Using interworks.cloud BSS

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Last updated: Mar 14, 2023 by Apostolos Karakaxas
1 min read

  • Setup your Organization — Access interworks.cloud BSS setup area for managing your users and for customizing all BSS entities
    • Manage Users
    • Setup of Permission Rules
    • Customize Systemic Fields — Each object of interworks.cloud BSS  (Accounts / Offers / Orders etc..) references a variety of out-of-the-box fields. As an interworks.cloud BSS administrator, you are able to proceed with the customization of all interworks.cloud BSS entities as you have been granted full access to the interworks.cloud BSS setup mode. Note that system fields cannot be removed and their label cannot be modified by any interworks.cloud BSS user. As an interworks.cloud BSS administrator user, you can only proceed
    • Create and Manage Custom Fields — For each object of interworks.cloud BSS  (Accounts / Offers / Orders etc..) you can add as many custom fields as you need in order to capture additional information in interworks.cloud BSS.
    • Managing your Currencies — Our platform supports having values for your products in multiple currencies. This page explains how you will define the available currencies and the currency culture preferences.
    • Language Pack Management
    • Log Records — There are some actions within the cloud platform that demand the consent of the customer before being affected. Cloud platform maintains a complete log of such consents and provides an interface to access them. On this page, we guide you on locating any required event.
    • BSS Setup Tools — BSS Setup Tools hosts various tools that facilitate important administrative / maintenance actions within the platform. Access to the section is subject to user rights. 
  • Notifications
    • BSS Notification Email Authorization Protocols — On this page, we analyze the different email authorization protocols of a BSS organization that can be configured and utilized for the secure dispatch of notification emails.
    • Setup a Notification — This page provides detailed information on configuring and utilizing the interworks.cloud email notifications engine to reflect your business requirements. The system comes ready with some basic notifications, but the user is free to enable new notifications according to emerging operational needs. 
    • Available System Notifications — interworks.cloud Platforms comes ready with a number of preconfigured Email Notifications to cater for every communication need between you and your end-customers! These notifications are dispatched from the Platform, triggered by various events that can take place (e.g. Concluding an order, Creating a subscription, Canceling a subscription, Invoice reminder etc.). The existing notifications can also be configured to be dispatched internally so that you are always on top of every event that conc
    • Subscriptions Notifications
    • Notification Logs (Beta) in BSS — In this page you can find an analysis of the tool that we have introduced for monitoring the email notifications that are dispatched from the BSS platform.
  • Customers
    • Create an Account — Since our platform is customer-centric, Account as a platform entity is the elemental pillar on which numerous functions of the system rely on in order to accommodate many business scenarios. 
    • Address Validation Mechanism — On this page, we analyze the mechanism of Address Validation inside both the BSS and Storefront platforms, in terms of its configuration as well as its overall functionality and usefullness.
    • Account Ordering & Billing Options — Upon checking the 'Enable Ordering' option inside the new Account form, the ordering and billing section of the Account form becomes available and ready for receiving the configuration that is necessary for any given customer (Direct CSP, Client, Reseller), based on 2 options in the form of radio buttons.
    • Account Contacts — One of the facilities offered by the BSS platform is to host Contacts for all Accounts/Customers.
    • Manage Accounts — An Account is one of the most essential elements of the BSS platform and as such it is important to understand the different ways of interacting with it fast and with ease during your everyday use of the platform.
    • Assigning a Pricelist to an Account — This page explains how an account can be assigned to a specific pricelist. 
    • Rebate an Account
    • Customer Credit Limit
  • Basic Resellers
    • Create a Basic Reseller
    • Managing a Reseller's Affiliate Accounts — A reseller’s Affiliate Account is another customer account-type introduced in our platform to facilitate large Microsoft Indirect Resellers to easily buy Microsoft services and licenses either for their business units or for extra Microsoft tenants they are using for hosting solutions offered to their customers. The indirect resellers will now be able to create ad-hoc affiliate accounts when they place orders in your Storefront.
    • Generating Separate Invoices Per End Customer — There are cases where a reseller would like from the system to generate separate invoices for each individual end customer instead of one aggregated invoice containing all the end customer invoices. On this page you can find a guide on how this feature is enabled in both Storefront and BSS.
  • Subscriptions
  • Product Catalogue — In interworks.cloud platform, the Product Catalog has been designed specifically for subscription-based businesses (prepaid or consumption model) but we fully support license based or one-off products too.
    • 'Get Services Definition' Action — On this page, you can find an analysis of how the Get Services Definition (GSD) mechanism functions asynchronously after its major improvement, as well as which are the new GSD user-interface features that BSS users can utilize to view the progress of the mechanism and the logs containing the results.
    • Understanding Product Types
    • Enable Product Trials — An important feature of the product management facilities of interworks.cloud platform is the enablement of trial subscriptions for your end-customers. A trial subscription is a subscription that carries no charge for the customer, and provides full access to a product or service for a limited amount of time. Let's see how this can be configured at your Cloud Platform!
