Customers
In Customer section, user can view list of Verified, Unverified and Rejected customers created in the system. The list of Customers will have CIN No., Customer Name, Customer email, Account Creation Date, Category (Post Paid/Advance Paid) and Status of the customer.
Contents
Customer Search
Using search, existing Verified/Unverified and Rejected customers can be searched.
Customer Detailed View & Actions
Details of a customer can be viewed by clicking on the customer from the Customer List.
The Customer Detailed view is divided into two Sections: CIN No. and Account No.
The CIN section is associated to customer while Account section is associated to accounts within the customer.
Customer
Below the CIN No., user can view the followings:
- Customer's Image
- Name
- Status(Verified/Rejected)
- Category(Postpaid/Advance paid)
- Create Account
By clicking on Create Account, user can create accounts within a customer. User can also create account hirearchy(Parent accounts and associated child accounts).
Steps to be followed:
Step 1: Click on create Account, the page will be redirected to New Account form.
Step 2: Enter the Parent Account number under which the new account (child account) will be created. Mark Yes if the new account will be applicable for billing and NO if the successive parent account is to be applicable for billing.
Step 3: Add Account Attribute. Click on Save.
At the right, User can view the Customer Details: Basic Information, Attributes, Documents, Feedback and Auto payment to the Customer:
- Basic Information: To view Customer's Basic information including Email, Contact number, Billing Address, Shipping Address, Office Address, Billing Frequency, Preferred Bill Cycle, Date of creation, Start day and Stop day of their service. User can edit the Customer's information by clicking on Edit and save the changes.
- Attributes: To view the list of Customer attributes. User can edit/add Attributes by clicking on Edit. Attribute Data can also be added through the settings. If any of the Customer attribute is set to mandatory it will be applied for all the Customers.
- Documents: To view the Identification detail and Other details linked to the customer. At the right of each identification detail, there are two options to view and edit the document. To edit the document: click on the pencil icon, an Add/edit Document form will appear, from there edit and save the Changes. Similarly, to add another document, click on Add Button, enter document type, upload the file and Save the document.
- Accounts: To view the list of accounts and total outstanding within the Customer. The status of an account will remain pending in case no product has been allocated to it. Once a product is allocated to the customer the status of the account becomes Active.
Customer Basic Information
Customer Attributes
Customer Documents
Customer Document upload
Account
In this section, user can view the followings:
Account Number and Account Name : To view the list of Accounts under the customer.
By clicking on an Account Number, the following information will be displayed :
- Basic information: This tab will contain all basic information of the account : CIN, Parent Account No., Created on, Start Date, Stop date, Reason, Status, Net Outstanding and Parent account number. An account with no associated parent account will have ‘-1 ‘ value. In the basic information tab, there are four action-items that can be performed on the customer: Edit, Deactivate, Reactivate and Deallocate.
- Edit button will take the user to the edit form where user can edit account information.
- Suspend is to suspend the account and all of its offerings. Suspend button is enabled when the account is in active state. An account is activated after a product is allocated to the customer for the first time.
- Reactivate is to reactivate a suspended account. The Reactivate button is enabled only when a account is suspended.
- Deallocate is to permanently deallocate the account.
- Attributes: Here user can view attributes associated to the account. To add/delete attribute, user can click on Edit and it will take to Edit Account Attribute form, where user can save the changes.
- Subscriptions: Here the user can manage the Customer's Subscriptions. User can view/allocate/deallocate/suspend or reactivate the account’s offerings.
- Child Account: Here the user can view the list of the associated child accounts. By clicking on any of the child account user can view it's associated Account details.
- Invoice Payments: User can view the account's past Invoices and Payments.
- Ledger: It shows the net balance for the account as well as list of all financial transactions (Invoice, Upfront Charges, Payments, Adjustments, Refunds) for that account in descending order of transaction date. Following details is shown for each transaction -
- Transaction Id
- Transaction Date
- Transaction Type - (Invoice/Upfront Charges/Payments/Adjustments/Refunds/Chargebacks/Disputes)
- Transaction Category - (Debit/Credit)
- Transaction Amount (+ve value for debit transactions and -ve value for credit transactions)
- Remarks
- Mod By
The transaction list for an account can be filtered based on date range and transaction type (Payments/Invoices/Upfront Charges/Adjustments/Chargebacks/Disputes/All). Filtering based on date range retrieves transaction for that account done between (from and to date inclusive) the date range.
Additionally there is an option to search transactions by transaction id.
If there is no filtration set, it retrieves and show all types of transactions for that account for the last 6 months. In other words, by default the date range filter is set as From date being a date six months ago and To date being today’s date and transaction type is set as ‘All’.
There is a button beside a payment transaction in the ledger screen to record a reversal/chargeback request for that payment transaction.
On clicking the button, a popup window opens, here the user can enter chargeback details.
User needs to enter the remarks and save the chargeback request. Once the remark is saved the Save button gets disabled.
Initially Accept and Reject buttons are disabled. Only save and cancel buttons are enabled. Saving a remark saves the chargeback request against the payment transaction and initiates the chargeback process. Clicking cancel does not save anything and closes the window. Saving a chargeback request sends an email to a pre-configured email distribution list. The email should contain the account number and transaction id for which chargeback has been created.
