From 51984ac3d3da3006809c6866fdecd4ad83610731 Mon Sep 17 00:00:00 2001 From: ivan Date: Mon, 30 Jul 2001 07:36:04 +0000 Subject: templates!!! --- httemplate/docs/admin.html | 59 ++++++++++++++++++++++++++++++++++++++++++++++ 1 file changed, 59 insertions(+) create mode 100755 httemplate/docs/admin.html (limited to 'httemplate/docs/admin.html') diff --git a/httemplate/docs/admin.html b/httemplate/docs/admin.html new file mode 100755 index 000000000..be53c0950 --- /dev/null +++ b/httemplate/docs/admin.html @@ -0,0 +1,59 @@ + + Administration + + +

Administration

+ + + + -- cgit v1.2.1 From 1e4aa8069f25e1b4101da20bb9e0d3f60357ea52 Mon Sep 17 00:00:00 2001 From: ivan Date: Tue, 4 Sep 2001 14:44:07 +0000 Subject: new admin documentation, quick one-pkg order --- httemplate/docs/admin.html | 96 +++++++++++++++++++++++++++------------------- 1 file changed, 57 insertions(+), 39 deletions(-) (limited to 'httemplate/docs/admin.html') diff --git a/httemplate/docs/admin.html b/httemplate/docs/admin.html index be53c0950..7f053ed2f 100755 --- a/httemplate/docs/admin.html +++ b/httemplate/docs/admin.html @@ -8,52 +8,70 @@
  • Open up the root of the Freeside document tree in your web browser. For example, if you created the Freeside document tree in /home/httpd/html/freeside, and your web browser's DocumentRoot is - /home/httpd/html, open http://your_host/freeside/. Replace + /home/httpd/html, open https://your_host/freeside/. Replace "your_host" with the name or network address of your web server.
  • Once in the Freeside web interface, you must first create a - service. An example of a service would be a dial-up account or a - hosted virtual domain. - -
  • After you create your first service or services, you must then - create a package of that service or services which you will sell to - your customer. To allow flexibility in changing your service - offerings, Freeside requires that you bundle your services into a - package before customers may purchase them. For instance, you could - create a leased line package which would consist of a one-time - charge for the customer premise equipment, the monthly service fee - for the leased line, a backup dial-up account, and a support - contract. You could also create a leased line package which omits - the support contract simply by adding a new package that does not - include the support contract. - + service definition. An example of a service definition would be a dial-up + account or a domain. For starters, it is necessary to create a domain + definition. Click on View/Edit service definitions and + Add a new service definition with Table svc_domain + (and no modifiers). + +
  • 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 View/Edit package + definitions and Add a new package definition which includes + quantity 1 of the svc_domain service you created above. +
  • 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. - -
  • After creating a new agent type, you must create an agent, and - assign the the agent type you just created to it. - -
  • If the service you created was of type svc_acct, you may have to - create a POP from the main menu before you can create your first new - customer. - -
  • If you are using Freeside to keep track of sales taxes, you must - define tax information for your locale by clicking on the "View/Edit - locales and tax rates" link on the Freeside main menu. - -
  • Finally, set up at least one referral by clicking on the - "View/Edit referrals" link in the Freeside main menu. Referrals - will help you keep track of how effective your advertising is, by - helping you keep track of where customers heard of your service - offerings. You must create at least one referral. If you do not wish to - use the referral functionality, simply create a single referral only. - -
  • You should now be ready to sign up your first customer by - clicking on the "New Customer" link at the top of the Freeside main - menu. + representitive which would only sell regular packages of services. Click on + View/Edit agent types and Add a new agent type. Allow this + agent type to sell the package you created above. + +
  • After creating a new agent type, you must create an agent. Click on + View/Edit agents and Add a new agent. + +
  • Set up at least one referral. Referrals will help you keep track of how + effective your advertising is, by helping you keep track of where customers + heard of your service offerings. You must create at least one referral. If + you do not wish to use the referral functionality, simply create a single + referral only. Click on View/Edit referrals and Add a new + referral. + +
  • Click on New Customer and create a new customer for your system + accounts with billing type Complimentary. + +
  • From the Customer View screen of the newly created customer, order the + package you defined above. + +
  • From the Package View screen of the newly cretaed package, choose + (Add) to add the customer's service for this new package. + +
  • Add your own domain, and note down the assigned Service #. + +
  • Go back to View/Edit service definitions on the main menu, and + Add a new service definition with Table svc_acct. Put + the Service # for your domain in the domsvc Modifier. Set + Fixed to define a service locked-in to this domain, or Default + to define a service which may select from among this domain and the + customer's domains. + +
  • + + + +
    Create at least POP (Point of Presence) by selecting + View/Edit POPs from the main menu. OR If you are not doing dialup, set slipip to fixed and blank for all your + Service Definitions which have Table svc_acct.
