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titleWorkshops

% Training SessionstrueOrdering & BillingINLINE

Scope: At this session, we cover all aspects of Ordering & Billing through the platform, and conduct several scenarios to provide a deeper understanding of the way the platform handles billing. Also, we go through the Microsoft billing model and how it can be reflected through the platform.

  • Explanation of Platform Billing settings
  • Explanation of Distributor Microsoft Billing model (basic model and special billing terms)
  • Ordering process
  • Giving 'Special Prices' to customers
  • Subscription Pricing details
  • Invoices & Payments
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& Training Session - Customer Support

  • Submit a ticket through storefront
  • Submit a ticket through email
  • Ticket life-cycle management

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titleKnowledge Base Material

The following table contains material from our Knowledge Base

Session
FunctionKnowledge Base page
Ordeing & BillingBilling ProcessSubscription BillingAccount Credit Limit
Customer SupportGetting Started for Case Module Admins


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titleTask List


Tasks / Business decisionsComments / Guidelines
1
Billing ModelBasic Partner must decide on the billing model

Configure Support Email


2Configure Support Settings
3Configure Support field options