Biller EditService: Difference between revisions

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(Created page with "<translate> == Add or Edit Services == Besides from handling traffic costs for different types of logged data, such as phone calls, the use of different types of [[{{Link}}Service|services]] allows you to handle all types of costs that you want to handle. This goes not only for telephony services but any type of One Time Charge (OTC) or recurring charge. For example, monthly subscription fees for telephony, PC rental or onetime costs for purchase of devices or installa...")
 
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== Add or Edit Services ==
== Add or Edit Services == <!--T:1-->


<!--T:2-->
Besides from handling traffic costs for different types of logged data, such as phone calls, the use of different types of [[{{Link}}Service|services]] allows you to handle all types of costs that you want to handle.
Besides from handling traffic costs for different types of logged data, such as phone calls, the use of different types of [[{{Link}}Service|services]] allows you to handle all types of costs that you want to handle.


<!--T:3-->
This goes not only for telephony services but any type of One Time Charge (OTC) or recurring charge. For example, monthly subscription fees for telephony, PC rental or onetime costs for purchase of devices or installation jobs. All services can be handled manually, but often they are triggered and booked via an integration. There are also predefined imports for importing service bookings.
This goes not only for telephony services but any type of One Time Charge (OTC) or recurring charge. For example, monthly subscription fees for telephony, PC rental or onetime costs for purchase of devices or installation jobs. All services can be handled manually, but often they are triggered and booked via an integration. There are also predefined imports for importing service bookings.


=== How to - Add a Service ===
=== How to - Add a Service === <!--T:4-->


<!--T:5-->
# Click on '''add''' [[Image:Icon Add.png]] in the [[{{Link}}Biller Services|Services view]]
# Click on '''add''' [[Image:Icon Add.png]] in the [[{{Link}}Biller Services|Services view]]
#:* The window ''New service'' opens
#:* The window ''New service'' opens
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#:* The page is updated and if the service is a ''Single payment service (fixed)'' or a ''Subscription service'' a field to enter the price is shown, see instruction below
#:* The page is updated and if the service is a ''Single payment service (fixed)'' or a ''Subscription service'' a field to enter the price is shown, see instruction below


<!--T:6-->
[[{{Link}}ProOpinion|Read more about ProOpinion with Pro 9.]]
[[{{Link}}ProOpinion|Read more about ProOpinion with Pro 9.]]


=== How to - Enter a Price for Subscription or Fixed Price Service ===
=== How to - Enter a Price for Subscription or Fixed Price Service === <!--T:7-->


<!--T:8-->
# Select '''price listed for''' in drop down list, default or [[{{Link}}Main Group|main group]] which price shall apply to
# Select '''price listed for''' in drop down list, default or [[{{Link}}Main Group|main group]] which price shall apply to
#:* Default is initially 0,00
#:* Default is initially 0,00
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# Click on '''save'''
# Click on '''save'''


=== How to - Change Price for a Service ===
=== How to - Change Price for a Service === <!--T:9-->


<!--T:10-->
# Start in the [[{{Link}}Biller Services|Services view]]
# Start in the [[{{Link}}Biller Services|Services view]]
# Select the [[{{Link}}Service Category|service category]] the service belongs to  
# Select the [[{{Link}}Service Category|service category]] the service belongs to  
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# Click on '''save'''
# Click on '''save'''


=== How to - Edit Service ===
=== How to - Edit Service === <!--T:11-->


<!--T:12-->
# Select the [[{{Link}}Service Category|service category]] the [[{{Link}}Service|service]] belongs to
# Select the [[{{Link}}Service Category|service category]] the [[{{Link}}Service|service]] belongs to
# Click on the name of the service you want to edit
# Click on the name of the service you want to edit
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# Click '''save'''  
# Click '''save'''  


=== How to - Perform Actions on Services ===
=== How to - Perform Actions on Services === <!--T:13-->


<!--T:14-->
# In the [[{{Link}}Biller Services|Services view]]
# In the [[{{Link}}Biller Services|Services view]]
# Check the box for each service  you want to perform the action on
# Check the box for each service  you want to perform the action on
# Click the icon [[Image:Icon Links.png]] to open the action menu in the toolbar above the table, and select your action
# Click the icon [[Image:Icon Links.png]] to open the action menu in the toolbar above the table, and select your action


