Page History

Client List

This section is used to manage all clients in the system.

It includes three part: Action performed on Client, Query FormandClient List Form

Client List Query Form

Click on Manage → Carrier → Select Client List tab, this form will be displayed and allow the user to query data.

Screenshot: Client List Query Form

Field Name	Description
Name	Query by name of the client.
Type	Query by

type

status of the client:

All

ClientsAll Active Clients

Active Clients: Display all Clients have Active Status.
All Inactive Clients: Display all Clients have Inactive Status.

Terms

Query by payment terms of the client

Prepaid: Prepaid plans work by having you 'recharge' your account before you can use it.
Postpaid: It is the way that you have to pay after using.

Panel

On this page:

Table of Contents

Client List Form

Filling in criteria then click on the Query button, the list of Clients will be displayed as below:

Screenshot: Client List Form

Client List Form Image RemovedImage Added

Column Name	Description
Name	Name of the client.

Mutual BalanceMutual Balance

Company

The company of the

client. Mutual Balance is used for Mutual Transaction.

Client.
Terms	Payment Term of the Client.
Balance	Balance of Client.
Credit

Actual Balance

Actual Balance of the client. Actual Balance is used for Mutual Transaction.

Credit Limit

	Credit Limit of the client.
Egress Count	Total Egress assigned to the client. Click on this number, the user will be redirected to the Egress Trunk page.
Ingress Count	Total Ingress assigned to the client. Click on this number, the user will be redirected to the Ingress Trunk page.
Action

Actionperformed

Action performed on the client.

Is used to input the keyword to query

Button	Description
	Is used to activate/deactivate the client.
	Is used to send low blance alert to the client.
	Is used to send the welcome letter to the client.
	Is used to reset the balance of the client.
	Is used to log in via client portal.
	Is used to change the passwordofthe client.
	Is used to save the client's information astemplate.
	Is used to edit the carrier information.
	Is used to delete the carrier.
Image Removed	Is used to download the list of carriers by two types of file: CSV and XLS.
Image Removed	Is used to refresh to get latest the list of carriers.
Image Removed	Is used to select the field which the search function will query on.
Image Removed	.
	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.

Adding New Client

To adding the new client, click on the Create New button. The main window will be displayed as below:

Screenshot: Basic Info

This tab is used to configure the basic information of the client.

Field Name	Description
Name	Name of the client.
Status	Statusof the client.
Mode	Payment mode of the client. Prepaid: Requires carrier to purchase call credit before services can be used. Postpaid: The carrier in this situation is billed after the fact according to their use of mobile services at the end of each month.
Min. Profitability	Minimum of profitability
CPS Limit	The limit ofcallper second.
Call Limit	The limit of call.
Test Credit	The credit will be purchased before services can be used. It is used to prepaid mode only.

Screenshot: Company Info

This tab is used to configure the basic information of the client's company.

Field Name	Description
Company Name	The name of company.
Mail Email	The email used to receive Daily Usage and Daily CDR
NOC Email	The email used to receive Trunk Update.
Billing Email	The email used to receive Bill and Invoice.
Rates Email	The email used to receive Rates.
Rate Delivery Email	The email used to send Rates.
Tax ID	The Tax ID of the company.
Address	The Address of company.
Account Details	The Account Details of the company.

Screenshot: Automatic Report

This tab is used to configure the automatic report for the client.

Field Name	Description
Send At	Set the time to sendreport.
Time Zone	Set the time zone will be applied on schedule.
Recipient	Select the receiver: Partner Billing, My Billing or both.

Tip
Select the type of report to send by check on the checkbox. What report is checked will be sent to the recipient.

Screenshot: Short Call Charge

This tab is used to set the way to charge for the short call.

Screenshot: Auto Invoice

This tab is used to configure the auto invoice fot the client.

Field Name

Description

Payment Terms

Select the schedule to payment.

Invoice Format

Select the format of invoice. It can be: PDF, Excel and HTML

Time Zone

Select the time zone will apply to the schedule to payment.

Rate Decimal Place

Rate Decimal Place for all values in invoice.

Rate Value

Rate value in invoice. Count by Average Rate or Actual Rate.

No Invoice for Zero Traffic

Select yes, there is no invoice is generated for Zero Traffic and vice versa

Usage Detail Fields

Select Usage Detail Fields will be displayed on invoice:

Completed Calls	Total of completed calls.
Intrastate Minute	The total of minites of intrastate call.
Indeterminate Minute	The total of minutes of indeterminate call.
Total Minutes	Total of minutes call.
Total Charges	Total charges.

