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This is a customer account where all the necessary function related to client is done.

Client List

This section is used to manage all the client (customer) account on the system.

To open client’s list click on Termination → Client

Below displayed window will appear.

Screenshot: Client List


Name

Description

Name

Name of the client.

Company

The company of the Client.

Terms

Payment Term of the Client.

Balance

Balance of Client.

Credit

Credit Limit of the client.

Ingress

Total Ingress assigned to the client. Click on this number, the user will be redirected to the Ingress Trunk page.

Action

Action to be performed on the client.


Description of buttons used on the above window,

Button

Description

This button is used to create a new client account.

This button is used to activate the selected client’s account.

This button is used to deactivate the selected client’s account.

This button is used to reset the balance of selected client’s account.

This button is used to deactivate the account.

This button is used to activate the account.

This button is used to send low balance alert to the client.

This button is used to send the welcome letter to the client.

This button is used to reset the balance of the client.

This button is used to log in to the client portal.

This button is used to change the password of the client account.

This button is used to save the client's information as template.

This button is used to edit the client’s information.

This button is used to delete the client’s account.

This button is used to set the total records per 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.


Now we will see Client’s Query form.

Screenshot: Client’s Query form


Field Name

Description

Name

Search with the name of client.

Status

Search by status of the client:

  • All Active Clients: Display all Clients having Active Status.
  • All Inactive Clients: Display all Clients having Inactive Status.

Terms

Search by payment terms of the client

  • Prepaid:  It is the way you have to pay and get your account recharged to use.
  • Postpaid: It is the way that you have to pay after using.


Carrier Limit

It is used to set the limits for carrier trunk like Credit Limit, Call Limit & CPS Limit.

Carrier Limit Query Box

This section is used to search for the carrier limit.

Screenshot: Carrier Limit Query Box


Field Name

Description

Type

Search by status of the client:

  • All Active: Display all Clients having Active Status.
  • All Inactive: Display all Clients having Inactive Status.

Terms

Search by payment terms of the client

  • Prepaid: It is the way you have to pay and get your account recharged to use.
  • Postpaid: It is the way that you have to pay after using.

Carrier Name

Search by the name of carrier.

 

Carrier Limit Query Box Result

By selecting the fields and clicking on query button,

Below displayed window will appear.

Screenshot: Carrier Limit Query Box Result


Column Name

Description

View Trunks

View all trunks that Client are hiring is Ingress.

Carrier

Name of the Carrier Trunk.

Credit Limit

Limit of the Credit of Client.

Call Limit

Limit the total number of call ports for the client.

CPS Limit

Limit the total number of Call Per Second for the client.

Action

Action button to edit the limits.


Host

In this section you can view host i.e. IP address of carrier & trunk.

 

Host query box

In this section you can search for carrier & their trunks HOST.

Click on Host tab, below displayed window will appear.

Screenshot: Host Query Box

Field Name

Description

Type

Search by status of the client:

  • All Active: Display all Clients having Active Status.
  • All Inactive: Display all Clients having Inactive Status.

Carrier Name

Search by the name of carrier.

Trunk Name

Search by the name of trunk.

IP

Search by the IP(Host) of carriers & trunk.


Host Query Box Result

By selecting the fields and clicking on query button,

Below displayed window will appear.

Screenshot: Host Query Box Result


Column Name

Description

Host

The IP of Resource.

Carrier Name

The name of Carrier.

Trunk Name

The name of Trunk.

Status

The status of Carrier.(Active or Not Active)

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.


Create New By Template

It can be used to create a client in a faster way. Values are already created in it.

You can customize the templates and create different templates according to your need, for creating templates for client please refer to Template -> Carrier Template

As displayed in below window option Create New By Template  


How to create a New Client

To create a new client, click on Management -> Client

Client List page will appear, click on Create New button on the page,

Below displayed window will appear.

Screenshot: Basic Information of client

You have to start by entering Basic Information’s.

Basic Info

As you can see in above displayed window you have to enter basic info with the help of table below.

Field Name

Description

Name

You have to enter the name of the client.

Type

Type of account i.e. by default set as Client.

Main Email

You have to enter the company email or main email of company here.

NOC Email

You have to enter the Network Operation Centre Email here.

