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1. User Guide for BluIQ Trial for AWS Marketplace
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2. User Guide for BluIQ Trial for AWS
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Contents
Introduction.......................................................................................................................................................3
Online Help........................................................................................................................................................4
Build your subscription catalog .................................................................................................................4
Working with Products .............................................................................................................................5
Add a Product..........................................................................................................................................5
Add Customer...................................................................................................................................................7
Create Quotes and Orders...........................................................................................................................9
Convert Quote to Order.........................................................................................................................11
Activate Order ............................................................................................................................................11
Run Your Recurring Invoice Cycle...........................................................................................................12

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Introduction
Welcome to BluIQ from BluLogix! You will be provided with an account with limited
access to the system to give you an opportunity to trial BluIQ, the monetization platform
from BluLogix.
You will receive an email with a link and a temporary password.
Follow these steps to log into BluIQ.
1. Navigate to the Login page using the provided URL in your browser.
https://trial.blulogix.com/
2. Enter your username and temporary password and then click Log In.
3. You will be prompted to update your password, enter the same password in the New
Password and Confirm Password fields and click Confirm
4. The message “Success! Password Change” will appear at the bottom of your screen.

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5. Login with your username and password.
6. The screen below will appear once you have logged into BluIQ.
Note: Due to SOC II Type II Compliance the system will automatically log you out
after 1 minute of inactivity.
Online Help
Once logged into BluIQ, online help can be accessed. This document will provide you
with the basic features available to you in the trial. For more detailed information, select
the help icon highlighted below, found in the top right of your screen. The trial has
limited features, some content found in the online help will not be available to you. The
topics covered in this document are available.
Build your subscription catalog
The core of the functionality in the BluIQ platform UI is the Catalog. The catalog is
where products and services are built, managed, and price. Essentially this is where
you define your product offerings. This primary part of the system should be set up
first to set the stage for all other functionalities.
You will want to follow these steps in order since they do build on each other.

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Working with Products
In the Marketplace, products are the items or services in your product catalog that
can be sold to your customers. You will first need to create products to be able to
sell to your customers.
Add a Product
Follow these steps to add a product to the catalog.
1. On the Catalog menu, click Products.
2. On the Product page, click the Add Product icon.
The Add Product wizard opens on the Product Information tab.
3. Enter the following basic information for the product. Suggested values are
in the screenshot above, you can enter/select any values. Required fields are
indicated with a red asterisk. ( * )

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• Name - Enter a name for the product.
• Description - Enter a description for the product.
4. Enter the following Billing information.
a. Billing Method - Select the billing method for this product as Advance
or Arrear.
b. Product Hierarchy Type - Select Parent, Child, or None.
c. Identifier Type - Select the Identifier Type for the product or leave the
default NO_DETAIL.
d. Charge Recurring Frequency - Select Monthly. This is the
timeframe/frequency for a recurring charge for the product.
e. GL Code – Search Accounts Receivable, this is the GL Code for this
product.
f. Unit Price Precision – Leave 2 as the default, This represents the number
of decimal points in the price.
g. Product Cost - Enter the product cost.
h. Default Refund - Select this option to calculate a prorated credit when
necessary if this product is terminated mid-cycle.
i. Default Prorate - Select this option, this will calculate a prorated charge
when necessary if this product is activated mid-cycle.
j. Allow Price Override/Enable Discount - Select this option, this will
specify that when this product is added to an order, the price can be
changed from the price point used when it was created.
k. Surcharge Include - Select this option to specify that this product will be
included with any surcharge percentages added to this account.
l. Tax Included – Do not Select this option, this is selected if you want the
product cost to be tax inclusive, where the full product cost will include
the tax. Note that this setting cannot be edited, once it is set for this
product. Also note that tax exemptions will not apply if you choose this
setting.
5. Click Next to proceed to the next step in the wizard, which is for Price Book
selection.
Each product or bundle requires a Pricing Plan/Price Book to identify its price.
Products and Bundles can have multiple Price Books with different prices for each.

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6. On the Price Book tab of the wizard, you can select the Price Books to add to
this Product.
a. To add a price book:
i. Select a price book from the Available Price Books section, which
lists all prices books available for this product.
ii. Then, click the Select button to add the price book to the Selected
Price Book section, which means the product will be added to the
price book.
b. To remove a price book, select the price book from the Selected Price
Book section, and then click the Remove button.
7. Enter a Price in the Price Field shown above, any value can be entered
8. Click Next to proceed to the next step in the wizard.
Add Customer
Navigate back to Home Page
Create customers to sell services and products to.
a. Select the Customers menu

