More Related Content Similar to Complete Order Life Cycle Management from Quote to Invoice for Manage Service Providers (MSPs) (20) More from Jamcracker Inc (19) Complete Order Life Cycle Management from Quote to Invoice for Manage Service Providers (MSPs)2. 2
Jamcracker Customer Portal - Catalog view
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3. 3
Jamcracker Customer Portal - Filtered Catalog view
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4. 4
MSP’s creating proposal/Quote for a Customer
• MSP can proxy into the customers account.
• Navigate to the catalog.
• Add services to the cart
In this example we have added a Virtual server,
a system management service, a professional
service (one time), a security service and a
license based service.
• Based on the configuration selected Virtual
server will show the estimated price.
Customer will be billed for the actual
consumption at the end of the billing cycle.
• System management with recurring monthly
charge.
• Professional service with a one time charge.
• Security service with recurring monthly
charge.
• License based service with recurring monthly
charge.
• Retail price along with margins can be
defined.
• Discount scan be applied
• A proposal can be created for the customer
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5. 5
Customer Manage Proposals
• Customers can view proposals created from the manage,
proposals page
• A copy of the proposal will also be emailed to the
customer.
• Customers can also self order via the catalog (Can be
customized to handle MSP use case)
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6. 6
Customer – List Proposals
• Once a proposal is created, customers can view the
proposal.
• Accept or Decline the proposal
• If declined, MSP will be notified and they can create a
fresh proposal.
• If accepted, proposal will be converted into an order
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7. 7
Customer – Sample copy of a Proposal
• A copy of the Proposal
will be emailed to the
customer.
• Proposal can also be
viewed via the UI.
• Proposal will contain
list of services along
with the proposed
price.
• Contents and look and
feel of the proposal
can be customized.
© 2022 Jamcracker, Inc. and its licensors. All rights reserved. |Proprietary and Confidential |
8. 8
Customer – Managing Orders
• On accepting the
proposal, the
proposal gets
converted into an
order.
• Platform will
automatically
provision the
services/resources
which are part of
the proposal.
• Orders can be
viewed from the
Manage, Orders
page.
© 2022 Jamcracker, Inc. and its licensors. All rights reserved. |Proprietary and Confidential |
9. 9
Customer – Manage Invoice and Payments
• On the closure of the
billing cycle, platform
will invoice/bill the
customers for their
cloud consumption.
• Billing option and
cycle can be
customized.
• If payment gateway is
integrated JSDN can
automatically charge
the customers
account.
• Billing and Payment
feeds can be
generated from the
platform
© 2022 Jamcracker, Inc. and its licensors. All rights reserved. |Proprietary and Confidential |
10. 10
Customer – Sample copy of customer Invoice
• Invoice contains a summarized section and a detailed section.
• Single invoice for all of the customers cloud consumption (IaaS and
SaaS)
• Invoice includes MSP Margins/Discounts
• Invoice includes Taxes (If any)
© 2022 Jamcracker, Inc. and its licensors. All rights reserved. |Proprietary and Confidential |
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MSP’s – Managing Customers
• MSP Admin
Managing customer
accounts
• An exclusive role
can be created only
to manage
associated
customer accounts
and create
proposals only for
the associated
accounts or
• MSP admin can also
be provided access
to manage all the
customer accounts.
© 2022 Jamcracker, Inc. and its licensors. All rights reserved. |Proprietary and Confidential |
12. 12
MSP’s – Managing Customers Proposals
• MSP Admin
Managing proposals
created for all the
associated
customers.
• Proposals can be
resent to
customers.
• Proposals can be
cancelled before
acceptance or being
rejected by
customers.
• Status of the
proposals can also
be viewed from the
manage proposals
page.
© 2022 Jamcracker, Inc. and its licensors. All rights reserved. |Proprietary and Confidential |