This page details some of the important concepts used in Elevate IQ.
The end customer who will be billed for products and services.
A site exists under a Customer to segregate the Customer into logical locations - for example where a company has a head office and distinct sales office. A Customer must have at least one site.
The party with which a Customer is contracted to purchase products and services - segregates Customers for reporting and/or branding purposes.
The means of segregating a Contract Owner's Customer base into separate billing processes which have different start days.
The process that creates the invoices for Customers based on their usage and rental agreements. They are run according to a billing cycle.
The third party supplier of the product or service - Elevate allows for a number of different accounts with each supplier and can automatically collect usage data.
Defines the configuration used to generate invoices for Customers. This is used on creation of Sites.
A named template of text and substituted values that is used to send emails from the system.
A rate card is a named group of pricing information against products and services. There are two types of rate cards in Elevate; usage and rental.
Defines a particular product or service used by a Site/Customer for a period of time.
Individual identifiers for a Usage Product Inventory (UPI). A single UPI can have many UPRs and will have start and end dates when they are associated to the UPI.