httemplate/index.html

   1 <!-- mason kludge -->
   2 <% my $conf = new FS::Conf; %>
   3 <HTML>
   4   <HEAD>
   5     <TITLE>
   6       Freeside Main Menu
   7     </TITLE>
   8   </HEAD>
   9   <BODY BGCOLOR="#FFFFFF">
  10   <table width="100%">
  11     <tr>
  12       <td rowspan=2>
  13         <IMG BORDER=0 ALT="freeside" SRC="images/small-logo.png">
  14       </td>
  15       <td align=left rowspan=2> <!-- valign="top" -->
  16         <font size=7>Billing</font>
  17       </td>
  18       <td align=right valign=top>Logged in as <b><%= getotaker %></b>
  19       </td>
  20     </tr>
  21     <tr>
  22       <td align=right valign=bottom>
  23
  24         <table>
  25           <tr>
  26             <td align=right>
  27               <FONT SIZE="-2">
  28                Freeside <%= $FS::VERSION %><BR>
  29                <A HREF="http://www.sisd.com/freeside">Freeside&nbsp;home&nbsp;page</A><BR>
  30                <A HREF="docs/">Documentation</A><BR>
  31               </FONT>
  32             </td>
  33             <% if ( $conf->config('ticket_system') eq 'RT_Internal' ) { %>
  34             <% eval "use RT;"; %>
  35               <td bgcolor=#000000></td>
  36               <td align=left>
  37                 <FONT SIZE="-2">
  38                  RT <%= $RT::VERSION %><BR>
  39                  <A HREF="http://www.bestpractical.com/rt">RT&nbsp;home&nbsp;page</A><BR>
  40                  <A HREF="http://wiki.bestpractical.com/">Documentation</A><BR>
  41                 </FONT>
  42               </td>
  43             <% } %>
  44
  45           </tr>
  46         </table>
  47
  48       </td>
  49     </tr>
  50   </table>
  51
  52   <BR>
  53
  54
  55 [<A NAME="customer_service" style="background-color: #cccccc">&nbsp;Sales&nbsp;/&nbsp;Customer&nbsp;service&nbsp;</A>]
  56 <% if ( $conf->config('ticket_system') ) { %>
  57   [&nbsp;<A HREF="#ticketing">Support&nbsp;/&nbsp;Ticketing</A>&nbsp;]
  58 <% } %>
  59 [&nbsp;<A HREF="#bookkeeping">Bookkeeping&nbsp;/&nbsp;Collections</A>&nbsp;]
  60 [&nbsp;<A HREF="#reports">Reports</A>&nbsp;]
  61 [&nbsp;<A HREF="#sysadmin">Sysadmin</A>&nbsp;]
  62     <TABLE CELLSPACING=2 CELLPADDING=0 BORDER=0" WIDTH="100%" BGCOLOR="#eeeeee">
  63     <TR><TH BGCOLOR="#cccccc">Sales / Customer service</TH></TR>
  64     <TR><TD>
  65         <BR><FONT SIZE="+1"><A HREF="edit/cust_main.cgi">New Customer</A></FONT>
  66         <BR>
  67         <BR><FORM ACTION="search/cust_main.cgi" METHOD="POST"><INPUT TYPE="hidden" NAME="custnum_on" VALUE="1">Customer # <INPUT TYPE="text" NAME="custnum_text"><INPUT TYPE="submit" VALUE="Search"> or <A HREF="search/cust_main.cgi?browse=custnum">all customers by customer number</A></FORM>
  68         <FORM ACTION="search/cust_main.cgi" METHOD="POST"><INPUT TYPE="hidden" NAME="last_on" VALUE="1">Last name <INPUT TYPE="text" NAME="last_text"><SELECT NAME="last_type"><OPTION SELECTED VALUE="All">(all)</OPTION><OPTION>Fuzzy<OPTION>Substring</OPTION><OPTION>Exact</OPTION></SELECT><INPUT TYPE="submit" VALUE="Search"> or <A HREF="search/cust_main.cgi?browse=last">all customers by last name</A></FORM>
  69         <FORM ACTION="search/cust_main.cgi" METHOD="POST"><INPUT TYPE="hidden" NAME="company_on" VALUE="1">Company <INPUT TYPE="text" NAME="company_text"><SELECT NAME="company_type"><OPTION SELECTED VALUE="All">(all)</OPTION><OPTION>Fuzzy<OPTION>Substring</OPTION><OPTION>Exact</OPTION></SELECT><INPUT TYPE="submit" VALUE="Search"> or <A HREF="search/cust_main.cgi?browse=company">all customers by company</A></FORM>