    + +
  • If you are using Freeside to keep track of sales taxes, define tax + information for your locales by clicking on the View/Edit locales and tax + rates on the main menu. + -- cgit v1.2.1 From db1b6ebfe35aba1f4d2580b13a0a74ac317784ba Mon Sep 17 00:00:00 2001 From: ivan Date: Tue, 4 Sep 2001 15:12:29 +0000 Subject: tyop --- httemplate/docs/admin.html | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) (limited to 'httemplate/docs/admin.html') diff --git a/httemplate/docs/admin.html b/httemplate/docs/admin.html index 7f053ed2f..f137188f3 100755 --- a/httemplate/docs/admin.html +++ b/httemplate/docs/admin.html @@ -48,7 +48,7 @@
  • From the Customer View screen of the newly created customer, order the package you defined above. -
  • From the Package View screen of the newly cretaed package, choose +
  • From the Package View screen of the newly created package, choose (Add) to add the customer's service for this new package.
  • Add your own domain, and note down the assigned Service #. -- cgit v1.2.1 From edda09a317f5dfef05fb8906f28531ec6f4b0927 Mon Sep 17 00:00:00 2001 From: ivan Date: Tue, 30 Oct 2001 11:47:54 +0000 Subject: whew more install docs and automation --- httemplate/docs/admin.html | 13 ++++++------- 1 file changed, 6 insertions(+), 7 deletions(-) (limited to 'httemplate/docs/admin.html') diff --git a/httemplate/docs/admin.html b/httemplate/docs/admin.html index f137188f3..1dab439e1 100755 --- a/httemplate/docs/admin.html +++ b/httemplate/docs/admin.html @@ -10,13 +10,12 @@ /home/httpd/html/freeside, and your web browser's DocumentRoot is /home/httpd/html, open https://your_host/freeside/. Replace "your_host" with the name or network address of your web server. - -
  • Once in the Freeside web interface, you must first create a - service definition. An example of a service definition would be a dial-up - account or a domain. For starters, it is necessary to create a domain - definition. Click on View/Edit service definitions and - Add a new service definition with Table svc_domain - (and no modifiers). +
  • Select Configuration from the main menu and update your configuration values. +
  • Next you must create a service definition. An example of a service + definition would be a dial-up account or a domain. For starters, it is + necessary to create a domain definition. Click on View/Edit service + definitions and Add a new service definition with Table + svc_domain (and no modifiers).
  • 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 -- cgit v1.2.1 From 04ccbc0a0d5a09a8522427bcb278fa1b96826d74 Mon Sep 17 00:00:00 2001 From: ivan Date: Tue, 12 Feb 2002 05:58:42 +0000 Subject: fixes: bug#331 --- httemplate/docs/admin.html | 11 +++++------ 1 file changed, 5 insertions(+), 6 deletions(-) (limited to 'httemplate/docs/admin.html') diff --git a/httemplate/docs/admin.html b/httemplate/docs/admin.html index 1dab439e1..16d492095 100755 --- a/httemplate/docs/admin.html +++ b/httemplate/docs/admin.html @@ -50,14 +50,13 @@
  • From the Package View screen of the newly created package, choose (Add) to add the customer's service for this new package. -
  • Add your own domain, and note down the assigned Service #. +
  • Add your own domain.
  • Go back to View/Edit service definitions on the main menu, and - Add a new service definition with Table svc_acct. Put - the Service # for your domain in the domsvc Modifier. Set - Fixed to define a service locked-in to this domain, or Default - to define a service which may select from among this domain and the - customer's domains. + Add a new service definition with Table svc_acct. + Select your domain in the domsvc Modifier. Set Fixed to define + a service locked-in to this domain, or Default to define a service + which may select from among this domain and the customer's domains.
