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Copy Subscription URL. Every partner has their own link that they can put into their website for hassle free subscription of Uniq365. This website will redirect their customers to Customer Subscription Portal.

Commission. In the commission part of the dashboard the partner will be able to see the Percent, Receipt and their Receivable for monitoring.  

Customer. In the customer part of the dashboard the partner can monitor the current status of the subscription of their customer. This is to monitor the number of customers who are new, for renewal or expired.

Distributor.  In the distributor part of the dashboard, it shows basic information of the distributor.

On this tab it shows all the list of the partner’s customer. It shows company information such as Country, Code, Name of the Person to contact, Company Name, Email, Expiration Date and the receivable amount from customer.

HOW TO ADD CUSTOMERS

Under customer tab you can click add then it will prompt the steps that you need to do in order to proceed with creating a customer.

STEP 1: CUSTOMER DETAILS

Fill in the above information

• Usercode.                                                
• Username.
• Email Address.
• Phone Number.
• Password.
• Confirm Password.
• Company Name.
• Company Address.
• Select Package.

Once all these following information are filled after selecting package it will direct you to STEP 5 for Payment. Steps 2-4 will be following the default for the package that has been selected in the first step. If you want to review the following inclusions of the package you may revisit Steps 2-4.

STEP 2: USER DETAILS

In Step 2: User details, partners can modify the number of users for each type. 

TYPES OF USERS

A. FINANCE USER. User who are assigned this access can only access the finance tab, which comprises the General Ledger, Cash Book, Accounts Receivables and Accounts Payable module.

B. OPERATIONS USER. User who are assigned this access can only access the operational tabs, which comprises the Sales, Procurement and Inventory module.

C. MOBILE USER. User who are assigned this access can only access the system via a mobile device to run mobile sales and warehouse functions.

D. FULL USER. User who are assigned this access can only access the all the tabs and modules which are accessible to FINANCE, OPERATIONS and MOBILE users

CAN I ADD/REDUCE NEW USERS AT ANYTIME?

Yes, you may add any number of new users in your Subscription Plan. Any users added half-way in the subscription period will be pro-rated to the duration left till the next expiry. For example, in 3 months into your subscription period you may add a new user. This new user will be billed for only 9 months till the end of the mother-contract.

No, you may not reduce the number of users halfway through a subscription period. You must wait till the end of subscription period and then reduce according to your needs, only during renewal.

STEP 3: ACCOUNT BOOK DETAILS, EXTRA STORAGE & SPECIAL APPLICATION IF ANY

Depending on the package they have selected, the details on the quantity of storage and account books will be displayed here. In any event, they can access more storage if they've used up all of their subscription storage by modifying the desired add ons on this step.

STEP 4: OCR, SMS, WHATS APP AND E-INVOICE LIMIT.

In Step 4, Any excess of usage in the package that the customer availed it will be subject to corresponding charges.

STEP 5: SUBSCRIPTION SUMMARY 

• Select the payment type in the dropdown, options are either monthly or yearly.
• Tick the box to agree to the A2000ERP Service Agreement & Privacy Policy before saving.
  

   

• After saving information, a pop-up message will appear so you can select the account book type and the industry type.
• Once hit save, a message will prompt indicating that system is currently generating account book. Please wait and do not do anything. If there is any interruption during the generation of account book, please reach out to us.  

Once the subscription package has been finalized.  Partners may assist in printing invoice double click any column in the line and download the preview of invoice. They can download the invoice, but the billing and collection will be done by the distributors.

All the receipts of commission from customers and distributors will reflect here. Once the distributor processed the commission it will be visible here in the receipt invoices.

HOW TO VIEW CUSTOMER INFORMATION

To view the full information of the customer, you may double click on any column in the customer line to edit customer information.

Under customer's home tab, you will be able to see the customer profile and usage balances.

STEP 1: Customer Details

Under the Update Subscription, the following steps are familiar as it is similar to adding a customer. You will be able to update the current subscription of the customer.

STEP 2: User Details

You may add any number of new users in your Subscription Plan. Any users added half-way in the subscription period will be pro-rated to the duration left till the next expiry. 

STEP 3: Account Book Details, Extra Storage & Special Application If Any

The information for the number of account book and storage will be reflected here depending on the package that they have availed. If in any case that they have reached their subscribed storage they can avail extra storages as desired.

STEP 4: OCR, SMS, WhatsApp And E-Invoice Limit.

For the OCR and WhatsApp feature, 50 scans and 50 messages, respectively are considered free, if in any case their transaction will exceed that they can modify here with corresponding charges. 

STEP 5: Subscription Summary

This shows summary of the customer's account information such as the usage, users, OCR, SMS, WhatsApp balances and other subscription that they are availing. This dashboard shows a comprehensive overview of your subscription date, expiration and usage statistics, and other important subscription-related information. It also allows you to update your information.  

