Add New Services to a Group

  1. Login to your partner account in Orion
    • Enter Username and Password
  2. Select Login

From the Partner Account

  1. Select Order Forms
  2. Select Add Services to a Group

Select Customer

  1. Enter the Customer Name
    • Begin typing Customer Name and available customers will appear in a drop-down box
    • Select customer by clicking on the customer name
  2. Select Next

Billing Information

  1. Enter the Billing Start Date
    • Enter the date directly or click on the calendar icon to select a date
  2. Select Next

Add Packages

  1. Select Add Packages

Order Information

  1. Select Order Term
  2. Select Package Types
    • From the drop down box categories select which packages you would like to order for the customer
    • Choose from one or more categories for available products and services
    • Selected categories will populate available products and services
    • When done selecting categories click anywhere outside of the drop down box
  3. Select products and services by clicking in the small box on the left
  4. Update the quantity for each item you are ordering (you can adjust quantity by using the up/down arrow or typing in a number)
  5. Select Add Selected when you have completed adding items

Additional Order Information

  1. If more products or services are needed, select Add Packages and repeat the steps above
  2. When packages to order is complete select Next

Select DIDs

  1. Click on Select DIDs if ordering telephone numbers are needed
  2. If not ordering any DIDs, select Next

Order DIDs

  1. Enter the NPA NXX for the DIDs being requested
    • Rate center will populate with the rate center information
  2. Select the DIDs you would like by placing a checkmark in the box next to the DID you would like to order
  3. If the DID will be used for Trunking, place a checkmark in the box under the Is For Trunking column
  4. If you do not want to select the DIDs available or if no DIDs are available, indicate how many DIDs you would like by placing a quantity in the Back Ordered DIDs space in the top right
  5. Select Order

DIDs Not Available

  1. If no DIDs are available in your selected rate center, a pop up box will instruct you to back order your quantity of DIDs
  2. Select Ok. you will return to the screen above to back order DIDs

Additional DIDs

  1. If more DIDs are needed,  click on Select DIDs and repeat the steps above
  2. When DID order is complete select Next

Extra Info

  1. Depending on what packages are ordered, additional information may be requested. Specific questions will be in this area. Complete the requested information (if any)
  2. Select Next


  1. Use the provided space to include any additional information about your order

View Order

  1. Before you submit your order, you can review it by selecting View Order on the right

Order Review Complete

  1. When review is done select Close at the bottom of the screen

Submit Order

  1. If after review a change is needed,  you can select the section needing changes in the View Order box to be taken directly to the screen needing updating, or
  2. You can use the Back button
  3. Once order is complete, select Save and Submit

Order Agreement Terms

  1. Upon selecting Save and Submit a pop-up box with Order Agreement Terms will appear. Please read the terms of this order
  2. Select Ok to continue
  3. Select Cancel to cancel order submit

Order Complete

You will see a pop-up notice at the bottom of the screen that says Successful Submission when order is placed successfully

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