  • Create at least POP (Point of Presence) by selecting -- cgit v1.2.1 From a6aa711eb82626bfab39902a6c4d785f3f533ef4 Mon Sep 17 00:00:00 2001 From: jeff Date: Wed, 6 Mar 2002 22:44:14 +0000 Subject: billing expiration alerts --- httemplate/docs/admin.html | 6 ++++++ 1 file changed, 6 insertions(+) (limited to 'httemplate/docs/admin.html') diff --git a/httemplate/docs/admin.html b/httemplate/docs/admin.html index 16d492095..64da760f3 100755 --- a/httemplate/docs/admin.html +++ b/httemplate/docs/admin.html @@ -70,6 +70,12 @@ information for your locales by clicking on the View/Edit locales and tax rates on the main menu. +
  • If you would like Freeside to notify your customers when their credit + cards and other billing arrangements are about to expire, arrange for + freeside-expiration-alerter to be run daily by cron or similar + facility. The message it sends can be configured from the + Configuration choice of the main menu as alerter_template. + -- cgit v1.2.1 From a04483b3b0114792e7ae73f28ae0d2e6ebe77e98 Mon Sep 17 00:00:00 2001 From: ivan Date: Tue, 26 Mar 2002 12:35:25 +0000 Subject: s/Add/Provision/ --- httemplate/docs/admin.html | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) (limited to 'httemplate/docs/admin.html') diff --git a/httemplate/docs/admin.html b/httemplate/docs/admin.html index 64da760f3..17cd62a92 100755 --- a/httemplate/docs/admin.html +++ b/httemplate/docs/admin.html @@ -48,7 +48,7 @@ package you defined above.
  • From the Package View screen of the newly created package, choose - (Add) to add the customer's service for this new package. + (Provision) to add the customer's service for this new package.
  • Add your own domain. -- cgit v1.2.1 From 8ea299358401bea12bef7c2dd1841cef3cf45c20 Mon Sep 17 00:00:00 2001 From: ivan Date: Wed, 27 Mar 2002 05:36:10 +0000 Subject: s/referral/advertising source/ yes, the name sucks. got a better one? --- httemplate/docs/admin.html | 12 ++++++------ 1 file changed, 6 insertions(+), 6 deletions(-) (limited to 'httemplate/docs/admin.html') diff --git a/httemplate/docs/admin.html b/httemplate/docs/admin.html index 17cd62a92..0093fd2b7 100755 --- a/httemplate/docs/admin.html +++ b/httemplate/docs/admin.html @@ -34,12 +34,12 @@
  • After creating a new agent type, you must create an agent. Click on View/Edit agents and Add a new agent. -
  • Set up at least one referral. Referrals will help you keep track of how - effective your advertising is, by helping you keep track of where customers - heard of your service offerings. You must create at least one referral. If - you do not wish to use the referral functionality, simply create a single - referral only. Click on View/Edit referrals and Add a new - referral. +
  • 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 View/Edit advertising + sources and Add a new advertising source.
  • Click on New Customer and create a new customer for your system accounts with billing type Complimentary. -- cgit v1.2.1 From f36b6a178c9811357ff5d5291874aa239d22bc2a Mon Sep 17 00:00:00 2001 From: ivan Date: Sat, 4 May 2002 15:00:18 +0000 Subject: schema changes for proper texas tax --- httemplate/docs/admin.html | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) (limited to 'httemplate/docs/admin.html') diff --git a/httemplate/docs/admin.html b/httemplate/docs/admin.html index 0093fd2b7..50beafe78 100755 --- a/httemplate/docs/admin.html +++ b/httemplate/docs/admin.html @@ -12,7 +12,7 @@ "your_host" with the name or network address of your web server.
  • Select Configuration from the main menu and update your configuration values.
  • Next you must create a service definition. An example of a service - definition would be a dial-up account or a domain. For starters, it is + definition would be a dial-up account or a domain. First, it is necessary to create a domain definition. Click on View/Edit service definitions and Add a new service definition with Table svc_domain (and no modifiers). -- cgit v1.2.1 From 65df0ae34aec352b80fc16209dbcdd1f4748c4db Mon Sep 17 00:00:00 2001 From: ivan Date: Tue, 8 Nov 2005 02:16:28 +0000 Subject: bah --- httemplate/docs/admin.html | 3 ++- 1 file changed, 2 insertions(+), 1 deletion(-) (limited to 'httemplate/docs/admin.html') diff --git a/httemplate/docs/admin.html b/httemplate/docs/admin.html index 50beafe78..9ce259c2b 100755 --- a/httemplate/docs/admin.html +++ b/httemplate/docs/admin.html @@ -42,7 +42,8 @@ sources and Add a new advertising source.
  • Click on New Customer and create a new customer for your system - accounts with billing type Complimentary. + accounts with billing type Complimentary. Leave the First + package dropdown set to (none).
  • From the Customer View screen of the newly created customer, order the package you defined above. -- cgit v1.2.1