Reseller eCommerce Portal Built on Zuora
Streamline Your Reseller Operations with a Customizable and Scalable Platform
Our Reseller eCommerce Portal, powered by Zuora and integrated with Subscription Factory’s Zuora Integration Platform (ZIP), offers a powerful, flexible solution for resellers and administrators to manage their customers, subscriptions, and invoices efficiently. With built-in custom logic and features designed specifically for reseller needs, this platform streamlines operations and automates crucial tasks.
Key Features at a Glance:
Admin and Reseller Sections:
- Admin Panel: Create and manage reseller accounts with ease.
- Reseller Portal: Manage customers, subscriptions, and invoices efficiently.
Product Flexibility:
- Customizable product rate plans and discount logic tailored to each reseller.
Subscription Control:
- Full management of subscriptions with upgrade/downgrade paths, auto-renew control, and seat adjustments.
Multi-Currency Support:
- Resellers can manage customers and subscriptions across multiple currencies.
Technical Framework:
- Built on Subscription Factory’s Zuora Integration Platform (ZIP) for rapid deployment and robust functionality.
Built on proven technology
Seamless integration within your landscape
IP-transferable
Features
Reseller Management
Administrators can create new reseller accounts and manage existing ones, giving them full control over reseller activities.
Customer Management
Easily create and update customer profiles.
Invoice Handling
View, download, and export all invoices as PDF or CSV files.
Subscription Management
Handle all aspects of subscriptions, including creation, discount, upgrades, downgrades, and cancellations.
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Reseller and Admin Features detailed out
Admin Section:
The Admin Panel provides comprehensive control over reseller management, ensuring that administrators can oversee and maintain all reseller activities with ease:
Create Reseller Accounts: Admins can create new reseller accounts in just a few steps, ensuring resellers are onboarded quickly and efficiently. Each reseller is set up with customizable permissions and access levels, tailored to their specific business needs.
Manage Reseller Profiles: Keep track of reseller details, including contact information, business agreements, and subscription activities. Admins can easily update or modify reseller profiles to reflect changes in status or operational scope.
Monitor Reseller Performance: Admins can view key metrics and insights into reseller activity, including the number of customers managed, active subscriptions, and billing statuses. This provides valuable oversight to ensure that resellers are meeting their targets and customers are being serviced effectively.
Reseller and Admin Features detailed out
RESELLER Section:
The Reseller Portal is designed to give resellers the autonomy to manage their own customers, subscriptions, and invoices, all within a streamlined interface:
Customer Management:
Create and Update Customers: Resellers can easily add new customers or update existing customer details such as contact information, billing preferences, and account statuses. The intuitive interface ensures that customer data is always up-to-date and accurate.
Customer Insights: View important customer information at a glance, including subscription history, upcoming renewals, and recent transactions. This feature enables resellers to proactively manage relationships and ensure customer satisfaction.
Subscription Management:
Create Subscriptions: Resellers can initiate new subscriptions for their customers by selecting from a predefined set of products and rate plans. The portal ensures that all subscriptions are created in line with the agreed product configurations and pricing rules.
Modify Subscriptions: Whether upgrading, downgrading, or adding seats, the portal provides a seamless way to manage subscription changes. Resellers are guided through the process with predefined paths, ensuring that only valid upgrades or downgrades are processed.
Auto-Renewal Control: Enable or disable auto-renew for any customer subscription, giving resellers more flexibility in managing long-term customer commitments. This feature ensures that resellers can adjust subscriptions based on customer preferences or business strategies.
Cancel Subscriptions: Resellers can quickly and easily cancel subscriptions that are no longer needed, with the system ensuring that all billing and contract terms are adhered to during the cancellation process.
Invoice Handling:
View Invoices: The portal offers a complete overview of all invoices related to a reseller’s customers, with the ability to filter and sort by various criteria, such as payment status, date range, and customer name.
Track Payment Status: Resellers can monitor which invoices have been paid and which are outstanding, helping them manage cash flow and customer relationships more effectively. Automated reminders and notifications ensure that resellers are always informed of overdue payments.
Renewal and Upsell Management:
View Invoices: The portal offers a complete overview of all invoices related to a reseller’s customers, with the ability to filter and sort by various criteria, such as payment status, date range, and customer name.
Track Payment Status: Resellers can monitor which invoices have been paid and which are outstanding, helping them manage cash flow and customer relationships more effectively. Automated reminders and notifications ensure that resellers are always informed of overdue payments.
Product Flexibility and Custom Logic
The Product Catalog is designed for maximum flexibility, allowing you to:
Create custom product configurations with dynamic fields like Term Settings and Auto-Renew Options.
Define and follow Predefined Upgrade/Downgrade Paths for subscriptions, ensuring valid transitions between products.
Manage Reseller Discounts using predefined logic tied to custom fields in Zuora’s product rate plans.
Seamless Shopping Cart Integration
The shopping cart and subscription creation are fully integrated with Zuora’s preview API:
Real-Time Calculations: All shopping cart calculations are handled by Zuora’s preview functionality to ensure accurate, real-time pricing.
Custom Logic: Business rules for product and subscription management are built into the portal, while Zuora handles the final calculation and validation of pricing.
Multi-Currency and Global Support
Resellers can manage customers in multiple currencies without complication:
Primary and Secondary Accounts: Manage accounts in various currencies, with one primary account handling all new orders.
Unified Subscription View: View all subscriptions, regardless of the currency, in one unified portal interface.
Advanced Features
Resellers can manage customers in multiple currencies without complication:
Flexible Billing Periods: Choose from monthly, annual, or multi-year terms.
Categorized Product Offers: Products are grouped into Base Products, Promotional Discounts, and Partner Margins to ensure easy management.
Min/Max Quantity Management: Prevent orders outside of defined quantity limits.
Technical Setup
Powered by Subscription Factory’s Zuora Integration Platform (ZIP), the portal is built for scalability and customization. The framework has been developed over years of experience, ensuring that any eCommerce portal using Zuora can be quickly and reliably deployed.
Summary
The Reseller eCommerce Portal offers a full suite of tools for resellers and administrators to manage their business with ease. From customer creation to subscription management, flexible discount logic, and multi-currency support, this platform provides everything you need to scale your reseller operations globally. Powered by Zuora and integrated with Subscription Factory’s ZIP, the portal ensures accurate, real-time data handling and reliable automation for billing, subscriptions, and product management.
Conclusion
Our Reseller eCommerce Portal is more than just a management tool—it’s a fully customizable platform designed to grow with your business. Whether you’re managing hundreds of customers or experimenting with new product offers, the portal’s flexibility, advanced logic, and multi-currency capabilities will give you the power to stay competitive in a dynamic market. Start empowering your resellers today with our cutting-edge solution built on Zuora.
For more information, visit Subscription Factory’s Zuora Integration Platform
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