Companies
Companies are the main part of the system, you can create as many companies as you want and give them access to your services according to packages with a limitaion of active services. in companies page you can see all companies and you can create new company and edit any company and delete any company and manage its services and packages and payments and invoices and subscriptions history also can extend/suspend/terminate any company from the company details page and can manage its services and packages and payments and invoices and subscriptions history.
here is few screenshots of companies page how its working
how work with fresh and sample data when setup or restore database
when you setup or restore database you will have two options to choose from fresh and sample
Fresh Database
Fresh means you will have empty database and you can start from scratch and create your own data. the system will create the database tables and columns and relations and you can start from there and create your own data.
Sample Database
Sample means you will have sample data to start with and you can edit or delete or add new data. the system will create the database tables and columns and relations and will insert sample data to start with. The sample data will be come from your existing system and will be inserted to the new system. which means if you have any data in your existing system it will be inserted to the new system. if you don't have any data in your existing system it will insert the default data. Note: if you have any data in your existing system and you want to insert the default data you can delete the data from your existing system and then restore the database with sample data. the existing means the system you have installed saas module and currently use it. this existing system will be as demo company that can you set you for your customer understand how its working and how they can use it. you can edit or delete or add new data to this demo company. Note: if you dont want to show this demo company to your customers you can restore it as fresh from company details page.
here is few screenshots of companies page how its working
how work with wildcard enabled or disabled
Perfect SaaS Support 4 types of URL structure 1.Subdomain 2.Subdirectory 3.Custom Domain 4.main software url
Subdomain
when you enable wildcard subdomain from server settings page to allow your customers to use their own subdomain for their services. like if you have domain example.com and you have wildcard enabled and then company domain will be company.example.com and if you have wildcard disabled and then company domain will be example.com and then the all company have to use the same domain example.com for their services. for disable wildcard every company will put their domain in the domain input in the login page.Subdirectory
when you enable subdirectory from server settings page to allow your customers to use their own subdirectory for their services. like if you have domain example.com and you have subdirectory enabled and then company domain will be example.com/company/s and if you have subdirectory disabled and then company domain will be example.com and then the all company have to use the same domain example.com for their services. for disable subdirectory every company will put their domain in the domain input in the login page.Custom Domain
when you enable custom domain from server settings page to allow your customers to use their own custom domain for their services. like if you have domain example.com and you have custom domain enabled and then company domain will be company.com and if you have custom domain disabled and then company domain will be example.com and then the all company have to use the same domain example.com for their services. for disable custom domain every company will put their domain in the domain input in the login page.Wildcard Enabled
Wildcard enabled means you will have wildcard subdomain enabled to allow your customers to use their own subdomain for their services. like if you have domain example.com and you have wildcard enabled and then company domain will be company.example.com. and then the all company will use their own subdomain for their services. like company1.example.com and company2.example.com and company3.example.com and more.
here is few screenshots of wildcard enabled
Wildcard Disabled
Wildcard disabled means you will not have wildcard subdomain enabled and then the all company have to use the same domain example.com for their services. for disable wildcard every company will put their domain in the domain input in the login page.
here is few screenshots of wildcard disabled
Packages
From packages you can create as many packages with different prices for monthly,yearly and lifetime options for each package. also from the pakcages you can set trial days,allowed payment method and modules and features for each package. in packages you can set how many staff members can be added to each company who has this package also also can disable the staff members feature for this package. not only staff members can active or disable but also you can active or disable any feature for this package. like you can set unlimited,spefic number or disable for each feature. Note: if you want to set the feature to unlimited just set the number to 0. if you want to not include the feature in this package just keep the input is empty.
here is the list of features you can manage for each package:
- Staff Member
- Custom Domain
- Disk Space
- Client/Customer
- Leads
- Expense
- Tasks
- Projects
- Invoices
- Estimates
- Contracts
- Credit Notes
- Proposals
- Items
- Allowed modules
- Allowed payment method
- Allowed Themes
here is few screenshots of packages page how its working
Assign Packages
From assign packages you can assign packages to companies to restart with new packages and you can assign packages to companies to upgrade their packages and you can assign packages to companies to downgrade their packages. also you can assign packages to companies to extend their packages and you can assign packages to companies to suspend their packages and you can assign packages to companies to terminate their packages.
here is few screenshots of assign packages page how its working
