Changes for page Clients Window

Last modified by Андрей Калиновский on 2024/01/18 14:55

<
From version < 5.1 >
edited by Андрей Калиновский
on 2024/01/18 13:13
To version < 6.1 >
edited by Андрей Калиновский
on 2024/01/18 13:13
>
Change comment: There is no comment for this version

Summary

Details

Page properties
Title
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1 +Clients Window
Parent
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1 +Панель управления.Billing module.WebHome
Content
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1 +The “Client Properties” window is intended for editing information about a specific client.
2 +
3 +[[image:image-20240118131202-2.png]]
4 +
5 +The upper part of the window displays information about the name, type of client, blocking status of his balance and blocking conditions.
6 +
7 +[[image:image-20240118131220-3.png]]
8 +
9 +Displayed fields:
10 +
11 +**Name** – field for recording the client’s name.
12 +
13 +**Type ** – a drop-down list field in which you must select the client type.
14 +
15 +**Blocked/Active** – client status:
16 +
17 +* If the status is “Blocked”, then all client users are prohibited from logging into the system due to the reason “Account is blocked”.
18 +* If the status is “Active”, then no restrictions are made. By default, the client status is “Active”.
19 +
20 +**Balance** – displays the value in the form of the amount of money or the number of days. These values ​​mean the amount of money or days that the client has on his balance sheet at the moment. The balance is topped up using the “Top up” button.
21 +
22 +If the client has a contract, the balance displays the following data:
23 +- The cash balance displays the balance under the contract or the sum of the contract balances.
24 +- In the day balance, if there is one contract, the number of days until the contract is blocked is displayed.
25 +- If there are two or more contracts, the number of days of blocking of the nearest blocked contract is displayed.
26 +
27 +**Top up** – a button; when you click on this button, the “Top up balance” window opens.
28 +
29 +[[image:image-20240118131239-4.png]]
30 +
31 +This window contains the following fields:
32 +
33 +- Top up – the field in which the value for replenishing the balance is entered. The value can be either positive for replenishing or negative for withdrawing funds from the balance.
34 +
35 +- Description – field for entering a description of the payment in text form.
36 +
37 +- “Submit” button – a button to complete the balance replenishment. After clicking, a corresponding line is automatically created in the “Operations” window with the replenishment conditions.** **
38 +
39 +**Allowed balance ** is a field that displays a value in the form of the amount of money or the number of days.
40 +
41 +When the balance reaches the specified values, the client’s blocking is activated (provided that the grace period is “0”).
42 +
43 +**Restrictions** – a button that, when clicked, opens the “Restrictions” window.
44 +
45 +Read more about restrictions in the article - [["Client blocking">>url:https://wiki.glonasssoft.ru/bin/view/%D0%9F%D0%B0%D0%BD%D0%B5%D0%BB%D1%8C%20%D1%83%D0%BF%D1%80%D0%B0%D0%B2%D0%BB%D0%B5%D0%BD%D0%B8%D1%8F/%D0%A0%D0%B0%D0%B7%D0%B4%D0%B5%D0%BB%20%22%D0%9A%D0%BB%D0%B8%D0%B5%D0%BD%D1%82%D1%8B%22/%D0%9C%D0%BE%D0%B4%D1%83%D0%BB%D1%8C%20%22%D0%91%D0%B8%D0%BB%D0%BB%D0%B8%D0%BD%D0%B3%22/%D0%91%D0%BB%D0%BE%D0%BA%D0%B8%D1%80%D0%BE%D0%B2%D0%BA%D0%B0%20%D0%BA%D0%BB%D0%B8%D0%B5%D0%BD%D1%82%D0%B0/]]
46 +
47 +**Topped up** – this line displays the date of the last top up.
48 +
49 +**Blocked** —the date the client was blocked is displayed.
50 +
51 +
52 +The following tabs are located at the bottom of the window:
53 +
54 +**Information** - displays detailed information about the client used to generate invoices and acts.
55 +
56 +**Services** – displays a list of client services, their status, limits and price.
57 +
58 +Read more in the article: [[Services>>url:https://wiki.glonasssoft.ru/bin/view/%D0%9F%D0%B0%D0%BD%D0%B5%D0%BB%D1%8C%20%D1%83%D0%BF%D1%80%D0%B0%D0%B2%D0%BB%D0%B5%D0%BD%D0%B8%D1%8F/%D0%A0%D0%B0%D0%B7%D0%B4%D0%B5%D0%BB%20%22%D0%9A%D0%BB%D0%B8%D0%B5%D0%BD%D1%82%D1%8B%22/%D0%9C%D0%BE%D0%B4%D1%83%D0%BB%D1%8C%20%22%D0%91%D0%B8%D0%BB%D0%BB%D0%B8%D0%BD%D0%B3%22/%D0%A3%D1%81%D0%BB%D1%83%D0%B3%D0%B8%20%D0%91%D0%B8%D0%BB%D0%BB%D0%B8%D0%BD%D0%B3/]]
59 +
60 +**Operations** - this window displays all the necessary information on ongoing operations within the client.
61 +
62 +Read more in the article: [["Operations" tab>>url:https://wiki.glonasssoft.ru/bin/view/%D0%9F%D0%B0%D0%BD%D0%B5%D0%BB%D1%8C%20%D1%83%D0%BF%D1%80%D0%B0%D0%B2%D0%BB%D0%B5%D0%BD%D0%B8%D1%8F/%D0%A0%D0%B0%D0%B7%D0%B4%D0%B5%D0%BB%20%22%D0%9A%D0%BB%D0%B8%D0%B5%D0%BD%D1%82%D1%8B%22/%D0%9C%D0%BE%D0%B4%D1%83%D0%BB%D1%8C%20%22%D0%91%D0%B8%D0%BB%D0%BB%D0%B8%D0%BD%D0%B3%22/%D0%92%D0%BA%D0%BB%D0%B0%D0%B4%D0%BA%D0%B0%20%E2%80%9C%D0%9E%D0%BF%D0%B5%D1%80%D0%B0%D1%86%D0%B8%D0%B8%E2%80%9D/]]
63 +
64 +**Geocoder and map layers** - window for changing geocoder
65 +
66 +Read more about this window in the article: [[Geocoder and map layers>>url:https://wiki.glonasssoft.ru/bin/view/%D0%9F%D0%B0%D0%BD%D0%B5%D0%BB%D1%8C%20%D1%83%D0%BF%D1%80%D0%B0%D0%B2%D0%BB%D0%B5%D0%BD%D0%B8%D1%8F/%D0%A0%D0%B0%D0%B7%D0%B4%D0%B5%D0%BB%20%22%D0%9A%D0%BB%D0%B8%D0%B5%D0%BD%D1%82%D1%8B%22/%D0%93%D0%B5%D0%BE%D0%BA%D0%BE%D0%B4%D0%B5%D1%80%20%D0%B8%20%D1%81%D0%BB%D0%BE%D0%B8%20%D0%BA%D0%B0%D1%80%D1%82/]]
67 +
68 +[[image:image-20240118131311-5.png]]

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