Overview

This section helps the user to initiate the process of creating a contract. The admin can create contracts for prepaid and postpaid customers.

Steps

To create contract for Postpaid customers:

1. Go to Configure> Subscription> Subscription Management.
   

   

2. Go to Contract Creation in the left navigation bar.
   

   

3. The system navigates the user to the Create Tariff page.
   

   

4. In the Company Details section, enter details and select a company for which you want to create a contract.

   1. Company Details:

      1. Company Name: The user can pull the basic information such as the Parent Company Code, the Client Code, Office Code.

         1. Enter and select the company.
            

            

         2. The basic information appears on the screen.
            

            

      2. Payment Reference Id: Enter the ID. The value entered as payment reference ID, reflects in the invoice. This is not a mandatory field.

      3. Purchase Order: Enter the purchase order. The value entered as purchase order, reflects in the invoice.
         When the helpdesk teams contact different customers, they give them different proposals. So, if there was any such proposal shared with the customer, these kinds of references can come into purchase order. This is not a mandatory field.

      4. Invoice Description: Enter the invoice description, the description reflects in the final invoice.
         If there is any specific invoice description that can be given here, for instance, if it is a custom contract the user can enter any specifications here. This is not a mandatory field.
         

         

   2. Billing Details:

      1. Currency: Click the drop-down icon and select the currency. The currency of the contract cost must be selected in this field. CNS uses GBP currency.
         

         

      2. Activation Date: Click on the calendar icon and pick the Activation date.
         

         

      3. Deactivation Date: Click on the calendar icon and pick the deactivation date. If the user is willing to deactivate the contract at a specific date, then they can select the deactivation date. This field is not mandatory.
         

         

      4. Additional Email ID: Enter an additional email ID.
         Note: The user can provide up to five additional email IDs.
         

         

      5. Invoice Location: To select the location, click on the icon as depicted in the image.
         Note: All the fields are auto filled and already available, the user can just click APPLY keep the details as it is or can change if required and then click APPLY.
         

         

         1. Select Country: In the Select Location pop-up window, click the drop-down icon to select the country.
            

            

         2. Select Location: Click the drop-down icon and select the location.
            Note: The user can select one or multiple location.
            

            

         3. Select Providers: Click the drop-down icon and select the provider.
            Note: The user can select one or multiple providers.
            

            

         4. Click APPLY.
            

            

      6. Office Type: Click on the drop-down icon and select the office type.
         

         

      7. Office Address: Click the drop-down icon and select the address.
         

         

      8. VAT Registration Number: VAT registration number is auto populated, once the office address is selected.
         

         

      9. Billing Cycle: Once the user selects the company, the billing cycle is auto populated.
         Note: Currently the system is supporting only one billing cycle, that is; End of Month cycle.

   3. Plan Details: The user can either enter the existing plans or add customs plans for this contract.

      1. Click ADD EXISTING / CUSTOM PLAN.
         

         

      2. In the Add Plan Details page,

         1. Enter the Plan Name or Plan Code and click on the search icon, or the user can select an existing or published plan by selecting the first radio button of Search Existing Plan, as depicted in the image below.
            

            

         2. Select the existing plan from the Search Results list available.
            

            

         3. A success message of plan successfully added appears on the screen.
            

            

      3. The user can opt for custom plan by selecting the second radio button of Add Custom Plan, as depicted in the image below.
         

         

         1. Go to Plan Details section and update the Plan Name and select the Currency from the drop-down.
            

            

         2. In the Tariff Details section, enter the Tariff Name, Tariff Code or Event Name and click on the search icon.
            

            

         3. Click ADD.
            

            

         4. A success message appears on the screen.
            

            

         5. The event is added in the Plan Details section.
            

            

         6. Add Quantity and pick the Start Date from the calendar.
            

            

         7. To delete the details, click on the delete icon.
            

            

         8. Once all the details are added the submit button is enabled, click the SUBMIT button.
            

            

5. The system navigates the user to the Contract Search page.
   A success message appears on the screen and the new created Contract is listed with Status as ACTIVE.