How To - Add Services To An Existing Customer

Login to http://orion.bluip.com

  • Search for the customer by typing the company name in the Search box in the left-hand sidebar.
  • If a Customer Account and a Enterprise Account appear, be sure to select the Customer Account.

Open Order Form

  • Click on the Order Form tab
  • Select Add Package Form
Open Order Form

Order Packages

  • Billing Start Date - Orion allows you to enter a date in the future to allow for porting of numbers, turning up circuits, ordering hardware and provisioning.  The Billing Start Date is critical, as it determines your customer's first invoice.
  • Notes -  Enter any special provisioning information.  For Example - IP Fax information, email addresses, telephone numbers that are porting, phone numbers that need to be set up for Smart Record service.
  • Select an Order Type from the drop down menu (see Order Types / Packages List below)
    • AlaCarte Features
    • Broadband Access
    • Call Recording
    • DID
    • Fax Service
    • Hosted PBX
    • Hosted UC One
    • Local Number Portability (do not order from this order type, it is reserved for the LNP Dept.)
    • SIP Trunking (is not inabled, trunks must be ordered by submitting a Trunking Order Form to provisioning@bluip.com)
    • Local Number Portability (do not enter any of these order types; number porting will be entered by BluIP's LNP Department)
    • Toll Free Service (In the notes please indicate either the toll free number being ported or that a toll free order has been ordered AND when required)
  • Select Add Package button
  • If necessary, select another Order Type and continue adding packages
Order Packages

Order Types / Packages

 Below is a list of the Order Types and the Packages found in each type:

AlaCarte Services

  • 4G Backup
  • Agent Web Based Client Software License
  • Alternate Numbers
  • Anonymous Call Rejection
  • Auto Attendant
  • Broadsoft Provisioning Fee
  • BroadSoft Receptionist Console - Enterprise
  • BroadWorks Anywhere
  • Call Control Tool Bar
  • Call Forwarding Always
  • Call Forwarding Busy
  • Call Forwarding No Answer
  • Call Forwarding Not Reachable
  • Call Forwarding Selective
  • Call Me Now
  • CLI Spooling Penalty
  • DID Reservation Fee
  • E911 Surcharge
  • Early Termination Fee
  • ECRC 911 Call - BIllable
  • Enterprise Call Reporting
  • Guest Room
  • Hardware Non Return Fee
  • Hunt Group
  • Instant Group Call
  • Late Fee
  • MS Lync Integration - PResence IEX
  • Music On Hold
  • Priority Alert
  • Professional Services (per hour)
  • Selective Call Acceptance
  • Selective Call Rejection
  • Shipping
  • Technical Dispatch
  • Unity Call Center Agent
  • Unity Call Center Supervisor
  • Unity Client
  • Virtual User Power Pack
  • Voice Mail Add On 

Broadband Access

  • Circuit Early Cancellation Fee
  • DSL
  • Metro Ethernet
  • MPLS
  • Priority Access Bonded T1
  • Priority Access T1

Call Recording

  • Smarat Capture
  • Smart Evaluation Tabs
  • Smart Listen Unlimited
  • Smart Record
  • Smart Record Pro

DID

  • Additional DID's
  • DID Repoint
  • DID Reservation Fee

Fax Service

  • Virtual Fax ATA Basic
  • Virtual Fax ATA Unlimited
  • Virtual Fax Basic Overage
  • Virtual Fax Desktop Unlimited

 Hosted PBX

  • Basic Call Center Agent
  • Basic Metered
  • Breakroom/Conference Room Phone User
  • Call Center Supervisor - Client Only - (No SEAT)
  • Enterprise Basic
  • Enterprise Premium
  • Enterprise Standard
  • Enterprise UC - Communicator Prime
  • Enterprise UC - Phone Prime
  • Power User
  • Premier Metered
  • Premium Call Center Agent
  • Premium Call Center Supervisor Bundle
  • Receptionist User
  • Standard Call Center Agent
  • Standard Call Center Supervisor Bundle
  • Standard Metered
  • Standard Select Extensions
  • Standard Select Voice Lines
  • Traditional User
  • Virtual User

Hosted UC One

  • DID Add-On - UC
  • Enterprise UC - Communicator Prime
  • Enterprise UC - Phone Prime
  • Select UC Extension - Communicator Prime
  • Select UC Extension - Phone Prime

Toll Free

  • Toll Free Number

Changing Quantities

Important: When you change the quantity, you MUST hit the 'enter' key to save the quantity. If you don't hit the 'enter' key, the quantities will default back to "1".

  • If quantity is more than one, increase the quantity here.  
  • If you need to remove a package, click on the DEL button beside the package to be deleted.
Changing Quantities

Once you have ordered your seats, the number of DID's that come at no charge with the seats will be listed under the "Add Package" button (see "Total available to select 2 Total selected")

 

Order DID's

BluIP keeps a large standing inventory of DID’s in stock and our intent is to allow you to select the DID’s that you want to assign to your customer via the order forms.

You must have ordered seat(s) in order to have access to the DID ordering section.

  • Click on the Select DIDs to order new numbers. DO NOT include numbers you are porting.  Only order additional numbers needed.  

If any of the numbers being ordered is to be used for a fax, please provide the provisioning information in the "Notes"

Order DID's
  • Enter the NPA-NXX combination that you need
  • The system will then enter the Rate Center and provide a list of numbers currently in inventory
  • Select the DID's that you want to assign to this customer (you will be allowed to select the quantity of DIDs based on the packages that you ordered)
  • If there are no numbers currently in inventory, enter the quantity that you need in the backorder box
  • Final Step, Click the Order button
  • Note: Placing a backorder, generates a ticket that will be sent to our Provisioning Department.  They will place an order for the quantity needed within the NPA and NXX.

Save Order

Once you have the order complete you can click Save Order and the items that you have ordered will be provisioned in BroadSoft.

Save Order

BroadSoft Set Up

You can now review the order you just placed in Orion and go to BroadSoft to build the user accounts and provision services using the credentials that were emailed to you.

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