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Reseller in JeraSoft Billing, in the majority of cases, is a company who that has a certain amount number 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:
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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 | ||||||||||||
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 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 Postpaid 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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Screenshot: Rates Notifications
To configure these settings, open the Rate Notifications tab in the reseller profile. The structure of a tab is as follows:
Field | Description | ||||
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Output format | |||||
Fields Delimiter | Set a delimiter for the fields if you've chosen .csv. For .xls format, this field is unavailable | ||||
With headers row | Include a row with column names in a file | ||||
Export Columns | Select the columns to export | Date Format | Specify the date format in your export file. Example of the field syntax: if you enter “%d-%m-%Y” here, your date will look like 25-02-2018. | ||
Code Deck | Select a code deck here to rewrite code names in an export file if needed | ||||
Codes from code deck checkbox | Include only codes, which are present in a specified Code Deck | ||||
Codes Output | Select a way codes must be displayed | ||||
| Each code is placed into a single row | ||||
| Codes are grouped by a code name in a row. For example, 5510, 5511, 5512. | ||||
| Codes are grouped by a code name into ranges plus delimiter. For example, 5510-5512, 5515. | ||||
Data Date Format | Specify an output file format, .xls or .csv | ||||
Fields Delimiter | Set a delimiter for the fields if you've chosen .csv. For .xls format, this field is unavailable | ||||
With headers row checkbox | Includea row with column names in a fileCodes from code deck checkbox | Include only codes, which are present in a specified Code Deckthe date format in your export file. Example of the field syntax: if you enter “%d-%m-%Y” here, your date will look like 25-02-2018 | |||
Header Text/Footer Text | Allows to specify additional text into an exported file as a header and footer, respectively |
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