smart manual
TRANSCRIPT
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All Rights Reserved
Copyright 2010
The use, disclosure, modification, transfer, or transmittal of this work for any purpose, in any form, or by any means, withoutthe written permission of the copyright holder, is strictly forbidden. Trademarks used herein are the property of their respective
owners.
RESELLER MANUAL
Service Management And Reselling Tool
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INDEXINDEXINDEXINDEX TOPICTOPICTOPICTOPIC PAGEPAGEPAGEPAGE
1.0 Introduction to SMART.. 03
2.0 Home Page 043.0 Tariffs / Products 05
3.1 Add Tariff / Product... 05
3.2 Mapping to Master Tariff / Buy Product.. 08
4.0 Clients. 10
4.1 Accounts 10
4.2 Account Groups.. 12
4.3 Resellers 13
5.0 Reports.. 15
6.0 Settings.. 15
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1.01.01.01.0 Introduction to SMARTIntroduction to SMARTIntroduction to SMARTIntroduction to SMARTSMART stands for Service Management and Reseller Tool. This is the comprehensive tool for the
resellers to manage their business effectively. It enables them to create their own rate sheet with
their own margin, mange their sub resellers or agents, create end user accounts, and reports on
billing & call details (CDR)
This document explains the features and functions of SMART 2.0 required for the reseller to be
familiar with and get started.
[1.1][1.1][1.1][1.1] Reseller Log in PageReseller Log in PageReseller Log in PageReseller Log in PageThe below URL will open the login page
http://smart.cdrpanel.com
The reseller has to enter the UsernameUsernameUsernameUsername and PasswordPasswordPasswordPassword provided to log in
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2.02.02.02.0 Home PageHome PageHome PageHome Page
The homepage provides the following information:
Account NameAccount NameAccount NameAccount Name On the top right hand corner shows Logged in as [account name]
LogoLogoLogoLogo You can insert your Logo
Account SummaryAccount SummaryAccount SummaryAccount Summary
- Account BalanceAccount BalanceAccount BalanceAccount Balance : The available balance in the reseller panel, which when it reached Zero thereseller would not be able to make calls will be required to make a pre-payment
- Credit LimitCredit LimitCredit LimitCredit Limit : In case you have been given a credit limit it will show that amount- Available BalanceAvailable BalanceAvailable BalanceAvailable Balance : This is the total of the Account Balance and Credit Limit- Account StatusAccount StatusAccount StatusAccount Status : It shows either Enabled or Disabled
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3.03.03.03.0 TarTarTarTariffs /iffs /iffs /iffs / ProductsProductsProductsProductsThis feature allows the resellers to add the tariff plans to his business. And this menu will show the
available tariffs as shown below:
- Buy ProductBuy ProductBuy ProductBuy Product will be your buying rate
[3.1] Add[3.1] Add[3.1] Add[3.1] Add Tariff /Tariff /Tariff /Tariff / ProductProductProductProduct
Initially you have to create a Tariff sheet for you to resell
- To add a new Tariff sheet, click on the Add Product then you will see your panel as shown below:
- Type will be always Accounts- Enter a Name & Description for your new rate sheet, which will be your selling rate
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- After you enter a name your panel will be shown as below:
- Now click on the Name which you have entered to create a rate sheet, and your panel will shownas below:
- Click on the Create link which is highlighted on the above image.- Then you have to enter on Add Rate Table, when you enter that your panel will shown as
below:
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- Here you have to Enter the name you entered previously and Click on the Copy
- And you have to select the Master Tariff / Product which is assigned to you
- Then you can decide your own mark up percentage and assign to your selling rate, and click
save.
(E.g. If you want to add 10% mark up, enter 110% as shown in above image)
- After saving the rate sheet, you can click on the Rate sheet / Product and you will see your panel
as shown below:
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[[[[3333....2222]]]] Mapping toMapping toMapping toMapping to Master Tariff /Master Tariff /Master Tariff /Master Tariff / Buy ProductBuy ProductBuy ProductBuy Product
This is an important step in creating a Tariff sheet, because unless you Map your newly
created Tariff to your Master Tariff you wont be able to make any calls.
- You have to go back to products, and you will see your product List / your selling tariffs. Likeshown below:
- Now click on the rate sheet you have created, and you will see the panel as shown below:
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- Now click on Add Mapping and you will see the panel shown below:
- Here you will see your rate and now you have to select your Parent Rate and save. And you willsee your panel as shown below.
- Finally you have done with creating your Selling rate and you can start creating end useraccounts
IMPORTANT NOTE! - If you wish to use the GoSSIP PC2Phone Dialer with SMART, please do the following
- Add a SECOND MAPPING by clicking "Add Mapping"
- Map your rate sheet to the "Master Tariff (prefix 888)" & Save.
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4.04.04.04.0 ClientsClientsClientsClients[4.1][4.1][4.1][4.1]AccountsAccountsAccountsAccounts
This feature will enable the reseller to create end user PIN for the use of PC2Phone,
Mobile2Phone, Device2phone and Calling card services.
