Order Management System BETA

[VOIPoTim]

We're happy to announce that we have rolled out an order management system for all resellers.

This system will allow you to generate an order form that your customers can use to provide their account information and select a phone number without you having to manually enter it all into the VOIPo system. It also allows you to see what orders have been processed and what ones are pending (for things like manual number assignments).


This is in BETA and is meant for testing at this time and may have bugs. We ask that you thoroughly test it before you use it in a live setting.

Here is a sample order form: https://cp.voipwelcome.com/order/1da53c7ad1cf9bf802f794c258da6925be710f7e
(https://cp.voipwelcome.com/order/1da53c7ad1cf9bf802f794c258da6925be710f7e)



Here's how it works...


1) You create an order form or multiple order forms in your reseller account.


2) This form will collect customer info, allow them to select a number (if you'd like) and then queue the order up in your reseller account.


3) You can have the order form redirect the user to another URL once the submit it (can be a different URL depending on what they order) to complete their payment in whatever payment or billing system you use. This could be PayPal, 2Checkout, WHMCS, or whatever.


If you would prefer, you could also have the user start with the payment system first and then have it redirect to the order form.


4) All orders are queued up in your reseller panel for you to approve. If you'd like you can automate this and setup automatic approvals where the orders are automatically setup and custom welcome e-mails go out to clients based on what they order.




Here's how to use it...


To access the order form management, simply click on the Orderform tab in your reseller control panel.


To create an order form, simply enter a name for it and then click Create Order Form. You will then be taken to a page where you can fill in all the options.


Virtually all fields are optional, but here are the basic order form options:


Title - Just internal name for you to reference it with if you have multiple order forms


Display Logo - Yes/No - Show you logo on the order form (logo is setup under preferences tab)


Display TOS - Yes/No - Shows TOS section on order form that requires user to accept your TOS


TOS URL - URL to your TOS that will be linked in TOS section is enabled


Header Lines - 3 Text Lines in Top Right Header of Order Form (Could show things like your support contact info)


Footer Lines - 3 Text Lines in Bottom Footer




Now, you need to setup "items" on your order form that you'd like to sell and the options for those items. You can add unlimited items to an order form:


Title: Internal title for you to reference the item


Item Type: Type of Account (Full Service, Full Service Transferred Number, etc)


Send E-mail: Optional welcome e-mail to send for this item


Return URL: URL to direct to after submitting the form


Automatic Approval: Automatically setup the order or not. If no, this will queue up the orders for you to approve.


Domestic Usage Limit: Default Limit for Domestic Usage


International Usage: Default International Usage Limit




Notes on Automatic Approval

If automatic approval is enabled, customers will be able to select a number. Their account will be setup automatically and a welcome e-mail will be sent to them based on your welcome e-mail template. You will be able to see their order and order a device for them with one click if you'd like (without having to retype their address).


If automatic approval is disabled, then the order is queued up for you to manually approve and process. The user will be able to select the rate center, but not the actual number since we have no idea what numbers will be available at the time you actually process the order. You will then be able to easily select the number for them in their chosen rate center when you process their order. Welcome e-mails are not sent until the order is approved.

Remember, all number orders are non-refundable because we pay our carriers to exclusive obtain the selected number for you. Auto approval does have some fraud risks because it is ordering the numbers (which you are charged for) as the orders come in. If this is of concern, one thing you could consider doing is using your payment system first and then redirecting to the VOIPo order form only upon completion of successful payment.




Accessing your order form...

You will be able to see a list of all the order forms on the main page under the Orderform tab. To get the URL for the order form, simply go to "View Order Form" and copy the URL. To edit an existing order form, just click on the name of the Order Form.


The URL will look something like this:


https://cp.voipwelcome.com/order/1da53c7ad1cf9bf802f794c258da6925be710f7e


You can also hardcode the order form to only show one of the items on it (without letting the user select the item) by add the item number to the end of the URL.


Example: To lock the order form to item 71, you can add /71 to the URL like this: https://cp.voipwelcome.com/order/1da53c7ad1cf9bf802f794c258da6925be710f7e/71



Welcome E-mails

To setup welcome e-mails, access the welcome e-mail area under the main Orderform tab. You can create unlimited welcome e-mails. This is useful because you may want a different welcome e-mail for different account types or plans. You can also use the following variables in welcome e-mails:


%IP%

%FIRSTNAME%

%LASTNAME%

%PHONENUMBER%

%NPA%

%NXX%

%EXT%

%USERNAME%

%PASSWORD%

%PACKAGE%


Questions


Again, this is in BETA and we recommend thoroughly testing it before using it in a live setting. Please report all bugs and problems to reseller@voipo.com so we can address them and post general feedback in this thread.

[wingsohot]

Ok, looks good, but what if a customer doesn't want a new number, and instead wants to transfer their current number. Why isn't that option available as well?

[VOIPoBrandon]

Ok, looks good, but what if a customer doesn't want a new number, and instead wants to transfer their current number. Why isn't that option available as well?

This is an option available. Simply create the item and add it to your orderform:

Full Account - Local Number Transfer
Full Account - Tollfree Number Transfer
Forwarding Account - Local Number Transfer
Forwarding Account - Tollfree Number Transfer
Fax Account - Local Number Transfer
Fax Account - Tollfree Number Transfer

[wingsohot]

Oooops, my bad. However, it would be more of a convenience to be able to have a drop down for new number or transfer number on one form. The way it's set up now requires a link to two different pages for the two forms. Also, if you use paypal or google for your payment processor, you would have to enter your name and address twice, once for the payment processor and once for the order form. To redundant. More likely to lose customers because of that. There should be an option to choose whether you need the name and address on the order form.

