company: details, task, Subscription
Company - > Master Company → all super Admin → all workspace
SubCompany →
Billing → Master Company →
New user - > SIgnup → Company create (Super ADMIN)→ dashboard → add new workspace
Order Form, Service grouping and add-on. While creating a service Agency will have an option stating “Make this an add on” If Agency selects it this will create an add on for a service Add-ons will have two types of pricing. Add-ons can only be purchased with a service. Add-ons will be added in the same order as the service. An One time priced service cannot have “subscription” add on A subscription pricing service can have both “one-time” and “Subscription” add on In subscription add on the billing cycle will be overridden with service subscription billing cycle One add-on can be added to multiple services using order form Order forms will directly impact the purchase flow
The order form will be used in both catalog (without sign in) and signed in It will be a basic drag and drop system. Agency can select the service list where the order form will be active An option to select all services or a single/multiple services. “single” will override the “all service.” User can select the require fields. Quantity and budget will be default. (will not be in the component it is by default) When a client clicks on purchase order form (data fields) will be shown It will be a basic drag and drop system Client info (these data points will be shown in catalog) Additional service (Upsell) Agency can select services they want to upsell with a service when creating an order each service will have separate order initial payment invoice will be together follow-up invoice will be separate order based Agency can add addon for services. if the service pricing in one-time add-ons with subscription can’t be added A subscription pricing service can have both “one-time” and “Subscription” add on add on will be with the initial services order. A text box where agency will their terms and condition Client will just get a checkmark to agree If terms and condition are required with checking the agreement payment button will be disabled If a page break is given the following sections will show in the next page A signature section where client can give e signature Missing/ Additional logic
AgencyHandy
Draft