diff options
author | ivan <ivan> | 2006-02-16 21:43:02 +0000 |
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committer | ivan <ivan> | 2006-02-16 21:43:02 +0000 |
commit | a2b0b3e8500b08a5cf017c85693d9649853f8569 (patch) | |
tree | ebcbc5c42fa0112e71f6afbd4c1584a4f2df676a /httemplate/docs/admin.html | |
parent | c8a6843a92a556315b85e6b3f4ed1bebdfd2e35d (diff) |
automate more of the initial data adding...
Diffstat (limited to 'httemplate/docs/admin.html')
-rwxr-xr-x | httemplate/docs/admin.html | 45 |
1 files changed, 2 insertions, 43 deletions
diff --git a/httemplate/docs/admin.html b/httemplate/docs/admin.html index 9ce259c2b..2aa934812 100755 --- a/httemplate/docs/admin.html +++ b/httemplate/docs/admin.html @@ -11,49 +11,8 @@ /home/httpd/html, open https://your_host/freeside/. Replace "your_host" with the name or network address of your web server. <li>Select <u>Configuration</u> from the main menu and update your configuration values. - <li>Next you must create a service definition. An example of a service - definition would be a dial-up account or a domain. First, it is - necessary to create a domain definition. Click on <u>View/Edit service - definitions</u> and <u>Add a new service definition</u> with <i>Table</i> - <b>svc_domain</b> (and no modifiers). - <li>Now that you have created your first service, you must create a package - including this service which you can sell to customers. Zero, one, or many - services are bundled into a package. Click on <u>View/Edit package - definitions</u> and <u>Add a new package definition</u> which includes - quantity <b>1</b> of the svc_domain service you created above. - - <li>After you create your first package, then you must define who is - able to sell that package by creating an agent type. An example of - an agent type would be an internal sales representitive which sells - regular and promotional packages, as opposed to an external sales - representitive which would only sell regular packages of services. Click on - <u>View/Edit agent types</u> and <u>Add a new agent type</u>. Allow this - agent type to sell the package you created above. - - <li>After creating a new agent type, you must create an agent. Click on - <u>View/Edit agents</u> and <u>Add a new agent</u>. - - <li>Set up at least one Advertising source. Advertising sources will help - you keep track of how effective your advertising is, tracking where customers - heard of your service offerings. You must create at least one advertising - source. If you do not wish to use the referral functionality, simply create - a single advertising source only. Click on <u>View/Edit advertising - sources</u> and <u>Add a new advertising source</u>. - - <li>Click on <u>New Customer</u> and create a new customer for your system - accounts with billing type <b>Complimentary</b>. Leave the <i>First - package</i> dropdown set to <b>(none)</b>. - - <li>From the Customer View screen of the newly created customer, order the - package you defined above. - - <li>From the Package View screen of the newly created package, choose - <u>(Provision)</u> to add the customer's service for this new package. - - <li>Add your own domain. - - <li>Go back to <u>View/Edit service definitions</u> on the main menu, and + <li>Go to <u>View/Edit service definitions</u> on the main menu, and <u>Add a new service definition</u> with <i>Table</i> <b>svc_acct</b>. Select your domain in the <b>domsvc</b> Modifier. Set <b>Fixed</b> to define a service locked-in to this domain, or <b>Default</b> to define a service @@ -69,7 +28,7 @@ <li>If you are using Freeside to keep track of sales taxes, define tax information for your locales by clicking on the <u>View/Edit locales and tax - rates</b> on the main menu. + rates</u> on the main menu. <li>If you would like Freeside to notify your customers when their credit cards and other billing arrangements are about to expire, arrange for |