The distributor console and orders

If you resell Sefthy through a network of partners, the Console gives you your own area, Distribution. From there you sell to partners, follow their licenses and see what you owe Sefthy at the end of the month. The end customer never appears in your orders, the partner handles them in their own console.

What the menu holds

• Orders, everything you have sold, with the status of each order.
• Partners, the list of the partners you serve and their profile.
• Channel DRs, the Disaster Recovery instances born from your orders, when the partner has granted access.
• Expiries, the licenses about to run out.
• Stock, the physical connectors of the channel with their serials.
• Economics, the statement towards Sefthy.

Partners, expiries, stock and statement are covered in Partners, expiry dates, stock and statement.

Creating an order

1. From Orders press New order. A three step wizard opens, with the quote always visible on the right.
2. In the Partner step pick the partner from the list. If it is a new one, open New partner and fill in business name, VAT number, first and last name of the contact and the email. On creation the partner gets a verification email to activate their console access, and stays selected on the order.
3. In the Products and prices step you set the quantities on the catalog, split into DR plans (Sefthy Mini, Sefthy, Sefthy Pro) and Cloud Storage (Sefthy Archive, per TB). The line price is the fee you pay Sefthy. It starts from the List price and can only go down, never up.
4. On DR plans you also choose how it is paid. Monthly fee, or a prepaid license of 12, 24 or 36 months, for which you pay 11, 21 and 30 months.
5. Check the Live quote. It shows the monthly recurring, the one-off total, the requested discount and the first month pro-rata, computed with the same formula the statement will use.
6. In the Summary step read the lines again. If you applied a discount, write why in the Note for approval, then press Send order.

You land on the order detail, with its number, the lines, the status timeline and the notes.

What happens next

With no discount the order is born Active and the services are provisioned right away. With at least one line below list price it stays Pending approval and nothing is provisioned until Sefthy decides. If the discount is rejected you get an email with the reason, the order moves to Discount rejected, nothing is charged and no service is active. You can redo it with revised prices.

Once the order is active, monthly DR plans become DRs available to the partner, while prepaid licenses land in their Licenses page. The partner spends them when setting up a new DR, or chains them to an already licensed DR to renew it. A license that is never spent activates on its own after two months. The partner side is in Channel licences, activating a DR with a voucher.

The physical connector is not ordered from this wizard. It goes through Stock.