<!--T:15-->
:* '''ProOpinion''' - Select if the service should be shown in ProOpinion ''(This selection is shown if [[{{Link}}ProOpinion|ProOpinion]] is applied)''
:* '''ProOpinion''' - Select if the service should be shown in ProOpinion ''(This selection is shown if [[{{Link}}ProOpinion|ProOpinion]] is applied)''
:** '''Don´t show''' - The service will not be shown for any ProOpinion user
:** '''Don´t show''' - The service will not be shown for any ProOpinion user
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:* Export to file - Exports selected services to a file, and you can select how to separate the items; with semicolon, tab, comma or excel
:* Export to file - Exports selected services to a file, and you can select how to separate the items; with semicolon, tab, comma or excel


=== How to - Inactivate a Service (Make it Not Bookable) ===
=== How to - Inactivate a Service (Make it Not Bookable) === <!--T:16-->


<!--T:17-->
# Start in the [[{{Link}}Biller Services|Services view]]
# Start in the [[{{Link}}Biller Services|Services view]]
# Select the [[{{Link}}Service Category|service category]] the [[{{Link}}Service|service]] belongs to
# Select the [[{{Link}}Service Category|service category]] the [[{{Link}}Service|service]] belongs to
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#:* The service is no longer bookable and will not be shown in booking lists. History is preserved.  
#:* The service is no longer bookable and will not be shown in booking lists. History is preserved.  


=== How to - Remove Bookings for a Service ===
=== How to - Remove Bookings for a Service === <!--T:18-->


<!--T:19-->
It is possible to remove service bookings. Once removed, bookings cannot be restored.
It is possible to remove service bookings. Once removed, bookings cannot be restored.


<!--T:20-->
When a booking is removed, all subscription services are automatically set to end as of the last day of the latest aggregated period. All bookings that start after the last day in the latest aggregated period will be removed completely.
When a booking is removed, all subscription services are automatically set to end as of the last day of the latest aggregated period. All bookings that start after the last day in the latest aggregated period will be removed completely.


<!--T:21-->
# Start in the [[{{Link}}Biller Services|Services view]]
# Start in the [[{{Link}}Biller Services|Services view]]
# Select the [[{{Link}}Service Category|service category]] the [[{{Link}}Service|service]] belongs to
# Select the [[{{Link}}Service Category|service category]] the [[{{Link}}Service|service]] belongs to

Latest revision as of 09:30, 28 February 2023

Add or Edit Services

Besides from handling traffic costs for different types of logged data, such as phone calls, the use of different types of services allows you to handle all types of costs that you want to handle.

This goes not only for telephony services but any type of One Time Charge (OTC) or recurring charge. For example, monthly subscription fees for telephony, PC rental or onetime costs for purchase of devices or installation jobs. All services can be handled manually, but often they are triggered and booked via an integration. There are also predefined imports for importing service bookings.

How to - Add a Service

  1. Click on add Icon Add.png in the Services view
    • The window New service opens
  2. Enter a name for the service
  3. Add any extra relevant information in the field description
  4. If ProOpinion is applied
    • Add a description for the service that is shown in ProOpinion under info
  5. Select a service type
  6. Select a service category
  7. Select an account
  8. Select a service contract if the service should be connected to one
    • If a service is connected to a service contract it will be shown here
  9. If different currencies are used for billing in different countries, the field currency is visible, select currency in the menu
  10. Check the box if the service should be bookable, i.e. possible to book
  11. If ProOpinion is applied
    1. Select if the service should be shown in ProOpinion
      1. Select always show to always show the service in ProOpinion
        • The service is shown for all ProOpinion users
      2. Select show by permission to show in ProOpinion based on permissions
        • The service is shown for the ProOpinion user if the manager has permission on the service category
      3. Select don't show if you don't want the service to be shown in ProOpinion
        • The service will not be shown for any ProOpinion user
    2. Check the visible in ProOpinion until box if you want the service to be visible a limited period
      • Select an end date
      Note: The service will be visible in ProOpinion until selected date
    3. Select the allowed ProOpinion actions
      • Check the cancellation box to display the cancellation option in ProOpinion
      • Check the education box to display the education option in ProOpinion
      • Check the comment box to display the comment option in ProOpinion
  12. The field file texts is used to match the given text against texts in an import or from external systems when using an AD/HR integration
    • If you want to match more than one text, you can add them all in the file texts field, comma separated
  13. Click on save
    • The page is updated and if the service is a Single payment service (fixed) or a Subscription service a field to enter the price is shown, see instruction below

Read more about ProOpinion with Pro 9.

