New Reseller

Type:    Form
Description: Provides access to a new Reseller creation options.
Items:

Save
Saves all changes on the form.
Close
Closes the form without saving any changes.

Detail

Includes information required for the creation of a new reseller within the system.
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Portfolio
Reference to the entity that represents the portfolio of the user defined for this reseller.

References: Reseller.Portfolio FK
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ID
Identifier of the object used for references; auto-incremented integer value.

References: Reseller.id
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Create Date
This a read-only field.

Date when the record was created.

References: Reseller.createDate
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Code
Optional identifier of the Reseller that can be used to cross-reference the Reseller record between multiple systems.

See Reference Code definition for additional information.

References: Reseller.code
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Active
Indicates whether the record is active in the system.

References: Reseller.isActive
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Name
Name of the reseller (company or person).

References: Reseller.name
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Channel
Reference to the entity that represents the channel defined for this reseller.

References: Reseller.Channel FK
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Merchant
Reference to the entity that represents the merchant defined for this reseller.

References: Reseller.Merchant FK

Email Notifications

Includes the list of emails for notifications.
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Remittance
List of email addresses of people that will receive a pdf copy of remittance statement once it is generated.

References: Reseller.remittanceEmailRecipientList
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Terminals
The list of terminals managers emails for notifications.

References: Reseller.terminalManagersList

Distribution Information

Includes distribution information of the reseller.
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Funds Distribution Type
Represents the selected type of funds distribution.

References: Reseller.Funds Distribution CL
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None
Default value.
Indicates that funds will not be distributed.
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Daily
Indicates that funds will be distributed daily.
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Monthly
Indicates that funds will be distributed monthly.

Terminals

Includes information about terminals associated with the selected reseller.
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Support Phone
Phone number used for discussing any terminal processing issues.

References: Reseller.Terminal Support Number

Contact Information

Includes contact information of the reseller to be used to discuss any processing issues.
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Contact Name
Name of the primary business contact for the reseller.

References: ResellerContactInfo.contactName
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Street (line 1)
Street1 of the reseller's mailing address.

References: ResellerContactInfo.street1
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Street (line 2)
Street2 of the reseller's mailing address.

References: ResellerContactInfo.street2
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City
City of the reseller's mailing address.

References: ResellerContactInfo.city
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Country
Country code of the reseller's mailing address.

References: ResellerContactInfo.countryCode
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State
State of the reseller's mailing address.

References: ResellerContactInfo.state
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ZIP Code
ZIP (or postal) code of the reseller's mailing address.

References: ResellerContactInfo.zipCode
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Phone
Phone number associated with this reseller account.

References: ResellerContactInfo.phone
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Fax
Fax number associated with this reseller account.

References: ResellerContactInfo.fax
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Email
Email address associated with this reseller account.

References: ResellerContactInfo.email

Deposit Information

Includes bank account information, where commissions will be deposited.
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Holder Name
Name of a payment card or bank account holder. The value is a concatenation of the firstName and lastName field values separated by a space.

Full name of the holder of the bank account associated with this reseller.

References: ResellerDepositInfo.holderName
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Account Number
When update (modify) action is performed, the real bank account information has to be supplied for this field. When the information is requested for reading (load), the masked value will be returned instead for security purposes.

Masked account number (last four digits) of the bank account associated with the reseller.

References: ResellerDepositInfo.accountNumber
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View Token
Allows to see the token code associated with this account number.
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Routing Number
When update (modify) action is performed, the real routing number information has to be supplied for this field. When the information is requested for reading (load), the masked value will be returned instead for security purposes.

Masked routing number (last four digits) of the bank account associated with the reseller.

References: ResellerDepositInfo.routingNumber

Business Information

Includes various information about reseller's business activity (e.g. legal name, types of tax ID, ownership structure etc).
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Legal Name
The legal name of the company.

References: BusinessInfo.legalName
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Web Site
URL of the corporate website of the company.

References: BusinessInfo.webSite
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Federal Tax ID
Federal Tax identifier of the company.

References: BusinessInfo.federalTaxId
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State Tax ID
State Tax identifier of the company.

References: BusinessInfo.stateTaxId
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Sales Tax ID
Sale Tax identifier of the company.

References: BusinessInfo.salesTaxId
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Ownership Structure
Enumeration of possible ownership types of the company.

References: BusinessInfo.ownershipStructureType
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Estimation Period
Enumeration of possible time periods for which transaction volume and average transaction amount are defined.

References: BusinessInfo.estimationPeriodType
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Annually
Annual estimation period for transaction volume and average transaction amount.
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Daily
Daily estimation period for transaction volume and average transaction amount.
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Monthly
Monthly estimation period for transaction volume and average transaction amount.
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Weekly
Weekly estimation period for transaction volume and average transaction amount.
Est. Transaction Volume
The estimated volume of transactions expected to be processed during the indicated estimation period.

References: BusinessInfo.estimatedTransactionVolume
Est. Transaction Amount
The estimated volume of transactions expected to be processed during the indicated estimation period.

References: BusinessInfo.estimatedTransactionVolume
Relationship Begin Date
Date when the business relationship with this company was officially established.

References: BusinessInfo.relationshipBeginDate
Currency
The code of currency which the company processes transactions in.

References: BusinessInfo.currencyCode

Notes

Includes any additional information (or notes) related to this reseller.