Back to Getting Started Guides for CRM.COM

...

Are you in the Pay TV Business? You have come to the right place. All you need to do is read this Getting Started Guide to find out how you can quickly set up CRM.COM to support your Subscription business following a Prepaid Billing model. CRM.COM provides an overall solution for managing your Subscriptions and supports 2 two different Billing Models. 

• Prepaid Billing: Customers must pay in advance for Services they want to subscribe to.

• Normal BillingSubscriptions: Customers are billed before or after they start using Services they have bought or are subscribed to, or bill them for Physical Goods they have bought. The period for which subscribers are billed for, depends on their contract and it is usually monthly, quarterly, biannually biannual or annuallyannual.
   

Before you pull your sleeves up and start with Subscription configurations, visit view Getting Started with CRM.COM to complete the basic System configurations regardless of your line of business. Additional Guides on Pricing, OTT, Rewards and using the System can be found in the related Getting Started User Guides.

• /wiki/spaces/WIP/pages/10008359Getting Started with OTT-based Subscriptions   
• /wiki/spaces/WIP/pages/10008364
• /wiki/spaces/WIP/pages/10008365Getting Started with Pricing
• Getting Started with Rewards

What you need to get

...

started

In this Getting Started Guide you will find out about discover the following modules , which are required for Setting up and supporting Subscriptions business supporting the Subscriptions business model:

• Products
  Set up all the Products your company provides to its customers, whether these are services Services or hardware.
• Inventory Management
  Set up the Warehouses where the hardware resides and a stock balance is being kept, and import all the traceable goods (such as cards , and decoders, etc.) provided to customers.
• Price Plans
  Set up your Price Catalogs, and add the rates for all the Products to be sold to customers.
• Subscriptions
  Set up your business Subscription rules and restrictions.
• Billing
  Set up your business Billing rules and restrictions.
• Provisioning Provider
  Set up the Provisioning Provider that represents the Conditional Access System or Video Platform you cooperate with, responsible for handling the streaming of signals to the subscriber 's devicedevices.
• Contact Information
  Set up Contact Information, used for defining the rules for managing Contact Information, required when registering subscribers.

• Accounts Receivable
  Set up Accounts Receivable, used for defining the rules for managing Accounts Receivable, required when registering subscribers.

• Wallets
  Set up Wallets, used for defining rules for managing Wallets, required for creating Prepaid Subscriptions.
• Vouchers
  Set up Vouchers, used as an across module-payment a cross-module Payment type, that can be used for Wallet Top Up Ups (The module is optional and can be omitted).
• Financial Transactions
  Set up Financial Transactions, used when billing subscriber's Accounts.

...

Anchor
products products

Setting up Products

...

Anchor
subscriptions subscriptions

Setting up Billing & Subscriptions

...

Anchor
provisioning provisioning

Setting up Provisioning Provider

...

Anchor
accountsreceivable accountsreceivable

Setting up Accounts Receivable

...

Anchor
financialtransactions financialtransactions

Setting up Financial Transactions

...

...

Sub-module	Type	Classification	Navigation	Dig In
Vouchers Types	Configuration		CONFIGURATIONFINANCE APPLICATIONVOUCHERSSET UP TYPES	Configuring Voucher TypesVouchers
Vouchers Definition	Configuration		CONFIGURATIONFINANCE APPLICATIONVOUCHERSSET UP BUSINESS DEFINITIONS	Configuring Voucher DefinitionsVouchers
Generate Vouchers	Application		FINANCEVOUCHERSMANAGE VOUCHER LOTS	Generating Vouchers

Step 1: Setting up Voucher Types

Anchor
vouchertypes vouchertypes

A Voucher Type defines the values to be used when creating Vouchers of that type. A for generating Vouchers.  A Voucher cannot be created without specifying a Voucher its Type.

