2. System Navigation
The Navigation bar of BluSynergy helps you to get around the system easily.
Fig 2.0 shows the BluSynergy navigation bar
Home button takes you to the home screen of the dashboard where they get a quick overview of the recent activities in the system.
The system shows how many new customer were added, payment received/declined, invoices raised and the plans and charges pie chart shows how well the plans are performing.
Fig 2.1 shows the graphical representation of new customers added
The left and right navigation buttons will show a quick snapshot of the customers, orders, invoices and payments. you can click on each of these tabs and overview the activities and also view details of everyone the items in each of the tabs. The view for these graphs can be changed from Monthly to a Daily view and viceversa
Fig 2.2 shows the snapshot view of different tabs
The Customers tab on the Navigation bar lets you add a new customer manually, add multiple customers, orders, invoices, plans and charges and payments using the csv upload feature, group multiple customers, view overdue payments for the customers (if any) and make batch payments.
Fig 2.3 shows the Customer tab and its contents
The Plans tab on the Navigation bar lets you add Plans & Charges for the products sold. It also enables you to create Promo codes (one time and recurring) using Promotions.
Fig 2.4 shows the Plans tab
Billing Cycles are periodically scheduled by the System to process active orders and generate invoices. View billing cycles shows the recent billing cycles, manual billing enables you do a billing run manually by passing the right dates, Redo Master bill enables you to run the billing run again for the given billing ids for all customers or a particular customer, account/erp integration allows you to import/export the customers, orders, invoices and payments from/into the integrated application Eg: Quickbooks or Salesforce. Manual payment is where Payment will be attempted on all outstanding invoices that have reached their due date and/or retry schedule (provided a valid payment method is on file for the customer). Manual batch Cycle will check the jobs you wish to run manually, then select the simulated date on which to run. Batch Printing will initiate a batch print file request. Qualifying invoices generated between these dates will be processed into a single zip file once the job completes.
Fig 2.5 shows the Billing Cycles dropdown
The Commissions tab is used to add Sales Agents, group the sales agents into multiple sales agent groups, introduce commission plans which lets you specify the amount and duration of the commissions, view commissions where batch shows the payments associated with this disbursement, do a manual commission run where Invoices with Invoice Dates within the date range specified below will be scanned for commissions payable.
Fig 2.6 shows the Commissions tab dropdown
Reports will allow you to view the report or save it as a PDF or spreadsheet. Options to filter the output are available for each report.
System will allow you configure One Time activities like configure the Payment Processor, Email Configuration, Set Up Invoice Templates, Create staff members, Notifications..etc
Fig 2.7 shows the System tab dropdown