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b. Click Add Customer
1. Enter the following required basic information in the Add Customer page:
a. Company - Enter the Company Name if this customer is a Business or enter
the End User Name if it is a Residential customer.
b. Category - Select a category from the drop-down list. The Category type
depends on the Customer type, which can be a Vendor, Agent, Customer or
Subsidy.
c. First Name - Enter the First Name of the Customer.
d. Last Name - Enter the Last Name of the Customer.
e. Work Phone Number - Enter the Work Phone Number of the Customer.
f. Notification Email - Enter the email address of the customer for sending
notifications and click Add. Invoices will be sent to this email address as well
as any notifications, such as those for overdue payments.
g. Billable – Select this checkbox for this customer to be able to receive
invoices.
2. Enter the following Address information. Note that adding correct address
information is critical for proper tax calculation. At least one address must be set as
Billable/Taxable, and this address cannot be deleted. The customer may have
multiple addresses, but only one address can be designated as taxable. If the new
address is selected as 'Billable/Taxable', it will replace any existing one in
billability/taxability.
a. Select the Address type as Business or Residential.
b. Enter the Street Address, City, State, Zip Code, and Country of residence.
c. Select the Billing checkbox if this customer should receive invoices.
d. Select the Tax checkbox if this customer is taxable, or clear this checkbox if
the customer is tax exempt.
e. Select the Service checkbox if this address is the service address for orders
for the customer.
3. Enter the following billing information:
a. Uncheck Access to Storefront?
b. Tax Engine – no selection available
c. Billing Cycle – Select Monthly Cycle (default)

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d. Price Book – select Monthly Plan (default)
e. Payment Gateway – no selection available
4. Click Save and create any additional customers.
Create Quotes and Orders
Navigate back to Home Page

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1. Select the Customers menu.
2. Select a customer to add an order to by clicking the Account Number link for a
customer.
3. Select the Orders tab and select Quotes.
4. Click Add New Quote
5. On the first page of the Add Quote Wizard, select Add next to the address, if the
Address tab appears. Then click Next at the bottom of the page. This may not
appear, if not, move onto the next step.
6. The Add Quote tab appears, Enter a Price for any products that do not have a price
or you have the ability to change the price for, if the Price field is not grayed out.
7. Select a Quantity and click the shopping cart to add any products to the Quote.
8. Select as many products as you want.
9. At the bottom of the page, click Next.

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10. Click Submit > click Next
11. The following screen will appear:
12. Click Done.
Convert Quote to Order
1. Select the quote by clicking on the check box to the left, then select Generate Order
to convert to an order.
2. Comment box will appear, enter a comment, such as “Approved by Customer” and click
Confirm.
Activate Order
In BluIQ, you can view and manage existing customer orders, including activating or
partially activating orders, declining orders, sending them to the customer. The system
can integrate with your Provisioning system, or you can activate orders manually. The
following steps are for manually activating orders.
1. From Customers, select the Orders tab. Your Orders will appear, any that have not
been activated will have a Status of New.
2. Select the Order by checking the check box to the left and select Activate.
c. The Activate Order window will appear, select the following:

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a. Do not check Generate Ad hoc?
b. Start Date: Select a date in the previous month. This will allow you to run for End of
Period (EOP) without delay.
c. Expiry Date: don’t include
d. Select a Service Address (optional).
e. Click Confirm
Run Your Recurring Invoice Cycle
BluIQ supports two types of invoices: Ad Hoc, which bills immediately, or those
generated at regular intervals (such as monthly, quarterly, etc.). Once orders are
active, invoicing can begin. Multiple invoice templates, email delivery, and multiple
currencies are also supported.
Preparation
Follow these steps to begin preparing for EOP.
1. Back to Home Page > Go the Revenue menu, click Invoicing.
2. On the Invoicing page, EOP should be selected by default.
3. There are 3 phases in EOP Processing:
• Preparation – Where Cycle Accounts are preparing for invoicing
• Staging – Where Invoices are staged for review
• Confirmation – Where invoices are sent to customers

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Click the icon highlighted below to view the options available:
• Customer Summary - A list of all Customers for whom the Invoice
will be generated are displayed, including their last month charges
and Current Usages. Review all the information before proceeding.
• Projected Invoices – Provides all the details in the Invoice other
than the taxes.
• Taxes and Addresses - This shows the customers 'Date of
Transaction', 'Billing Zip code', 'Product Name', 'Tax Code', and 'Tax
Sales Type.
• Cycle Accounts – List of Accounts included in the Cycle
• Paused Accounts – List of accounts Paused for invoicing
4. When you have reviewed all information, then you can generate the staging
Invoices by clicking Stage.
Staging
The Preparation Stage generates the Staging Invoice. In Staging, those Staged
Invoices are reviewed. You can either 'Rollback' for changes or 'Confirm' to generate
Final Invoices.
1. Click the Refresh button next to Staging to process the Invoice, in this stage
the tax is processed so it may take a minute.

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2. Click Refresh until the cycle appears under the Staging Phase. You will see the
Tax is “Done” and EOP is “Successful”.
3. Select Generate PDF and then View Result.
4. Click the check box to the right of the record and select View PDF
You will see something similar to the screen below, there will be watermarks on
the invoice to indicate it isn’t final.

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5. Now the Invoice can be confirmed, go back to Invoicing by clicking on the
Invoicing link on the top left of the screen.
6. Click Confirm and Confirm again in the pop-up box.

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7. Select Regenerate PDFs from the options
8. Then Select Go To Generated Invoices.
9. Click on the checkbox to the right of the invoice number and select View PDF.
10. The Invoice that appears will no longer have a watermark, this is the final
invoice that is sent to the customer. You will see an example below.

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