| Operator Interface Features |
Operator interface presents an overview of the general billing and payment status, which incorporate the following information:
Management indicators: (Presented on login)
- # of customers on file
- # of reps/resellers on file
- Total # of accounts on file
- Current month sales
- Current month commissions
- Current sales pending payment
- Monthly tasks status
- Live account breakdown/sales volume by service type
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The following are the menu options available in the operator's console:
Customer Management Menu
- Create invoice
- Create journal trax
- Edit customer record
- Post renewals
- Process payments
- Receive payment
- View customer profile
Reports:
- Account List (All)
- Active accounts
- Cashflow Statement
- Customer statement
- Payment report
- Sales report
- Settlement Report
- Unpaid sales
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Rep/Reseller Management Menu
- Approve/Post commissions
- Commission table
- Create journal trax
- Edit rep/reseller record
- Pay rep/reseller commissions
- View rep/reseller profile
Reports:
- Commission Liability
- Commission statements
- Direct customer list
- Paid commissions list
- Paid rep/reseller sales
- Rep/Reseller group list
- Rep/Reseller Ledgers
- Rep/Reseller referral tree
- Unpaid Rep/Reseller sales
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Service Management Menu
- Create service group
- Create service record
- Edit service group
- Edit service record
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User management menu
- Create User
- Assign Privileges
- Edit User
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Preferences menu
- Add menu items
- Edit legal contracts
- Edit menu items
- Item content entry
- Site Settings
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