Main Configuration Steps

To start retail sales as a reseller using CloudBlue Commerce:

1. Configure your sales currency. After a reseller has logged in to a newly deployed Billing installation, they are prompted to specify a currency to be used for sales. The selected currency is automatically configured to be used in the control panels. It cannot be changed later. If a reseller's sales currency differs from a provider's one, a reseller may use only own merchant account to accumulate funds.
2. Configure your webspace. Billing CP require secure access to be configured. To provide secure access, SSL Certificate should be installed for access URL (for example, reseller.com). Operations integrated with Billing allows installing SSL Certificate to webspace assigned to domain. Webspace is a section of the Operations services server (of the domain) that subscribers use to create their domains or publish their own web pages. For information on configuring webspace, refer to Operations documentation.
3. Create a branded "access point" for your customers to access your website. After a reseller account is created, it is configured with neutral colors and logo, and reseller's customers have no access point to CP. To apply custom branding and configure access points to Billing CP, a branded access point has to be added and configured in Operations. For example: provider uses "provider.com" as the access point to CP; you want to use "reseller.com" as access point to CP. To configure the branding access point, create brand in Operations with the name "reseller.com", specify "reseller.com" as branded domain name. For information on configuring brand, refer to Configuring Your Brand section further in this guide.

4. Configure the pricing and descriptions for service plans delegated from your provider. After a reseller account is created, the reseller has a set of plans with pre-configured pricing and description that are delegated to him from the provider. The reseller can redefine pricing and description according to the marketing policy. The reseller is not allowed modifying plan structure (add, configure, or remove subscription periods or resources). Prices with description are set in the resource rates of the service plan, refund settings are set in general properties of the plan. For information on configuring these settings, refer to Configuring Pricing chapter further in this guide.

   Note: Prices in the delegated service plans are configured in provider's sales currency. If you use another currency for sales, you need to adjust prices correspondingly.

5. Configure payment processing settings. A provider allows a reseller to setup and use the reseller's merchant account or operate through the provider's account. These settings result in the different reseller billing models explained in Configuring Payment Processing chapter further in this guide. Once a reseller account is created, payment processing settings are not configured or configured to use provider's account (if allowed and configured by provider). To set up payment gateway to use reseller's merchant account credentials, a reseller must configure a payment plugin and set up association between the payment system and the payment plugin. For sales scheme illustrations and information on configuring payment processing, refer to Configuring Payment Processing chapter further in this guide.

   Note: You cannot use the provider's merchant account if your sales currencies differ.

6. Configure your balance checking and auto-replenishment settings. After a reseller subscription is created, it has zero balance. If a reseller will process customer payments through provider’s merchant account, he can start with sales operations straight away (see the Services Resale Schemes further in this guide). If reseller plans to use their own merchant account, then they must top up the balance by creating and processing payment towards to provider. Billing provides the balance auto-replenishment mechanism to automate this payment processing. A reseller can activate this feature and configure top up threshold and auto-replenishment amounts. When their balance falls below the threshold, the credit card is automatically charged for configured amount. For information on replenishing your balance, refer to Replenishing Balance section further in this guide. For information on configuring balance auto-replenishment, refer to Configuring Balance Auto-Replenishment section further in this guide.
7. Configure taxation settings. These settings will apply to your customer orders and invoices.
8. Configure UX1 Marketplace. Refer to the UX1 Marketplace guide.