Castor Group Level in the portal for billing purposes
Clients will go under this level. Implementations will need to know who to bill when setting up each client since they are/can be different.
Known clients:
Reseller - Renovo - Castor is going to do the funding, invoicing and funding would go through Castor
Directly - Aura - this would be invoiced directly.
CVS - funding and invoicing via CVS
Sales will need to provide the following information for each client in Salesforce:
1.Product - Corporate Payments Mastercard - CT2 LAP
Digital or Physical - who will be ordering them.
2.Pricing
Billed/Invoiced Castor or Client Directly
3.Point of Contact
Need Castor Contact to send ID's to?
Need Client Contact to set up in the portal?
Who is the funder?
Castor or Client
Castor clients that want to do physical - if they want to do physical first, they have to go through the portal.
Castor will need to know the API ID’s associated to each client, this will need to be established on who we need to send this to via email at Castor.
API and SFTP How To (API IDs and SFTP set up)
API ID’s:
CPID/ROW ID:
Product ID:
Customer ID:
Funding ID:
Client ID:
Subprogram ID:
Package ID :