Preliminary Remarks
Your contracting company will be created by Frisbii Media as an entry point to the Merchant Backend. An administrator then receives access to the contracting company and the account can be further set up by the administrator independently.
Once the contracting company has been created and the administrator has access, basic data can be maintained in the contracting company, such as company master data and specifications to the contract, modules, users and user groups of the Merchant Backend. The so-called clients are separated units for which specific data, such as offers, customers, transactions, invoices, voucher campaigns and much more, is managed. Clients can be "real" companies in the sense of commercial law, but also simply internally defined economic units that are managed separately.
There are two views in the Merchant Backend - the contracting company view and the client view. You can switch from the contracting company view to the client view and vice versa. You can recognize the client view by the dark navigation bar.
First-time registration
The following information should be kept ready so that registration in the Merchant Backend can be completed quickly and easily:
1. The domain of your company
2. The name of your company
3. Contact e-mail, via which Frisbii Media can reach you
4. Support e-mail, via which the customer can reach you
5. Invoice e-mail, via which you receive your invoices from Frisbii Media
6. Your Creditor ID, which is displayed to the customer on the SEPA mandate
7. Invoice start number and Customer start number for the number ranges (can only be changed prior to the first invoice or customer)
8. Your username, which consists of username@companyabbreviation (to be found in the e-mail to the administrator)
As soon as this data has been collected, the initial registration can be carried out.
Step 1:
Once the contracting company has been created and the first administrator has been created, they will receive an email that can be used to reset the password.
Step 2:
After the initial registration, the contracting company view appears and the form for creating a client opens automatically.
All the above information is now entered here. The fields marked with an asterisk are mandatory. Optionally, it can be set that the username is mandatory when logging into the Merchant Backend and that the e-mail verification is switched off.
Step 3:
After saving, you must log into the Merchant Backend again to gain access to the client you have just created.
After logging in again, you will find yourself in the contracting company view under the menu item Select Company. Here you will find the client you created.
The client view
You can access the client view by clicking on the name of the client.
You can recognize the client view by the dark navigation bar. In the client, you can create offers, create and manage customers, view invoices and orders and much more. This is where your day-to-day business takes place.
Edit client
If you want to make changes to the client's data, you can do this in the client view in the menu item Settings > Company data .
Change from client to contracting company
To switch back from the client to the contracting company, select the menu item Company and click on Switch to contracting company.
Add more clients
If you want to add more clients, you can do this in the contracting company view.
In the navigation bar, expand the menu item Settings.
Click on company data.
Click on + Add client at the top left.
You can use a different invoice number range for each client. The customer number range is the same for each client, as customers are automatically transferred to all clients and therefore have the same number range.