Emersion Videos

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
Accounts	Creating a Retail Service Provider	Set up a new service provider under your wholesale account in Cumulus	Wholesale Service Providers
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
Events	Introduction to Events	This video will introduce you to Events in Emersion, and how Events work within the rest of the Emersion system.	All users
Agent Management	Agent Management	This video will introduce you to the Agents module in Emersion. It covers concepts related to Agents in Emersion and steps through the end-to-end set up of an Agent in Cumulus.	Retail Service Providers, users who have access to create and maintain Agents
Xero Integration	Xero Integration	This video will introduce you to the xero integration with Emersion and provide a guide on how to configure the system with your Xero application.