all Mail Templates and their configuration is presented at the end of the article

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Reseller Removal

To add a manager, click the New Manager button. After specifying the required fields, click OK.

Screenshot: Adding a new manager

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• Name

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• Parent

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• Status

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Select the current status of a manager:

• Active
• Deleted

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• Email

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Manager's email. Use only Latin characters.

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• Postal Address

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Manager's postal address

Reseller Removal

To delete a Reseller/Manager from the system, you need to change the status from Active to Deleted in the Reseller's/Manager's profile editing form.

Screenshot: Editing reseller's status

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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. 

Custom Fields

• Custom Fields are used as custom variables that will be represented as readable text in invoice templates. A Custom Field allows adding information about a client.
• Custom Package Fields are also used as custom variables that allow adding information about a package. 

To add a new field, follow these steps:

1. Click the Add Custom Field button.

2. Specify the Field Key and Title fields for a custom item. For example, voip_phone_sell as Key and VoIP Phone as common Title, which will be visible for all clients. Please note that the Field Key must contain word characters only.

3. Add respective notes to the VoIP Phone field in the Client's settings/Package settings > Custom Fields tab. 

4. Create an invoice template and assign it to a target reseller. Then, the Clients Custom Fields and Package Custom Fields tables will appear in the Invoice Template settings. You simply need to add those tables to the invoice template. 

5. Finally, you can generate an invoice.
   

Screenshot: Custom Fields

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Rates Notifications

Rates Notification settings in the Resellers profile allow creating a default rate notification for the clients that belong to a target reseller. 

Screenshot: Rates Notifications

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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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• Separate Rows

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• Delimited List

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• Ranges List

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delete a Reseller from the system, you need to change the status from Active to Deleted in the Reseller's profile editing form.

Please note that a Reseller 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 the editing window. 

Custom Fields

• Custom Fields are used as custom variables that will be represented as readable text in invoice templates. A Custom Field allows adding information about a client.
• Custom Package Fields are also used as custom variables that allow adding information about a package. 

To add a new field, follow these steps:

1. Click the Add Custom Field button.

2. Specify the Field Key and Title fields for a custom item. For example, voip_phone_sell as Key and VoIP Phone as common Title, which will be visible for all clients. Please note that the Field Key must contain word characters only.

3. Add respective notes to the VoIP Phone field in the Client's settings/Package settings > Custom Fields tab. 

4. Create an invoice template and assign it to a target reseller. Then, the Clients Custom Fields and Package Custom Fields tables will appear in the Invoice Template settings. You simply need to add those tables to the invoice template. 

5. Finally, you can generate an invoice.
   

Screenshot: Custom Fields

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Rates Notifications

Rates Notification settings in the Resellers profile allow creating a default rate notification for the clients that belong to a target reseller. 

Screenshot: Rates Notifications

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To configure these settings, open the Rate Notifications tab in the reseller profile. The structure of a tab is as follows:

Description of all columns that could be selected for a rate notification is provided below:

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