CustomerCustomer is the entity for which Invoices are generated and from whom Payments are received. Managing customers by creating new customers and editing existing customers is straightforward. The Customer here is a company and the Contact is the person within the company. Quick guide to create a Customer
Fig 4.0 shows the navigational path for Creating a customer
Fig 4.1 shows the fields for Creating a customer
Fig 4.2 shows the path to store the address of a customer
Fig 4.3 shows the customer profile after a customer is created Note: Not all the fields are mandatory. A customer can be created just by entering only the compulsory fields. For a B2C customer, the mandatory Company Name field can be removed by changing the profile settings in System>>Customer Care>>Customer Settings Exercise 2 – Create a sample Customer relevant to your organization. [5 minutes] OrdersAn order is an association between a Plan and a Customer; it indicates that the Customer wishes to subscribe to a particular subscription Plan and provides the terms around it such as the start and end dates, the quantities involved, etc. The Order is a one-time act, and the resulting invoices generated are periodic occurrences resulting from the Order. One customer may purchase more than one Plan by placing multiple Orders (for example a customer may buy a voice plan and a separate data plan in the case of a telecom provider). Each Order is associated with exactly one Plan. Quick guide to create an Order:
Fig 4.4 shows the customer search
Fig 4.5 shows the New Order button
Fig 4.6 shows the Order dropdown
Fig 4.7 shows the Charges details
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