X-Git-Url: http://git.freeside.biz/gitweb/?a=blobdiff_plain;f=httemplate%2Fdocs%2Fadmin.html;h=2aa934812a78c4ab45d1afcddf9834e95601a963;hb=a284ef4c8d9d43db336a77db4c34996344cd5717;hp=50beafe782ce1a98e25da3f075948b3329919364;hpb=0ebeec96313dd7edfca340f01f8fbbbac1f4aa1d;p=freeside.git
diff --git a/httemplate/docs/admin.html b/httemplate/docs/admin.html
index 50beafe78..2aa934812 100755
--- a/httemplate/docs/admin.html
+++ b/httemplate/docs/admin.html
@@ -11,48 +11,8 @@
/home/httpd/html, open https://your_host/freeside/. Replace
"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. 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).
- 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. 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 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.
-
- From the Customer View screen of the newly created customer, order the
- package you defined above.
-
- From the Package View screen of the newly created package, choose
- (Provision) to add the customer's service for this new package.
-
- Add your own domain.
-
- Go back to View/Edit service definitions on the main menu, and
+ Go to View/Edit service definitions on the main menu, and
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
@@ -68,7 +28,7 @@
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.
+ 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