  70 <!--        <FORM ACTION="search/cust_main.cgi" METHOD="POST"><INPUT TYPE="hidden" NAME="address2_on" VALUE="1">Unit <INPUT TYPE="text" NAME="address2_text"><INPUT TYPE="submit" VALUE="Search"></FORM>-->
  71         <FORM ACTION="search/cust_main.cgi" METHOD="POST"><INPUT TYPE="hidden" NAME="phone_on" VALUE="1">Phone # <INPUT TYPE="text" NAME="phone_text"><INPUT TYPE="submit" VALUE="Search"></FORM>
  72         <BR><FORM ACTION="search/svc_acct.cgi" METHOD="POST">Username <INPUT TYPE="text" NAME="username"><SELECT NAME="username_type"><OPTION VALUE="All">(all)</OPTION><OPTION>Fuzzy</OPTION><OPTION>Substring</OPTION><OPTION SELECTED>Exact</OPTION></SELECT><INPUT TYPE="submit" VALUE="Search"> or <A HREF="search/svc_acct.cgi?username">all accounts by username</A> or <A HREF="search/svc_acct.cgi?uid">uid</A></FORM>
  73         <BR><FORM ACTION="search/svc_domain.cgi" METHOD="POST">Domain <INPUT TYPE="text" NAME="domain"><INPUT TYPE="submit" VALUE="Search"> or <A HREF="search/svc_domain.cgi?domain">all domains</A></FORM>
  74         <BR><FORM ACTION="search/svc_broadband.cgi" METHOD="POST">IP Address <INPUT TYPE="text" NAME="ip_addr"><INPUT TYPE="submit" VALUE="Search"> or <A HREF="search/svc_broadband.cgi?svcnum">all services by svcnum</A> or <A HREF="search/svc_broadband.cgi?blocknum">address block</A></FORM>
  75         <BR><A HREF="search/svc_forward.cgi?svcnum">all mail forwards by svcnum</A><BR>
  76         <BR><A HREF="search/svc_www.cgi?svcnum">all virtual hosts by svcnum</A><BR>
  77         <BR><A HREF="search/svc_external.cgi?svcnum">all external services by svcnum</A><BR>
  78       <BR>
  79     </TD></TR>
  80     </TABLE>
  81
  82     <BR><BR><BR>
  83
  84 <% if ( $conf->config('ticket_system') ) { %>
  85
  86 [&nbsp;<A HREF="#customer_service">Sales&nbsp;/&nbsp;Customer&nbsp;service</A>&nbsp;]
  87 [<A NAME="ticketing" style="background-color: #cccccc">&nbsp;Support&nbsp;/&nbsp;Ticketing&nbsp;</A>]
  88 [&nbsp;<A HREF="#bookkeeping">Bookkeeping&nbsp;/&nbsp;Collections</A>&nbsp;]
  89 [&nbsp;<A HREF="#reports">Reports</A>&nbsp;]
  90 [&nbsp;<A HREF="#sysadmin">Sysadmin</A>&nbsp;]
  91     <TABLE CELLSPACING=2 CELLPADDING=0 BORDER=0" WIDTH="100%" BGCOLOR="#eeeeee">
  92     <TR><TH BGCOLOR="#cccccc">Support/Ticketing</TH></TR>
  93     <TR><TD>
  94         <BR><FONT SIZE="+1"><A HREF="rt/">Ticketing Main</A></FONT>
  95         <BR>
  96     </TD></TR>
  97     </TABLE>
  98
  99     <BR><BR><BR>
 100
 101 <% } %>
 102
 103
 104 [&nbsp;<A HREF="#customer_service">Sales&nbsp;/&nbsp;Customer&nbsp;service</A>&nbsp;]
 105 <% if ( $conf->config('ticket_system') ) { %>
 106   [&nbsp;<A HREF="#ticketing">Support&nbsp;/&nbsp;Ticketing</A>&nbsp;]
 107 <% } %>
 108 [<A NAME="bookkeeping" style="background-color: #cccccc">&nbsp;Bookkeeping&nbsp;/&nbsp;Collections&nbsp;</A>]
 109 [&nbsp;<A HREF="#reports">Reports</A>&nbsp;]
 110 [&nbsp;<A HREF="#sysadmin">Sysadmin</A>&nbsp;]
 111     <TABLE CELLSPACING=2 CELLPADDING=0 BORDER=0 WIDTH="100%" BGCOLOR="#eeeeee">
 112     <TR><TH BGCOLOR="#cccccc">Bookkeeping / Collections</TH></TR>
 113     <TR><TD>
 114       <BR><A HREF="search/cust_main-quickpay.html">Quick payment entry</A>
 115       <BR>
 116       <BR><FORM ACTION="search/cust_main.cgi" METHOD="POST">Credit card # <INPUT TYPE="hidden" NAME="card_on" VALUE="1"><INPUT TYPE="text" NAME="card"><INPUT TYPE="submit" VALUE="Search"></FORM>
