Add
on the toolbar of the Subdistributors page.
To add a new subdistributor,
click Add
on the toolbar of the Subdistributors page.
The following are associated with a distributor:
Default Sales Commission (this is applied when an account is created or a distributor is assigned);
Default Payment Commission (this is applied when payment is entered).
The Add Subdistributor page allows you to define a new distributor entity within PortaBilling®. The information on the top of the form and for the Default Sale Commission and Default Payment Commission fields on the Additional Info tab is mandatory. Information on all the other tabs is optional, and need not be provided when creating the distributor.
| Field | Description |
|---|---|
Customer ID |
Defines the subdistributor name as it will appear in the PortaBilling® system. This is distinct from the Company Name field in the Address Info tab. |
Currency |
The currency is the same as yours. |
Current Credit Limit |
If this field is left empty, there is no credit limit defined for this distributor; we strongly recommend entering a value here. This helps to avoid a situation where the distributor would activate too many accounts without first submitting payment for accounts already activated, and thus limits the ITSP’s risk of loss in case the distributor goes out of business. |
Customer Class |
The customer class assigned to this distributor. In order to change any parameters of the particular customer class, click on the link Customer Class. When adding a distributor, be aware that if you select a class with a defined currency, the field Currency will show the corresponding value and this cannot be modified; if the class without a predefined currency is selected, then a list of currencies will be available. When editing the distributor, the field Customer Class will only contain classes with the same currency, or classes with no defined currency. |
Balance Adjustment |
Click this button to correct a distributor’s balance. See the Balance Adjustments page for how to do this. |
The Edit Subdistributor page allows you to change distributors details. Some fields are read-only.
The following tabs can be available depending on the configuration (click the required tab link to see a description):