RMH Order Processing

 Menus

 Fields

 Description

 Reseller Info

 This tab holds the Reseller information 

 Reseller Name

 Edit and Update the Name if required.

 Code

 Edit and Update the Code if required.

 Account Number#

 Edit and Update the Account Number# if required.

 Multiple Distributors

 Displays the association with the Distributor/s as assigned RMH or Distributor.

 Default Distributor

 Displays the default the Distributor as assigned RMH or Distributor.

 Credit Hold Description

 When Status is Credit Hold, you need to enter the description of Credit Hold.

 Credit Hold

 When checked, the Reseller cannot place orders.

 Turn Off Code Request Email

 When checked, the Reseller will not receive Email notifications of MLM Verification code.

 Auto Send Customer Renewal Email

 Sent Before ___ days

 You can check this option to auto send emails to customers for renewals. 

 Specify the number of days to sent Emails before the renewal date.

 Auto Renewal Order Before ___ days

 Applicable for Subscription renewals. You can specify the number of days to auto-renew the order. 

 The Auto-renewal is done for the orders before the specified days.

 Contact Info

 This tab holds the contact information

 Contact Name

 Enter the contact person's name who will be accessing the portal.

 Telephone

 Enter the telephone number with the country and area code.

 Partner Account Manager

 Select the available Partner Account Manager from the drop-down menu. 

 The Partner Account Manager will be looking after your account.

 Primary Email Address

 Enter the primary Email address to receive emails from the portal.

 Billing Email Address

 Enter the Billing Email address to receive billing/accounts related to emails from the portal.

 Address Info

 This tab holds the geo-location information, all the fields are mandatory.

 Address

 Enter the physical address of your company. 

 City

 Enter the City

 State/Region

 Enter the State or Region

 ZIP code

 Enter the ZIP code

 Country

 Select the Country from the drop-down menu.

 Payment Info

 This tab holds the Distributor and Price level information. This information is read-only

 Distributor and Price level

 The Distributor and associate Price level are displayed. 

 Company Logo

 Selection of Company Logo

 Browse

 We recommend you save a reasonably sized company logo on an easily accessible location.  

 Click on Browse and choose the logo from the location. Invoices, Emails use this logo

 EP Renewal Email  

 Message

 The Email editor customizes the Email formats related to Enhancement Plan renewals. 

 On completion, you can also test mail by clicking the Test mail button.

 With Credit Cards

 The message created here will be for customers with vaulted cards. You can use the fields to customize

 mail format like Company Logo, Customer Name, Store, and Card Info by choosing respective icons.

 Without Credit Cards

 The message created here will be for customers with vaulted cards. You can use the fields to customize 

 mail format like Company Logo, Customer Name, Store, and Card Info by choosing respective icons.

 Subscription Renewal  

 Email Message

 The Email editor customizes the Email formats related to Subscription Plan renewals. 

 On completion, you can also test mail by clicking the Test mail button.

 With Credit Cards

 The message created here will be for customers with vaulted cards. You can use the fields to customize 

 mail format like Company Logo, Customer Name, Store, and Card Info by choosing respective icons.

 Without Credit Cards

 The message created here will be for customers with vaulted cards. You can use the fields to customize

 mail format like Company Logo, Customer Name, Store, and Card Info by choosing respective icons.

 Notes

 Add

 You can add notes and view the historical messages. Enter a note and click on Add.

 Credit Card Config.

When you register with the different Payment providers, use the configuration settings provided by these Payment providers. On configuring, you can process payments. Select the desired payment provider from the drop-down menu. See details.

 Method of Taxation

 You can choose the method of taxation based on the applicable tax laws.

 Tax-Exclusive

 Choose this option when the applicable method is tax exclusive.

 Value Added Tax(VAT) or Tax-Inclusive

 Choose this option when the applicable method is tax inclusive or Value Added Tax (VAT)

 Tax/VAT/GST ID

 Enter the business Tax/VAT/GST ID

 Tax Exempt

 In case the business is exempted from Tax, check the checkbox.