Tutorials

To help users get started with the OCS.io solution, a series of tutorials has been created to provide step-by-step guidance on using the platform’s features. The tutorials cover various topics, from basic setup and configuration to more advanced features, such as configuring complex product catalogue or integration with external systems.

Each tutorial is designed to be self-contained and can be completed independently. However, users are encouraged to work through them sequentially to understand the system comprehensively. Sample data and code snippets accompany the tutorials to provide practical examples of using the features.

Some of the topics covered in the tutorials include:

  1. Getting Started: This set of tutorials provides an introduction to the OCS.io and guides users through the initial configuration steps to set up the OCS.io environment.

List of the other tutorials currently under the development:

  1. Configuring Core Entities: This tutorial focuses on configuring essential core entities in OCS.io, such as countries, GL codes, taxes, and charging classes. You will learn how to define and manage these entities, which are crucial for further product catalogue configuration and accurate billing and invoicing processes.

  2. Product Catalogue Configuration: This tutorial guides you through the process of configuring the product catalogue in OCS.io. You will learn how to define products, services, offers (tariffs), and add-ons. The tutorial also covers advanced configuration options, such as defining discounts, promotions, and bundling options to create compelling product offerings.

  3. Rating and Charging Configuration: In this tutorial, you will learn how to configure the rating and charging processes in OCS.io. You will explore various charging scenarios and configure rules for rating different types of usage, such as voice, messaging, data, and content. The tutorial also covers the configuration of discounts, usage charges, and balance adjustments.

  4. Billing and Invoicing Setup: This tutorial focuses on the configuration of the billing and invoicing module in OCS.io. You will learn how to set up invoice templates, define billing cycles, configure taxation rules, and generate invoices for customers. The tutorial also covers handling debt invoices, overpayments, and customization options for invoice formatting.

  5. Integration with CRM: This tutorial provides guidance on integrating OCS.io with a CRM (Customer Relationship Management) system. You will learn how to establish seamless data exchange between OCS.io and CRM, enabling functionalities such as customer and subscription management, order processing, and balance inquiries. The tutorial covers API integration, data synchronization, and error handling mechanisms.

  6. Reporting and Analytics: This tutorial explores the reporting and analytics capabilities of OCS.io. You will learn how to extract data from OCS.io, create custom reports, and leverage analytics tools to gain insights into customer usage, revenue trends, and other key performance indicators. The tutorial also covers exporting data to external systems or data warehouses for advanced analysis.

  7. System Maintenance and Troubleshooting: This tutorial focuses on the maintenance and troubleshooting aspects of OCS.io. You will learn how to monitor system performance, handle system logs and errors, perform routine maintenance tasks, and troubleshoot common issues that may arise in the OCS.io environment. The tutorial also covers best practices for system backup and recovery.

These tutorials aim to provide comprehensive guidance for configuring, customizing, and maintaining the OCS.io solution, empowering users to effectively manage their business processes and deliver optimal customer experiences.

In addition to the tutorials, the system also includes a comprehensive documentation library that provides in-depth information on each feature and API. The documentation includes configuration samples, troubleshooting tips, and best practices to help users get the most out of the platform.