The Service Level Agreement (SLA) can be downloaded in this tab. A service-level agreement is an agreement between two or more parties, where one is the customer, and the others are service providers. This is to assert particular aspects of the service, quality, availability, responsibilities that are agreed between the service provider and the service user. 

You may renew your subscription any time before the subscription period ends. The system will send reminders of your due subscription 30 days, 15 days, 7 days before your expiry. Your users will also see this reminder when they log into the system. To renew you need to login under the SUBSCRIPTION ADMIN and follow the steps in the renewal process. This ADMIN is the highest authority and has the absolute access to the entire system and is the only one who can manage this subscription. 

RENEW SUBSCRIPTION 

Step 1:  Customer Details

Step 2: User Details

In this step you can revise the number of users (Add/Reduce) If you are reducing the number of users, please deactivate the users from the respective account book(s) first. You cannot reduce the subscription users below the number of distinct users in all your account books.

TYPE OF USERS

When renewing the subscription, you can choose the type of User Access you want to assign your users. For users who do not need the full system, they can subscribe to the lower cost user type. There are 4 main TYPES OF USERS available, and they are:
A. FINANCE USER. User who are assigned this access can only access the finance tab, which comprises the General Ledger, Cash Book, Accounts Receivables and Accounts Payable module.
B. OPERATIONS USER. User who are assigned this access can only access the operational tabs, which comprises the Sales, Procurement and Inventory module
C. MOBILE USER. User who are assigned this access can only access the system via a mobile device to run mobile sales and warehouse functions
D. FULL USER. User who are assigned this access can only access the all the tabs and modules which are accessible to FINANCE, OPERATIONS and MOBILE users.

CAN I ADD/REDUCE NEW USERS AT ANYTIME?

Yes, you may add any number of new users in your Subscription Plan. Any users added half-way in the subscription period will be pro-rated to the duration left till the next expiry. For example, in 3 months into your subscription period you may add a new user. This new user will be billed for only 9 months till the end of the mother-contract.

No, you may not reduce the number of users halfway through a subscription period. You must wait till the end of subscription period and then reduce according to your needs, only during renewal.

Step 3: Account book details, Extra storage & Special application if any. Depending on the package they have selected, the details on the quantity of storage and account books will be displayed here. In any event, they can access more storage if they've used up all of their subscription storage by modifying the desired add ons on this step.

 Step 4: OCR, SMS, WhatsApp And E-Invoice Limit. 

Any excess of usage in the package that the customer availed it will be subject to corresponding charges.

Step 5: Subscription Summary-

• Select the payment type
• Agree the A2000ERP Service Agreement & Privacy Policy before renewing.
  - For renewal - use Credit Card or PayNow.
  - You will be redirected to the payment gateway to make payment
• Once renewed, you can download the Invoice from the Invoice history and can see the revised expiry date from the Dashboard.

The process for updating a subscription is similar to the renewal process but focuses on making specific changes to the existing plan rather than simply renewing it. This allows customers to add services according to their current needs. The update process typically involves logging into the account, selecting the desired changes, reviewing the impact on pricing and billing, confirming the changes, and processing any necessary payments.

Under company list, the Company Name, Email, Phone, Data Usage and File Usage can be viewed. You may double click to edit the company info. 

Under Company List, Users you can update the password. Just double click to individually modify the password for the account book.

All the users can be viewed in this list. Using the reset password under user list, the customer will be able to mass update the password in all of the company. If you want to change one company only you can utilize company list reset password.

Default Storage. refers to the standard amount of storage provided as part of your subscription plan. This storage typically covers the core data needs of the organization, including essential transactional records, financial data, and operational information, with a set limit on the volume of data that can be stored.

Extra Storage. refers to the additional space allocated to accommodate growing data requirements This extra storage is essential for handling increased volumes of transactional data, historical records, backups, and the addition of new modules or business units within the ERP system. It helps ensure that the system can continue to function efficiently without running out of space, preventing potential data loss, system slowdowns, or disruptions.

Used Storage. Refers to the amount of data space occupied by the various modules and records within the system, including transactional data, financial records, inventory details, customer information, and employee data. This storage contains sales orders, invoices, and product catalogs, as well as like logs, reports, and system backups.

Under Clone Data tab, customer can replicate and manage a data from sourcebook to destination account book. It helps businesses to clone Customer/Supplier, Product, Chart of Account, Warehouse, and other data to streamline financial operations, from recording transactions to generating financial reports.

Step 1: Select a source account book, this is where the base account book.

Step 2: Select a destination account book. 

Step 3: Choose from the data tab information you want to clone

Step 4: Once finalized the data for cloning, hit Clone.

INVOICE HISTORY

Invoice history provides a comprehensive view of all transactions of the customer may it be subscription, renewal or availing additional subscription. Customer can view their invoice and print using this tab.

Click download invoice and it will be downloaded to your device.

Once you click Pay, you will be redirected to the payment gateway to make payment.

Once the payment has been processed, it will reflect in the payment history.

If there is change in ownership customer can modify the email address in the Change Admin Ownership tab so that new admin will be recognized by the system.