- Freeside Main Menu -

X-Git-Url: http://git.freeside.biz/gitweb/?p=freeside.git;a=blobdiff_plain;f=httemplate%2Findex.html;h=6cd667d8a41ab41b79ccf81052279540d986d915;hp=7354b1c00d3b93ee71d0dca64080b2f608283b4e;hb=1a033848671cad2cbe7687b37fc718b3b2a68b83;hpb=3d7644882ebf59fcac7230a408d06e7c4e1bb34b diff --git a/httemplate/index.html b/httemplate/index.html index 7354b1c00..6cd667d8a 100644 --- a/httemplate/index.html +++ b/httemplate/index.html @@ -1,100 +1,107 @@ - - - - Freeside Main Menu - - - - - -

- freeside main menu -

- version %%%VERSION%%% -
Freeside home page -
Documentation -

- -
-[ Sales / Customer service ] -[ Bookkeeping / Collections ] -[ Reports ] -[ Sysadmin ] - +<% my $conf = new FS::Conf; %> +<%= include('/elements/header.html', 'Freeside Main Menu' ) %> + +
+ +[ Sales / Customer service ] +<% if ( $conf->config('ticket_system') ) { %> + [ Support / Ticketing ] +<% } %> +[ Bookkeeping / Collections ] +[ Reports ] +[ Sysadmin ] +

Sales / Customer service
New Customer - Customer # or all customers by customer number - Last name or all customers by last name - Company or all customers by company - - Phone # - Username or all accounts by username or uid - Domain or all domains - + Customer # or all customers by customer number + Last name or all customers by last name + Company or all customers by company +<% if ( $conf->exists('address2-search') ) { %> + Unit +<% } %> + Phone # + Username or all accounts by username or uid + Domain or all domains + IP Address or all services by svcnum or address block + all mail forwards by svcnum + all virtual hosts by svcnum + all external services by svcnum

Sales / Customer service

New Customer
-
- - - - -
-
- +
+ + +<% if ( $conf->exists('address2-search') ) { %> + +<% } %> + +
+
+
+
all mail forwards by svcnum
+
all virtual hosts by svcnum
+
all external services by svcnum

+

+ +<% if ( $conf->config('ticket_system') ) { %> +[ Sales / Customer service ] +[ Support / Ticketing ] +[ Bookkeeping / Collections ] +[ Reports ] +[ Sysadmin ] + + + +

Support/Ticketing
+ <% if ( $conf->config('ticket_system') eq 'RT_Internal' ) { %> + Ticketing Main + + Reports + + Customers sorted by active tickets + + <% } else { %> + Ticketing Main + + <% } %> +

+<% } %> + -[ Sales / Customer service ] -[ Bookkeeping / Collections ] -[ Reports ] -[ Sysadmin ] - +[ Sales / Customer service ] +<% if ( $conf->config('ticket_system') ) { %> + [ Support / Ticketing ] +<% } %> +[ Bookkeeping / Collections ] +[ Reports ] +[ Sysadmin ] +

Bookkeeping / Collections
- Quick payment entry + Quick payment entry - Credit card # - Invoice # - Check # - View pending credit card batch Packages (by next bill date range) + Credit card # + Invoice # + Check # + View pending credit card batch Packages (by next bill date range) Invoice reports - Invoice event errors (failed credit cards) - open invoices (by invoice number) (by date) (by customer number) - 30 day open invoices (by invoice number) (by date) (by customer number) - 60 day open invoices (by invoice number) (by date) (by customer number) - 90 day open invoices (by invoice number) (by date) (by customer number) - 120 day open invoices (by invoice number) (by date) (by customer number) - all invoices (by invoice number) (by date) (by customer number) + open invoices (by invoice number) (by date) (by customer number) + 15 day open invoices (by invoice number) (by date) (by customer number) + 30 day open invoices (by invoice number) (by date) (by customer number) + 60 day open invoices (by invoice number) (by date) (by customer number) + 90 day open invoices (by invoice number) (by date) (by customer number) + 120 day open invoices (by invoice number) (by date) (by customer number) + all invoices (by invoice number) (by date) (by customer number) - Payments - Financial reports + Advanced invoice reports + Invoice event reports - current receivables - tax reports - credit card receipts - credit memos + All invoice events for a date range + Invoice event errors for a date range (failed credit cards, processor or printer problems, etc.) - - Administration - - View/Edit package definitions - - One or more services are grouped together into a package and - given pricing information. Customers purchase packages, not - services. - - View/Edit locales and tax rates - - Change tax rates, or break down a country into states, or a state - into counties and assign different tax rates to each. - View/Edit invoice events - Actions for overdue invoices - - + Payment report (by type and/or date range) + Credit report (by employee and/or date range) + Sales, Credits and Receipts Summary + Accounts Receivable Aging Summary + Prepaid Income (Unearned Revenue) Report + Sales Tax Liability Report +