    • Product Pricing & Billing Settings — Some basic billing settings for subscription-based products lay on the 'Products' module. Those can be found in the 'Pricing' section.
    • Creating Products
    • Create & Manage a Price List
    • Define Catalogue Categories — This page explains how the product manager can create the catalogue categories.
    • Product Pricing Options
    • Non-Automatically Provisioned Services — For services that cannot be automatically delivered to the customer, because our platform does not support automatic provisioning of the service, you can define a flow where you can swiftly manage and deliver the service to the customer by involving your internal team to provision manually the service your customer ordered. For enabling this flow for a specific service, we have introduced the option “Non-automatic execution of new orders” on the product type level. This option enables the follow
    • Required Products — This page contains information on what required products are and how to set them for a specific product.
    • Mutually Exclusive Products
    • Managing Product Groups
    • Bulk Import & Update of Products
    • Pay-Per-Use Services — Type or paste something here to turn it into an excerpt.
    • Product Bundles
  • Assets
    • Publishing Asset Custom Fields in Storefront — This page offers information on the default asset custom fields that appear in the Asset’s view page in Storefront, based on different product types. Also, you can find a guide on how you can publish to Storefront asset custom fields in an Asset’s view page, as well as how you can define a Display Rule for the manually created asset custom fields.
    • Editing Custom Fields of Canceled Assets in BSS Portal — This page offers information on how to edit the values of custom fields of canceled assets inside the BSS portal.
  • Offers — This page offers information on the Offers module in BSS in terms of the creation, viewing, adding items, managing, and conversion of an offer to an order.
    • Create a new Offer — This page offers information on how you can create an Offer from the BSS portal, in a few simple steps.
    • Add items to an Offer — This page offers information on how you can add new offer items in an Offer in the BSS portal.
    • View an Offer — This page offers information on how you can view an Offer in the BSS portal, along with a brief guide on the elements found on this page.
    • Edit the Offer Template — This page offers information on how to set up, design, and review your offer template.
    • Manage the Offer Statuses — This page offers information on the default Offer Statuses that govern the state of each offer in BSS. Also, you can find a guide on how you can add a new Offer Status, as well as manage them during the offer submission to the customer.
    • Finalize & Share an Offer — This page offers information on reviewing your offer template in order to finalize and share it with your customers.
    • Convert an Offer to an Order — This page offers information on converting an Offer to an Order in the BSS portal, after the customer’s approval.
  • Orders — This page offers information on the Orders module in BSS in terms of the creation, viewing, managing, the addition of order items, and execution of orders.
    • Creation of an Order — This page offers information on how you can create an Order from the BSS portal, in a few simple steps.
    • Viewing an Order — This page offers information on how you can view an Order in the BSS portal, along with a brief guide on the elements found on this page.
    • Adding Items in an Order — This page offers information on how you can add new order items in an Order in the BSS portal.
    • Managing Order Statuses — This page offers information on the default Order Statuses that govern the state of each order in BSS and in Storefront. Also, you can find a guide on how you can add a new Order Status, as well as how each status appears inside an order under different circumstances.
    • Execution of an Order — This page offers information on how you can execute an Order either fully or partially in the BSS portal.
  • Billing & Payments — Our billing module helps you manage recurring subscriptions, billing intervals, trial periods, invoicing, pro-rating, promotions, taxation and payments in an easy to use, automated system.
  • Support — With interworks.cloud Platform, there is no more need for a separate ticketing system. Your support workflow is totally automated. From the single sign on environment of the Storefront, your customers can also place their support tickets and get updates on every issue they have pinpointed.
  • Reporting
  • Uploading and Managing Documents — This page shows how to upload documents to your BSS and manage them in the BSS and the Storefront.
    • Publishing Documents Custom Fields in Storefront — This page offers information on the documents custom fields that appear in Storefront. Also, you can find a guide on how you can publish to Storefront documents custom fields, as well as how you can define a Display Rule for the manually created document custom fields.
  • External Authentication - Single Sign-On(SSO) in BSS — The interworks.cloud platform can be integrated with external authentication services, providing registration/login capabilities for BSS users who become authenticated through a service or external Identity Providers(IdPs). Such services can be used to identify users maintained in external user stores and map them to BSS/Storefront users providing access to the interworks.cloud platform when logged in (authenticated) from these external sources.
  • interworks.cloud Platform Cookies — Our platforms generate the following cookies.
  • BSS Dashboard — The BSS Dashboard has been introduced as a tool for providing a fast, accurate, effortless, and user-friendly overview of your business's performance with meaningful statistics such as metrics, KPIs, and other relative data. The tool's purpose is to reduce the business operational costs, eliminate the wrong assumptions of their revenue projections, minimize the risk of missing critical information, and assist in important business decisions/activities. Overall, this tool provides the user with a
  • Common Issues and Workarounds with Excel File Formats
  • BSS Header Menu — On this page, you can find information about the redesigned BSS Header Menu and a relative analysis of the modules and buttons that this menu contains.