- Freeside Main Menu -

X-Git-Url: http://git.freeside.biz/gitweb/?a=blobdiff_plain;f=httemplate%2Findex.html;h=c8a46d08f7cc4f7487c7dadecfe06f88f976d9f3;hb=896ef9b1a5302dc2d96d351702be94184825cc91;hp=9da8dfa80e146c57441c10a3ae9129fca731423d;hpb=eaf44792a30d0e879e5ab12682d0cd07faa77380;p=freeside.git diff --git a/httemplate/index.html b/httemplate/index.html index 9da8dfa80..c8a46d08f 100644 --- a/httemplate/index.html +++ b/httemplate/index.html @@ -1,66 +1,86 @@ - - - - Freeside Main Menu - - - - - -

- -

- version %%%VERSION%%% -
Freeside home page -
Documentation -

- -
-[ Sales / Customer service ] -[ Bookkeeping / Collections ] -[ Reports ] -[ Sysadmin ] - +<% my $conf = new FS::Conf; %> +<%= include('/elements/header.html', 'Freeside Main Menu' ) %> + +
+ +[ Sales / Customer service ] +<% if ( $conf->config('ticket_system') ) { %> + [ Support / Ticketing ] +<% } %> +[ Bookkeeping / Collections ] +[ Reports ] +[ Sysadmin ] +

Sales / Customer service
New Customer - Customer # or all customers by customer number - Last name or all customers by last name - Company or all customers by company - - Phone # - Username or all accounts by username or uid - Domain or all domains + Customer # or all customers by customer number + Last name or all customers by last name + Company or all customers by company +<% if ( $conf->exists('address2-search') ) { %> + Unit +<% } %> + Phone # + Username or all accounts by username or uid + Domain or all domains + IP Address or all services by svcnum or address block all mail forwards by svcnum all virtual hosts by svcnum + all external services by svcnum

Sales / Customer service

New Customer
-
- - - - -
-
+
+ + +<% if ( $conf->exists('address2-search') ) { %> + +<% } %> + +
+
+

all mail forwards by svcnum

all virtual hosts by svcnum
+
all external services by svcnum

+

+ +<% if ( $conf->config('ticket_system') ) { %> +[ Sales / Customer service ] +[ Support / Ticketing ] +[ Bookkeeping / Collections ] +[ Reports ] +[ Sysadmin ] + + + +

Support/Ticketing
+ <% if ( $conf->config('ticket_system') eq 'RT_Internal' ) { %> + Ticketing Main + + Reports + + Customers sorted by active tickets + + <% } else { %> + Ticketing Main + + <% } %> +

+<% } %> + -[ Sales / Customer service ] -[ Bookkeeping / Collections ] -[ Reports ] -[ Sysadmin ] - +[ Sales / Customer service ] +<% if ( $conf->config('ticket_system') ) { %> + [ Support / Ticketing ] +<% } %> +[ Bookkeeping / Collections ] +[ Reports ] +[ Sysadmin ] +

Bookkeeping / Collections
- Quick payment entry + Quick payment entry - Credit card # - Invoice # - Check # + Credit card # + Invoice # + Check # View pending credit card batch Packages (by next bill date range) Invoice reports - Invoice event errors (failed credit cards, procesoor or printer problems, etc.) open invoices (by invoice number) (by date) (by customer number) 15 day open invoices (by invoice number) (by date) (by customer number) 30 day open invoices (by invoice number) (by date) (by customer number) @@ -69,33 +89,20 @@ 120 day open invoices (by invoice number) (by date) (by customer number) all invoices (by invoice number) (by date) (by customer number) - Payment report (by type and/or date range) + Advanced invoice reports + Invoice event reports + + All invoice events for a date range + Invoice event errors for a date range (failed credit cards, processor or printer problems, etc.) + + Sales, Credits and Receipts Summary + Sales report (by agent, package class and/or date range) Credit report (by employee and/or date range) - Sales, Credits and Receipts Summary - Accounts Receivable Aging Summary + Payment report (by type and/or date range) + Accounts Receivable Aging Summary Prepaid Income (Unearned Revenue) Report Sales Tax Liability Report - - Administration - - View/Edit package definitions - - One or more services are grouped together into a package and - given pricing information. Customers purchase packages, not - services. - - View/Edit locales and tax rates - - Change tax rates, or break down a country into states, or a state - into counties and assign different tax rates to each. - View/Edit invoice events - Actions for overdue invoices - -

