Connections MOBILE O2 and Vodafone

Connections Select the Customer Find the correct customer by using the alphabetical tabs in the Customer section: Select the correct customer by selecting the code:

Connections The following screen is displayed:

Connections Add the Contract Select Add Contract:

Connections Select the Order Type from the options in the drop down. Also select the correct start and end date and the Term. Amending the Term will automatically adjust the end date accordingly:

Connections Select Done, the following screen is displayed:

Connections Add a Connection – Add Manually It is possible to add each number in individually. To do this select Add Connection:

Connections Complete the detail in the screen. Don’t forget to scroll down to show and complete all the fields:

Connections

Add in Tariff details on the Tariff Tab. Select the Network first and then begin to type the tariff name in the Tariff field. Please note that the system will only display the first 8 results so it may be necessary to type more detail into the field to obtain the tariff required. Eg: Small Biz 6GB instead of just Small Biz. Select the required tariff:

Connections If Bolt on(s) are required they can be added in the VASes tab:

Connections If different start and end dates are required these should be changed again in the Term tab. Make sure they were also changed in the initial step where the contract was added. To change the term click on the Term tab and change the dates accordingly:

Connections Submit this connection by selecting the Submit button. The following screen is displayed: If more connections are required, simply select Add Connection and repeat the steps. Once all the connections are added, submit for processing (explained later)

Connections Bulk Upload It is possible to upload a spreadsheet of numbers which is useful for submitting larger numbers of connections. To bulk upload select the Bulk Upload button: This displays the following screen:

Connections Select to download the latest version of the Excel Template Enter in the details as required:

Connections It is possible to enter in the details for as many numbers as required. Once all the details are completed on the spreadsheet, copy the rows containing the data (without the headers or left hand numbers) and copy them into the Bulk Upload screen: Don’t worry about the messy formatting - it works! Reset will clear the screen. Cancel will return back to the connection screen.

Connections Upload will upload the connections to the portal. If there are issues with the upload these will be shown with exclamation marks and will be highlighted. In the example below, we have not entered a PAC for the second connection:

Connections Reset will clear the screen so that the correct information can be pasted back in. If the information is correct the numbers will be imported in and will show as follows: The exclamation mark shows that the tariff needs to be added. Select the check boxes at the side of the number(s), it is possible to select more than one if they require the same tariff and/or VAS(es) to be added. It is also possible to select all by choosing then Select All check box if all the numbers on the upload require the same tariff: Once happy that the correct numbers are selected, choose Edit Selected to add the tariff and VASes.

Connections Amending Connection details before submitting for processing If any of the tariff, VAS, term, Data Cap or High Usage details are incorrect, select the relevant number(s) and choose Edit Selected which will show the relevant tabs. Amend and Save changes. If any of the individual connection details such as username, Sim Type, CLI etc are incorrect then select the white edit pencil at the side of the relevant number: Amend the relevant details and Submit to save the changes.

Connections Submit for Processing Once happy that all the details are correct, select the Contract Actions section:

Connections The options given are PDF and Sign: PDF allows you to print out a copy of the PDF and to get it manually signed by the customer. You should then it through to

Connections Sign will create the PDF and send it automatically to the customer’s address for processing: Select Sign, the following screen is displayed: This just means that you need to create the PDF, select Continue

Connections Credit Check Reference – if a new customer then enter the reference you have been given during credit checking Notes – anything extra should be added here. This will print on the PDF. Select PRINT to generate the PDF. At this point select Download Contract if you wish to view/save the PDF before sending it to the customer Select SEND when you are happy to send it to the customer. This will send the PDF to the registered address for e-sign.

Connections Check the progress of the connection To check the progress of the connection, select contract from the main home page:

Connections DRAFT – shows any contract in progress, but which haven’t yet been sent to the customer for e-sign. WITH CUSTOMER – shows any contract sent to the customer but not yet signed WITH ZEST – contract is signed and it is ready for processing by Zest4. Once the order has been picked up for processing an will be sent to the Portal address to confirm that it is being processed. The partner will also receive another once the connection date has been confirmed by the network. PORT LOCKED – The port/mig date has been confirmed COMPLETED – The connection has been completed. Note you will not receive another to confirm that the connection is complete. Once the connection date is confirmed we will only contact you if there is a change in date or if we are made aware of an issue.

Connections Contacting Zest4 Connections: You can You can call option 1, option 3