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Objectives

Service Provisioning Platform

  1. Administration login
    • [ ] Team management
      • [ ] Access Levels
      • [ ] User Management
      • [ ] 2FA
    • [ ] Reseller management
      • [ ] Create
      • [ ] Edit
      • [ ] View services
      • [ ] Module management
      • [ ] Suspend
      • [ ] Impersonate
    • [ ] Product management
      • [ ] Create integration modules for products
      • [ ] Pricing\plan management for products
    • [ ] Order Management
      • [ ] Procurement Process flows
      • [ ] Order reporting
      • [ ] Billing integration
      • [ ] Manual Automated order processing
  2. Reseller login
    • [ ] Profile management
      • [ ] User management
      • [ ] Access levels
    • [ ] Customer Creation
    • [ ] Service provisioning
    • [ ] Order management
    • [ ] Reporting
  3. Numista integration
    • [ ] Customer\reseller management
    • [ ] Product management
    • [ ] Billing processing
  4. Proxmox integration
    • [ ] Virtual server management
      • [ ] Create VM
      • [ ] Cancel VM
      • [ ] Upgrade VM
      • [ ] Resource management
      • [ ] Console access
      • [ ] Billing
    • [ ] Container management
      • [ ] Create Container
      • [ ] Cancel Container
      • [ ] Upgrade Container
      • [ ] Resource management
      • [ ] Console access
      • [ ] Billing
    • [ ] IP address management
    • [ ] Node/Cluster management
  5. Future product integration
    • [ ] Requirements Unclear

Numista - Billing System

  1. Customer Management
    • [ ] Payment terms
    • [ ] Contact management
    • [ ] ClientZone Access
      • [ ] View & pay Invoices
      • [ ] View Transaction history
    • [ ] Sales orders & Invoices
    • [ ] Quotations (if applicable)
    • [ ] Billing information management
      • [ ] Debit order management
  2. Xero Integration
    • [ ] Accounting & bookkeeping
  3. Billing
    • [ ] Annuity billing
    • [ ] Debtor management
    • [ ] Account ageing reporting
    • [ ] Automated payment reminders
    • [ ] Automated interest on outstanding amounts if applicable
  4. Reporting
    • [ ] Invoice reporting
    • [ ] Sales reporting
  5. Contract management (Customer)
    • [ ] Master agreement
    • [ ] Service order
    • [ ] Expiration