Resellers can easily view and manage their customers' charges based on their pricing rules, by navigating to the Customer Charges tab inside their Standard Edition Storefront. The module called Customer Charges provides the resellers with the available filter criteria to access each and every invoice from the root organization(distributor), view specific information per invoice, sort and filter the columns, and calculate unit sell prices, total cost, and sell prices accurately.

Viewing & Filtering the Customer Charges

The Customer Charges module in Storefront is located inside the main tabs section, and is visible only to the Admin role.

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By selecting it, the reseller gets redirected to the Customer Charges page, where all the available invoices are presented in a tabular format with sortable columns and are categorized by each individual invoice per end customer.

Specifically, each column header is clickable and toggles between ascending and descending sorting. Also, filter options are provided above each column to allow resellers to filter results based on specific criteria and even search terms or select values from the Advanced Filter drop-down menu to apply those filters.

Let’s further analyze each column along with its options:

• Invoice #: The invoice number issued by the distributor to the Standard Reseller. It would be possible to redirect to the invoice page in the distributor's storefront. Sorting this column is available either in ascending or descending order.

  • Filter: The popup window will display a simple text filtering, as shown below. The drop-down list contains the values “Contains”, “Does not contain”, “Is equal to”, “Is not equal to”, “Starts with”, “Ends with”, “Is empty”, and “Is not empty”.

• Invoice date: The invoice issuance date, which is provided by the distributor issuing the invoice (according to the STR reseller’s billing options). Sorting this column is available either in ascending or descending order.

  • Filter: The popup window will display the form of a date picker, allowing the user to select the desired date.

• Type: Type of Invoice Debit or Credit.

  • Filter: an icon with color based on invoice type:

    • Green: for Debit Invoice Type.

    • Red: for Credit Invoice Type.

• Customer: The name of the end customer to whom the invoice item belongs will be displayed. Sorting this column is available either in ascending or descending order.

  • Filter: The popup window will display the form of a checkbox with customers names and a search bar.

• Description: The name of the product, which is also the invoice item. When a subscription is made in installments, the invoice item name includes the name of the product followed by the installment number. Sorting this column is available either in ascending or descending order.

  • Filter: The popup window will display a simple text filtering, as shown below. The drop-down list contains the values “Contains”, “Does not contain”, “Is equal to”, “Is not equal to”, “Starts with”, “Ends with”, “Is empty”, and “Is not empty”.

• Start date: The start date of the billing cycle for the invoice item, which is provided by the distributor issuing the invoice. Sorting this column is available either in ascending or descending order.

  • Filter: The popup window will display the form of a date picker, allowing the user to select the desired date.

• End date: The end date of the billing cycle for the invoice item, which is provided by the distributor issuing the invoice. Sorting this column is available either in ascending or descending order.

  • Filter: The popup window will display the form of a date picker, allowing the user to select the desired date.

• Unit Cost Price: The unit cost price is determined by the distributor and observed by the standard reseller. The price is determined either by the sell price set by the distributor or by the price list established by the distributor for the standard reseller. The price list may include discounts on the sell price, a margin or markup on the cost price, or direct pricing. There are no filter options for this column.

• Unit Sell Price: described HERE. There are no filter options for this column.

• Quantity: It refers to the quantity of the product that has been charged. Sorting this column is available either in ascending or descending order.

  • Filter: The popup window will display a simple text filtering, as shown below. The drop-down list contains the values “Contains”, “Does not contain”, “Is equal to”, “Is not equal to”, “Is greater than or is equal to, “Is greater than ”, and “Is less than”.

• Unit: is the Unit of measure. There are no filter options for this column.

• Total Cost Price: It is calculated based on the Unit Cost Price (final Price from lnkInvoiceItems) multiplied by the Quantity. There are no filter options for this column.

• Total Sell Price: It is calculated based on the Unit Retail Price multiplied by the Quantity. There are no filter options for this column.

There are also two hidden columns that the user can activate through the Advanced Filter → Column tab. The two extra columns are the Product Type and Product Name.

• Product Type: The product type to which the product belongs.

  • Filter: The popup window will display a simple text filtering, as shown below. The drop-down list contains the values “Contains”, “Does not contain”, “Is equal to”, “Is not equal to”, “Starts with”, “Ends with”, “Is empty”, and “Is not empty”.

  • Sorting: Sorting this column either in ascending or descending order

• Product Name: The name of the product

  • Filter: The popup window will display a simple text filtering, as shown below. The drop-down list contains the values “Contains”, “Does not contain”, “Is equal to”, “Is not equal to”, “Starts with”, “Ends with”, “Is empty”, and “Is not empty”.

  • Sorting: Sorting this column either in ascending or descending order

Advanced Filter(Search): By clicking on that button, the following pop-up window appears, containing two separate tabs:

• Filter: This tab contains all filters that have been applied in the generic grid and are represented graphically.

• Column: This tab contains the list of the columns and checkboxes where the columns can be included and excluded. As a default view of the columns are all the available columns. The only non-visible columns by default are the Product Name and Product Type, which can be enabled if required since they provide better distinction between Pay-Per-Use products, such as those of Azure.
  

Exporting the Customer Charges

By clicking on the Export button,an EXCEL file gets generated and downloaded to your machine, where inside the spreadsheet, the columns are those that have been selected by the user, and any advanced search will also be included. Once the user selects one of the columns, such as Unit Cost Price, Unit Sell Price, Total Cost Price, or Total Sell Price, the CURRENCY column is also displayed in the EXCEL file.