Reseller search

This panel helps you to find a specific reseller. Specify one or more of the search criteria listed below and click Apply filters. If you want to stop the search, press “Esc” on the keyboard or click Stop . To reset the search criteria, click Default filters .

To refresh the search results, click Reload data.

PortaBilling automatically loads the list of records once you open the page. You can turn off data autoload if you don’t want all records to load each time you open the page. To disable data autoload, click Settings and clear the check mark for the Automatically start searching upon opening the page option. When the check mark is absent, the list of records won’t load until you click Apply filters. If the search result contains a single record, you can open it automatically by choosing the If the search produces a single result, automatically open it option.

Filter resellers by name and other fields, e.g., billing address, login, phone, etc. By default, the quick search is performed only by name.

Select filtering options

To include or exclude the search criteria, click Change and select/clear the checkboxes:

• Name – the name of the reseller.
• Login – the login to the reseller’s web self-care interface.
• First name – the first name of the reseller.
• Last name – the last name of the reseller.
• Billing address – the reseller’s billing address.
• City – the city where the reseller is located.
• Phone – the phone number of the reseller.
• Postal code – the postal code of the reseller.
• Email – the reseller’s email address.
• Company name – the reseller’s company name.
• Contact – the name of the reseller’s main contact.
• Alternative contact – an additional contact person within the company.

  

Once the filtering options are selected, the changes are automatically saved and applied to the next searches.

Select matching mode

By default, PortaBilling searches for resellers by their data that starts with your input. To change the matching mode for a specific  filter, click Matching mode and select the needed  option to filter resellers records by reseller data that:

• Contains – contains your input (anywhere in the name).
• Starts with – starts with your input.
• Ends with – ends with your input.
• Exactly matches – exactly matches your input.

Filter resellers by the currency they are charged in.

• Select Any to search among all resellers, regardless of the currency they use.
• Select a specific currency from the list to search for resellers that use this currency.

Filter resellers by customer class.

• Select Any to search among resellers with any customer class assigned.
• Select a specific customer class to display resellers with this customer class assigned.

To obtain more precise results, click to open advanced search criteria.

To change the matching mode for a specific field, click Matching mode  and select the needed option to filter reseller records  by the reseller data that:

• Contains – contains your input (anywhere in a value).
• Starts with – starts with your input.
• Ends with – ends with your input.
• Exactly matches – exactly matches your input.

Filter resellers by status:

• Select Any to search among resellers with any status.
• Select Any except terminated to display all resellers except those having the Permanently terminated status.
• Select Open to display currently active resellers. This status indicates that resellers can provide services to their own customers without any restrictions.
• Select Provisionally terminated to display resellers who have no access to operations but who can be reactivated.
• Select Permanently terminated to display resellers who have no access to operations and can’t be reactivated.
• Select Suspended to display resellers who currently do not have access to operations because of an overdue invoice. Once the reseller makes a payment in an amount that covers the overdue invoice, the suspension is automatically lifted.
• Select Exported to display resellers who have been ported to a new PortaSwitch installation. For such resellers, both service provisioning and billing are stopped on the source and target systems.
• Select Export in progress (billing paused) to display resellers who are currently in the process of migration to the target system with Dual Version PortaSwitch. The billing processes for these resellers are paused: PortaBilling can’t close the billing period, calculate taxes, and generate invoices. Subscription charges won’t apply. The administrator can’t void, recalculate and re-issue invoices. However, they can change the reseller information such as contact details, credit limit, payment method, etc. The reseller can use their services and access the self-care interface (as it was on the source system before the migration). Once the migration is finished, the status is automatically changed to the customer’s pre-migration status, e.g., Active or Suspended.
• Select Spending limit reached to display resellers whose daily expenses reach the defined limit.
• Select Credit limit exceeded to display resellers whose current balance is higher than the credit limit value.

Filter resellers by their representative. Representatives work on behalf of the company, selling services for a commission that is paid by the service provider.

Other search criteria in this section relate to the reseller contact information and are self-explanatory. You can also search resellers by the information defined in custom fields. Fill in the respective search criteria fields.

Search resellers by the custom data you specified for them in custom fields.

To change the matching mode for this field, click Matching mode  and select the needed option to filter reseller records by reseller data that:

• Contains – contains your input (anywhere in a value).
• Starts with – starts with your input.
• Ends with – ends with your input.
• Exactly matches – exactly matches your input.