Distributors

This panel displays a list of distributors that match your search query.

To delete a distributor, select its record from the list and click Delete in the bottom-right corner. A distributor can only be deleted if it is not assigned to any account and has no xDRs associated with it.

Specify one or more of the search criteria and click Search. If you want to stop the search, press “Esc” on the keyboard. Click More to view all available search criteria.

Click Default filters to reset search criteria to their initial values.

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 Page search settings and clear the Automatically start searching upon opening the page checkbox. The list of records won’t load until you click Search.

If the search result contains a single record, the system can open it automatically. For this, select the If the manual search produces a single result, automatically open it checkbox.

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

To configure how the search is performed, click Quick search options next to the Quick search field. To include/exclude the other criteria, select/clear the corresponding checkbox.

Choose how Quick search compares the distributor name or other criteria:

• Exact match – returns results identical to your input.
• Starts with – returns results that begin with your input.
• Contains – returns results that include your input anywhere.
• Ends with – returns results that finish with your input.

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

Filter distributors by the currency they use.

• Select Any to display all distributors regardless of the currency they use.
• Select Currency name to display distributors who use a specific currency.

Filter distributors by customer class.

• Select Any to search among distributors for whom any customer class is assigned.
• Select a specific customer class to display distributors who have a specific customer class assigned.

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

To change the matching mode for a specific field, click Matching mode and select the needed option to filter distributor records by the distributor 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 distributors by status.

Filter distributors 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 distributor contact information and are self-explanatory.

Search distributors by the custom data you specified for them in custom fields. To change the matching mode for a specific this field, click Matching mode and select the needed option to filter distributor records by distributor 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.

Each entry in the list consists of:

The icon shows the distributor’s status. Active distributors don't have a status icon.

• Closed – the distributor has been permanently terminated and is only in the database for informational/regulatory purposes. No further operations are possible with this entity.
• Blocked – the distributor has been blocked by the reseller admin; no operations are available until the reseller admin removes the block. Blocked distributors are not subject to maintenance charges but subscription fees still apply. Blocked distributors have no access to self-care pages.
• Suspended – this distributor cannot activate accounts or record payments because of an overdue invoice. Once payment is received in an amount that covers the overdue invoice, the suspension is automatically lifted.
•  Provisionally terminated – a distributor can be provisionally terminated after the grace period for paying overdue invoices has expired. When a distributor is provisionally terminated, all of their services stop, although their data remains in the database to issue an invoice for the last billing period before the day of termination. You can reactivate a distributor’s record if they change their mind later on. The default period for reactivation is 30 days. You can change this in the customer class. If not reactivated, a distributor’s status automatically changes to Closed.
• Credit exceeded – this status means that the distributor’s current balance is higher than the credit limit value. The distributor must submit the payment to continue their operations in PortaBilling.
• Suspension lifted – a distributor receives this status after you delay their suspension manually. Services are temporarily available until the date you specify in the Lift the suspension until field.
• Payment frozen – a distributor's auto-payment is suspended due to repeated errors (e.g., credit card cancellation).
• Exported – this distributor has been ported to another installation in Dual Version PortaSwitch. A distributor with this exported status is not operational here. Their data is kept for backup.

The distributor name, which is also a link that redirects you to the edit distributor page.

The xDR history for a specific distributor. The xDRs are data records that include billing information related to selling products and refilling customer balances.

The currency in which the distributor is charged.

The balance shows the amount of money a distributor owes you.

The credit limit set for the distributor. When the distributor’s balance reaches that credit limit, they are no longer allowed to activate accounts until they top up his balance for already activated accounts. The credit limit reduces your risk of loss in case the distributor goes out of business.

The percentage that the distributor receives upon activating accounts.

The percentage that the distributor receives upon refilling customer balances.

• Change table settings – click Settings in the title bar to customize columns and change row style.
• Re-order the columns – drag-and-drop the column headers right or left to place the columns in the order you want.
• Re-order the rows – click Arrow (or ) next to the column header to re-sort the rows. For example, the Name panel displays distributors in alphabetical order. You can re-sort them in the reverse order.
• Change the default number of results globally – use the Rows per page dropdown list in the lower right corner to adjust the maximum number of rows that appear on the panel. By default, the panel displays 25 rows.