/home/httpd/html, open https://your_host/freeside/. Replace
"your_host" with the name or network address of your web server.
<li>Select <u>Configuration</u> from the main menu and update your configuration values.
- <li>Next you must 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 <u>View/Edit service
- definitions</u> and <u>Add a new service definition</u> with <i>Table</i>
- <b>svc_domain</b> (and no modifiers).
- <li>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 <u>View/Edit package
- definitions</u> and <u>Add a new package definition</u> which includes
- quantity <b>1</b> of the svc_domain service you created above.
-
- <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. Click on
- <u>View/Edit agent types</u> and <u>Add a new agent type</u>. Allow this
- agent type to sell the package you created above.
-
- <li>After creating a new agent type, you must create an agent. Click on
- <u>View/Edit agents</u> and <u>Add a new agent</u>.
-
- <li>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 <u>View/Edit referrals</u> and <u>Add a new
- referral</u>.
-
- <li>Click on <u>New Customer</u> and create a new customer for your system
- accounts with billing type <b>Complimentary</b>.
-
- <li>From the Customer View screen of the newly created customer, order the
- package you defined above.
-
- <li>From the Package View screen of the newly created package, choose
- <u>(Add)</u> to add the customer's service for this new package.
-
- <li>Add your own domain, and note down the assigned <b>Service #</b>.
-
- <li>Go back to <u>View/Edit service definitions</u> on the main menu, and
- <u>Add a new service definition</u> with <i>Table</i> <b>svc_acct</b>. Put
- the <b>Service #</b> for your domain in the <b>domsvc</b> Modifier. Set
- <b>Fixed</b> to define a service locked-in to this domain, or <b>Default</b>
- to define a service which may select from among this domain and the
- customer's domains.
+ <li>Go to <u>View/Edit service definitions</u> on the main menu, and
+ <u>Add a new service definition</u> with <i>Table</i> <b>svc_acct</b>.
+ Select your domain in the <b>domsvc</b> Modifier. Set <b>Fixed</b> to define
+ a service locked-in to this domain, or <b>Default</b> to define a service
+ which may select from among this domain and the customer's domains.
<li><table><tr>
<td> Create at least POP (Point of Presence) by selecting
<li>If you are using Freeside to keep track of sales taxes, define tax
information for your locales by clicking on the <u>View/Edit locales and tax
- rates</b> on the main menu.
+ rates</u> on the main menu.
+
+ <li>If you would like Freeside to notify your customers when their credit
+ cards and other billing arrangements are about to expire, arrange for
+ <b>freeside-expiration-alerter</b> to be run daily by cron or similar
+ facility. The message it sends can be configured from the
+ <u>Configuration</u> choice of the main menu as <u>alerter_template</u>.
</ul>
</body>
projects / freeside.git / blobdiff