Resellers can easily view and manage their customers' charges that are based on their pricing rules from within their Standard Edition Storefront. The module called Customer Charges provides the resellers of the Standard Edition with access to each and every invoice they have received from the root organization(distributorDistributor) for their orders (be that for their end customers or for personal use), where they can view specific information per invoice, sort, filter, and manage the columnsthem, as well as calculate the unit sell prices, total cost, and sell prices accurately. As a resultUltimately, Standart Edition resellers can know exactly what their distributor charges them and accordingly create their invoices to use this information to create invoices that align with their pricing strategy and charge their end customers with markup or with the suggested retail price(SRP)accordingly.

Viewing & Filtering the Customer Charges

The Customer Charges module in Storefront is located inside the main tabs section on the left-hand side and of the screen. This module is visible only to all the Admin and Marketplace Manager roles.

By selecting it, the reseller gets redirected to the Customer Charges page, where all the available invoices from the Distributor are presented in a tabular format with sortable columns that are categorized by each individual invoice per end customer and are sorted, by default, based on the invoice number in descending order.

Specifically, each column header is clickable, transferable, 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. Also, from the Advanced Filter drop-down menu, resellers can display or hide columns as well as be able to apply those more filters.

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

• Invoice: Is the invoice number issued by the distributor to the Standard Reseller. Since it is a link, it redirects to the invoice page in the distributor's storefront. Sorting and filtering are available.

• Invoice date: The invoice issuance date, which is provided by the distributor issuing the invoice (according to the Storefront reseller’s billing options). Sorting and filtering are available.

• Type: Is the type of Invoice, either Debit or Credit. Filtering is available.

• Customer: Is the name of the end customer to whom the invoice belongs. Sorting and filtering are available.

• Description: Is the name of the product, which is also the invoice item. When a subscription is purchased in installments, the invoice item name includes the name of the product followed by the installment number. Sorting and filtering are available.

• Start date: Is the start date of the billing cycle for the invoice item, which is provided by the distributor issuing the invoice. Sorting and filtering are available.

• End date: Is the end date of the billing cycle for the invoice item, which is provided by the distributor issuing the invoice. Sorting and filtering are available.

• Unit Cost Price: The unit cost price is determined by the distributor and observed by the standard resellerStandard 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 resellerStandard Reseller. The price list may include discounts on the sell price, a margin or markup on the cost price, or direct pricing. In any case, this it the price that the distributor charges the standard reseller. There are no filter options for this column.

• Unit Sell Price: The unit sell price is determined by the standard reseller. The price is usually defined by the reseller’s established markup on the unit cost price, which also takes into account any predefined special prices for specific end customers. In any case, this it the price that the standard reseller charges the end customerprice that the Standard Reseller charges to the end customer based on the pricing rules they have defined for the product listed by the Standard Reseller. The Standard Reseller has the ability to use various pricing strategies for the product. They can apply a markup, use the SRP (Suggested Retail Price), or utilize the Special Price feature for individual end customers. There are no filter options for this column.

• Quantity: Is the quantity of the product that has been charged. Sorting and filtering are available.

• Unit: Is the Unit of measure, meaning Month, Annually, etc. There are no filter options for this column.

• Total Cost Price: It is calculated based on the Unit Cost Price 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. Sorting and filtering are available.

• Product Name: The name of the product. Sorting and filtering are available.

💡 If the Standard Reseller clicks on the Advanced Filter button, the following pop-up window appears, containing two separate tabs:

• Filter: This tab contains all filters that can or have been applied in the generic grid and are represented graphically, with the use of logical operators and expressions.<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<IMAGE>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>

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• 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 Clicking the Export button ,generates an EXCEL file gets generated and downloaded to your machine, where inside Excel file named Customer Charges, which is downloaded to your device.

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When exporting data from the spreadsheet, the columns will be either the ones selected selected columns chosen by the user along with and any advanced search or, if no change has occurred in filters will be included. If no changes were made to the default view, then , the default columns and their corresponding values will be exported along with their values. Once the user selects one of the columns, such as . When a column is selected, like Unit Cost Price, Unit Sell Price, Total Cost Price, or Total Sell Price, an extra additional column called labeled Currency will also appear to display show the currency in the EXCEL exported Excel file.

Rules of Retreaval

of Invoices Containing Customer Charges

In order for the Customer Charges module to display the correct accurate invoices and operate as effectively and as efficiently as possible, the following rules must be applied, it follows these rules.

• The invoice items correspond corresponds to a purchase made through the Standard Reseller's Storefront.

• The invoice item has already been generated in our the system through various means, such as the billing service, manually initiated by the BSS user, a renewal occurred, or via API.

• The Invoice items are derived derives from:

  • If the Standard Reseller has purchased the same service for their end customer via the Distributor's Storefront.

  • If the Distributor has purchased the same service for the Standard Reseller's end customer via the BSS platform.

Therefore, if one of the above events took place, then the Invoice will appear on the Customer Charges page.
However, if one or more of the checks and events below take place, then no such invoice will appearappears.

• The purchase has taken place via the Standard Reseller's Storefront, but the invoice is inside the Pending Invoices and Proforma.

• From invoices that were generated before the Reseller upgrade (Light Reseller → Standard Reseller):

  Invoices from the period when the Reseller was still in the Light Reseller tier and had not been upgraded to the Standard Reseller tier yet

  .

• From older invoices that lack lacked the markup or the Suggested Retail Price(SRP) information ( before the Customer Charges module was published):

  Invoices that were issued prior to the implementation of the customer charges feature and, therefore, do not contain the markup or SRP data

  released.

Flow of Retrieval of Invoices Containing Customer Charges

For the Customer Charges module to be populated based on the aforementioned rules from the section above, a scheduled job is introduced.This scheduled job runs once a day at 07:00 AM (based on the timeframe of the reseller’s organization),and it checks if new invoices have been generated for each individual Standard Reseller. Once these steps are completed, it retrieves the invoice invoices along with the their invoice item items and the corresponding end customercustomers, and adjusts the My Unit Sell Price based on the Markup or Special Price set by the Standard Reseller for the product that is being converted into an Invoice Item.

Examples of Different Customer Charges Cases