# Reseller Settings

https://docs.wisecp.com/uk/reseller-settings

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. A client's own rate for a target replaces only that target's base tiers.

### 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 program to anyone.

### Discount tiers

Under **Reseller Discount Rates**, a rate is set for all products, a product group, a category, a product or an addon. The narrower one overrides the wider. A category also covers its sub-categories, and **Uncategorized** covers a group's products that sit in no category.

Each target holds one or more tiers. A tier sets a range of services under **Service Quantity** and its **Discount Rate (%)**. The count is taken at the target's level. An order counts every service that is not cancelled; a renewal or upgrade counts active services only. Leave the end of the range empty for no upper limit; the box then shows ∞. A rate takes up to two decimals, such as 12.25.

## Fields

- **Reseller System**: The program'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.
- **Reseller Discount Rates**: Optional. The tier rows of each target: a Service Quantity range and a rate. An empty end has no upper limit; a rate takes two decimals.

## Tasks

### Open the reseller program

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

### Require verification for reselling

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

### Set the base discount rates

1. Under **Reseller Discount Rates**, click **Add Discount** and choose the level in **Select Level**.
2. Choose the target in the picker that opens, then click **Add Discount** beside it.
3. In the target's row, enter the **Service Quantity** range and the rate. Add more tiers with **Add Discount Rate**.
4. Click **Save Changes**. The rates apply to resellers' purchases, renewals and upgrades from then on.

## 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.

> **A client's card overrides the base target by target**
> 
> A rate defined on a reseller's own card replaces the base tiers of that same target only. Every other base rate still applies to that reseller. Changing a base rate affects every reseller without a rate of their own for that target.

> **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`.

## Related Articles

- [Reseller Management](https://docs.wisecp.com/en/reseller-management)
- [Client Reseller Account](https://docs.wisecp.com/en/client-reseller-account)
- [Client List](https://docs.wisecp.com/en/client-list)