Preparation for this session involves the creation of the new Basic Partner environment that will be used for the session. A list of the important points must be ready.
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Workshops & Training Session
trueAdministration
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Scope: The session is dedicated to presenting the Platform and discussing several administration options that define the global behavior of the system.
Presentation of Platform Components (BSS, provisioning)
Organization settings (Email configuration of notification no-reply mailbox)
Scope: This session provides information about enabling your Storefront, along with other available system re-branding options. This entails both business (end-customer on-boarding) and marketing details (re-branding options)
Re-branding Options
Notification re-branding options
Business Documents re-branding
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Knowledge Base Material
The following table contains material from our Knowledge Base
Session
Function
Knowledge Base page
Administration
Taxes
Payment Methods
Users & Groups
Print-out Templates
Custom Fields
Notifications
Countries
Email Preferences
Configuring Payment Gateways
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Task List
Section
Tasks / Business decisions
Comments / Guidelines
1
2
Administration
configure notification engine mailbox
This is the mailbox that is leveraged through the notification engine of the system to dispatch email notifications to both external (customers) and internal actors. The mailbox can be configured at: BSS Setup > Administration > System Options > Organization Settings > Email Preferences
3
Administration
taxation policy
The taxation policy must be configured
4
Administration
Users
Users for the team of the customer must be opened
5
Re-branding
Re-brand Notifications
The customer needs to complete the re-branding of notifications. Refer to the following page for more information on changing a notification: Re-branding Notification Content. Also, the must-do list can be found at this page: Available Notifications.
6
Re-branding
Re-brand business documents
The customer needs to complete the re-branding of business documents. A typical invoice re-branding can be found at this page: Invoice Re-branding