1.1. How to add a retail client
- Tomasz Kozierowski
Welcome to the next VoipSwitch tutorial. This time the guide will walk you through the process of adding a retail client in Voipswitch VSM4 portal
To get started, please visit your VSM4 portal and log in.
1. Introduction
From entering login details to selecting codecs and billing preferences, follow the precise instructions provided for a seamless experience.
2. Click "Retail clients"
To navigate to the RETAIL CLIENTS section, start by clicking on 'CLIENTS' in the menu, and then select 'RETAIL CLIENTS'.
3. Click "Add"
To start adding a new retail client, click the Add button located at the top of the page.
4. Click "General" tab
You are currently in the GENERAL section for adding a retail client.
5. Click "Login"
Click on the LOGIN field and enter login credentials.
6. Fill "Login"
Please be aware that your login credentials will serve a dual purpose: they will be used for both the SIP clients and the VUP portal.
7. Click "Password"
Click on the PASSWORD field and enter password credentials.
8. Fill "Password"
Please be aware that your password credentials will serve a dual purpose: they will be used for both the SIP clients and the VUP portal. To set distinct passwords for your SIP client and the VUP portal, simply click the 'cloud' button. This action will allow you to enter a separate password specifically for the VUP portal.
9. Click "Currency"
Next you need to specify the currency.
10. Choose the currency
Simply click the CURRENCY field and choose one of the available currencies.
11. Click "Tariff"
After that, you can select the tariff that corresponds to the currency you previously chose
12. Choose the tariff
In order to do it so, just click the TARIFF field and choose a proper one from the list
13. Click "Personal data" tab
Following that you can access the PERSONAL DATA section. Click the PERSONAL DATA tab at the top of the window.
14. Click "First name"
Click on "First name" field
15. Fill "First name"
and fill in the text box with proper data
16. Fill other "Personal data" fields
Feel free to complete the remaining fields. Please keep in mind that all fields, with the exception of FIRST NAME are optional if you do not intend to generate invoices for that client. However, if you wish to create invoices, it is essential to provide the billing details, as this information will be included on the invoice.
17. Click "Billing" tab
Now let's move on to the BILLING section
18. Choose billing "Method"
Choose your preferred billing method: PREPAID or POSTPAID. Pre-pay or prepaid billing is a mechanism where customer pays in advance and after that starts using a service. Usually, prepaid customers do not receive any invoice and they are charged in real time, the account is debited after each event until the balance is used up. Whereas Post-pay or postpaid billing is where clients buy products and services and use them throughout the month (or any other allowed period), and by end of the month, invoices are generated by the service provider and sent to the clients to make their due payment. If you opt for PREPAID you will have the flexibility to set the balance. Conversely, selecting the POSTPAID option will display a CREDIT field in the GENERAL section, allowing you to specify the maximum credit limit for this client.
19. Click "Codecs" tab
Let’s move on to the next section: the CODECS
20. Set up "Audio codecs"
First of all you need to set up the "Audio codecs"
21. Choose "Primary codec"
You can select here the primary audio codec
22. Choose "Allowed codecs"
Additionally, please specify all permitted audio codecs.
23. Toggle "Transcoding"
And finally, if you have purchased the Transcoding module, you will be able to enable transcoding for this client. If you choose to do so, simply toggle the switch to the ON position, indicated by green.
24. Set up "Video" and "Fax" codecs
You can follow the same process for configuring the VIDEO and FAX codecs. Simply define the primary and allowed codecs for each respective section. If you do not intend to use video or fax features, you may choose to skip this configuration.
25. Congratulations
Congratulations! You've successfully created your first retail client. To finalize this process, simply click the SAVE button, but if you want to change some default settings before saving it, please stay with us and keep watching this video tutorial...
26. Click "General" tab
Let's return to the general section for a moment.
27. Toggle "Activity"
On the top of the window you are able to toggle the activity of the client - green is active
28. Click here
whereas the color red indicates an inactive status.
29. Set up the "Balance"
A little bit lower, you can find and specify the clients starting balance.
30. Set the "Stir-Shaken attestation level
Upon purchasing the Stir-Shaken module, you will have the ability to select the appropriate attestation level for your client. The available options are as follows: Letter "A" signifies FULL ATTESTATION, B represents PARTIAL ATTESTATION and C stands for GATEWAY ATTESTATION. Additionally, you can choose the PASS THROUGH option for further flexibility.
31. Set the "Calls limit"
The next field specifies the maximum number of concurrent calls allowed for the client. Feel free to adjust this setting as needed, but keep in mind that entering ZERO signifies an unlimited number of concurrent calls.
32. Set the "Maximum rate"
Similarly you can also set a MAXIMUM RATE for the client. If the client attempts to make a call that exceeds this specified rate, the call will be automatically dropped. If you prefer not to impose any rate limits, simply leave this field blank.
33. Set the "Ring timeout"
The last field in the row allows you to configure the RING TIMEOUT for the call. Once this timeout is reached without an answer, the call will be automatically terminated.
34. Toggle "Record calls"
In the final row, you'll find the RECORD CALLS switch. To enable call recording for all client calls, simply toggle the switch to the green position, indicating that it's active.
35. Toggle "Trusted"
The next field pertains to payment transactions processed through the Voipswitch OnlineShop. By toggling the setting to green, you indicate that no approval is necessary for transactions initiated by this client. Conversely, if the setting remains off, all payments made through the OnlineShop module will require your additional action to approve each transaction.
36. Set the "PIN"
At the end, you'll find the PIN field, essential for all of the IVR scenarios. This numerical password serves to authenticate the client when accessing the IVR PIN functionalities.
37. Choose "Template"
Finally, let's discuss TEMPLATES. You have the flexibility to create as many templates as you need, significantly speeding up the client creation process. Please keep in mind that when you select a template, all fields will be overwritten with the data defined in that template.
38. Click "Save"
To complete the process, simply click the SAVE button to store the client information in the database.
This guide covered the detailed steps required to add a retail client in Voipswitch VSM4 portal, including selecting tariffs, configuring codecs, entering personal data, and saving the changes made. Follow the instructions to smoothly navigate through the process. Thank you for watching this tutorial. See you next time.