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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.

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titleWorkshops & Training Session

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Excerpt

This page is dedicated to presenting the Platform and discussing several administration options that define the global behavior of the system. Also, it provides information about enabling your Storefront, along with other available system re-branding options.



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titleWorkshops & Training Session - Administration


  • 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

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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

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titleWorkshops & Training Session - Rebranding Session

Re-branding Options

  • Storefront re-branding options
      • Notification re-branding options
      • Business Documents re-branding
    Products re-branding
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    titleKnowledge Base Material

    The following table contains material from our Knowledge Base

    SessionFunctionKnowledge Base page
    Administration

    Taxes

    Taxes

    Payment Methods

    Payment Operations

    Users & Groups

    Manage Users

    Setup of Permission Rules

    Print-out Templates

    Setting up Print-Out Templates

    Customize Invoice Print-out

    Custom FieldsCreate and Manage Custom Fields
    Notifications

    Setup a Notification

    Available System Notifications

    Countries
    Email Preferences
    Configuring Payment Gateways
    Storefront Admin & Re-branding

    Anonymous Access

    Self registration

    		Home Page


    Storefront re-brandingui

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    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-brandingRe-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 Content. Also, the must-do list can be found at this page: Available Notifications.
    7
    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