The Voucher Type includes:

• Default Payment Type: The payment type that will be used to create the payment while using Payment Type that Vouchers of this typeType will default to. 
• Value Option: Defines if the value should be fixed Fixed, as defined in the Voucher type, or a variable Variable, as defined during the creation of the Vouchers. The supported options are the following:
  • Fixed
  • Variable
   
• Value: The value that will be provided by Vouchers of that typeType.
  • Mandatory on Conditions: Applicable and mandatory only if the value option is set to 'fixedFixed'.
• Secret Number Length: Determine the length that of the generated secret number should haveSecret Number.
• Default Payment Type: The payment type that will be used to create the payment while using Payment Type that Vouchers of this typeType will default to. 
• Supported Products: Define a  A list of products Products (services Services or physical goodsPhysical Goods) and/or list of products types that can consume the value provided by Vouchers of this type. Each Voucher supported product is related to either a product or a product typeProducts Types that each Voucher Type can be redeemed for.  Each Voucher supported Product is associated with either a Product or a Product Type.
• Allowed Organisational Units: The organisational units that can create Vouchers of the specific typeuse the Voucher Type when creating new Vouchers.
  

Step 2: Setting up Voucher Definitions

Anchor
voucherdefinition voucherdefinition

Next, you need to set up Voucher Definitions follow.

Voucher definitions Voucher Definitions is a set of business rules used to control the behaviour of Vouchers throughout their whole life cycleLife Cycle.

For each Voucher definition Definition define the:

• Name
• Restricted States Per Voucher Process: Used  
• Used to define set additional restrictions on Voucher processes. Each Voucher process, by default, can accept by default a specific set of life cycle statesnumber of Life Cycle States, which can be limited further more through this section. The life cycle states Life Cycle States which are restricted by default restricted, cannot be overridden, which means that the default restrictions can never be relaxed. .
  This functionality is only available for specific Voucher processes, which includes the following Voucher Processes:
  
  • Modification Process
  • Purging Process
  • Cancellation Process

Step 3: Generating Vouchers

Anchor
generatevouchers generatevouchers

Next, you need to Generate VouchersVouchers must be Generated next.The

Subscription payments Payments can be done via Vouchers or another type of payments. Therefore, you need to generate Vouchers that your customers will use to pay for their subscriptionsvia Vouchers as well as other types of Payments. 

Vouchers are generated via LOTS. To generate Vouchers:

• Create a LOT by defining:
  • Type of Vouchers
  • Number of Vouchers to be generated
  • Effective and Expiration  Dates
• Generate Vouchers via the respective action Action through LOT's page.

 Do it Yourself!!!

...

Having set up CRM.COM based on your business requirements, you are ready to experience the capabilities of the System. View our Application Manuals area, which includes manuals dedicated to each submodule, and discover the functionality of each CRM.COM Module designed to help you complete your business transactions. 
Below you can find Find links to manuals related to Prepaid Subscriptions Subscriptions below.

Selecting the

...

right Provisioning Provider for your Business

Visit View Provisioning and select the Provisioning provider you are already working with or are planning to work with.

Managing Contact Information

Visit View Managing Contact Information and start working with Contact Information required for creating an Accounts Receivable.

Managing Accounts Receivable

Visit Managing View Accounts Receivable and start working with Accounts Receivable required for creating Subscriptions.

Managing Wallets

Visit View Managing Wallets and start working with Wallets required for funding Prepaid based Subscriptions.

Managing Subscriptions

Executing Prepaid Billing Runs

Visit View Managing Prepaid Billing Runs to set up and execute the Billing as required .

Managing Vouchers

Visit View Managing Vouchers and start working with Vouchers that can be used to add money to the subscriber's Wallet.

Managing Financial Transactions 

Visit View Managing Financial Transactions and start working with Financial Transactions to debit and credit the subscriber's account.

...

Integrating with CRM.COM

Are you a web developer? Are you interested in integrating with CRM.COM? 

Click on the links below for a complete description of the available Web APIs  

• Contact Information
  
  •  Contact Information Web API
• Accounts Receivable
  •  Accounts Receivable Web API
• Products
  
  •  Products Web API
• Subscriptions
  •  Subscriptions Web API
  •  Subscriptions Configuration Web API
  •  Subscriptions/Actions Web API
  •  Subscriptions/Services Web API
  •  Subscriptions/Services Configuration Web API
  •  Subscriptions/Installed Items Web API
  •  Subscriptions/Installed Items Configuration Web API
• Inventory Management
  •  Warehouse Transactions Web API
  •  Warehouses Web API
  •  Installed Items Web API