Versions Compared

Old Version 14

changes.mady.by.user Anastasiia Kovalinas

Saved on

compared with

New Version Current

changes.mady.by.user Anastasiia Kovalinas

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Information blockFields Description
System InformationGeneral 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.


Panel
borderColor#ffffb3
bgColor#ffffb3
borderWidth2px

(warning)   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

Panel
borderColor#ccffcc
bgColor#ccffcc
borderWidth2px
borderStylesolid
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 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 description of all Mail Templates and their configuration is presented at the end of the article


Tip
titleUseful Tip

You can use multiple emails per field if necessary. Just separate them with a comma or semicolon.


Panel
borderColor#ffffb3
bgColor#ffffb3
borderWidth2px

(warning)   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.

...