X-Git-Url: http://git.freeside.biz/gitweb/?p=freeside.git;a=blobdiff_plain;f=httemplate%2Fdocs%2Fadmin.html;h=2aa934812a78c4ab45d1afcddf9834e95601a963;hp=50beafe782ce1a98e25da3f075948b3329919364;hb=f822e27a1e00594332ffa487a1c284234c5580a6;hpb=f7fd2a3e34da751cbc02bbf215e99c6dc89adc15 diff --git a/httemplate/docs/admin.html b/httemplate/docs/admin.html index 50beafe78..2aa934812 100755 --- a/httemplate/docs/admin.html +++ b/httemplate/docs/admin.html @@ -11,48 +11,8 @@ /home/httpd/html, open https://your_host/freeside/. Replace "your_host" with the name or network address of your web server.
  • Select Configuration from the main menu and update your configuration values. -
  • Next you must create a service definition. An example of a service - definition would be a dial-up account or a domain. First, it is - necessary to create a domain definition. Click on View/Edit service - definitions and Add a new service definition with Table - svc_domain (and no modifiers). -
  • 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 View/Edit package - definitions and Add a new package definition which includes - quantity 1 of the svc_domain service you created above. - -
  • 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 - View/Edit agent types and Add a new agent type. Allow this - agent type to sell the package you created above. - -
  • After creating a new agent type, you must create an agent. Click on - View/Edit agents and Add a new agent. - -
  • Set up at least one Advertising source. Advertising sources will help - you keep track of how effective your advertising is, tracking where customers - heard of your service offerings. You must create at least one advertising - source. If you do not wish to use the referral functionality, simply create - a single advertising source only. Click on View/Edit advertising - sources and Add a new advertising source. - -
  • Click on New Customer and create a new customer for your system - accounts with billing type Complimentary. - -
  • From the Customer View screen of the newly created customer, order the - package you defined above. - -
  • From the Package View screen of the newly created package, choose - (Provision) to add the customer's service for this new package. - -
  • Add your own domain. - -
  • Go back to View/Edit service definitions on the main menu, and +
  • Go to View/Edit service definitions on the main menu, and Add a new service definition with Table svc_acct. Select your domain in the domsvc Modifier. Set Fixed to define a service locked-in to this domain, or Default to define a service @@ -68,7 +28,7 @@
  • If you are using Freeside to keep track of sales taxes, define tax information for your locales by clicking on the View/Edit locales and tax - rates on the main menu. + rates on the main menu.
  • If you would like Freeside to notify your customers when their credit cards and other billing arrangements are about to expire, arrange for