Getting Started

The objective of this section is to guide users through the initial setup and configuration of the OCS.io solution. By following these tutorials, users will be able to register for an account, configure core entities, set up the product catalogue, define billing settings, and configure Customer, Account & Subscription Management (CASM) for integration purposes with CRM systems via CASM’s APIs.

This comprehensive set of tutorials provides a step-by-step approach to configuring the various components of OCS.io, enabling users to tailor the system to their specific business needs. Whether it’s setting up basic system parameters or establishing seamless integration with CRM systems, this section serves as a starting point for users to embark on their journey with OCS.io.

Following are the tutorials included in the Getting Started section:

  1. Register to OCS.io : The objective of this tutorial is to provide a step-by-step guide for new users to create an account (organization) in the OCS.io. The tutorial will cover the basic steps required to get started with the system, including creating an account (organization), and configuring account settings.

By the end of this tutorial, users will be able to successfully register and set up their account (organization) in the OCS.io.

  1. Minimal Configuration - OCS.io Core : The objective of this tutorial is to provide a step-by-step guide for users to configure the essential settings of the OCS.io. The tutorial will cover the necessary steps to set up the minimal mandatory configuration which includes Country, Currency, GL codes, and Tax settings.

By the end of this tutorial, users will be able to configure the essential features of the OCS.io, which are required for further configuration of the Product Catalogue, Rating, charging, and billing.

  1. Minimal Configuration - Product Catalogue : The objective of this tutorial is to provide a step-by-step guide for users to configure the Product Catalogue in the OCS.io. The tutorial will cover the necessary steps to create and configure Products of type Recurrent Fee and Billing Discount, as well as creating Offers based on those Products.

By the end of this tutorial, users will be able to configure the essential features of their OCS.io to manage their product catalogue effectively, which is necessary for accurate billing and invoicing.

  1. Minimal Configuration - Billing & Invoicing : The objective of this tutorial is to provide a step-by-step guide for users to configure the OCS.io for Billing and Invoicing. The tutorial will cover the necessary steps to set up the billing and invoicing settings, including setting up payment and delivering methods, defining billing cycles, and creating invoice templates.

By the end of this tutorial, users will be able to configure the essential features of their OCS.io to generate accurate invoices.

  1. Minimal Configuration - Customer, Account & Subscription Management : The objective of this tutorial is to provide a step-by-step guide for users to configure the integration of the OCS.io with external systems via the CASM (Customer, Account & Subscription Management) API exposed by OCS.io. The tutorial will cover the necessary steps to set up the API integration related configuration.

By the end of this tutorial, users will be able to configure the essential features of their OCS.io to manage their customer, account, and subscription data effectively, while integrating with other systems like CRM or Ordering.