Switch on Resellers and choose its settings

Before you add resellers, switch the app on, decide who manages resellers and who handles commission, and choose two settings: how long a reseller has to accept a lead, and whether a commission statement makes a draft bill in Books.

Before you start

• Resellers comes with the Trade app: Trade on its own, the Trade Business bundle or Kluvan One. See plans and bundles.
• It needs your customer list. It works best with the Portal (the resellers' own view), Books and the CRM switched on.
• You need to be the owner or a manager.

Steps

1. Open Settings → Apps (see pick your apps).
2. Find Resellers and choose Switch on. Resellers appears in the menu, with Overview, Orders, Lead distribution and Tiers.
3. Give the rights to the people who need them (see roles and rights):
   • Resellers: manage resellers, orders and leads for the channel manager;
   • Resellers: commission statements for finance.
4. Open Settings → Reseller settings.
5. Under Lead distribution, type Hours a reseller has to accept a lead.
6. Tick Offer new leads to resellers by themselves if new CRM leads should be offered without anyone pressing a button.
7. Under Commission statements, tick Make a Books draft bill when a statement is issued if your accountant pays commission through Books.
8. Select Save.

Good to know

• Off until switched on. Switching the app off hides its pages; nothing is deleted.
• Either right opens the list and a reseller's page. People with only the commission right do not see the app in the menu; they reach it from Today or a link.
• Offering by itself runs every 10 minutes and uses the territory of the customer's Trade account. Leads whose customer has no territory wait for you on Lead distribution.
• A draft bill is never a payment. It goes to the reseller's supplier record for your accountant to review; paying it stays your decision.
• Today lists orders waiting (over the credit limit first), leads no reseller took, and last month's statements to issue.
• Next: create reseller tiers.