Sales Please note that the Billing module and integration with Sage One is required for Quotations to work. Sales setup guide video: https://youtu.be/RqhuYsg_-MQ Setup Guide: Before you can start the sales set up on DataTill, you first need to set up the Helpdesk. For more information on how to do this, Read more…
Customers Guide This guide aims to furnish you with comprehensive insights into the process of crafting customers, forming customer groups, and allocating data packages, among other key aspects. Customer Profile video: https://youtu.be/DJUXj33zwbc Adding Customer groups video: https://youtu.be/K7oxqTlzH4w Customer Portal Video: https://youtu.be/nMB2RxWB5jc Customer groups: Before you can import or add customers to DataTill, Read more…
1. How to access your List of Customers on DataTill Introduction to datatill video: https://youtu.be/FcOiEugWkcs To find a list of your customers, you will need to go to “Customers” and then click on the “List Customers” option. Your next screen will consist of a list of all your customers. Here you can Read more…
Lead To Receipt: Job Cards Lead to receipt video: https://youtu.be/mUgr4ODzt7E 5. Job Cards: The next phase in Workflow is where the customer’s job will be scheduled and take place. Purple: This is to show you that we are currently in the job card phase of the workflow. Blue: All leads Read more…
Lead to Receipt: Quotes Lead to receipt Video: https://youtu.be/mUgr4ODzt7E 4. Quotes This is the phase where the quoting starts to happen. The sales agent now has enough information to provide the customer with an accurate quote in terms of the installation and services that we will provide them with. 4.1. Read more…
DataTill & IPC 1. Introduction: Radius proxy is used when a radius request is not handled by the radius server that first receives the request. The radius requests are either passed on to an external third-party radius server for authentication, or a third-party radius request is received for authentication on Read more…
Lead to Receipt: Surveys Lead to receipt video: https://youtu.be/mUgr4ODzt7E 3. Surveys: This phase of the workflow is controlled by the coordination team and the technicians who need to do the job. 3.1. New Surveys: These are all sales leads that need site surveys done. Once the sales agent has submitted the Read more…
Radius Setup Guide What is Radius: Radius is AAA (Authentication, authorization, and accounting) networking protocol that manages network access. The user or machine send a request to a network access server (NAS) to gain access to particular network resource using access credentials, these credentials are passed to the NAS via Read more…
User Import Guide User Import Guide Video: https://youtu.be/yxtVuSyKzVA Different Types of User Imports: The purpose of this guide is to provide you with more information on the different types of user imports as well as in what order we would advise you do these imports with your initial DataTill setup. Read more…
Lead to Receipt: Sales Leads Lead to receipt Video: https://youtu.be/mUgr4ODzt7E 2. Sales Leads: 2.1. New Sales Leads:2.1.1. Leads via the Customer Edit Screen. This process is used for customers who already has or had services with us and has the need to upgrade, add another service or move their current Read more…
Lead to Receipt: Overview and general actions Leads to receipts video: https://youtu.be/mUgr4ODzt7E. Lead to receipt: 1. Overview and general actions A Lead to receipt is a process that was created to improve the quality of information collected from customers, to determine their specific needs, as well as improve the workflow Read more…
Marketing Double Data Top-ups:Double Data Top-up marketing promotions has been added to DataTill.Go to Sales > Sales Settings > Marketing Setup Marketing Setup Video: https://youtu.be/U10MsEhpAkQ How to Enable the Double Data Top-up Promotion: You can enable or disable the promotion, and define a date range during which the promotion is in Read more…
1. How much does the client owe us? With bulk statements, you can send statements to multiple customers at once. Here’s how it works: 1. First, use the filters at the top to select who you want to send statements to. 2. Adjust the Records per Page section so all customers Read more…
1. Where to find your billing documents This guide will give you more information on how to push billing documents to SageOne. Billing documents refer to: You will be able to find these documents by going to “Billing” and then clicking on the relevant option. On the following screen, you will be Read more…
1. Introduction Customer Profile video: https://youtu.be/DJUXj33zwbc Within this guide, you’ll receive a comprehensive overview of the diverse widgets housed within the customer profile. The customer edit screen is rich with a wealth of information. In essence, it stands as a pivotal resource from which you can effectively address a majority Read more…
Mailbox and mailbox scraping video: https://youtu.be/Jrfg7dW7L8U 1.Introduction This feature allows you to capture client emails to your company email address for example like support; accounts or sales mailbox’s and can either generate a helpdesk ticket or generate a sales lead. Mailbox Rules are set up to take specific action on Read more…
1. (Re)Sending the invoices to the customer. Sending invoices to customer: https://youtu.be/jn20sDV0-_Q So, a big part of billing and debt collection is actually ensuring that the customer received the invoice. In this regard, you can split your customers up into 4 groups: “The dog ate my invoice” customers. “I had Read more…
1. Master and sub-accounts Master and sub accounts video: https://youtu.be/PzxNG9kMnAY In DataTill, we’ve upgraded our features to include master and sub-accounts. This is especially helpful for businesses with various branches that are connected to a main profile. With this new capability, you can choose how billing works. You can either have Read more…
1. How to get to the Adjustment Section Customer Adjustment Video: https://youtu.be/3a6duik0Kuc It’s important to understand that the following guideline offers direction but doesn’t require strict adherence. When dealing with bank updates and payment allocations in Sage One, the process is straightforward but time-consuming. However, certain clients use specific references like “Uncapped Read more…
Customer Portal Guide This guide aims to furnish you with comprehensive insights into the process of crafting customers, forming customer groups, and allocating data packages, among other key aspects. Customer Portal Video: https://youtu.be/nMB2RxWB5jc 1. Logging in to your profile To access your online customer profile, you will need to log into Read more…