Difference between revisions of "Emersion Videos"
From Emersion
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|Products | |Products | ||
|[[Products|Importing an inventory]] | |[[Products|Importing an inventory]] | ||
| − | | | + | |If you have been given the ability to manage your inventory, you may need to use the bulk upload feature. |
|Systems Administrators | |Systems Administrators | ||
|- | |- | ||
|Finance | |Finance | ||
| − | |[[Managing invoices and cardlines]] | + | |[[InvoiceCardlineManagement|Managing invoices and cardlines]] |
|How to manage invoices and cardlines - relevant for you billing your customers and, if applicable, your downstream service providers billing theirs. | |How to manage invoices and cardlines - relevant for you billing your customers and, if applicable, your downstream service providers billing theirs. | ||
|Accounts staff, Finance users | |Accounts staff, Finance users | ||
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|Finance | |Finance | ||
| − | |[[Payment Import]] | + | |[[Bulk_Imports|Payment Import]] |
| − | |How to import payments into | + | |How to import payments into Emersio using the Bulk Import function. This allows you to import payment details received from external sources, e.g. BPAY etc |
|Accounts staff, Finance users | |Accounts staff, Finance users | ||
|- | |- | ||
|Products | |Products | ||
| − | |[[Mapping Products]] | + | |[[PackagePlans/PackagePlans|Mapping Products]] |
| − | | | + | |In order for products to be sold along with subscription-based services, they must be linked together. This guide hows you how to map products to package plans so that subscription based services and products can be sold together in bundles or packages. |
|Systems Administrators | |Systems Administrators | ||
|- | |- | ||
|} | |} | ||
Revision as of 13:29, 26 June 2014
Introductory Videos
| Category | Name | Description | Audience |
|---|---|---|---|
| General | Emersion System Overview | This video will take you through a high level look of Emersion as a platform, and a look through the customer details section within. | All users |
| Packages & Plans | Plan Definition Overview and Creation Walk Through | This video will introduce you to each of the basic elements required to create a saleable package within the Emersion eco-system. This covers Packages, Service Plans, Rate Cards, Product Rate Cards and Bolt Ons. | Product managers, staff responsible for plan configuration |
| Packages & Plans | Managing your Package Catalogue | How to manage a package catalogue so your downstream/retail service providers can use the plans you sell them. | Wholesale Service Providers |
| Ordering Services | Ordering a Service | How to use Emersion to add a new service. | All users |
| Ordering Services | Address based ordering | If you have access to Emersion's Address based ordering platform, you have the ability to have Emersion import geographical locations into the system for you, and assign what services are accessible against them. | Systems Administrators |
| Packages & Plans | Using Package Chains | How to use Package Chains to give discounts to a specific customer. Discounts for either access fees or usage can be given to a single service, or for a package. | All Users |
| User Management | Basic Permissions | How to create and manage basic permission sets, and apply them to users. | Systems Administrators |
| Customer management | Bulk suspend & unsuspend | How to suspend and unsuspend services in Emersion in bulk. This will place limitations and restrictions on a customer's service. This is only available for Telstra Mobile. | Systems Administrators |
| Products | Importing an inventory | If you have been given the ability to manage your inventory, you may need to use the bulk upload feature. | Systems Administrators |
| Finance | Managing invoices and cardlines | How to manage invoices and cardlines - relevant for you billing your customers and, if applicable, your downstream service providers billing theirs. | Accounts staff, Finance users |
| Finance | Payment Import | How to import payments into Emersio using the Bulk Import function. This allows you to import payment details received from external sources, e.g. BPAY etc | Accounts staff, Finance users |
| Products | Mapping Products | In order for products to be sold along with subscription-based services, they must be linked together. This guide hows you how to map products to package plans so that subscription based services and products can be sold together in bundles or packages. | Systems Administrators |
