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The subscription system offers all the components needed to effectively manage subscription contracts, subscriber information, billing of subscription-based services and products, and all processes from shipping to support services. Subscription Management; It works integrated with Agreement, Project, Agenda, Stock, Invoice, Call Center and Service and Warranty Management, Finance and all other Workcube modules. Subscription System is used by businesses that make time-committed sales.

Path:SUBO > Subscriber Management > Subscriber Management

Subscriber Management Functions

Meter integration, meter connection and meter reading
Virtual POS integration
Subscriber product plan management
Subscriber-based offer-assembly-shipment status tracking
Integration with the campaign module
Unlimited number of subscriber registrations to the system.
Creating an automatic payment plan from the subscription agreement
Automatic invoicing from the subscription agreement
Payments of all subscribers from one place
Ability to store all kinds of documents related to the subscription agreement digitally on my site
Subscription contract management in full detail.
Ability to centrally track all transactions, interactions, income and expenses related to the subscription agreement and calculate the profitability of the contract

In order to perform transactions in the subscriber module, you are authorized in the module, processes and transaction categories.

Authorization Groups

Control Panel > System > Security > Authorization Groups

In order to perform operations in the subscription module, the user must first have authority to the Subscriber Management Module under SUBO in the Authorization Group to which he belongs. If the user needs to see the Subscription-related reports in the Standard Reports outside the module, the Report User box should also be checked.

You can also authorize users on an event basis. For example; Like the subscriber can register but not update.

Hint: For detailed information about authorizations, you can review the Authorization Groups document.

Process-Stages

Path: Control Panel > BPM > Processes

In order to manage subscribers' transactions, first the process is defined and then the stages are defined. Stages; It is the operation of an authorization-approval mechanism where certain users are given certain powers. You can define more than one process group in the process stages and assign predetermined positions to these authority groups. Thus, a position may be authorized at one or more stages of one or more processes.

Processes used in Subscriber Management;

Subscribers
Payment Plan
Counters

Process-Stages vary between businesses. You need to tailor your flow to suit your business. These processes run in the transactions and updates made in the module and are continued by selecting stages. For example;

When the Subscriber is at the registration stage, the "Registration" Payment Plan is created in the "Payment Plan" stage, and when the Subscription is Canceled, the "Cancellation" stage is It should be selectable.
You created a payment plan during the Payment Plan, but you wanted to revise it. When it is checked after defining and selecting the "Revise" stage in the process stages, it is understood that the Payment Plan has been revised. In this way, it provides ease of operation.
The same applies to meter operations. If there will be a change in the meter, the "Change" phase should be defined in the processes.

Hint: For detailed information about the processes, see the "Process Management and Workflows" document.

Before Use

General settings are checked.
- Company flow parameters
- Company definitions
Parameters are entered.
Workflow and processes are designed.
Authorities are given.
- Module Authorizations
- WO - Page Authorizations
- Record Restrictions
- Company Authorizations
- Fiscal Year - Period Authorizations
- Branch Authorizations
- Warehouse Authorizations
- Process Phase-Workflow Authorizations
XML settings are made.
Page designer is edited.
Output templates are added.

iu المهام الوظيفية وخطوات التنفيذ

Modülü %100 kullanmak için aşağıdaki implementasyon adımlarının tanımlanması ve set edilmesi gereklidir.

أصناف الاشتراك / settings.add_subscription_type Param Wiki

Aboneleri sınıflandırarak tasnif etmek için kullanılır.

أصناف الاشتراك الملغاة / settings.add_subscription_cancel_type Param Wiki

İlgili aboneliğinin neden iptal edildiğinin parametrik olarak tanımlanmasını sağlar.

إدخال البضائع المستوردة الكمية / settings.form_add_info_plus Param Wiki

Ek bilgiler, ekranlar üzerinde yapılan kayıtlara ait, o kayda ilişkin detay ya da spesifik olarak eklenmesi gereken bilgiler için kullanılan bir fonksiyondur.

إلغاء السبب / settings.form_add_cancel_type Param Wiki

Kredi kartı ile yapılmış olunan tahsilatlarda iptal nedenlerini tanımlamak için kullanılır.

الوصف الخاص بالخدمة / settings.add_service_add_option Param Wiki

Servis Başvurularında kullanılmak üzere ihtiyaca ve işleyişe bağlı olarak kullanılır.

الوصف الخاص للاشتراك / settings.add_subscription_add_option Param Wiki

Abonelerde işletmeye uygun olarak ekstra tanım yapmak için kullanılır.

انواع المكافحة Param

حالة الاشتراك المرجعية / settings.form_add_system_referance Param Wiki

Referans olacak ya da olmayacak aboneler için durumları tanımlanır.

إضافة المشترك,مصمم الصفحة / sales.list_subscription_contract Page Designer Wiki

Abonelik sözleşmelerini, bilgilerini, abonelik bazlı hizmet ve ürün fiyatlarının tanımlanması ve ödeme planlarının oluşturulması için kullanılır. Abonelik üzerinden belirli periyodlarda toplu fatura kesilmesi ive hizmet sürelerinin tanımlanması sağlanır.

تعديل السلة,أضف مشتركا / sales.list_subscription_contract Page Designer Wiki

إضافة المشترك,إعدادات الصفحة / sales.list_subscription_contract Xml Setup Wiki

إضافة عداد,إعدادات الصفحة / sales.counter Xml Setup Wiki

Gaz, elektrik, su vb. kullanılan miktarı veya mekanik etkilenmeleri ölçümlerini kaydetmek için kullanılır.

خطة دفع,إعدادات الصفحة / sales.list_subscription_contract Xml Setup Wiki

عملية الفاتورة المجمعة للمشترك,إعدادات الصفحة / invoice.list_sale_multi Xml Setup Wiki

Birden fazla aboneye aynı anda toplu fatura ya da birden fazla aboneye eğer cariler aynı ise tek fatura da gruplama yaparak faturalın kesilmesini ve e-fatura/e-arşiv fatura olarak gönderilmesini sağlar.

إضافة عداد,عملية التصميم / process.list_process Process Stage Wiki

İş süreçlerinin tasarım ve akışlarını oluşturur.

تسجيل المشتركين وتصميم العمليات / process.list_process Process Stage Wiki

İş süreçlerinin tasarım ve akışlarını oluşturur.

خطة سداد النظام,عملية التصميم / process.list_process Process Stage Wiki

İş süreçlerinin tasarım ve akışlarını oluşturur.

عمليات تحميل العداد,عملية التصميم / process.list_process Process Stage Wiki

İş süreçlerinin tasarım ve akışlarını oluşturur.

تحديد فئة المعاملة لمعاملة فاتورة دفعة المشترك / settings.list_process_cats Process Cat Wiki

Bu sayfanin cf_big_list_search'ü olusturulmustur.

أضف إلى التعرفة Master Data

إضافة عداد / sales.counter Master Data Wiki

Gaz, elektrik, su vb. kullanılan miktarı veya mekanik etkilenmeleri ölçümlerini kaydetmek için kullanılır.

تحويل مشترك / settings.form_add_subscription_import Master Data Wiki

Abonelik bazlı çalışan firmaların abonelik sözleşmelerini toplu olarak sisteme aktarmak için kullanılır.

نقل الدفع خطة / settings.form_add_payment_plan_import Master Data Wiki

Toplu faturalama yapabilmek için aboneler için oluşturulan ödeme planlarının toplu olarak sisteme kaydedilmesi için kullanılır.

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