¶ Module Overview
The Administration module allows permitted users to set up the various configurations and defaults for the system.
¶ Administration View
The Administration View section is restricted to certain users and only to some functionalities per user. This is an illustration of the functionalities of the system only. For example, email templates, which means how the system will automate certain email responses at any level of the company, and imports and export files and its scheduler timetable.
¶ Configuration
This section is intended as the primary means for configuring default values and functions for the application.
Alerts
Company
Custom Widgets
Customer Categories
Customer Statuses
Departments
Dispute Status Parameters
Export Groups
Fax
G/L Accounts
Invoice Default Template
Invoice Messages
Invoice Payment Terms
Invoicing Groups
Invoicing Print Groups
Order Detail Sub-Statuses
Order Sources
Payment Sources
Portal Roles
Prospect Sub-Statuses
Report Categories
Roles
Tax Jurisdictions & Rates
Ticket Categories
Ticket Priorities
Translations
Users
¶ Parameters
Allowed IPs
Billing
Catalog
Contract
Customer
Order
Portal
Prospect
Purchase Order
Quote
Sales Commission
Supplier
Ticket
¶ Integrations
this section deals with... further information can be found in ...
¶ Custom Fields
Customers
Suppliers
Suppliers Associated Accounts
Contacts
Locations
Prospects
Tickets
Catalog Services
Catalog Products
Catalog Charges
Catalog Sub-charges
Catalog Usage Rates
Catalog Service Usage Rates
Subscriptions
Subscription Products
Subscription Charges
Subscription Usage Rates
Orders
Order Details
Inventory
Inventory Details
Commercial Names
Picklist Manager
Custom Modules
¶ Email templates
smartbilling tries to automate as much as possible. Email management is key for efficiency. We have created email templates that could be selected in multi language options, that could be used to reply automatically or used by the teams that are managing the key departments of the company such as Sales, Customer Service or IT services. See the example of the email setting up module.
In the example below, we have created an infrastructure of emails to respond suppliers, customer invoicing issues, customers in general, sales leads, technical tickets, customer orders and customer credit activities:
To create a new email template just click on Add Activity Template, and smartbilling allows you though its flexibility to create your own email management system. The next page is self explanatory and friendly user. Just fill the information in the boxes:
