Anodot cost intelligence documentation

Resellers Custom Credits

This article describes how to add and manage Credits, and includes:

Overview of the Credits Screen

The Credits screen, as shown below, is accessed from the Partners > Credits menu. It displays your current defined reseller Credits, and enables you to add new Credits and add alerts to each Credit, as required.

partner-credits-main.png
The columns shown in the Credits screen include:

  • Credit Name: The name defined for the Credit.
  • Customer: The customer to which the Credit applies.
  • Amount: Shows the Credit amount with the utilization bar showing the current amount of Credit used.
  • Monthly limit: The current monthly limit.
  • Amount used: The current used Credit amount.
  • Amount left: The current Credit amount remaining.
  • Start month: The month from which the Credit is applicable.
  • End month: The month in which the Credit will expire.
  • Alert: The bell icon indicates if the Credit has been set with an alert.

Note that the column to the far right displays the More Info icon; when clicked you can select to clone or delete the Credit (see below for more information).

Adding Reseller Credits

To add Credits:

  1. From the Navigation Panel, click Partner > Credits.
  2. Click Add Credit to add a new Credit. The New Credit dialog is displayed.

    mceclip0.png

  3. Define the following:
    • Credit Name: Add a name for the Credit (limited to 100 characters).
    • Customers: Select the customers on which the Credit will apply; multiple customers can be selected. 
    • Service: In this section, first select to Include or Exclude services. Then select the relevant services. Note that you can select multiple services. If required, select the Exclude AWS Marketplace checkbox to exclude the AWS Marketplace from the calculated billing rule margin.
    • Amount: Set the Credit amount (in $).
    • Monthly Amount Limit: Set the monthly limit (in $). When setting this amount, the Credit margin will be limited accordingly.
    • Start - End Month: Set the Start Month and End month for the Credit's start and expiration dates.

      Note: Credits can’t be given for the previous month after the 20th of the current month.

  4. Click Save.

Once created, Credits cannot be edited but can be cloned and duplicated (with a unique name) along with its defined settings. For more information, see the following section.

 

Editing or Cloning a Credit

Existing Credits cannot be edited as this can cause misalignments in the rebilling process. In order to edit a Credit. you should clone the Credit and rename it, as described below.

To clone a Credit:

  1. From the Navigation Panel, click Partner > Credits.
  2. In the far right column of the Credit you want to clone, click the More Info icon.
  3. Select Clone.

    partner-credits-clone.png

  4. In the displayed Clone Credit dialog, as shown below, define the relevant settings. Note that the Credit Name field is automatically suffixed with "clone" to ensure the name is unique. For more information about the displayed fields, see Adding Reseller Credits.

    mceclip2.png

  5. Click Save.

Deleting a Credit

Credits can be manually deleted, as required.

To delete a Credit:

  1. From the Navigation Panel, click Partner > Credits.
  2. In the far right column of the Credit you want to delete, click the More Info icon.
  3. Select Delete Credit.

    partner-credits-delete.png

  4. In the displayed confirmation message, click Delete.

Defining Alerts for Credits

You can define alerts for Credits so that selected recipients receive notification by email:

  • When the Credit has expired.
  • When the Credit amount has been fully utilized.
  • When the utilized amount of Credit has reached a defined % threshold.

To add a new alert to a Credit:

  1. From the Navigation Panel, click Partner > Credits.
  2. In the Alert column of the Credit, you want to add an alert to, click the grayed bell icon.
    Note that a blue bell icon indicates an alert has already been defined; to edit or delete this alert, see the sections below.
  3. In the displayed popup menu, select Create Alert. The New Alert dialog is displayed, as shown below.

    partner-credits-new-alert.png

  4. Define the following:
    • Alert Credit Utilization: In this section, define the % threshold in the left box OR define the actual utilized amount in the right box. When the defined Credit reaches either threshold, notification is sent to the selected user(s).
    • Alert credit expired: Select the checkbox to send notifications when the Credit expires.
    • Alert credit completion: Select the checkbox to send notifications when the Credit amount is completed.
    • Recipients: Click My Email to add your email to the Recipients field. Alternatively, add individual email addresses as required.
  5. Click Save.

To edit or view an existing alert:

  1. From the Navigation Panel, click Partner > Credits.
  2. In the far right column of the Credit for which you want to view/editthe alert, click the blue bell icon. Then select Edit / View Alert.

    partner-credits-edit-alert.png

    Note: You can also hover over the blue bell icon to show a summary of the defined alert, as shown below.

    partner-credits-hover-alert.png
  3. In the displayed New Alert dialog, modify the relevant alert settings. For more information about the displayed fields, see the previous procedure.
  4. Click Save.

To delete an alert:

  1. From the Navigation Panel, click Partner > Credits.
  2. In the far right column of the Credit for which you want to delete the alert, click the blue bell icon. 
  3. Select Delete Alert.

    partner-credits-delete-alert.png

  4. In the displayed confirmation message, click Delete.