Registration

Registration screen helps you to capture customer information, create selfcare user id and password, capture the standing instruction, book a service plan and hardware plan.

To register a customer:

  1. On Order Management module, click Simple Registration.

Note: If the profile option Enable Simple Registration Wizard value is set to Yes, then the customer details are captured based on Wizard Model. Else, the details are captured based on Form Model.

  1. In the Customer section, furnish the following steps:

    1. In the Customer Details grid, select customer type and Currency from the respective drop-downs.
      Note: The customer types defined in Customer Type lookup code are displayed in Customer Type drop-down.  The currency codes defined in the Currency Code screen appear in the drop-down.

    2. In the Operational Entity box, type or select the operational entity code under which the customer is booked. The Operational Entity field can either be a drop-down or search lookup based on the profile option "Enable Entity Search".

    3. Select the Network End Point that provides service to the customers.

    4. Select Billing Media as Email or Paper. By default both are selected. The billing media defined in the Billing Media screen are displayed in the Simple Registration screen.

    5. In the Parent Child Info grid, provide the parent-child details.

    6. For creating the customer as a parent, select the Parent check box..

    7. To create customer as a child under a parent, enter Group ID. Else click the Search Lookup against the Group ID field. Enter the minimum required details in the searching fields and click the Search button. Enter the required details like First Name, Middle Name, Last Name, Customer Type, Operational Entity, or Parent ID in the searching fields and click the Search button. The details appear in Parent Search pop up window. Select the required Group ID link from the Search Results list.

    8. Select the Bill to Parent check box to generate the invoice to the parent account for the services used by the child customer.

    9. In the Personal Details grid, select the Title and enter information like, First Name, Middle Name, Last Name, and Company Name.

    10. In the User Info grid, enter User ID, password, and confirm the same in respective fields. This User ID and Password are the selfcare User ID and Password.

    11. In Contact Details grid, enter customer's contact information such as Contact Name, Home Phone, Work Phone, Mobile, Fax, Email, and Alt. email.

    12. Enter Notes if any.

    13. In the Address grid, enter the customer's address details such as Area, Street, State and Country from the respective drop-downs. If the customer's address details do not appear in the respective drop-downs, then select the New link against each drop-downs. Enter the respective details in the pop up window.

    14. In Standing Instructions grid, select Credit Card or echeck to capture the standing instructions of the customer.

        1. In the Payment Method drop-down, select Credit Card or Debit Card.

        2. In the Card Type drop-down, select the type of customer's card (For example: American Express, Visa).

        3. In the Card Number box, type the card number.

        4. In the Expiry Date box, select the expiry date of the card.

        5. In the Name on Card box, type the name which appears on the card.

        6. In the Issuer, select the bank which issued the card.

        7. In the Transaction Limit, enter the transaction limit.

        1. In the ABA Routing No box, type the ABA routing number.

        2. In the Bank Account No box, type the customer's bank account number.

        3. In the Account Type box, select the type of account (For example: Savings Account, Current Account).

        4. In the Bank Name and Bank Account Name box, type the name of the bank and the name of the bank account respectively.

        5. In the Transaction Limit box, enter the transaction limit.

    15. Click Next button to capture the service plan details.

  2. In Service Plan section, furnish the following steps:

    1. Select the Billing Frequency from the drop-down.

    2. Select the Effective Date period for which the services should be effective.

    3. Select the Contract Validity from the drop-down.

    4. The details of service are displayed in Service Plans grid. Click on plan name to view plan details in Detail View pop-up window. Click Add To Cart link against a plan to which you want to order.

    5. Click Next button to capture the hardware details.

  3. In the Hardware section, furnish the following steps:

    1. Click Add To Cart link against a hardware plan to which you want to order.

    2. If you want to lease a hardware, enter the Issuing Entity.

    3. The respective items available in that entity is displayed in Lease Hardware grid.

    4. Enter the Serial Numbers against the item.

    5. Click Next to continue.

  4. In the Summary section, verify the details entered and click Save to save the details.