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  1. An Admin from ABC Parking starts by creating the ACME company; 
    1. To do this, they first navigate to the User Companies page. Admin OptionsUsers Menu
    2. From the Company Search Page they select the Create New Company button
    3. The Company Edit page displays, the admin enters the following information about the ACME company. They then select the Add New Company Button
      Account Number:19380688
      -Company Name: ACME Incorporated
      Receives Invoices: Checked
      Address (Company): 2946 Jerome Avenue
      Invoice Emails: James.Rockwood@ACMEINC.com
      Contact Name: James Rockwood
      Address (Contact): 4777 Ersel Street
    4. A green confirmation message displays to confirm that the company has been added.
  2. The Admin user then goes to the profiles of the users in the company and adds them to the company, designating James Rockwood as the company manager.
    1. The admin searches for the user being added to the company. User Management → User Search

    2. Then the admin selects the user's username to open their profile. It is then possible for the admin to associate the user to the company by selecting the Edit Button.
    3. The admin scrolls down to the part of the page where the user is entered as an individual or as a company member.
    4. The name of the company is entered into the company field and selected when the company is displayed as a possible option.
    5. Select the Company Manager and Company Billing Account checkbox to denote James Rockwood as the company manager and the person who will pay for invoices from the company, when the admin enters other users they will not do this
    6. The admin submits this company association by selecting the Submit Registration Information for Processing... button
    7. The admin places the users Joseph Callaghan and Steph Jamieson to the company using steps A-F, ignoring step E. These user accounts that are created for the Company will not be used by the end user and are only for the Company Manager to use. (They could be released to the end user if that user opted out of the company plan and wanted to manage their own account).
  3. The company manager (James Rockwood) logs into the OPS-COM userside.
  4. The company manager logs into one of the company users so they can purchase the user a permit for the user Joseph Callaghan.
    1. The company manager starts by selects the Company Users menu item.
    2. Next, the company manager selects the Login as User button to the right of Joseph Callaghan's name.
    3. A blue message appears telling James Rockwood that he is logged in as another user.
    4. The Parking tab is selected to buy a permit for Joseph Callaghan.
    5. I Agree is selected to move to the page where a permit can be selected
    6. Standard Parking Permit is selected to purchase a normal parking permit
    7. The Lot Red Student Lot West is selected as the lot that the permit will be chosen from
    8. On the next screen purchase permit is selected, which opens the payments due page. If the company is planning to pay for permit through the user side (not using invoices) then James Rockwood (the company manager) would select the proceed to payment button. Because the ACME company uses invoices this page will not be used and James Rockwood will logout of Joseph Callaghan's account.
  5. The admin user then creates the invoice for the company.
    1. They begin by navigating to the Prepare Invoices page. Permits/Invoicing/Lockers → Prepare Invoices 
    2. The admin selects the prepare invoices button beside the active sales window, showing the invoices that can be prepared from that time frame. 
    3. The invoice for the ACME company is displayed, including one permit (the one created for the user Joseph Callaghan). The admin user selects the Send Invoices button to send the invoice to the ACME company.
      NOTE: An invoice email template must be already in place prior to being able to prepare invoices. The email template can be modified by the Admin by going to System Config/ Email Templates
    4. A green confirmation message appears, confirming the invoice being scheduled.

    5. There will be an icon on the top right of the menu bar that will indicate the progress of the invoices being created. Once completed it will then be sent to the Company Billing Account designate.  At this point the Admin has completed their tasks, with regards to Invoicing an the next step is the Company Manager, who will receive an email with the invoice details
       
    6. In the event of an error, the Admin may opt to cancel the invoice. Correct the error and then reissue the invoice. They begin by navigating to the Prepare Invoices page. Permits/Invoicing/Lockers → Invoice Search. Select the invoice that you wish to cancel and click the "Cancel" button, you will be prompted with an "Are you Sure" message. Once canceled you will be able to reissue the new invoice. (Note, that the invoice number will change for the new invoice) Going back to step 5a to prepare an Invoice.
       
  6. Once the company manager receives the invoice, they will log into the OPS-COM userside and navigate to the payments menu item, here they see the invoice for Joseph Callaghan's permit.
    1. The manager will the proceed Company Manager will then Proceed to Payment and submit the payment in the method they prefer. This completes the cycle.