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Product is a combination of Selling Rate & Routing Plan. This product can be assigned to any customer and directly sell them and alott them the Product.

The product can be assigned as Public or Private.

The public product can be assigned to any customer by the agents,

The private is for selected agent.

You can go on the option by Termination → Product

Below displayed window will appear.

Screenshot: Product List

Fields

Description

Product Name

The name of the Product

Routing Plan

The routing plan assigned to the product

Rate Table

The rate table assigned to the product

Tech Prefix

The tech prefix assigned to the product

Update On

The date/time when the product was updated last time

Update By

The user who updated the product

Scope

The type of product i.e. Public or Private.

Action

The actions which can be performed on the product


Description of buttons used on the above displayed window.

Button

Description

This button is used to send rates to send rate notification via email

This button is used to upload rates, by clicking on this button it will redirect to rate upload page

This button is used to edit the rates, by clicking on this button it will redirect to rate edit page

This button is used to edit the product details like Rate Table, Routing Plan, Prefix etc.

This button is used to view and edit the assigned customer for the product

This button is used by agents to assign the product to their customers

This button is used for rate generation, it will redirect to rate generation page.

This button is used to delete the product.

This button is used to set the total of records per a page.

This button is used to select the column which will be shown/hidden.

This button 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.


How to create a New Product

To create a New Product, Click on Create New button, below displayed window will appear.

Screenshot: New Product


Field Name

Description

Product Name

Set the Name of the Product.

Routing Plan

Select the Routing Plan. By clicking on the Routing Plan field you can select the Routing Plan or by clicking on  icon to add new Routing Plan. You can select Egress Trunks on the system. More than one Egress trunks can be selected and create a new Routing Plan.

Please refer Routing Plan section for further information.

Tech Prefix

Set the Tech Prefix for Product.

Rate Tables

Select the Rate Table, Click on +icon to add new Rate Table. Please refer Rate Table section for further information.

Description

Input the details for the Product.

Set Private

Set the scope for Product, Private or Public.

By Filling all the fields, click on SUBMIT to save the Product.

How to Assign a Product to a Client

Go to the Routing -> Trunks

Product will be assigned to customer i.e. Ingress Trunk,

Click on Inbound List tab and select the customer trunk you want to assign a product.

Screenshot: Assigning a product to the client

In the Ingress Trunk, click on Add Routing and Tech Prefix section, in that section you can select the product and Click on Submit to complete the procedure of assigning a product to the client.

Public Product can be accessed by all the agents and can assign to their clients.


We will see the Action Buttons in detail.

Send Rate Button

This button is used to send rates to send the rate notification via email.

Screenshot: Send Rate


Field Name

Description

Rates Effective OnSet the date/time when Rates will be effective

Rate deck format

Selecting format of Rate Deck file: CSV or XLS

Rate Email Template

Select the predefined rate template for Send Rate email

Download method

Set the way to download Rate Deck file:

  • Send as attachment: Attach file in email and customer can download it.
  • Send as link: Upload file to server then send link to customer. customer can access to this link to download file.

Enforce Download Deadline

Set the last date/time 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 customer to announce about the deadline.
  • Disable The Trunk: Disable trunk to let the customer know about the deadline. As the Client download rate, the trunk will be enabled again.

Send To

Select the type of recipients

Rate File Headers

Select the header of the Rate Deck file

From Email

Select the predefined sender of the email

Subject

Input the subject of email.

Email CC

Carbon Copy of 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 Rates Button

This button is used to upload rates, by clicking on this button it will redirect to rate upload page.

We will tell you the detailed features of Uploading rates on Upload Rate section on Rate Table Page.

Rate Modification Button

This button is used to edit the rates, by clicking on this button it will redirect to rate modification page.

we will tell you the detailed features on Editing Rates section on Rate table Page.

Edit Product Button

This button is used to edit the product details like Rate Table, Routing Plan, Prefix etc.

Allowed Customer Button

This button is used to view and edit the assigned clients for the product.

Click on the allowed customer button, below displayed window will appear.

Screenshot: Allowed Customer

You can select the customers with checking on the box and by clicking on the > arrow you can bring them in Allowed Customer Portal to allow customers to use the Product.

Assign Product Button

This button is used by agents to assign the product to their customers,

You can assign product to a customer by clicking on the icon, below mentioned window will appear.

Screenshot: Assign Product

Field Name

Description

Customer

Select the Customer that you want to assign product to the Trunk.

Trunk Name

Type the Trunk Name.

Copy IP From

Select IP from dropdown. It will display the carrier trunks.

IP Address

Add new IP for Product or can select from option Copy IP From.

Port

Set port to IP.

Click on SUBMIT button to assign product to the selected client. 

  • Rate Generation Button

This button is used for rate generation, it will redirect to rate generation page.

We will tell you detailed features of Rate Generation in Tools Section.

  • Delete Button

This button is used to delete the product.

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