# User Manual

Step-by-step guides and reference documentation for every BlueRockTEL module.

## Introduction

**What is BlueRockTEL?**  
An overview of the BlueRockTEL BSS platform: what it covers, how it's structured, and how its modules work together to manage the full telecom business lifecycle.

**Getting Started**  
How to access your BlueRockTEL instance, find your way around, and adopt the right learning approach for your daily workflow.

**Navigating the Platform**  
A walkthrough of the main interface: the left sidebar menu, the welcome screen, and tips for efficient navigation.

## Clients & CRM

**Clients & Prospects**  
Create client and prospect records, manage contacts, configure payment methods, set up invoice delivery, and use notes and actions for team collaboration.

**Quotes & Sales Pipeline**  
Generate quotes from folders, manage your sales pipeline from prospect to client, and track activities with the actions system.

## Catalog & Folders

**Product Catalog**  
Manage your catalog of billable products and services: create articles, organise them into families, and configure billing methods for accurate invoicing.

**Folders & Configuration**  
Create folders to organise client services, add articles, configure billing dates, set up phone numbers for telecom rating, and activate folders for production.

**Bundles**  
Speed up folder creation by grouping articles into reusable templates. Classic bundles provide a fixed set of articles; smart bundles compute items dynamically from a short form.

**Warehouses & Stock**  
Track physical stock across one or more warehouses. Enable stock management on individual articles, record units with serial numbers, and monitor inventory levels directly from each article's page.

**Setup Templates**  
Define multi-phase onboarding workflows for new folders, assign tasks to the right team members by role, and track service delivery from creation to activation.

## Billing

**Billing Overview**  
Understand the billing cycle in BlueRockTEL: from CDR collection and consumption rating through pre-production preview to final invoice production and delivery.

**Working with Invoices**  
View, download, resend, and export invoices. Understand credit notes and how to correct billing errors using the three available methods.

**Payments & Collections**  
Track invoice payment status, generate SEPA direct debit files, manage partial payments, and handle debt recovery workflows.

## Client Portal

**Client Portal**  
Set up and manage your client-facing portal: configure access, test with impersonation, share documents, and troubleshoot connection issues.

## Helpdesk

**Helpdesk & Ticketing**  
Manage client support requests with the built-in ticketing module: open tickets, assign and capture them, track resolution, and use template responses.

## Customer Satisfaction

**Customer Satisfaction Surveys**  
Send automated post-ticket and periodic NPS surveys, view aggregate scores, and trigger follow-up actions for detractors.

## Administration

**User Management**  
Create user accounts, understand the three access levels (Superadmin, Admin, Commercial), and configure team visibility options.

**Branding & Customization**  
Customize the appearance of your quotes, invoices, and client portal: upload your logo, change colors, add invoice visuals, attach terms and conditions, and set up white-label resellers.

## Tips & FAQ

**Tips & FAQ**  
Practical answers to common questions: credit notes, exports, SFTP access, delivery slips, rate plans with overage, CDR uploads, VAT handling, leasing, and automatic price changes.