 117       <FORM ACTION="search/cust_bill.html" METHOD="POST">Invoice # <INPUT TYPE="text" NAME="invnum" SIZE="8"><INPUT TYPE="submit" VALUE="Search"></FORM>
 118       <FORM ACTION="search/cust_pay.cgi" METHOD="POST">Check # <INPUT TYPE="text" NAME="payinfo" SIZE="8"><INPUT TYPE="hidden" NAME="payby" VALUE="BILL"><INPUT TYPE="submit" VALUE="Search"></FORM>
 119       <BR><A HREF="browse/cust_pay_batch.cgi">View pending credit card batch</A>      <BR><BR><A HREF="search/cust_pkg_report.cgi">Packages (by next bill date range)</A>
 120       <BR><BR>Invoice reports
 121             <UL>
 122               <LI><a href="search/cust_bill_event.html">Invoice event errors (failed credit cards, procesoor or printer problems, etc.)</a>
 123               <LI>open invoices (<A HREF="search/cust_bill.html?OPEN_invnum">by invoice number</A>) (<A HREF="search/cust_bill.html?OPEN_date">by date</A>) (<A HREF="search/cust_bill.html?OPEN_custnum">by customer number</A>)
 124               <LI>15 day open invoices (<A HREF="search/cust_bill.html?OPEN15_invnum">by invoice number</A>) (<A HREF="search/cust_bill.html?OPEN15_date">by date</A>) (<A HREF="search/cust_bill.html?OPEN15_custnum">by customer number</A>)
 125               <LI>30 day open invoices (<A HREF="search/cust_bill.html?OPEN30_invnum">by invoice number</A>) (<A HREF="search/cust_bill.html?OPEN30_date">by date</A>) (<A HREF="search/cust_bill.html?OPEN30_custnum">by customer number</A>)
 126               <LI>60 day open invoices (<A HREF="search/cust_bill.html?OPEN60_invnum">by invoice number</A>) (<A HREF="search/cust_bill.html?OPEN60_date">by date</A>) (<A HREF="search/cust_bill.html?OPEN60_custnum">by customer number</A>)
 127               <LI>90 day open invoices (<A HREF="search/cust_bill.html?OPEN90_invnum">by invoice number</A>) (<A HREF="search/cust_bill.html?OPEN90_date">by date</A>) (<A HREF="search/cust_bill.html?OPEN90_custnum">by customer number</A>)
 128               <LI>120 day open invoices (<A HREF="search/cust_bill.html?OPEN120_invnum">by invoice number</A>) (<A HREF="search/cust_bill.html?OPEN120_date">by date</A>) (<A HREF="search/cust_bill.html?OPEN120_custnum">by customer number</A>)
 129               <LI>all invoices (<A HREF="search/cust_bill.html?invnum">by invoice number</A>) (<A HREF="search/cust_bill.html?date">by date</A>) (<A HREF="search/cust_bill.html?custnum">by customer number</A>)
 130             </UL>
 131       <A HREF="search/report_cust_pay.html">Payment report (by type and/or date range)</A>
 132       <BR><BR><A HREF="search/report_cust_credit.html">Credit report (by employee and/or date range)</A>
 133       <BR><BR><A HREF="graph/money_time.cgi">Sales, Credits and Receipts Summary</A>
 134       <BR><BR><A HREF="search/report_receivables.cgi">Accounts Receivable Aging Summary</A>
 135       <BR><BR><A HREF="search/report_prepaid_income.html">Prepaid Income (Unearned Revenue) Report</A>
 136       <BR><BR><A HREF="search/report_tax.html">Sales Tax Liability Report</A>
 137       <BR><BR>
 138       <CENTER><HR WIDTH="94%" NOSHADE></CENTER><BR>
 139       <A NAME="admin">Administration</a>
 140         <ul>
 141           <LI><A HREF="browse/part_pkg.cgi">View/Edit package definitions</A>
 142             - One or more services are grouped together into a package and
 143               given pricing information.  Customers purchase packages, not
 144               services.
