Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Ui tabs


Ui tab
titlePreparation

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.


Ui tab
titleWorkshops & Training Session


trueAdministration


INLINE

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 (Storefront, BSS, provisioning)
  • Organization settings (Email configuration of notification no-reply mailbox)
  • Basic entities (Accounts, Products, Orders, Subscriptions, Invoices)
  • Currencies
  • Taxes
  • Payment Options (Manual – Automated)
  • Users & Groups (User access level definitions)
  • Email Notification engine
  • Print-out Templates
  • Custom Fields


trueRe-branding session

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)Storefront Business options

    • Display Invoices information
    • Customer On-boarding (self-registration / approval workflows)
    • Storefront Prices
    • Self registration template


Re-branding Options

Storefront re-branding options

    • Notification re-branding options
    • Business Documents re-branding
      Products re-branding




Ui tab
titleKnowledge Base Material

The following table contains material from our Knowledge Base

Storefront Admin & Re-branding
SessionFunctionKnowledge Base page
Administration

Taxes

Payment Methods

Users & Groups

Print-out Templates

Custom Fields
Notifications

Countries
Email Preferences
Configuring Payment Gateways

Anonymous Access

Self registration

Home PageStorefront re-branding




Ui tab
titleTask List



SectionTasks / Business decisionsComments / Guidelines
1
2Administration

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
3Administrationtaxation policyThe taxation policy must be configured
4AdministrationUsersUsers for the team of the customer must be opened
5 Re-branding

Re-

band StorefrontPrior to going live with a new Stroferont, the environment must reflect the customer's corporate identity. The page contains information about the available options for alligning the marketplace with the customers marketing guidelines.
6 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 ContentAlso, the must-do list can be found at this page: Available Notifications.
76 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



...