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How to edit or create new Activity?

Configuration

How to edit or create new Activity?

How to create or edit an existing activity

Last updated on 14 Jan, 2020

1. In the main menu, Click on: CONFIGURATION -> SERVICE MANAGEMENT -> ACTIVITIES

2. Click on NEW ACTIVITY or click on EDIT    from the list below

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3. Select ACTIVITY TYPE from the drop-down list

4. Insert activity NAME

5. Insert activity CODE

6. Select ACTIVITY CONDITION from the drop-down list

7. Click on ADD ACTIVITY CONDITION, after this action activity condition automatic added in BUYING STRUCTURE and SELLING STRUCTURE

8. To edit a price detail related to the agreement, choose another from the drop-down list under PRICE DETAIL

9. Select the EVALUATION type from the drop-down list

10. Insert the CURRENCY and PRICE for each price detail

11. In TIER TYPE drop-down list you have 2 options (Fixed and Progressive). For example, choose FIXED option

12. Click on ADD ACTIVITY TIER

13. Insert quantity number in TO field

14. Select EVALUATION TYPE from drop-down list

15. Insert PRICE

16. When finished, click on SAVE

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