Synchronizing Resellers

If you have changed reseller service template parameters due to some reason, made changes can be applied to existing subscriptions. You can change set of delegated plans, add new subscription periods and resource rates to existing delegated plans, change prices of existing delegated plans, notification schedules, set of reseller privileges and reseller order flow.

After synchronization, all changes come into effect immediately and are propagated to resellers subscribed to the plan regardless of their level.

Note: The information on possible upgrades/downgrades between existing reseller service plan (delegated earlier) and added on synchronization is NOT copied to reseller.

Synchronization of resellers can be done in two ways:

Synchronize a particular reseller.
Synchronize all resellers who are using a particular plan.

Synchronizing reseller subscription with service plan

Open Products > Service Plans. The list of service plans available appears on the screen.
Select reseller service plan you want to synchronize subscription with by clicking on the respective link in the ID or Name column. Selected service plan properties appear on the screen.
If you want to synchronize all service plan subscriptions, proceed to the step 6. Otherwise proceed to the step 4.
Switch to Subscriptions tab. The list of subscriptions appears on the screen.
Select subscription you want to synchronize by clicking on the respective link in the ID or Subscription Name column. Selected subscription properties appear on the screen.
Click Synchronize Reseller(s). The synchronizing reseller dialog window is displayed. Configure the synchronization with the set of options and click Synchronize to finish reseller subscription synchronization.

Synchronization options

Synchronize Plans

Create new Plans and Plan periods

If you have added new delegated service plans, new subscription periods, select the check box to make them available for reseller.
Apply Plans enabling/disabling

If you have deleted earlier delegated service plans under the Delegated Plans tab of the service template or added again earlier removed delegated service plans, check the box to make them available or unavailable respectively for reseller. Namely, if a delegated service plan is removed from the service template, after synchronization it gets to the Disabled by Provider status in resellers' control panels. If the removed delegated plan is added back to the service template, after synchronization it becomes published and available for selling.
Update Plan Fees

Check the box to rewrite prices in the service plans delegated to reseller and delegate new subscription expiration schedules assigned to service plan or its periods.
Update Sales Categories, Plan Categories, and Grouping of Resources by Resource Categories

If you have changed sales and plan categories delegated plans included in, select check box to update reseller sales and plan categories parameters.

Important: To avoid disruptions to your resellers' business, make sure your synchronization will not overwrite your resellers' product catalogs.

Note: during synchronization of newly created provider's plans marked as delegated, a new sales category will be explicitly created at the reseller's side.

Example: Provider created a new service plan and included it to a new sales category (that is, the reseller does not have this category). The provider starts the synchronization with the following set of options:

"Create new Plans and Plan periods" enabled.

"Update Sales Categories, Plan Categories and Grouping of Resources by Resource Categories" disabled.

In this case, the new category will be explicitly added to the reseller. However, the further changes made to this category by the provider will not be propagated to the reseller unless the “Update Sales Categories, Plan Categories and Grouping of Resources by Resource Categories” is selected.

Be aware that the reseller synchronization with the enabled option Update Sales Categories, Plan Categories, and Grouping of Resources by Resource Categoriesdoes not affect the sales category's parameter Display Category in Customer Control Panel. If a reseller has set a different value for the parameter Display Category in Customer Control Panel in comparison to a provider's value, the specified value will be preserved on reseller synchronization. For example, a reseller wants to hide some service plans from customers and therefore modifies the publication settings in sales category (the option Display Category in Customer Control Panel is set as disabled). The parameter will not be overwritten when a provider performs reseller synchronization and will preserve the specified by a reseller configuration even if the provider's publication setting is different. However, if you need the sales category's parameter Display Category in Customer Control Panel to be synchronized with your changes, the default system behavior can be changed. For this, please contact My Company Name, LLC support.
Update Notification Schedules

If you have changed notification schedules previously delegated to reseller, select to update reseller notification schedules. Make sure, that all notification templates used in schedules are visible to resellers.
Attach Usage Statistics

Select whether the usage statistics will be attached for the delegated plans. For more information about usage statistics, see the Billing Provider's guide >> Managing Service Plan > Attaching usage Statistics.

Synchronize Plan Resources

Create new Resources

The option defines whether the newly created resources will also be created in the service plans delegated to reseller.
Remove obsolete Resources

The option defines whether the resources removed from plan will be also removed from the service plans delegated to reseller.
Update Resource Prices

Check the box to rewrite resource prices in the service plans delegated to reseller.
Update Resource Limits

Check the box to propagate resource limits changes to the service plans delegated to reseller.

Synchronize Other Data

Update Order Flow

If you have changed reseller order flow, select check box to update reseller order flow.
Update Reseller's Roles/Privileges

If you have changed set of reseller privileges, select check box to update reseller privileges.
Synchronize Terms and Conditions

If you have changed reseller Terms and Conditions settings, select check box to update these settings.