 145 <!--          <LI><A HREF="browse/agent_type.cgi">View/Edit agent types</A>
 146             - Agent types define groups of package definitions that you can
 147               then assign to particular agents.
 148           <LI><A HREF="browse/agent.cgi">View/Edit agents</A>
 149             - Agents are resellers of your service.  Agents may be limited
 150               to a subset of your full offerings (via their type).
 151 -->
 152           <LI><A HREF="browse/cust_main_county.cgi">View/Edit locales and tax rates</A>
 153             - Change tax rates, or break down a country into states, or a state
 154               into counties and assign different tax rates to each.
 155           <LI><A HREF="browse/part_bill_event.cgi">View/Edit invoice events</A> - Actions for overdue invoices
 156         </ul>
 157       <BR>
 158     </TD></TR>
 159     </TABLE>
 160
 161
 162
 163     <BR><BR><BR>
 164
 165
 166
 167 [&nbsp;<A HREF="#customer_service">Sales&nbsp;/&nbsp;Customer&nbsp;service</A>&nbsp;]
 168 <% if ( $conf->config('ticket_system') ) { %>
 169   [&nbsp;<A HREF="#ticketing">Support&nbsp;/&nbsp;Ticketing</A>&nbsp;]
 170 <% } %>
 171 [&nbsp;<A HREF="#bookkeeping">Bookkeeping&nbsp;/&nbsp;Collections</A>&nbsp;]
 172 [<A NAME="reports" style="background-color: #cccccc">&nbsp;Reports&nbsp;</A>]
 173 [&nbsp;<A HREF="#sysadmin">Sysadmin</A>&nbsp;]
 174     <TABLE CELLSPACING=2 CELLPADDING=0 BORDER=0 WIDTH="100%" BGCOLOR="#eeeeee">
 175     <TR><TH BGCOLOR="#cccccc">Reports</TH></TR>
 176     <TR><TD>
 177       <BR>
 178       <A HREF="search/sqlradius.html">RADIUS sessions</A><BR><BR>
 179       Auditing pre-Freeside services with no customer record
 180       <UL>
 181         <LI>unlinked accounts (<A HREF="search/svc_acct.cgi?UN_svcnum">by service number</A>) (<A HREF="search/svc_acct.cgi?UN_username">by username</A>) (<A HREF="search/svc_acct.cgi?UN_uid">by uid</A>)
 182 <!--        <LI>unlinked mail forwards (<A HREF="search/svc_forward.cgi?UN_svcnum">by service number</A>) (by ?)) -->
 183         <LI>unlinked domains (<A HREF="search/svc_domain.cgi?UN_svcnum">by service number</A>) (<A HREF="search/svc_domain.cgi?UN_domain">by domain</A>)
 184         <LI>unlinked externals (<A HREF="search/svc_external.cgi?UN_svcnum">by service number</A>) (<A HREF="search/svc_external.cgi?UN_id">by id</A>)
 185       </UL>
 186       Packages
 187       <UL>
 188         <LI><A HREF="search/cust_pkg.cgi?pkgnum">all packages (by package number)</A>
 189         <LI><A HREF="search/cust_pkg.cgi?magic=suspended">suspended packages (by package number)</A>
 190         <LI><A HREF="search/cust_pkg.cgi?APKG_pkgnum">packages with unconfigured services (by package number)</A>
 191         <LI><A HREF="search/cust_pkg_report.cgi">packages (by next bill date range)</A>
 192       </UL>
 193       <A HREF="browse/part_pkg.cgi?active=1">Package definitions (by number of active packages)</A><BR><BR>
 194       <A HREF="browse/part_svc.cgi?active=1">Service definitions (by number of active services)</A><BR><BR>
 195     Customers
 196       <UL>
 197         <LI><A HREF="search/cust_main-otaker.cgi">Search customers by ordering employee</A>
 198       </UL>
 199     <FORM ACTION="search/sql.html" METHOD="POST">SQL query: <TT>SELECT </TT><INPUT TYPE="text" NAME="sql" SIZE=32><INPUT TYPE="submit" VALUE="Query"></FORM>
 200
 201     <BR>
 202     </TD></TR>
 203     </TABLE>
 204
 205
 206
 207     <BR><BR><BR>
 208
 209
 210 [&nbsp;<A HREF="#customer_service">Sales&nbsp;/&nbsp;Customer&nbsp;service</A>&nbsp;]
 211 <% if ( $conf->config('ticket_system') ) { %>
 212   [&nbsp;<A HREF="#ticketing">Support&nbsp;/&nbsp;Ticketing</A>&nbsp;]
 213 <% } %>
 214 [&nbsp;<A HREF="#bookkeeping">Bookkeeping&nbsp;/&nbsp;Collections</A>&nbsp;]
 215 [&nbsp;<A HREF="#reports">Reports</A>&nbsp;]
 216 [<A NAME="sysadmin" style="background-color: #cccccc">&nbsp;Sysadmin&nbsp;</A>]