Tip
Select the field you want to show on invoice by check on the checkbox. What field is checked will be displayed on invoice.

Screenshot: Carrier Self-service Portal

This tab is used to configure UI and funtion of web portal after client log in.

Field Name	Description
Username	Set the username to login to the portal.
Password	Set the password to login to the portal.
Permission	Set the permission for the client. User will have permission on the checked pages.

Screenshot: Notification Setting

This tab is used to configure the Low Balance Notification and Trunk Update Notification for the client.

Filling in the information, click Submit button to save.

Tip
The faster way to create new client is Creat New By Template. There is template with some information, you have to put the rest to create new. Please refer Carrier Template for further details.

Export Client List

To export client list, click on the Export button then the main window will be displayed as below:

Screenshot: Export Client List

Field Name	Description
Data Format	Set the format of export file. It can be: CSV or XLS.
Header Text	Input the header text for export file.
Footer Text	Input the footer text for export file.
With headers row	Check it if you want add a blank row on the top.
Column	Select the column will be displayed in export file.

Filling in criteria, then click the Download button to export file.

Download Balance

To download the balance of all clients, click on the Download Balance button. The main window will be displayed as below:

Screenshot: Download Balance

Set the date then click Submit to download. The balance will be counted at the date that we selected.

Activate All

This button is used to activate all clients in system. Click on it, all clients will be activated.

Deactivate All

This button is used to deactivate all clients in system. Click on it, all clients will be deactivated.

Deactivate Selected

This button is used to deactivate all selected clients. Click on it, all selected clients will be deactivated. We select the client by check on the checkbox on the left of client name.

Client Limit Query Form

Click on Client Limit tab, this form will be displayed as below. It allows user to query data by Name and by Status of client.

Screenshot: Client Limit Query Form

Field Name

Description

Name

Query by name of the client.

Type

Query by type of the client.

All: Displays all clients.
All Active Clients: Displays all active clients
All Inactive Clients: Displays all inactive clients

Client Limit Result Form

This option allows you to view the various limits of the client.

Filling in criteria then click on the Query button, the result form will be displayed as below:

Screenshot: Client Limit Result Form

Column Name	Description
Trunks	View all trunks that Client are hiring.
Name	Name of the Client
Credit Limit	Litmit of the Credit of Client
Port Limit	Limit the total number of ports for the client.
CPS Limit	Limit the total number of Call Per Second for the client.
Trunk Type	Type of trunk that the client are hiring.
Trunk Name	Name of trunk that the client are hiring.
Port Limit	Limit the total number of ports on trunk.
CPS Limit	Limit the total number of Call Per Second on trunk.

Ingress Host

This option allows you to view Ingress Host information by Status, Carrier Name, or Resource Name.

Ingress Host Query Form

Click on Ingress Host tab, this form will be displayed as below:

Screenshot: Ingress Host Query Form

Field Name

Description

Carrier Name

Query by name of the client.

Resource Name

Quere by Resoure Name

Type

Query by type of the client.

All: Displays all clients.
All Active Clients: Displays all active clients
All Inactive Clients: Displays all inactive clients

Ingress Host Result Form

Filling in criteria then click on the Query button, the result form will be displayed as below:

Screenshot: Ingress Host Result Form

Column Name	Description
Resource IP	The IP of Resource.
Carrier Name	The name of Carrier.
Resource Name	The name of Resource.
Status	The status of Carrier.
Carrier - Call Limit	Call Limit of Carrier.
Carrier - CPS Limit	Call Per Second Limit of Carrier.
Resource - Call Limit	Call Limit of Resource.
Resource - CPS Limit	Call Per Second Limit of Resource.
Host - Call Limit	Call Limit of Host.
Host - CPS Limit	Call Per Second Limit of Host.

Related pages

Content by Label

showLabels	false
spaces	CLAS4v6
showSpace	false
sort	title
type	page
cql	label = "documentation-space-sample" and type = "page" and space = "CLAS4v6"
labels	documentation-space-sample

Popular Topics

Popular Labels

spaceKey	CLAS4v6
count	10

Recently Updated Pages

Page tree

Versions Compared

Old Version 6

New Version 7

Key

Client List

Client List Query Form

Client List Form

Adding New Client

Export Client List

Download Balance

Activate All

Deactivate All

Deactivate Selected

Client Limit

Client Limit Query Form

Client Limit Result Form

Ingress Host

Ingress Host Query Form

Ingress Host Result Form