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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

Panel

On this page:

Table of Contents

 

Product ListImage AddedProduct ListImage Removed

 

Column Name

Description

Product NameThe name of the product.
Routing PlanThe routing plan associated with the product.
Rate TableThe rate table associated with the product.
Tech PrefixThe tech prefix associated with the product.
Update OnThe date/time when the product was last updated.
Update ByThe user who last updated the product.
Limits
ScopeThe
limits on
scope of the product, such as public or private.
ActionThe actions performed on the product.
Image RemovedIs used to go to next, previous page. It is also used to go to the specific page by clicking on the number of page.
ButtonDescription

Image RemovedImage Added

Is used to send Rate refresh to get latest the clientlist of product.

Image RemovedImage Added

Is used to edit the Rate which will be sent to the client.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.

Image AddedImage Removed

Is used to upload Rate to the Rate Tableset the total of records per a page.

Image RemovedImage Added

Is used to modify Routing Planselect the column which will be shown/hidden.

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Is used to go to next, previous page. It is also used to edit Product.

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Is used to download the list of product by two types of file: CSV and XLS.

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Is used to refresh to get latest the list of product.

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Is used to select the field which the search function will query on.

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Is used to input the keyword to query.

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Is used to set the total of records per a page.

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Is used to select the column which will be shown/hidden.

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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

Add New ProductImage Added


Field NameDescription
Product NameSet name of the Product.
Routing Plan

Select the Routing Plan. Click icon Image Added to get the latest Routing Plan list. Click on Image Added icon to add new Routing Plan. Please refer Routing Plan section for further information.

Tech PrefixSet the Tech Prefix for Product.
Rate Tables

Select the Rate Tables. Click icon Image Added to get the latest Rate Table list. Click on Image Added icon to add new Rate Table. Please refer Rate Table  section for further information.

DescriptionInput 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 Image Added icon, the Send Rate page will be displayed as below:

Screenshot: Send Rate

Send RateImage Added


Field NameDescription
Rate deck formatSelecting format of Rate Deck file: CSV or XLS
Effective DateSet the date time when Rate effective.
Rate Email TemplateSelect 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 DeadlineSet 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 TypeSelect the type of recipients.
ZippedCheck if you want to zip the Rate Deck file.
HeadersSelect the header of the Rate Deck file.
From EmailSelect the sender of the email.
SubjectInput the subject of email.
Email CCCarbon Copy in email.
ContentContent 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 Image Added icon. for further information, please refer Upload Rate setion in Rate Table page.

 

EDIT RATE

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

 

EDIT PRODUCT

To edit Product, click on Image Added 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 Image Added icon, there is a pop-up as below:

Screenshot: Allowed Client

Allowed ClientImage Added

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 Image Added icon, there is a pop-up as below:

Screenshot: Assign Product

Assign ProductImage Added

 

Field NameDescription
CarrierSelect the Carrier that you want to assign product to.
Trunk NameSelect Trunk Name.
Copy IP FromSelect IP.
IP Address

Add new IP for Product.

PortSet port to IP.


RATE GENERATION

This action is used to generate the Rate to Product. Click on Image Added icon. Please refer Rate Generation for further information.

 

DELETE PRODUCT

To delete product, click on Image Added icon, there is a pop-up as below:

Screenshot: Delete Product

Delete ProductImage Added

Click Confirm button to Delete, Click Cancel button to ignore.


 

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