3. Add New Subscribers

Add New Subscribers:   

 Add a New Subscriber by navigating to Subscribers >> New Subscriber.   

 

 New Subscriber Page View:   

 Creating subscribing is a 5-step process. It includes:   

 

 

 

 

 

 Select Plan 

 

 

 Subscriber Info 

 

 

 Add-on Module 

 

 

 Quotation 

 

 

 Summary   

 

 

 

 

 

 Select Plan :   

 This page displays all the plans available in the Application. Users can select one-plan at a time. After selecting the Plan User should select the Next option to move on to next step of Subscriber creation.   

 

 Subscriber Info :   

 The Subscriber Info page is to key in Subscribers information.   

   

   

 

 

 

 

 

 

 Company Information: This section should contain the details of the Company . It should be company logo/image, company name, company code, company type (private / public), industry, description and contact details. 

 

 

 Registrant Details : To fill up Registrant details. 

 

 

 Previous : To navigate t o previo us page. 

 

 

 N ext: To move on to the next step of the Subscriber creation process.   

 

 

 

 

 

 Add-on Module :   

 Add-on modules adding process can be completed on this page.   

 

 

 

 

 

 

 Add-on module's view : All add-on modules details configured in Settings will be displayed over here. User can select one among those. 

 

 

 Previous : To naviga te to the previous page. 

 

 

 Next: To move on to the next step of the Subscriber creation process.   

 

 

 

 

 

 Quotation :   

 Below details are displayed in the Quotation page.     

   

 

 

 

 

 

 Quotation: To show the Plan with pricing and other details filled in Subscriber info page. 

 

 

 Payment Details:   To describe the Payment method and Account manager details. 

 

 

 R emarks: To update remarks if any. 

 

 

 P revious : To navigate to previous page. 

 

 

 Next: To move on to the next step of the Subscr iber creation process.   

 

 

 

 

 

 Summary :   

 The summary page displays plan details the Subscriber opt for, add-on module details with price breakd own details.   

   

 

 

 

 

 

 Previous : To navigate to previous page. 

 

 

 Submit: “Plan registered successfully” message will pop-up on clicking on to Submit button .   

 

 

 

 

 

 After the User successfully registers for a Plan, notification will be triggered to the registered email id. Based on the billing cycle the User selected, payment reminder notification also will be triggered to the registered email id.