Add Services to Existing Customer (New)

This article instructs how to add a new hosted customer which does not already exist in the Orion billing portal.  When customer are added here, they are automatically provisioned in BroadSoft.

 

LogIn

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

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

Choose customer

  • Enter the customer name (if you just enter the first few letters of the name, a drop-down list will appear and you can select from the list by clicking on the customer name)
  • Select Next

Select Packages

Use this section to place your customer's order.

  • Select the Add Packages button

Package Type

  • Select a package type from the drop-down menu (scroll down for more options)
  • Select all packages to be added by placing a check mark in the box to the right.
  • Scroll down to view more packages
  • When finished with this package "type", select the Add Selected button
  • If you forget a package, you can always select the Add Package button again to add to your list.
  • You will now see the packages you ordered.
  • You can change the quantities now, or you can wait until your order is complete
  • To change quantities, see section Adjustments to Order

 

  • Select Add Packages again
  • Select the package "Type" and follow the same process as above

Adjustments to Order (Quantities and Removals)

  • Adjustments can be made after entering packages for a particular order type, or after all order types have been entered.
  • On the Selected Package screen:
    • All packages are entered with a quantity of one by default.  To make changes, enter the quantity you want and press the "Enter" key (Note: If the "Enter"is not pressed, the quantity will defaults back to "1").
    • To remove a package from your list, select the red minus sign on the right-side of the package
    • If you need to add an additional package to your list select the Add Packages button again and go the the ordering process again
    • Total available to select 3 Total selected 0 - This appears when you have ordered seats.  In the example below, there are 3 DID at no charge allowed and zero have been selected

Order New DID's

Click on the Select DIDs button

Search for available DIDs or add a backorder

  • NPA:  Enter the area code for the area your customer is located
  • NXX:  Enter the (prefix) desired
  • Rate Center:  the rate center will be automatic filled in
  • A list of available DID's will appear
  • Select the numbers desired by clicking on the box to the left of the number
  • Is For Trunking:  If a number is for a trunk, place a check mark to the left of the number
  • Click on the Order button

 

No DID's Available

If no DIDs appear,

  • Enter the quantity of numbers you need to backorder
  • Click on the Order button

Notes

Include any information to assist in completing your order:

 

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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