You have to click on Add new Account and then you will get a display as shown below:
- Account/Number/AliasAccount/Number/AliasAccount/Number/AliasAccount/Number/Alias :::: Enter a username with only numerical values (e.g. 112233)- PasswordPasswordPasswordPassword :::: Can be entered in both alpha numerical values (e.g. 11ac@3)- IP AddressIP AddressIP AddressIP Address :::: The IP address of Resellers switch can be entered and added so that the traffic
can be sent from the switch.
- Authentication Type:Authentication Type:Authentication Type:Authentication Type: You have to select Username/PIN/ID if you wanted to create an enduser PIN or You can select IP Address if you want to use for send traffic via your switch
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- Enable Web Login :Enable Web Login :Enable Web Login :Enable Web Login : IF you wish to give your end users with web access to check theirbalance and CDR, you can select and enter a different Username & Password or you can
re-enter the previous username & password you entered.
- Currency :Currency :Currency :Currency : you can select a currency you wish- Starting Credit :Starting Credit :Starting Credit :Starting Credit : Enter the amount you wish to give to this particular PIN- Credit Limit :Credit Limit :Credit Limit :Credit Limit : If you want to give your customer a credit limit you can enter that amount- Account Status :Account Status :Account Status :Account Status : Has to be always Enabled, but in case you want to inactivate this PIN you
can select Disabled
- Product :Product :Product :Product : Here you have to select the rate sheet, from which you have to assign this PIN- Expiry Date :Expiry Date :Expiry Date :Expiry Date : You can select a Fixed expiry date or select Days since first use option
After you create an account it will shown as below:
- You can go to InfoInfoInfoInfo tab and enter the contact information for that PIN- You can Link another end user account to this account using AliasesAliasesAliasesAliases tab- You can see the Call details with CDRCDRCDRCDR tab- If you wish to add further payment you can go to PaymentPaymentPaymentPayment tab and select Add Payment
option
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[4.2][4.2][4.2][4.2]Account GroupsAccount GroupsAccount GroupsAccount GroupsThis feature enables the resellers to create a group of accounts, where this will give the
flexibility of creating multiple end user accounts.
You need to go to Generate BatchGenerate BatchGenerate BatchGenerate Batch tab and it will look as shown below:
- Group Name & Description :Group Name & Description :Group Name & Description :Group Name & Description : Enter a name & description for the group- Number of Accounts :Number of Accounts :Number of Accounts :Number of Accounts : You can select how many accounts you want to create simultaneously- Initial Credit :Initial Credit :Initial Credit :Initial Credit : Here you can add the amount, which will be allocated for each PIN along with
the currency- Assigned Product :Assigned Product :Assigned Product :Assigned Product : Select a respective rate sheet from the listed- Expiration Date :Expiration Date :Expiration Date :Expiration Date : You can select an expiration date for this batch- PIN Length :PIN Length :PIN Length :PIN Length : You can select the length of the PIN should be- PIN Prefix :PIN Prefix :PIN Prefix :PIN Prefix : You can enter a prefix for these batch of PINs (e.g. 222), therefore all the PINs
which create on this batch will be start as 222XXXX
- SeriSeriSeriSerial Number :al Number :al Number :al Number : This is an optional feature- Password :Password :Password :Password : You can select same as username or random or fixed value (same password for
all), but recommended is to select Random option
After entering all the above details enter the Generate
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[4.3][4.3][4.3][4.3]ResellersResellersResellersResellersThis feature will enable the resellers to create their Sub-resellers or Agents, here you have to
select Add Reseller option and it will be shown as below:
- Enter a name for your Sub reseller/Agent- Select a rate sheet under the Product Column- Select a currency- Tick on the status to make this Active- Enter SaveAfter entering save, now you will see a window with the list of resellers
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Now select a particular reseller to enter other relevant information, then you will see a the panel
as shown below:
- You can enter his Information in this page- Go to Web accountWeb accountWeb accountWeb account and assign him a Username & Password, Select the access group and
save
- You can check his CDR using this option- Go to the PaymentPaymentPaymentPayment tab and enter the funds for this particular reseller and click on the Add
Payment option, then the window will be shown as below:
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5.05.05.05.0 ReportsReportsReportsReports[5.1] Billing[5.1] Billing[5.1] Billing[5.1] Billing
This will generate the billing summary for a particular time period based on what you request
[5.[5.[5.[5.2222]]]] Calling DetailsCalling DetailsCalling DetailsCalling Details
Here you can see the call duration for a particular time period
6.06.06.06.0 SettingsSettingsSettingsSettings[6.1][6.1][6.1][6.1] My web AccountMy web AccountMy web AccountMy web Account
You can reset your password with this option
[6.2[6.2[6.2[6.2]]]] CustCustCustCustomizeomizeomizeomize
You can enter/edit your company details and also you can set your Logo and Top Banner Text as an
extra value added feature
[6.3[6.3[6.3[6.3]]]] My web AccountMy web AccountMy web AccountMy web Account
You can select your default product & currency