Step-by-Step Guide for Resellers to Register a New Client on their Platform

Step-by-Step Guide for Resellers to Register a New Client on their Platform

Overview

As a Fiscal Harmony reseller, you unlock exclusive benefits, high-profit potential and the opportunity to grow your business portfolio with our industry-leading software solutions. Our program equips you with expert training and dedicated marketing support to drive your success. By offering trusted software alongside tailored customisation, training, and ongoing support, you can enhance customer experiences and strengthen long-term relationships. This guide walks you through a seamless onboarding process for your clients.
 

Prerequisites

To follow through with this guide, you need to:
  1. Become a Fiscal Harmony Reseller (You can become a Reseller by following the Reseller Guide).

Step-by-Step Process

Step 1. Initial Client Setup

  1. Send an Excel template to your client for data collection.
  2. Once you receive the customer details, select the ‘Add new Fiscal Device’ option in the ‘Manage Devices’ tab.
  3. The client serial number will be auto-filled and will be added to the device details.
    1. Manage Devices.png
    3. Serial Number Add.png
 

Step 2. Verification with ZIMRA

  1. Send the customer details, including the serial number, to ZIMRA for verification.
  2. Wait for device approval from ZIMRA before proceeding.

Step 3. Adding a New Device

  1. Once approved, navigate to “Add New Fiscal Device” once again.
  2. Replace the serial number with the one you previously submitted to ZIMRA.
  3. Input additional required details:
    1. TIN and VAT Number
    2. Taxpayer Name and Trade Name
    3. Device ID and Activation Key from ZIMRA
  4. Click “Save Device” once completed.

2. Add New Fiscal Device.png
 

Step 4. Assigning the Device to a User

  1. Go to ‘Manage Users’ in the left panel menu.
  2. Click ‘Add a New User’ to create a user account for device assignment.
  3. Enter all the details required for the user. E.g. ‘Full Name,’ ‘Username,’ ‘Email,’ and their ‘Role’.
  4. Click ‘Create User’ after completing.
    5. Adding a new user.png
    6. Adding a new user 2.png
 

Step 5. Email Verification

  1. Ensure the email address used for the new user matches the address on the Excel template.
  2. The new user will receive a link sent to their email address for them to set a new password.
  3. The user will have to follow the prompts to set their new password.

Step 6. Finalising User Assignment

  1. Return to the ‘Manage Devices’ tab on the left panel to assign the new user to the device.
  2. Click ‘Save’ to complete the assignment process.
7. Back to Manage Device to assign the user.png
 

Next Steps

  1. Stay Informed:
    Regularly check your portal for updates and changes to the Reseller Agreement.
  2. Leverage Support:
    Utilise the training and marketing support provided by Fiscal Harmony.
  3. Comply Strictly:
    Adhere to all Fiscal Harmony policies and guidelines to ensure a smooth partnership.
 

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