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Screenshot: Adding a new company

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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.

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'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

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.

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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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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

Origination 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 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

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 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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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.

Adding a New Manager

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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Postal Address

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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.

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Column Name

Description

Code / Code Name

Code or Code Name of a respective rate

Effective Date

Date, on which a rate to be applied

Rate

Price

Min Volume

The minimum volume of chargeable events

Interval

Chargeable interval

Grace Volume

Free of charge interval

Setup Fee

Interval of a setup fee

Profile

Time profile (all time, business time, non-business time, weekends)

End Date

Date, on which the rate ends

Previous Rate

Rate used before the present time

Prev Diff

Shows how current rate differs from a previous one after import

Prev Diff Status

Shows how the current rate's status changed in comparison to a previous one (unchanged, increased, decreased)

Prev Diff (export)

Shows how the current rate differs from a previous one after export

Prev Diff Status (export)

Rate's changes after the last export. Shows the status of how the current rate differs from a previous one.
The rate will have an unchanged status if the Effective date is lower than the Last Notification Date

Expand

title	Prev Diff Status usage example

Step 1: Notification type: All rates unique mode - First Notification: 07/07/2017
Code	Rate	Effective From	Previous Rate	Prev Diff	Prev Diff Status	Prev Diff Status (export)
1	10	07/01/2017 00:00:00 +0000	-	-	new	unchanged
2	10	07/01/2017 00:00:00 +0000	-	-	new	unchanged
3	10	07/01/2017 00:00:00 +0000	-	-	new	unchanged
Step 2: Added new rates with effective date 07/21/2017 - Second Notification: 07/14/2017
Code	Rate	Effective From	Previous Rate	Prev Diff	Prev Diff Status	Prev Diff Status (export)
1	15	07/21/2017 00:00:00 +0000	10	5	increased	increased (5.0000)
2	15	07/21/2017 00:00:00 +0000	10	5	increased	increased (5.0000)
3	15	07/21/2017 00:00:00 +0000	10	5	increased	increased (5.0000)
Step 3: Rate with code 1 was edited and the increase was canceled - Third Notification: 07/21/2017
Code	Rate	Effective From	Previous Rate	Prev Diff	Prev Diff Status	Prev Diff Status (export)
1	10	07/21/2017 00:00:00 +0000	10	0	unchanged	unchanged
2	15	07/21/2017 00:00:00 +0000	10	5	increased	increased (5.0000)
3	15	07/21/2017 00:00:00 +0000	10	5	increased	increased (5.0000)
Step 4: Rate with code 2 was edited and added a new rate for code 3 - Fourth Notification: 07/28/2017
Code	Rate	Effective From	Previous Rate	Prev Diff	Prev Diff Status	Prev Diff Status (export)
1	10	07/21/2017 00:00:00 +0000	10	0	unchanged	unchanged
2	20	07/21/2017 00:00:00 +0000	10	10	increased	unchanged
3	20	07/31/2017 00:00:00 +0000	15	5	increased	increased (5.0000)

Notes

Additional information

Tag

Tags that are assigned to a respective rate

Policy

Indicated policy of the rate

Status

Define a current rate status

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Versions Compared

Old Version 1

New Version 2

Key

Adding a New Manager

Reseller Removal