X-Git-Url: http://git.freeside.biz/gitweb/?p=freeside.git;a=blobdiff_plain;f=httemplate%2Fdocs%2Fadmin.html;h=2aa934812a78c4ab45d1afcddf9834e95601a963;hp=f137188f3bc0b590aa82d2eba29bb99e5f0a92a6;hb=f822e27a1e00594332ffa487a1c284234c5580a6;hpb=db1b6ebfe35aba1f4d2580b13a0a74ac317784ba diff --git a/httemplate/docs/admin.html b/httemplate/docs/admin.html index f137188f3..2aa934812 100755 --- a/httemplate/docs/admin.html +++ b/httemplate/docs/admin.html @@ -10,55 +10,13 @@ /home/httpd/html/freeside, and your web browser's DocumentRoot is /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. -
  • Once in the Freeside web interface, you must first 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 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 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 View/Edit referrals and Add a new - referral. - -
  • 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 - (Add) to add the customer's service for this new package. - -
  • Add your own domain, and note down the assigned Service #. - -
  • Go back to View/Edit service definitions on the main menu, and - Add a new service definition with Table svc_acct. Put - the Service # for your domain in the domsvc Modifier. Set - Fixed to define a service locked-in to this domain, or Default - to define a service which may select from among this domain and the - customer's domains. +
  • 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 + which may select from among this domain and the customer's domains.
  • Create at least POP (Point of Presence) by selecting @@ -70,7 +28,13 @@
  • 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 + freeside-expiration-alerter to be run daily by cron or similar + facility. The message it sends can be configured from the + Configuration choice of the main menu as alerter_template.