When a user opens the chargeback screen for a payment record already having a chargeback request initiated against it - the save button is disabled and Accept and Reject buttons are enabled. The remark entered is shown below along with the id of the user who entered the remarks and date time on which it was entered.
- Accept Chargeback: Users need to add a relevant remark and accept the Chargeback. Accepting chargeback passes a post-bill debit adjustment on the account with an adjustment amount the same as the payment amount. The Adjustment name should be ‘Payment Chargeback Adjustment’. The remarks entered should be saved as adjustment remarks. Once a chargeback is accepted it is closed for future modifications.
- Reject Chargeback: Users may also reject a chargeback request. Users need to add a relevant remark and reject the Chargeback. Rejecting a chargeback will save the remarks against the chargeback request and the request will be closed for any future modifications.
Once a chargeback request has been accepted or rejected, there can not be any further changes to it. Opening the chargeback details screen for a payment for which the chargeback was either accepted or rejected all the buttons should be disabled except Cancel. The remarks entered earlier during chargeback request creation and acceptance/rejection should be visible in read only mode.
Note: Chargeback can not be raised on payments older than X days. X to be configured Multiple chargebacks can not be created on the same payment.
- Subscription History: Here user can view of all transactions/actions performed by the user against the account number. The event history will be displayed in an order from newest to oldest. The user can select the year for which he/she wants to view the subscription history. Each event will have date and time of the action performed. User can further view the details of the event by clicking on the dropdown Event Details.
- Documents: It is used to maintain account-specific documents. It can be used to upload and view any type of document(Not any specific document like ‘ID proof’ at Customer Level). At the right of each identification detail, there are two options to view and edit the document. To edit the document: click on the Add button, an Add/Edit Document form will appear, from there Add/edit the document and save the details.
- Workflow:
Customer's Subscriptions
The Subscription tab contains allocated offerings of an Account. User can view existing subscribed offerings and add new Bundles, Products, Add-ons and Discounts to the account's offering.
Here the user can perform several actions like View/Allocate/Deallocate/Suspend or Reactivate the account’s offerings.
To Allocate a product to the account Number the steps to be followed :
Step 1: From the the list of offerings, click on the product item to be allocated (Add Bundle/Add Product/Add Add-on/Add Discount). The page will be redirected to Available products.
Step 2: From Available Products, select the products to be allocated, and click add to cart.
Step 3: To view the cart, click on View Cart at the right of Allocated Offerings.
Step 4: Below the Offerings in Cart, user can view the list of products and associated charges. Also, the user can delete any Product before making final purchase.
Step 5: By clicking on purchase, a confirmation dialogue box will appear, from there click on ‘Confirm Purchase’.
In the list of allocated offerings, status of each allocated product will show Active.
User can Suspend an allocated active product by selecting the product and click on suspend, the user will have to provide a reason for suspension of product, and click submit.
To Reactivate a product, user will select the suspended product and click on Reactivate, followed by providing reason for Reactivation, and click submit.
To Deallocate a product, user will select among allocated active product and click on Deallocate followed by providing a reason, and click submit.
Note: * For each action on a product (Active/Suspend/Reactivate/Deallocate), will change the status of the account offerings, with provided reason (if any).
Allocating product to account
View cart and make purchase
Customer's Invoice and Payments
User can view Account's past Invoices and payments.
To view the details of past invoices, user will select the bill period from the drop-down. Below, user can view the deleted invoice along with an attachment of it's PDF. From there if the user wish, they can download the PDF file.
In Payment tab, user can view past payments made by the customer. All recent payment will be shown at the top.
View Past Invoice
Past Payments
Customer Creation
On clicking ‘Create New’ button, a customer creation page will be displayed.
Before creating a New Customer, user can verify for an Existing Customer by providing CIN or Email id of the customer. If the customer is already present in the system, the below information boxes will be filled with the customer's details.
To create a new customer, following basic information should be provided :
- Company/Customer Name
- Contact Number
- Customer Type
- Bill Frequency
- Preferred Bill cycle (applicable only if the Anniversary billing is set to No)
- Billing Address
- Shipping Address
- Office Address
- Identification Detail
- Account Information
Additional attributes can also be added to the customer-
- If there is any system defined mandatory attribute at Customer level, it will be displayed here and it needs to be filled up.
- If required, user can further provide values for optional attributes.
- Additionally new attributes can also be entered with their value.
Note: All such new attributes will also be stored in attribute master.
After entering all the details, user can click on the Save button to create the customer. On successful customer creation, a success message is displayed along with customer's account no.
Customer Modification
On clicking ‘Edit’ button at the right section of selected customer, user can update the customer details. User can update the following basic information:
- Contact Number
- Billing Address
- Shipping Address
- Office Address
User can update customer attribute details as well:
- The value can be changed of already existing attribute.
- New attribute can also be added.
- Optional attributes can be removed.
After changing the details as required, user can click on the Save button to store it permanently.
Bulk Customer Upload
On clicking ‘Upload Customer', the user can upload customers in bulk. The customer data can be uploaded using excel or csv files only. The first row of the file should have all fields as specified in the Create Customer form with all the optional and necessary fields.
After uploading the file, user can view and modify the data if required. Once the user clicks Save button, all customers are created. Each newly created customer is assigned a new Account No.
Bulk Customer Creation