How to - Enter a Price for Subscription or Fixed Price Service

  1. Select price listed for in drop down list, default or main group which price shall apply to
    • Default is initially 0,00
  2. Enter a price
    • Click on add Icon Add.png to the left of the table
    • Enter pricing information:
    1. Enter a start date for when the price starts to apply
      • An end date will be added automatically by Pro 9 for fixed price services, and is set manually when the subscription ends for subscription services
    2. Enter a price
      • If the service is of the service type Single payment service (fixed), the price will be billed once
      • If the service is of the service type Subscription service, the price will be billed once every period until the end date
    3. Click on save Icon Save.png at the beginning of the row
      • The table is updated with the new information
  3. Click on save

How to - Change Price for a Service

  1. Start in the Services view
  2. Select the service category the service belongs to
  3. Click on the name of the service you want to edit
    • The Edit service view is displayed
  4. Select price listed for in drop down list, default or main group which price shall apply to
    • Default is initially 0,00
  5. Enter a price
    • Click on add Icon Add.png to the left of the table
    • Enter pricing information:
    1. Enter a start date for when the price starts to apply
      • An end date will be added automatically by Pro 9 for fixed price services, and is set manually when the subscription ends for subscription services
    2. Enter a price
      • If the service is of the service type Single payment service (fixed), the price will be billed once
      • If the service is of the service type Subscription service, the price will be billed once every period until the end date
    3. Click on save Icon Save.png at the beginning of the row
      • The table is updated with the new information
  6. Click on save

How to - Edit Service

  1. Select the service category the service belongs to
  2. Click on the name of the service you want to edit
    • The Edit service view is displayed
  3. Change the parameters you want to change
  4. Click save

How to - Perform Actions on Services

  1. In the Services view
  2. Check the box for each service you want to perform the action on
  3. Click the icon Icon Links.png to open the action menu in the toolbar above the table, and select your action
  • ProOpinion - Select if the service should be shown in ProOpinion (This selection is shown if ProOpinion is applied)
    • Don´t show - The service will not be shown for any ProOpinion user
    • Always show - The service is shown for all ProOpinion users
    • Show by permission - The service is shown for the ProOpinion user if the manager has permission on the service category
  • Add to service contracts - Adds services to an service contract
  • Move to service category - Move services to a new service category
  • Delete - Deletes the selected item. Only unbooked service can be deleted.
Services that have been booked at least once, on the other hand, cannot be removed (they are needed for history), but it is possible to inactivate services to prevent them from being possible to book. Inactive services are not available when doing bookings, but the history is preserved.
  • Export to file - Exports selected services to a file, and you can select how to separate the items; with semicolon, tab, comma or excel

How to - Inactivate a Service (Make it Not Bookable)

  1. Start in the Services view
  2. Select the service category the service belongs to
  3. Click on the name of the service you want to edit
    • The Edit service view is displayed
  4. Uncheck the bookable box
  5. Click on save
    • The service is no longer bookable and will not be shown in booking lists. History is preserved.

How to - Remove Bookings for a Service

It is possible to remove service bookings. Once removed, bookings cannot be restored.

When a booking is removed, all subscription services are automatically set to end as of the last day of the latest aggregated period. All bookings that start after the last day in the latest aggregated period will be removed completely.

  1. Start in the Services view
  2. Select the service category the service belongs to
  3. Click on the name of the service you want to edit
    • The Edit service view is displayed
    • If there are active bookings in the current period an extra expandable frame, Active service bookings, is shown with a table listing all objects/groups with this service
  4. Select the objects for which you want to unbook the service
  5. Open the action menu in the table toolbar Icon Links.png and select unbook to close all active and remove new bookings.
    • Note: This action cannot be undone!
    • When a booking is removed, all subscription services are automatically set to end as of the last day of the latest aggregated period.
    • All bookings that start after the last day in the latest aggregated period will be removed completely.
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