 217     <TABLE CELLSPACING=2 CELLPADDING=0 BORDER=0 WIDTH="100%" BGCOLOR="#eeeeee">
 218     <TR><TH BGCOLOR="#cccccc">Sysadmin</TH></TR>
 219     <TR><TD>
 220       <BR>
 221       <!-- <BR>View active NAS ports:
 222         <A HREF="browse/nas.cgi">session server</A>
 223         <!-- or <A HREF="browse/nas-sqlradius.cgi">RADIUS</A>
 224       <BR> -->
 225       <A HREF="browse/queue.cgi">View pending job queue</A>
 226       <BR><A HREF="misc/cust_main-import.cgi">Batch import customers from CSV file</A>
 227       <BR><A HREF="misc/cust_main-import_charges.cgi">Batch import charges from CSV file</A>
 228       <BR><A HREF="misc/dump.cgi">Download database dump</A>
 229       <BR><BR><CENTER><HR WIDTH="94%" NOSHADE></CENTER><BR>
 230       <A NAME="config" HREF="config/config-view.cgi">Configuration</a><!-- - <font size="+2" color="#ff0000">start here</font> -->
 231       <BR><BR><A NAME="admin">Administration</a>
 232         <ul>
 233           <LI><A HREF="browse/part_export.cgi">View/Edit exports</A>
 234             - Provisioning services to external machines, databases and APIs.
 235           <LI><A HREF="browse/part_svc.cgi">View/Edit service definitions</A>
 236             - Services are items you offer to your customers.
 237           <LI><A HREF="browse/part_pkg.cgi">View/Edit package definitions</A>
 238             - One or more services are grouped together into a package and
 239               given pricing information.  Customers purchase packages, not
 240               services.
 241           <LI><A HREF="browse/agent_type.cgi">View/Edit agent types</A>
 242             - Agent types define groups of package definitions that you can
 243               then assign to particular agents.
 244           <LI><A HREF="browse/agent.cgi">View/Edit agents</A>
 245             - Agents are resellers of your service.  Agents may be limited
 246               to a subset of your full offerings (via their type).
 247           <LI><A HREF="browse/part_referral.cgi">View/Edit advertising sources</A>
 248             - Where a customer heard about your service.  Tracked for
 249               informational purposes.
 250           <LI><A HREF="browse/cust_main_county.cgi">View/Edit locales and tax rates</A>
 251             - Change tax rates, or break down a country into states, or a state
 252               into counties and assign different tax rates to each.
 253           <LI><A HREF="browse/svc_acct_pop.cgi">View/Edit access numbers</A>
 254             - Points of Presence
 255           <LI><A HREF="browse/part_bill_event.cgi">View/Edit invoice events</A> - Actions for overdue invoices
 256           <LI><A HREF="browse/msgcat.cgi">View/Edit message catalog</A> - Change error messages and other customizable labels.
 257     <LI><A HREF="browse/part_virtual_field.cgi">View/Edit virtual fields</A>
 258           - Locally defined fields
 259           <LI><A HREF="browse/router.cgi">View/Edit routers</A>
 260           - Broadband access routers
 261           <LI><A HREF="browse/addr_block.cgi">View/Edit address blocks</A>
 262           - Manage address blocks and block assignments to broadband routers.
 263           <LI><A HREF="browse/rate.cgi">View/Edit call rates and regions</A>
 264           - Manage rate plans, regions and prefixes for VoIP and call billing.
 265         </ul>
 266         <BR>
 267       </TD></TR>
 268       </TABLE>
 269       <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
 270       <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
 271       <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
 272       <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
 273       <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
 274       <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
 275       <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
 276       <BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR><BR>
 277   </BODY>
 278 </HTML>