Product

Product List

The product is a combination of sell rate (rate deck) and routing. After setting up the product, we can define it private or public
The client who registered can see your public product. The agent can sell those products to their own clients and the agent can assign products to their own clients.

This option allows you to create direct products to sell via the portal and to select them directly for the client with a set of tech-prefix, client's rateandrouting.

By click on Management → Product → this page will be displayed as below:

Screenshot: Product List

On this page:

Column Name	Description
Product Name	The name of the product.
Routing Plan	The routing plan associated with the product.
Rate Table	The rate table associated with the product.
Tech Prefix	The tech prefix associated with the product.
Update On	The date/time when the product was last updated.
Update By	The user who last updated the product.
Scope	The scope of the product, such as public or private.
Action	The actions performed on the product.

Button	Description
	Is used to refresh to get latest the list of product.
	Is used to select the product that you want to see details. Selecting name of the product then click on the Query button, the details of product will be displayed.
	Is used to set the total of records per a page.
	Is used to select the column which will be shown/hidden.
	Is used to go to next, previous page. It is also used to go to the specific page by clicking on the number of page.

Add New Product

To add new Product, click on the Create New button. The add new Product page will be displayed as below:

Screenshot: Add New Product

Field Name	Description
Product Name	Set name of the Product.
Routing Plan	Select the Routing Plan. Click icon to get the latest Routing Plan list. Click on icon to add new Routing Plan. Please refer Routing Plan section for further information.
Tech Prefix	Set the Tech Prefix for Product.
Rate Tables	Select the Rate Tables. Click icon to get the latest Rate Table list. Click on icon to add new Rate Table. Please refer Rate Table section for further information.
Description	Input the description for Product.
Set Private	Set the scope for Product.

Product Details

In the action column of Product List, you can see many actions that we can perform for product. We will touch on each action in this section.

SEND RATE

To send rate to the client, click on icon, the Send Rate page will be displayed as below:

Screenshot: Send Rate

Field Name	Description
Rate deck format	Selecting format of Rate Deck file: CSV or XLS
Effective Date	Set the date time when Rate effective.
Rate Email Template	Select template for Send Rate email.
Download method	Set the way to download Rate Deck file: Send as attachment: Attach file in email and Client can download it. Send as link: Upload file to server then send link to Client. Client can access to this link to download file.
Download Deadline	Set the last datetime to download file. After this date, the Rate Deck file will not available anymore.
Actions to take when rate is not downloaded before the deadline	Set the action to take when rate is not downloaded before the deadline. Send Reminder Email: Send email to the Client to announce about the deadline. Disable The Trunk: Disbale trunk to let the Client know about the deadline. after Client download rate, the trunk will be enabled again.
Send Type	Select the type of recipients.
Zipped	Check if you want to zip the Rate Deck file.
Headers	Select the header of the Rate Deck file.
From Email	Select the sender of the email.
Subject	Input the subject of email.
Email CC	Carbon Copy in email.
Content	Content of email.

After filling in all fields, click Submit button to send rate - click Reset button to clear all fields and click Save as New Template button to save this template for next time.

UPLOAD RATE

To upload Rate, you have to click on icon. for further information, please refer Upload Rate setion in Rate Table page.

EDIT RATE

To edit Rate, you have to click on icon. for further information, please refer Edit Rate setion in Rate Table page.

EDIT PRODUCT

To edit Product, click on icon. You will be redirected to the page like add new product page. Refer Add New Product part for further information.

ALLOWED CLIENT

This section is used to allow the Client on specific product. After allowing client, the client can see this product.

Click on icon, there is a pop-up as below:

Screenshot: Allowed Client

Select Client then click on Submit button to save.

ASSIGN PRODUCT

The agent can sell those products to their own clients and the agent can assign products to their own clients. This action is used to assign product to the related Client.

Click on icon, there is a pop-up as below:

Screenshot: Assign Product

Field Name	Description
Carrier	Select the Carrier that you want to assign product to.
Trunk Name	Select Trunk Name.
Copy IP From	Select IP.
IP Address	Add new IP for Product.
Port	Set port to IP.