Bookkeeping / Collections

-
Quick payment entry +
Quick payment entry
-
- - -
View pending credit card batch

Packages (by next bill date range) +
+ + +
View pending credit card batch

Packages (by next bill date range)

Invoice reports

Invoice event errors (failed credit cards) -
open invoices (by invoice number) (by date) (by customer number) -
30 day open invoices (by invoice number) (by date) (by customer number) -
60 day open invoices (by invoice number) (by date) (by customer number) -
90 day open invoices (by invoice number) (by date) (by customer number) -
120 day open invoices (by invoice number) (by date) (by customer number) -
all invoices (by invoice number) (by date) (by customer number) +
open invoices (by invoice number) (by date) (by customer number) +
15 day open invoices (by invoice number) (by date) (by customer number) +
30 day open invoices (by invoice number) (by date) (by customer number) +
60 day open invoices (by invoice number) (by date) (by customer number) +
90 day open invoices (by invoice number) (by date) (by customer number) +
120 day open invoices (by invoice number) (by date) (by customer number) +
all invoices (by invoice number) (by date) (by customer number)

- Payments -

Financial reports + Advanced invoice reports

+ Invoice event reports

- Administration -

View/Edit package definitions - - One or more services are grouped together into a package and - given pricing information. Customers purchase packages, not - services. - -
View/Edit locales and tax rates - - Change tax rates, or break down a country into states, or a state - into counties and assign different tax rates to each. -
View/Edit invoice events - Actions for overdue invoices -

-
+ Payment report (by type and/or date range) +

Credit report (by employee and/or date range) +

Sales, Credits and Receipts Summary +

Accounts Receivable Aging Summary +

Prepaid Income (Unearned Revenue) Report +

Sales Tax Liability Report +

@@ -104,50 +111,40 @@ -[ Sales / Customer service ] -[ Bookkeeping / Collections ] -[ Reports ] -[ Sysadmin ] - +[ Sales / Customer service ] +<% if ( $conf->config('ticket_system') ) { %> + [ Support / Ticketing ] +<% } %> +[ Bookkeeping / Collections ] +[ Reports ] +[ Sysadmin ] +

@@ -158,21 +155,28 @@

-[ Sales / Customer service ] -[ Bookkeeping / Collections ] -[ Reports ] -[ Sysadmin ] -

Reports

Reports
+ RADIUS sessions Auditing pre-Freeside services with no customer record unlinked accounts (by service number) (by username) (by uid) - + unlinked mail forwards (by service number) unlinked domains (by service number) (by domain) + unlinked externals (by service number) (by id) Packages all packages (by package number) - suspended packages (by package number) + suspended packages (by package number) packages with unconfigured services (by package number) - packages (by next bill date range) + packages (by next bill date range) - Invoices - - Invoice event errors (failed credit cards) - open invoices (by invoice number) (by date) (by customer number) - 30 day open invoices (by invoice number) (by date) (by customer number) - 60 day open invoices (by invoice number) (by date) (by customer number) - 90 day open invoices (by invoice number) (by date) (by customer number) - 120 day open invoices (by invoice number) (by date) (by customer number) - all invoices (by invoice number) (by date) (by customer number) - - Payments - Financial reports - - current receivables - tax reports - credit card receipts - credit memos - + Package definitions (by number of active packages) + Service definitions (by number of active services) Customers - Search customers by order-taker + Search customers by ordering employee - SQL query: `SELECT` + Zip code distribution + SQL query: `SELECT`

+ RADIUS sessions

Auditing pre-Freeside services with no customer record

unlinked accounts (by service number) (by username) (by uid) - +
unlinked mail forwards (by service number)
unlinked domains (by service number) (by domain) +
unlinked externals (by service number) (by id)

Packages

- Invoices -

Invoice event errors (failed credit cards) -
open invoices (by invoice number) (by date) (by customer number) -
30 day open invoices (by invoice number) (by date) (by customer number) -
60 day open invoices (by invoice number) (by date) (by customer number) -
90 day open invoices (by invoice number) (by date) (by customer number) -
120 day open invoices (by invoice number) (by date) (by customer number) -
all invoices (by invoice number) (by date) (by customer number) -