Status

You can select the status of client i.e. Active/Inactive.

Call Limit

You can set the limit of calls of Client at a time.

CPS Limit

You can set the Call Per Second Limit of Client.

Mode

Payment mode of the client.

  • Prepaid: It is the way you have to pay and get your account recharged to use.
  • Postpaid: It is the way that you have to pay after using.

Allowed Credit

You can set the credit limit for the client here.

Min. Profitability

You can set the Minimum of profitability value here


By entering all the fields, click on NEXT button to proceed to the next section.

Next section is Company Info.

Company Info

You have to enter the company information’s here.

Screenshot: Client Company Information’s

Fields

Description

Company Name

Enter the name of company here.

Billing Email

Enter the email of company billing department.

Address

Enter the address of the company’s location.


By entering all the fields, click on NEXT button to proceed to the next section.

Next section is Automatic Report.

Automatic Report

You can enable the daily reports by checking the box.

Screenshot: Client automatic report.


Fields

Description

Send at

Timing of automatic report generation on daily basis.

Time Zone

Select the Time Zone which will be applied on selected Time.

Recipient

Select the receiver of report from dropdown i.e. My Billing, Partner Billing or Both.

Daily Usage Summary

Check this checkbox to receiver daily usage summary.

Non Zero Only

By checking the checkbox client will receive only usage reports of connected calls.

Group By

Daily reports will be grouped by,

  • By Country
  • By Code Name
  • By Code

You can select anyone of them from dropdown.


Daily Balance Summary

By checking this box client will receive the daily balance details like how much used and remaining.

Daily CDR Generation

By checking this box client will receive daily CDR’s.

Payment Received Alert

By checking this box client will receive alert when their payment is received and updated in switch.

Zero Balance Notification

By checking the box client will be notified that they have used their balance and their account is zero now.

By entering all the fields, click on NEXT button to proceed to the next section.

Next section is Short Call Charge.

Short Call Charge

By checking the box Enable Short Call Charge, below displayed window will appear.

Screenshot: Client Short call charge

You can set the short call charge as per your need for the client.

By entering all the fields, click on NEXT button to proceed to the next section.

Next section is Auto Invoice.

Auto Invoice

By checking the box, you can enable the auto invoice for client, below displayed window will appear.

Screenshot: Auto Invoice setup for client

Fields

Description

Invoice Settings

Select the invoice pattern created in the system, you can create your own Invoice setup on Invoice Setting Page.

Payment Terms

Select the Payment term like Daily, Weekly, Monthly etc. You can create different payment terms on Payment Term Page.

Invoice Format

Select the Invoice Format. It can be PDF or HTML.

Time Zone

Select the Time Zone which will be applied to Auto Invoice for Client.

Rate Decimal Value

Select the Rate Decimal for all the values in the Invoice.

Rate Value

Select the Rate Value in Invoice, It can be Actual Value or Average Value.

Generate Invoice for Non-Zero value only

Select Yes or No whether you want to generate invoice for Non Zero values.

Below are also some different options you can enable them by clicking on the checkbox which will be included in the invoice like tax, Rate Table, Trunks, Summary of payment etc.

By entering all the fields, click on NEXT button to proceed to the next section.

Next section is Self Service Portal.

Self Service Portal

This section is used to configure User Interface Web Portal for Client to Login.

Here in the portal client can login and check reports as given permissions like to view CDR, Balance, Reports etc.

For more information related to the Portal, Please refer to Client Portal

Screenshot: Client Self Service Portal

Field

Description

Username

Set Username for client to login to the portal.

Password

Set Password for client to login to the portal.

Permissions

By checking on the different permissions checkbox, Client will have access to those sections like CDR’s List, Reports, Invoices etc as shown in the window displayed above.

By entering all the fields, click on NEXT button to proceed to the next section.

Next section is Notification Setting.

Notification Setting

By checking on the Enable Notification Box, Client will get different notifications like Low balance alert.

Screenshot: Client Notification Setting

You can set the low balance notification, you can set the how much balance is left when so it will notify the client.

You can set notification time like Daily or Hourly and at what time of the day.

Also you can choose whether you want to send the trunk details too.

After filling all the sections with required fields, Click on SUBMIT button to save.

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