Bookkeeping / Collections

-
Quick payment entry +
Quick payment entry
-
- - +
+ +
View pending credit card batch

Packages (by next bill date range)

Invoice reports

Invoice event errors (failed credit cards, procesoor or printer problems, etc.)
open invoices (by invoice number) (by date) (by customer number)
15 day open invoices (by invoice number) (by date) (by customer number)
30 day open invoices (by invoice number) (by date) (by customer number) @@ -69,33 +89,20 @@
120 day open invoices (by invoice number) (by date) (by customer number)
all invoices (by invoice number) (by date) (by customer number)

- Payment report (by type and/or date range) + Advanced invoice reports

+ Invoice event reports +

+ Sales, Credits and Receipts Summary +

Sales report (by agent, package class and/or date range)

Credit report (by employee and/or date range) -

Sales, Credits and Receipts Summary -

Accounts Receivable Aging Summary +

Payment report (by type and/or date range) +

Accounts Receivable Aging Summary

Prepaid Income (Unearned Revenue) Report

Sales Tax Liability Report

-

- Administration -

View/Edit package definitions - - One or more services are grouped together into a package and - given pricing information. Customers purchase packages, not - services. - -
View/Edit locales and tax rates - - Change tax rates, or break down a country into states, or a state - into counties and assign different tax rates to each. -
View/Edit invoice events - Actions for overdue invoices -

@@ -105,11 +112,14 @@ -[ Sales / Customer service ] -[ Bookkeeping / Collections ] -[ Reports ] -[ Sysadmin ] - +[ Sales / Customer service ] +<% if ( $conf->config('ticket_system') ) { %> + [ Support / Ticketing ] +<% } %> +[ Bookkeeping / Collections ] +[ Reports ] +[ Sysadmin ] +

@@ -145,11 +156,14 @@

-[ Sales / Customer service ] -[ Bookkeeping / Collections ] -[ Reports ] -[ Sysadmin ] -

Reports

Reports
@@ -117,7 +127,7 @@ Auditing pre-Freeside services with no customer record unlinked accounts (by service number) (by username) (by uid) - + unlinked mail forwards (by service number) unlinked domains (by service number) (by domain) unlinked externals (by service number) (by id) @@ -129,12 +139,13 @@ packages (by next bill date range) Package definitions (by number of active packages) - Service definitions (by number of active services) + Service definitions (by number of active services) Customers Search customers by ordering employee - SQL query: `SELECT` + Zip code distribution + SQL query: `SELECT`

@@ -117,7 +127,7 @@ Auditing pre-Freeside services with no customer record

unlinked accounts (by service number) (by username) (by uid) - +
unlinked mail forwards (by service number)
unlinked domains (by service number) (by domain)
unlinked externals (by service number) (by id)

@@ -129,12 +139,13 @@

packages (by next bill date range) Package definitions (by number of active packages)

- Service definitions (by number of active services)

+ Service definitions (by number of active services)

Customers

Search customers by ordering employee

- + Zip code distribution

+

+[ Sales / Customer service ] +<% if ( $conf->config('ticket_system') ) { %> + [ Support / Ticketing ] +<% } %> +[ Bookkeeping / Collections ] +[ Reports ] +[ Sysadmin ] +

