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This page contains information on the Customer Charges feature for the Standard Reseller edition. Instructions for viewing and managing invoices containing Customer Charges can be found here, along with case examples. |
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Notice for 'Customer Changes' Feature The feature will be able to calculate the cost and sell prices of invoice items for all the generated invoices for Standard Resellers after the 3.28.106 release. |
The Customer Charges menu provides to the Resellers with the Standard edition with an overview of their end-customer charges. This overview is made possible by the invoices received by the Distributor and the pricing rules they have defined for each product and customer. The menu offers various benefits to the resellers, including:
A live overview of their billing data, with filtering capabilities that allow them to monitor their business rhythm.
The ability to easily export charges to Excel and upload the data to their EPR/PSA/EDI of choice. This allows them to proceed with invoicing without the need for custom integration.
Improved reconciliation experience, allowing them to check their cost versus customer charges.
Overall, this new menu provides resellers with an easy-to-use billing solution that improves their invoicing process and helps them manage their business more effectively.
Invoice Items Included in the Customer Charges
In order for the Customer Charges module to display accurate invoice items, after the release 3.28.106, the order must be placed either by the end customer of the resellers via the reseller’s Storefront, or by the reseller himself through the Distributor’s Storefront, or by the Distributor himself from their BSS. Of course, in order for the invoice and its invoice items to appear inside the Customer Charges module, the invoice must have been generated in the Distributor’s BSS. However, if no invoice, along with no invoice items, appears in the Customer Charges module, then this means that either the invoice is Pending or Proforma, or the invoice was generated before the release 3.28.106.
For the Customer Charges module to be populated, a scheduled job is introduced and runs once a day at 07:00 AM (based on the timeframe of the reseller’s organization).It checks if new invoices have been generated for each individual Standard Reseller. It then retrieves the invoices along with their invoice items and the corresponding end customers, and adjusts the My UnitSell Price based on the Markup or Special Price set by the Standard Reseller for the product that is being converted into an Invoice Item. For examples, please check the following section https://interworkscloud.atlassian.net/wiki/spaces/ICPD/pages/864387073/9.+Managing+Customer+Charges+in+Storefront#Examples-of-Different-Customer-Charges-Cases of this page.
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 invoice items from the Distributor’s invoices are presented in a tabular format with sortable columns that are categorized and are indexed by each individual invoice item per end customer and are sorted, by default, based on the invoice number in descending order.
Specifically, each column header is sortable, 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.
⚠️ Please note that in order for the invoice number to be displayed inside the fields of the Invoice # column, the Display Invoices checkbox option must be enabled in the BSS platform of the Distributor. For more information, please check the https://interworkscloud.atlassian.net/wiki/spaces/ICPD/pages/645629664/Storefront+General+Settings#Setup-Settings section.Invoice date: The invoice issuance date , which is provided by the distributor issuing the invoice (according to the Storefront reseller’s billing options the Distributor defined for the reseller). 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 belongsbe charged. 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 availableThere are no filter options for this column.
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 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. In any case, this it the price that the distributor charges the standard reseller. There are no filter options for this column Is the price charged to the reseller by their distributor for the subscription of reference and the period between the start date and end date.
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 customer. There are no filter options for this columnIt is the price charged to the end customer by the reseller for the subscription of reference for the period between the start date and the end date. It is calculated from the pricing rules applied during the product's subscription period (listed price or customer's special price).
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.
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In the Total Sell Price, Total Cost Price, Unit Sell Price, and Unit Cost Price values, the system does not apply any filters or sorting, as the calculations for these values are done automatically by the system. |
💡 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>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>
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.
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Known Gaps Concerning the ‘Suggested Retail Price’
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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.
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.
When a column is selected, such as 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 & Display of Invoices ContainingCalculation of Customer Charges
In order for the Customer Charges module to display the correct invoices and operate as effectively and as efficiently as possible, the following rules must be applied.
The invoice items correspond to a purchase made through the Standard Reseller's Storefront.
The invoice item has already been generated in our 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 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 appear.
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 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.
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 along with the invoice item and the corresponding end customer, 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 CasesOur system, in order to calculate what will be charged to the end customer, always uses what is valid at the time the invoice is sent from the distributor to the reseller (with either the current markup, the current Suggested Retail Price(SRP), and the Special Price [set for specific end customers whenever applicable]) unless the order is placed by the end customer from the reseller’s Storefront. Only in this last case we keep what was in effect at the time of the order and not at the time of the invoice generation.
Examples of Customer Charges Cases
In the following analysis, you can find three examples from different Customer Charges cases that result in different invoice data.
Markup Percentage:For this example, let’s assume that an end customer placed an order for Product X at the Storefront of the Standard Reseller, while the reseller has assigned a 10% markup.
The Standard Reseller buys Product X for 90 euros from the Distributor and sells it with a 10% Markup to the end customer. The end customer will pay 90 + 10% = 99 euros. Therefore, the standard reseller will see, inside the Customer Charges module, an invoice with Product X as the invoice item and a Unit Cost Price of 90 euros as well as a Unit Sell Price of 99 euros.
Suggested Retail Price: For this example, let’s assume that an end customer placed an order for Product Y at the Storefront of the Standard Reseller, while the reseller has assigned the SRP price as the sell price.
The Standard Reseller buys Product Y for 85 euros from the Distributor and sells it at the Suggested Retail Price(SRP) of 100 euros to the end customer. The end customer will pay 100 euros, meaning 85 euros (Standard Reseller Cost) + 15 euros (Standard Reseller Profit). Therefore, the standard reseller will see, inside the Customer Charges module, an invoice with Product Y as the invoice item and a Unit Cost Price of 85 euros as well as a Unit Sell Price of 100 euros.
Special Price with Markup: For this example, let’s assume that an end customer placed an order for Product Z at the Storefront of the Standard Reseller, while the reseller has assigned a Special Price for this customer that includes a Markup.
The Standard Reseller buys Product Z for 80 euros from the Distributor and sells it with a 15% Markup to the end customer. However, the specific end customer that places the order is a special customer, and therefore, the reseller has configured a Special Price for that end customer, with a 10% Markup instead of 15%. The end customer will pay 80 + 10%(markup) = 88 euros. Therefore, the standard reseller will see, inside the Customer Charges module, an invoice with Product Z as the invoice item and a Unit Cost Price of 80 euros as well as a Unit Sell Price of 88 euros.
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