Reseller Settings

106 Aufrufe Markdown

Set reseller activation, credit limits, payment restrictions, and base discounts in one place to apply consistent sales rules across every reseller.

Opening the Screen

It opens from the configuration button on the reseller management screen: {admin}/users/reseller-settings

What Is on the Screen

The settings sit in one form. While the reseller system is off, the conditions and discounts below it are shown disabled - they cannot be edited without switching the system on.

System Whether reselling is on across the installation. Off, the Reseller tab on a client record does not appear at all.

Activation How reselling is granted: manual (you approve each application) or automatic (an applicant becomes a reseller straight away).

Conditions The top-up floor, the credit threshold and the payment restriction. They can be overridden on a client's own card.

Identity verification Which verifications are required before someone can be a reseller.

Discount rates The base rates that apply to every reseller; they stand unless a client has a rate of their own.

Manual versus automatic activation

With manual, an application waits until you approve it and the client is not a reseller until then. With automatic, the applicant becomes a reseller instantly and sees the discounted prices at once. Automatic is quick, but without a verification requirement it opens the programme to anyone.

Fields

Reseller System The programme's main switch. Off, the sections beneath it cannot be edited.

Reseller Activation Manual or automatic.

Non-Member Reseller Page On, the reseller landing page can be read without signing in.

Minimum Credit Load The least a reseller may top up at once.

Top-up limit currency The currency of the amount above.

Credit Threshold The amount a reseller's balance must not fall below.

Threshold currency The currency of the amount above.

Payment Method Restriction On, payments in reseller product groups can only be made with available credit.

Identity Verification Whether verification is required to become a reseller; e-mail, phone and any defined document filters are chosen separately.

API Service Whether resellers may work through the API.

Tasks

Open the reseller programme

Switch the reseller system on; the sections beneath it become editable at that moment.
Choose the activation mode and set the credit conditions.
Save. The Reseller tab starts appearing on client records.

Require verification for reselling

In the identity verification section, make verification required.
Choose what is asked for: e-mail, phone, and any document filters that are defined.
Save. A client who has not completed verification cannot become a reseller - not even under automatic activation.

Set the base discount rates

In the discount rates section, pick the level and the target.
Enter the rate and add it.
Save. It applies to every reseller who has no rate of their own.

Things to Watch

Switching the system off hides the tab

With the reseller system off, the Reseller tab appears on no client at all. Nothing is deleted, only made unreachable; switching the system back on leaves everything as it was.

These rates are the base; a client's card overrides them

A rate defined on a reseller's own card stands in place of the one here. Changing the base rate only affects resellers who have no rate of their own.

Automatic activation should not run without verification

Automatic mode makes an applicant a reseller instantly and opens the discounted prices. Without a verification requirement, that means reseller pricing for anyone who opens an account.

Required Privileges

Opening the screen and saving the settings need USERS_OPERATION.

War das hilfreich?

Vielen Dank für Ihre Rückmeldung!

Brauchen Sie weitere Hilfe?

Unser Support-Team ist rund um die Uhr für Sie da, wenn Sie oben nicht fündig werden.

Kontakt aufnehmen Ticket eröffnen