X-Git-Url: http://git.freeside.biz/gitweb/?a=blobdiff_plain;f=httemplate%2Fdocs%2Fadmin.html;h=2aa934812a78c4ab45d1afcddf9834e95601a963;hb=e215fc213a1eb9a3365cecf5ce82f1a58f154cd6;hp=f137188f3bc0b590aa82d2eba29bb99e5f0a92a6;hpb=db1b6ebfe35aba1f4d2580b13a0a74ac317784ba;p=freeside.git
diff --git a/httemplate/docs/admin.html b/httemplate/docs/admin.html
index f137188f3..2aa934812 100755
--- a/httemplate/docs/admin.html
+++ b/httemplate/docs/admin.html
@@ -10,55 +10,13 @@
/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.
+
Select Configuration from the main menu and update your configuration values.
- 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).
-
- 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 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 created 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.
+ 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
+ which may select from among this domain and the customer's domains.
Create at least POP (Point of Presence) by selecting
@@ -70,7 +28,13 @@
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
+ 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.
|