Add New Trunking Customer (New)

This article instructs how to add a new customer which does not already exist in the Orion billing portal.  When customer are added here, they will be provisioned in BroadSoft by the Provisioning Dept at BluIP.

LogIn

The following is an outline of the steps for setting up a new trunking customer.  The remainder of this document provides detailed instructions for the steps.

  • Select OrderForms (left-hand sidebar)
  • Select Add New Trunking Customer

Billing and Customer Information

Complete Billing and Customer Information:

  • Billing Start Date:  The system automatically defaults to today's date.  If your customer will not be going active right away, enter a billing date into the future.  For example if you set your customer in January, but don't expect them to go active until after February 1st, enter a Billing Start Date of 2/1/2019.
  • Account Name:  This will be the name of the account in Orion and BroadSoft.  This name will also appear in the upper-right hand corner of the customer's monthly invoice.
  • User First and Last name, Company Name, Customer Address, City, State, Zip:  This will be the mailing address on the customer's monthly invoice.
  • Contact Email Address: Invoices will be emailed to this address. If you don't want invoices emailed to the customer, you can enter an email address for your company.
  • Domain Address:  Required for provisioning.  You can use either the customer or your partner domain.
  • Billing Type:  IMPORTANT  The selection made here determines the billing structure of your customer.  In order
    • Multi Group - Bill Enterprise - invoices will post to the enterprise account and if there is more than one group, all groups will be billed on one invoice, broken down by each group (location).
    • Multi Group - Bill Group - invoices will post to the group (customer) account and each group will receive their own separate invoice

911 Service

  • Indicate whether any number(s) on this order required 911 service:  Select Yes or No
  • 911 information is required prior to service activation.  
  • If at all possible, please provide the physical location for 911 at this time.  
  • If you cannot provide at this time, select "No", but this information must be provided at least 48 hours prior to service activation.
  • Emailing the information to lnp@bluip.com

Telephone Number Information

  • Trunking Package Type: Select the trunking package from the drop-down menu
  • Term:  Select the term from the drop-down menu
  • Quantity:  Enter quantiy of trunks required
  • Domain Address:  Enter the domain (abcdefg.xxx)  No WWW or HTTP.
  • Device Type:  for example, CIsco, Avaya)
  • Are Number Porting In:  Yes or No
  • Are Additional DID's Required: Yes or No
  • Now Many DID's Are Required:  Number of additional DID's needed to order
  • Enter NPA/NXX For New Numbers Required:  List the Area Code (NPA) and Prefix (NXX) you require.

 

Additional Information

In the notes provide any information necessary for this order.  For example:

  • requested/expected start up date
  • service address if different that billing address

 

Complete Order

  • Save and Submit to BluIP:  Saves the order and creates a ticket in Orion.  Hosted order will be automatically provisioned in Broadsoft.  Tickets for Trunking orders will be provisioned in BroadSoft by the Provisioning Dept at BluIP.
  • Clear Form:  removes all order selections, but keeps you in the order form
  • Back: removes all order selections and either returns you to Order Forms or Select Customer
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