X-Git-Url: http://git.freeside.biz/gitweb/?p=freeside.git;a=blobdiff_plain;f=htdocs%2Fdocs%2Fadmin.html;h=be53c09505f6c717942a35e79d4bf53cb534bd2b;hp=8adddbe92b434a3b0bbec6ac05d7d3c39d87efb2;hb=e6cf4af2b9d3ffefebe1a3e358f0674f566b56bc;hpb=a56db37c9c4566f8148dbfcc7c84ad7ad3138821 diff --git a/htdocs/docs/admin.html b/htdocs/docs/admin.html index 8adddbe92..be53c0950 100644 --- a/htdocs/docs/admin.html +++ b/htdocs/docs/admin.html @@ -4,3 +4,56 @@

Administration

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. + +
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. + +
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. + +
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. + +
After creating a new agent type, you must create an agent, and + assign the the agent type you just created to it. + +
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. + +
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. + +
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. + +
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. +

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