- Payments -

Financial reports -

+ Package definitions (by number of active packages)

+ Service definitions (by number of active services)

Customers

- + Zip code distribution

+

+[ Sales / Customer service ] +<% if ( $conf->config('ticket_system') ) { %> + [ Support / Ticketing ] +<% } %> +[ Bookkeeping / Collections ] +[ Reports ] +[ Sysadmin ] +

Sysadmin
- View active NAS ports - View pending job queue + + View pending job queue Batch import customers from CSV file Batch import charges from CSV file + Download database dump Configuration - Administration + Provisioning, services and packages View/Edit exports - Provisioning services to external machines, databases and APIs. @@ -182,31 +186,57 @@ - One or more services are grouped together into a package and given pricing information. Customers purchase packages, not services. + View/Edit package classes + - Package classes define groups of packages, for reporting and + convenience purposes. + + Resellers + View/Edit agent types - Agent types define groups of package definitions that you can then assign to particular agents. View/Edit agents - Agents are resellers of your service. Agents may be limited to a subset of your full offerings (via their type). - View/Edit advertising sources - - Where a customer heard about your service. Tracked for - informational purposes. + + Billing + + View/Edit payment gateways + - Credit card and electronic check processors + View/Edit invoice events + - Actions for overdue invoices + View/Edit prepaid cards + - View outstanding cards, generate new cards + View/Edit call rates and regions + - Manage rate plans, regions and prefixes for VoIP and call billing. View/Edit locales and tax rates - Change tax rates, or break down a country into states, or a state into counties and assign different tax rates to each. - View/Edit Access Numbers + + Dialup + + View/Edit access numbers - Points of Presence - View/Edit invoice events - Actions for overdue invoices - View/Edit message catalog - Change error messages and other customizable labels. - View/Edit custom svc_broadband fields - - Custom broadband service fields for site-specific export/informational data. - View/Edit custom router fields - - Custom router fields for site-specific export data. + + Fixed (username-less) broadband + View/Edit routers - Broadband access routers View/Edit address blocks - Manage address blocks and block assignments to broadband routers. - + + Miscellaneous + + View/Edit advertising sources + - Where a customer heard about your service. Tracked for + informational purposes. + View/Edit virtual fields + - Locally defined fields + View/Edit message catalog + - Change error messages and other customizable labels. + View/Edit inventory classes and inventory + - Setup inventory classes and stock inventory. +

Sysadmin

- View active NAS ports -
View pending job queue + + View pending job queue
Batch import customers from CSV file
Batch import charges from CSV file +
Download database dump

Configuration -

Administration +

Provisioning, services and packages

View/Edit exports - Provisioning services to external machines, databases and APIs. @@ -182,31 +186,57 @@ - One or more services are grouped together into a package and given pricing information. Customers purchase packages, not services. +
View/Edit package classes + - Package classes define groups of packages, for reporting and + convenience purposes. +

+ Resellers +

View/Edit agent types - Agent types define groups of package definitions that you can then assign to particular agents.
View/Edit agents - Agents are resellers of your service. Agents may be limited to a subset of your full offerings (via their type). -
View/Edit advertising sources - - Where a customer heard about your service. Tracked for - informational purposes. +

+ Billing +

View/Edit payment gateways + - Credit card and electronic check processors +
View/Edit invoice events + - Actions for overdue invoices +
View/Edit prepaid cards + - View outstanding cards, generate new cards +
View/Edit call rates and regions + - Manage rate plans, regions and prefixes for VoIP and call billing.
View/Edit locales and tax rates - Change tax rates, or break down a country into states, or a state into counties and assign different tax rates to each. -
View/Edit Access Numbers +

+ Dialup +

View/Edit access numbers - Points of Presence -
View/Edit invoice events - Actions for overdue invoices -
View/Edit message catalog - Change error messages and other customizable labels. -
View/Edit custom svc_broadband fields - - Custom broadband service fields for site-specific export/informational data. -
View/Edit custom router fields - - Custom router fields for site-specific export data. +

+ Fixed (username-less) broadband +

View/Edit routers - Broadband access routers
View/Edit address blocks - Manage address blocks and block assignments to broadband routers. -

+ + Miscellaneous +

View/Edit advertising sources + - Where a customer heard about your service. Tracked for + informational purposes. +
View/Edit virtual fields + - Locally defined fields +
View/Edit message catalog + - Change error messages and other customizable labels. +
View/Edit inventory classes and inventory + - Setup inventory classes and stock inventory. +

@@ -218,5 +248,6 @@

- - + +<%= include('/elements/footer.html') %> +