Complete Order Life Cycle Management from Quote to Invoice for Manage Service Providers (MSPs)
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Complete Order Life Cycle Management from Quote to Invoice for Manage Service Providers (MSPs)
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Jamcracker Cloud platform comes with customizable, automated order processing flows, where MSP's can onboard anything as a service, platform also comes with integration with prominent cloud like AWS, Microsoft Azure, Huawei Cloud, Google Cloud, vCD, vCenter and many more, define your own prices, as a Manage service provider issue discounts or add mark-ups, create customized quotation, track quotations, easily convert quotations to orders, also provides seamless online shopping experience to your customers.
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Complete Order Life Cycle Management from Quote to Invoice for Manage Service Providers (MSPs)
- 1. Jamcracker, Inc. Supported Use Cases on Jamcracker Cloud Platform For Manage Service Providers (MSPs) 1
- 2. 2 Jamcracker Customer Portal - Catalog view © 2022 Jamcracker, Inc. and its licensors. All rights reserved. |Proprietary and Confidential |
- 3. 3 Jamcracker Customer Portal - Filtered Catalog view © 2022 Jamcracker, Inc. and its licensors. All rights reserved. |Proprietary and Confidential |
- 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 © 2022 Jamcracker, Inc. and its licensors. All rights reserved. |Proprietary and Confidential |
- 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) © 2022 Jamcracker, Inc. and its licensors. All rights reserved. |Proprietary and Confidential |
- 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 © 2022 Jamcracker, Inc. and its licensors. All rights reserved. |Proprietary and Confidential |
- 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 |
- 11. 11 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 |