Knowledge

Categories -> Billing Plan Units -> Services / Subscription services Menu -> Orders Menu -> Contract -> Appendix

  Ø The Services screen is used to create and manage services. The data is used for the Orders screen of item 2. The data generated in this screen will also be displayed in the Items screen of the Sale and Inventory modules.

  Ø The Billing Plans field will display a list of the corresponding Billing plan units under the service (blue represents Billing plan is allowed to use, red represents Billing Plan is not allowed to use)

     1. Services Menu 

     1.1. Create service

    - Step 1: Select the Services menu -> Select the Add function in the screen

     - Step 2: The system will display the Add Service screen -> Enter the necessary data -> Then click Save to save the operation or select Close to close the screen and cancel the operation just done

     * Explanation:

o   The Service Code field is used to enter the service code

o   The Service Name field is used to enter the name of the service

o   The Allow Extension Service field, if enabled, will allow extension of the service. If allowed, when the customer expires, the system will display the renewal function for the user to continue to register. If not, then when the service expires, the customer must create a new order

o   Tab General information

·        The Category name field is used to select the corresponding service type for the service. This field data is taken from the setting in item 1.1

·        Tax 1 and tax 2 fields are used to select the tax for the service. This field data is taken from the Tax Rates screen in the Finance screen in Setup

·        The Description field is used to enter a description, if any, for the service

·        The Service policy field is used to enter the service policy, if any

·        The Attach images field is used to upload images related to the respective service. The image will be displayed in the list screen corresponding to the data line

o   Billing Plans tab

·        The Billing Plan Units field is used to select the units for the service's payment plan. This field data is taken from the setting in item 1.2

·        The Rate field is used to enter the price for the service's payment package

·        The Extend Value field is used to select how many renewals will be discounted (If not selected, the system will default to no discount). For example: If the number of times is 1, the customer's 2nd order of the same item will receive a discount and the next time will also receive a discount.

·        The Promotion Extended Percent field is used to enter the % discount for the selected renewal in the Extend Value field

·        If the Enable field is enabled, the payment plan of this service will be valid and will be displayed in the Order creation screen to select.

·        A service will have multiple service payment plans. Use the function   to add more service payment plans.

Edit function corresponding to the data line to be edited

1.3. View Service

At the Services screen -> Select the View function corresponding to the service to see information

1.4. Delete service

There are 2 ways to delete the service:

Method 1: Delete a service

- Step 1: At the Services screen -> Select the Delete function corresponding to the service line to be deleted

- Step 2: The system will display a Confirmation message, when you are sure you want to delete the data line, select OK or select Cancel to cancel the operation

Method 2: Delete multiple services simultaneously

- Step 1: At the Services screen -> Proceed to select the data to be deleted -> Select the function Bulk actions

- Step 2: The system displays the Bulk actions screen -> If you are sure to delete all selected data, select Mass delete -> Then select Confirm

- Step 3: The system will display a confirmation message, when you are sure you want to delete the data line, select OK or select Cancel to cancel the operation

2. Subscription services Menu 

  Ø The Subscription services screen is used to create and manage services that allow self-renewal through "Stripe" billing. Unlike Service - when the customer is close to the expiration date of the service pack, the system will display the Order function so that the customer or the Admin can continue to renew the service pack manually. Subscription will automatically renew based on the customer's subscription package, the system will check whether the balance in the customer's account is enough to renew, if enough, it will automatically generate an invoice and payment for the customer to use. continue the service pack, otherwise the system will not renew it.

  Ø The Link field will display the link to the details of the Subscription service on the client portal

     2.1. Create Subscription service

     - Step 1: Select the menu Subscription Services -> Select the Add function in the screen

      - Step 2: The system will display the Add Subscription Service screen -> Enter the necessary data -> Then click Save to save the operation or select Close to close the screen and cancel the operation just done

     * Explanation:

   o   The Service Code field is used to enter the code of the Subscription Service
o   The Subscription Name field is used to enter the name of the Subscription Service
o   The Billing Plan field is used to select the payment unit of the plan for the Subscription Service . This field data is taken from the administrator's creation of renewal products and services from the link https://dashboard.stripe.com/login (because Subsciption is being integrated with the "Stripe" payment system, and when customers register, the payment processing and renewal will be managed by "Stripe" - because when making registration, you must enter Visa card information)
o   The Group field is used to select the corresponding service type for the Subscription Service. This field data is taken from the setting in item 1.1
o   Tax 1 and tax 2 fields are used to select the tax for the Subscription Service. This field data is taken from the Tax Rates screen in the Finance screen in Setup
o   The Description field is used to enter a description, if any, for the service
o   The Terms & Conditions field is used to enter the policy of the service if any

   o   The Attach images field is used to upload images related to the respective service. The image will be displayed in the list screen corresponding to the data line

Edit function corresponding to the data line to be edited

2.3. View Subscription service

At the Subscription Services screen -> Select the View function corresponding to the service to view information

2.4.Delete Subscription service

There are 2 ways to delete the service:

Method 1: Delete a service

At the Subscription Services screen -> Select the Delete function corresponding to the line of Subscription service to be deleted

Method 2: Delete multiple services simultaneously

- Step 1: At the Subscription Services screen -> Proceed to select the data to be deleted -> Select the function Bulk actions

- Step 2: The system displays the Manipulation screen -> If you are sure to delete all selected data, select Mass delete -> Then select Confirm

- Step 3: The system will display a confirmation message, when you are sure you want to delete the data line, select OK or select Cancel to cancel the operation