Back to Getting Started Guides for CRM.COM

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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 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 for Physical Goods they have bought. The period for which subscribers are billed depends on their contract and is usually monthly, quarterly, biannual or annual.
   

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• Products
  Set up all the Products your company provides its customers, whether these are Services or hardware.
• Inventory Management
  Set up the Warehouses where the hardware resides and a stock balance is kept, and import all the traceable goods (such as cards and decoders) 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 subscriber devices.
• 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 a cross-module Payment type, that can be used for Wallet Top Ups (The module is optional).
• Financial Transactions
  Set up Financial Transactions, used when billing subscriber's Accounts.

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subscriptions subscriptions

Setting up Billing & Subscriptions

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provisioning provisioning

Setting up Provisioning Provider

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accountsreceivable accountsreceivable

Setting up Accounts Receivable

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financialtransactions financialtransactions

Setting up Financial Transactions

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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

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vouchertypes vouchertypes

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• Default Payment Type: The Payment Type that Vouchers of this Type will default to. 
• Value Option: Defines if the value should be Fixed, as defined in the Voucher type, or Variable, as defined during the creation of the Vouchers. 
• Value: The value that will be provided by Vouchers of that Type.
  • Mandatory on Conditions: Applicable and mandatory only if the value option is set to 'Fixed'.
• Secret Number Length: Determine the length of the generated Secret Number.
• Default Payment Type: The Payment Type that Vouchers of this Type will default to. 
• Supported Products: A list of Products (Services or Physical Goods) and/or Products Types that each Voucher Type can be redeemed for.  Each Voucher supported Product is associated to with either a Product or a Product Type.
• Allowed Organisational Units: The organisational units that can use the Voucher Type when creating new Vouchers.
  

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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. 
Find links to manuals related to Prepaid Subscriptions below.

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Managing Contact Information

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

Managing Accounts Receivable

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

Managing Wallets

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

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Executing Prepaid Billing Runs

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

Managing Vouchers

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

Managing Financial Transactions 

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

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