After completing the creation of the tenant reseller, you can proceed by transferring his customers in his BSS. |
This action is available in the shortcut menu in reseller details page.
By confirming this action, the process described in the following paragraph will be executed
The copied accounts will be displayed in your BSS with the following ribbon that means that this account is now managed by the reseller from his BSS. Check Copying Reseller Customers in Distributor BSS for understanding what actions you are allowed to do for these accounts.
After the completion of this action your reseller will remain a lite reseller During this phase the reseller continues to be a lite reseller meaning he can continue to place orders in your Storefront even for the accounts that have been copied in his BSS. But you, as his distributor, you will not be able to create a new order or a new subscription for these accounts directly in your BSS since they will have been marked as "back-ordering" records and will be partially locked for you (steps #3 and #4) |
The reseller can now view in his BSS the copied accounts and he can:
But he can't:
The accounts we create in reseller's BSS will have the following values:
State. The same rule applies for the country field.
New country/state In case the account has an address in a Country/State that was added in your BSS after the creation of the tenant reseller, when we transfer the account in reseller's BSS we will copy also the new country and/or state. |
Any other information (such orders, offers, tasks etc.) that exist in your BSS for reseller’s sub-accounts is not copied down reseller BSS.
We copy also the contacts of the accounts. The contacts we create in reseller's BSS will have the following values:
When this actions is available? When the tenant reseller is not suspended and the back ordering mechanism hasn't been activated yet. |
You can run the Transfer Account action as many times as you wish You may select at any time to transfer some or all accounts from your BSS to reseller's BSS. That should happen in the transition period for the reseller, where the need is for the accounts to be present in the reseller's BSS but the back ordering mechanism hasn't been activated yet. |