- representitive which would only sell regular packages of services.
-
- <li>After creating a new agent type, you must create an agent, and
- assign the the agent type you just created to it.
-
- <li>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.
-
- <li>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.
-
- <li>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.
-
- <li>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
+ <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>.
+
+ <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
+ <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
+ which may select from among this domain and the customer's domains.
+
+ <li><table><tr>
+ <td> Create at least POP (Point of Presence) by selecting
+ <u>View/Edit POPs</u> from the main menu.</td>
+ <th align="left"> OR </th>
+ <td>If you are not doing dialup, set slipip to fixed and blank for all your
+ Service Definitions which have Table <b>svc_acct</b>.</td>
+ </tr></table>
+
+ <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.
+
+ <li>If you would like Freeside to notify your customers when their credit
+ cards and other billing arrangements are about to expire, arrange for
+ <b>freeside-expiration-alerter</b> to be run daily by cron or similar
+ facility. The message it sends can be configured from the
+ <u>Configuration</u> choice of the main menu as <u>alerter_template</u>.
+