<body>
<h1>Administration</h1>
</body>
+<ul>
+ <li>Open up the root of the Freeside document tree in your web
+ browser. For example, if you created the Freeside document tree in
+ /home/httpd/html/freeside, and your web browser's DocumentRoot is
+ /home/httpd/html, open http://your_host/freeside/. Replace
+ "your_host" with the name or network address of your web server.
+
+ <li>Once in the Freeside web interface, you must first create a
+ service. An example of a service would be a dial-up account or a
+ hosted virtual domain.
+
+ <li>After you create your first service or services, you must then
+ create a package of that service or services which you will sell to
+ your customer. To allow flexibility in changing your service
+ offerings, Freeside requires that you bundle your services into a
+ package before customers may purchase them. For instance, you could
+ create a leased line package which would consist of a one-time
+ charge for the customer premise equipment, the monthly service fee
+ for the leased line, a backup dial-up account, and a support
+ contract. You could also create a leased line package which omits
+ the support contract simply by adding a new package that does not
+ include the support contract.
+
+ <li>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.
+
+ <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.
+</ul>
+</body>
+</html>
projects / freeside.git / blobdiff