Vendors

A vendor is a carrier you send calls to. The vendor record holds the carrier’s currency, balance and contact data; the gateways you actually send calls to are its connections, and the prices it charges are its termination routes. One vendor can have many connections.

Where to find it

Open Vendors → Vendors in the left sidebar. The URL is /vendors.php. The screen requires system management rights; Add Vendor, editing and Delete follow the add, edit and delete rights of your access level.

Screenshot "admin-panel/vendors-list" has not been generated yet — see scripts/screenshots/screens.yml.

What you see

Column	Meaning
Name	The vendor’s name, linking to the form
Login	The vendor’s login for its own portal
Balance	What you owe the vendor, converted to your base currency. Red below zero. It goes down as you terminate calls and up when you record a payment
Currency	The vendor’s own base currency

The Vendor Name filter matches any part of the name, case-insensitively. Each row has a Connections button, a wallet icon for Add Balance, and an Actions menu with Edit, Add Balance, Connections, Login as, Preferences, Reports and Delete.

Note

Balance is shown in your base currency while Currency names the vendor’s. When the two differ, the number in the list is a conversion through your Exchange Rates; the vendor form shows the balance in the vendor’s currency.

Create a vendor

1. Click Add Vendor.
2. Enter Vendor Name. Leaving the field fills Web Login with the name without spaces and punctuation.
3. Keep the generated Web Password or type your own. Click the eye icon to reveal it; it is not shown after saving.
4. Select Base Currency: the currency of the vendor’s price list and invoices.
5. Select Time Zone and Language. Use the time zone the vendor bills you in, so that daily totals match the vendor’s invoice.
6. Leave Balance at 0 unless you already have a prepaid deposit with the carrier.
7. Click Save & Close.

Caution

Base Currency and the opening Balance cannot be changed after the vendor is created. Later balance changes go through Add Balance.

The vendor form

The form has three tabs plus a Connections tab that opens the connections list. In edit mode the stats bar shows the current Balance in the vendor’s currency.

Basic Parameters

Field	Meaning
Vendor Name	Display name. Required
Web Login	Login of the vendor’s portal, where the vendor sees its CDRs and reports. Required
Web Password	Password of that portal. Kept unchanged on edit unless you type a new one
Base Currency	Accounting currency of the vendor. Fixed after creation
Time Zone	Time zone of the vendor’s portal and reports
Language	Language of the vendor’s portal
Balance	Opening balance, creation only

Advanced Parameters

Field	Meaning
Download Format	CSV or Excel for the vendor’s file downloads
Password Policy	Policy applied to the vendor’s web password
Calls Cost	Round or Round-Up when the cost is cut to the decimal precision
Cost Decimal Precision	Number of decimals kept for the cost of each call. The default comes from System Parameters; set it to the precision of the vendor’s invoices
Calls Duration	Round or Round-Up of billed seconds

See CDR call cost rounding for what the rounding settings change.

Address Info

Company, address and contact fields: Company Name, First Name, Last Name, Address, City, Province/State, Postal Code, Country/Region, Contact, E-Mail, Phone, Fax, CC and BCC. All optional.

Record a payment, charge or credit

Click the wallet icon in the list or Actions → Add Balance:

1. Select Add Funds to record a payment you made to the vendor, Manual Charge to debit the balance, or Manual Credit to credit it without a payment.
2. Enter Amount and select the Currency. The vendor’s currency is preselected.
3. Enter Notes and confirm.

The same operations exist at the top of the edit form next to Save, where they run after the form is saved. Prefer the modal: the form’s operation is skipped silently when the page is stale, for example after the browser’s back button.

Log in as the vendor

Actions → Login as opens the vendor’s portal in a new window without a password. The portal shows the vendor’s connections, call records and reports, and under My Preferences the vendor’s own password, time zone and address.

Tip

Preferences in the Actions menu opens that same page of the vendor portal and only works inside a vendor session. Opened from your admin session it ends the session and returns you to the login page. Use Login as first.

Delete a vendor

Actions → Delete warns how many connections the vendor has and deletes them together with the vendor. Routing group entries that used those connections stop matching; review the routing groups afterwards. The vendor’s CDRs stay in the reports.

Related pages

• Connections
• Termination routes
• Routing groups
• Routing
• Vendor with a dynamic IP
• Quickstart: wholesale