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Adding a New CustomerCentreBill provides a wizard for adding anew customer. The wizard ensures sufficient information
associated with the customer is captured to enable effective billing.
Adding Contact Details
The basic information associated with the customer is added at this stage and includes:
- Type
– if CentreBill has been configured for several different classes of customers, the drop down list will display these classes
- Contact Name
– the salutation, first and last names are captured as separate fields
- Company
– the contact's company detailsABN – the companies' business number
- Position
– position held in the company
- Work, Mobile, Home Phone
– contact's phone numbers
- Delivery
– the preferred means of correspondence to the customer; defaults to email
At any stage through the wizard, the process can be cancelled. All captured data may be changed later if required.
Entering Correspondence Details
This is an optional step and includes the following:
- Letter Type
– the details for all delivery methods can be added and one of them selected as the default should paper-based delivery be required
- Fax Type
– fax details are entered and a default fax number selected
- Email Type
– several email addresses may be entered and a default selected
The only information which is required on this form is the default email address.
Adding Services
This screen is used for adding one or more services to the customer. If there are to be no services added, then this step may be skipped.
- Navigation
- services are selected from the navigation list in the left hand window; these would have been predefined in the Company Setup section
- Default Attribute
– the predefined default attributes are displayed and their values may be edited. The username and password for the service mist be entered before moving on
- Once off Charges
– these are also predefined and may be changed as required
- Other Attributes
– the list of attributes on a per service basis will be displayed. Their values will be entered as part of the service setup process
- Service Costs
– for the determination of Contribution Margin, the user may accept the default values which will be displayed or may override them
- Add
– once all attributes have been correctly entered the service is added to the service list and a second service may be added
Once all services to be allocated to the customer have been added, the Next button will step the wizard forward.
Determining Default Payment Method and Default Service
The next step is to add all the customer-specific information pertaining to billing and Web access.
- Default payment method
– this is added here and may include the credit card details supplied by the customer
- Set auto deduct
– if the customer has authorized the provider to automatically deduct all recurring charges from the provided credit card on the due date, then the check box is ticked
- Define billing day
– the default will be Anniversary on the day that the customer is added. This may be overridden to any other day and may also be set to be first of each month using the Calendar option
- Define default service for Web login
– the service to be used for logging onto the Members Area (MI3) will be displayed together with its username and password. This may be changed
if there is more than one service assigned to the customer.
Adding 'Other' Attributes Against the Customer
Just as each service has Other Attributes, so to do customers. This provides limited CRM
functionality as these attributes may be searched against in the E-lists module.If no Other Attributes are required, this step may be skipped over and the new customer record
saved. The screen will then revert back to the Contact View and will automatically load the new customer's details thereby enabling the user to perform any additional functions on the new customer.
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