Dealer master data
Here you can change your dealer information. Some are used online, so it always pays to keep them updated.
Note: Only users with the "Reseller" type can see this form.
| Field |
Field description |
| Unique ID |
Dealer ID at Uniconta |
| CVR number |
Dealer's CVR number |
| Account name |
Name of the merchant |
| Address 1 |
Dealer address |
| Address 2 |
|
| Postal code |
Dealer's postal code |
| City name |
Dealer hometown |
| Region |
Dealer's region/county |
| CountyName |
Dealer's home country |
| Heading for description |
Heading for description |
| Dealer description |
Description of the retailer |
| Logo |
Insert logo via "Attachments" and select it here. |
| Integration for subscription invoicing (Invoicing) |
|
| Invoice company |
Enter the company ID of the reseller company to which the invoices should be transferred. |
| Next invoice |
Enter the next invoice number. Only done the first time. Read more here. |
| Draft |
Not necessary to fill in. |
| Email setup |
Enter the name of the email setup to be used when sending invoices. Read more here. |
| Send as email |
Check this box to send an email to customers. |
| Contact person |
|
| Web page |
Enter the URL to the retailer's website. |
| Phone number |
Enter the dealer's phone number. |
| Email address |
Enter the reseller's email |
| Contact person |
Enter the name of the contact person at the retailer. |
Subscription billing
To use subscription billing, you need to do the following
On the Subscription, the account number of the debtor in the merchant's Uniconta accounts must be entered.
Once invoiced by Uniconta, the reseller must log in as a "Reseller"
Go to the Reseller's own company in Uniconta.
Go to the admin menu and select "Subscription invoices". Place the cursor on the top item and select "Send as email on date" in the pop-up menu. This is the send that is in the rightmost group. It chooses to send all.
Select the date and click "send all".
All invoices are now sent to the merchant's customers. Click "update" and see that the "sent" field is filled in.
Now select the menu item "Post invoice on date", select the date and select the draft in which the subscription invoices are to be posted.
Then go to the draft and post the entries
Coding of the invoice items
As it is a finance journal that posts to debtor and finance, it is the Debtor group that controls the posting. Read more
here.
The invoice attachments themselves must be found in the subscription system in the Adminstrator menu