Sysadmin
@@ -157,13 +171,13 @@ session server - View pending job queue + View pending job queue Batch import customers from CSV file Batch import charges from CSV file Download database dump Configuration - Administration + Provisioning, services and packages View/Edit exports - Provisioning services to external machines, databases and APIs. @@ -173,29 +187,57 @@ - One or more services are grouped together into a package and given pricing information. Customers purchase packages, not services. + View/Edit package classes + - Package classes define groups of packages, for reporting and + convenience purposes. + + Resellers + View/Edit agent types - Agent types define groups of package definitions that you can then assign to particular agents. View/Edit agents - Agents are resellers of your service. Agents may be limited to a subset of your full offerings (via their type). - View/Edit advertising sources - - Where a customer heard about your service. Tracked for - informational purposes. + + Billing + + View/Edit payment gateways + - Credit card and electronic check processors + View/Edit invoice events + - Actions for overdue invoices + View/Edit prepaid cards + - View outstanding cards, generate new cards + View/Edit call rates and regions + - Manage rate plans, regions and prefixes for VoIP and call billing. View/Edit locales and tax rates - Change tax rates, or break down a country into states, or a state into counties and assign different tax rates to each. + + Dialup + View/Edit access numbers - Points of Presence - View/Edit invoice events - Actions for overdue invoices - View/Edit message catalog - Change error messages and other customizable labels. - View/Edit virtual fields - - Locally defined fields + + Fixed (username-less) broadband + View/Edit routers - Broadband access routers View/Edit address blocks - Manage address blocks and block assignments to broadband routers. - + + Miscellaneous + + View/Edit advertising sources + - Where a customer heard about your service. Tracked for + informational purposes. + View/Edit virtual fields + - Locally defined fields + View/Edit message catalog + - Change error messages and other customizable labels. + View/Edit inventory classes and inventory + - Setup inventory classes and stock inventory. +

Sysadmin

@@ -157,13 +171,13 @@ session server - View pending job queue + View pending job queue
Batch import customers from CSV file
Batch import charges from CSV file
Download database dump

Configuration -

Administration +

Provisioning, services and packages

View/Edit exports - Provisioning services to external machines, databases and APIs. @@ -173,29 +187,57 @@ - One or more services are grouped together into a package and given pricing information. Customers purchase packages, not services. +
View/Edit package classes + - Package classes define groups of packages, for reporting and + convenience purposes. +

+ Resellers +

View/Edit agent types - Agent types define groups of package definitions that you can then assign to particular agents.
View/Edit agents - Agents are resellers of your service. Agents may be limited to a subset of your full offerings (via their type). -
View/Edit advertising sources - - Where a customer heard about your service. Tracked for - informational purposes. +

+ Billing +

View/Edit payment gateways + - Credit card and electronic check processors +
View/Edit invoice events + - Actions for overdue invoices +
View/Edit prepaid cards + - View outstanding cards, generate new cards +
View/Edit call rates and regions + - Manage rate plans, regions and prefixes for VoIP and call billing.
View/Edit locales and tax rates - Change tax rates, or break down a country into states, or a state into counties and assign different tax rates to each. +

+ Dialup +

View/Edit access numbers - Points of Presence -
View/Edit invoice events - Actions for overdue invoices -
View/Edit message catalog - Change error messages and other customizable labels. -
View/Edit virtual fields - - Locally defined fields +

+ Fixed (username-less) broadband +

View/Edit routers - Broadband access routers
View/Edit address blocks - Manage address blocks and block assignments to broadband routers. -

+ + Miscellaneous +

View/Edit advertising sources + - Where a customer heard about your service. Tracked for + informational purposes. +
View/Edit virtual fields + - Locally defined fields +
View/Edit message catalog + - Change error messages and other customizable labels. +
View/Edit inventory classes and inventory + - Setup inventory classes and stock inventory. +

@@ -207,5 +249,6 @@

- - + +<%= include('/elements/footer.html') %> +