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Adding New Services to an Existing CustomerAssigning Default Attribute Values
When
selecting the New button in the service list in the bottom window, the top window will display the services tree structure as previously configured. The user will then expand the tree and select a service Item, or Plan,
to add to the customer. This is shown below.
The user will then make any changes to the default attribute values and add any new values as required (e.g. username and password).
Modifying Once-off Charges
The next step is to review the once-off charges and make any changes as required. The sales
representative may have offered a reduced connection fee in which case that will be reflected here.
The user may also choose to exclude a certain charge altogether by un-checking the tick box next to
the charge item.
Assigning Other Attributes
As part of the services setup process, the opportunity exists to enter all values against each of the
Other Attributes defined for the service being entered.
Allocating Service Costs
The final step is to verify and/or modify the costs associated with the service being added. This
information will be used to determine the Contribution Margin the service contributes to the overall profitability of the company.
Once the user is satisfied that all the information has been correctly entered, the service is Saved and is made available for billing purposes. |