[VOIPoTim]

Oooops, my bad. However, it would be more of a convenience to be able to have a drop down for new number or transfer number on one form. The way it's set up now requires a link to two different pages for the two forms. Also, if you use paypal or google for your payment processor, you would have to enter your name and address twice, once for the payment processor and once for the order form. To redundant. More likely to lose customers because of that. There should be an option to choose whether you need the name and address on the order form.

You don't actually need two forms (for transfer or new number). What we envisioned is just adding 2 Items. Like said your plan is the "Home Unlimited" plan. You could add a "Home Unlimited - New Number" and a "Home Unlimited - Transfer Number" and that's how they'll show up on the form since it shows your "plan name". The customer could then select which one they want.

In terms of info being collected, we can look at making some of it optional, but there has to be "something" so you can match up the order in vPanel to the payment in your payment system and we thought it'd look odd to have them enter just their name or something on one and everything on the other. If we made it optional, what information would you want them to enter to match up the order to payment?

[wingsohot]

I'm wondering, if an account is set up for automatic approval, is there any way that the user can setup a username and password during the ordering process, so that the user may log into their control panel immediately? This would especially be useful for automatic approval for toll free numbers, and forwarded numbers, seeing as no phone adapter has to be mailed to the user.

[wingsohot]

Is it possible to be able to have the customer choose a username and password during the ordering process, so that the customer can log into their control panel right away and start using their account? This would be especially useful for toll free numbers or forwarding number orders, since there is no equipement that has to be mailed out.

[VOIPoTim]

Is it possible to be able to have the customer choose a username and password during the ordering process, so that the customer can log into their control panel right away and start using their account? This would be especially useful for toll free numbers or forwarding number orders, since there is no equipement that has to be mailed out.

If you have automatic approval on and setup a welcome e-mail, you can use the %USERNAME% and %PASSWORD% variables in the welcome e-mail. With automatic approval, it goes out when they order. We may be able to add something to have it allow them to choose the username.

[wingsohot]

What I'm not understanding is, where is the fill for %username% and %password% come from? I know the fill for variable %firstname% comes from the order form a customer fills out, but username and password are not fields in the order form. Also when the account is auto setup, is the account set to where, the 10 digit phone is the username and any password will work?

[VOIPoBrandon]

What I'm not understanding is, where is the fill for %username% and %password% come from? I know the fill for variable %firstname% comes from the order form a customer fills out, but username and password are not fields in the order form. Also when the account is auto setup, is the account set to where, the 10 digit phone is the username and any password will work?

The way it works is simple.

The username is always the phone number.

The password is randomly generated sequence of alphanumeric characters.

This information is available in the email variables %USERNAME% and %PASSWORD% - allowing for auto approval of signups and instant access to the accounts.

[wingsohot]

Great thanks, you are a big help.

I now have another question. When an account is set up for auto approval, the accounts features are all unchecked by default, hence all that is available to the customer upon login, is the preference tab. This is not a good thing for auto set up of toll free numbers, because when the customer logs in, they cannot set up their forwarding number for the toll free number.

Is there any way to have the features enabled upon auto set up?

[VOIPoBrandon]

Great thanks, you are a big help.

I now have another question. When an account is set up for auto approval, the accounts features are all unchecked by default, hence all that is available to the customer upon login, is the preference tab. This is not a good thing for auto set up of toll free numbers, because when the customer logs in, they cannot set up their forwarding number for the toll free number.

Is there any way to have the features enabled upon auto set up?

Could you provide an example account that this has occurred on (Private Message me) - all features by default should be enabled (I just tested here) and it worked as expected - look forward to hearing back from you, thanks!

[tylerscell1]

I noticed when testing the form yesterday the client could choose his or her own phone number. Now it says to be assigned. How to i get it back to the way it was?

[VOIPoBrandon]

I noticed when testing the form yesterday the client could choose his or her own phone number. Now it says to be assigned. How to i get it back to the way it was?

To be assigned can mean one of two things:

A) The item that you have created is not setup for "AUTOMATIC APPROVAL"

OR

B) There are no phone numbers available for that particular area or scenario that you are looking for, i.e. no phone numbers in Irvine, CA OR no phone numbers in Inventory (for inventory item).

[tylerscell1]

I dident have it set to automatic approval silly me.

[tylerscell1]

Hey tim could you please check your PM's thanks!

[uf_shane]

Can I make a request to have a copy Item function...

For example... you offer an item for both new number or transferred numbers, but you have to create separate items for each... so it would be great to be able to copy the first item and then change the option to transfer and adjust the item name.

Make sense?

[AnyWho]

Tim,

We're going to process customers' payments before they get to the order page. This means we'll already have their name, address, email, etc. Is there a way to pass this data to the form so the customer doesn't have to reenter it?

AW

[AnyWho]

Tim,

Please add the ability to automatically send hardware to new customers.

In other words, just like you have Automatic Approval: drop-down Disabled/Enabled, you could have Send Hardware: drop-down Yes/No.

From a programming point of view, this is very quick to implement.

AW

[VOIPoTim]

Tim,

We're going to process customers' payments before they get to the order page. This means we'll already have their name, address, email, etc. Is there a way to pass this data to the form so the customer doesn't have to reenter it?

AW

No, only the functionality described in this thread is offered.

In terms of adding additional functionality, we will consider all feedback and ideas and add them to our list of ideas to consider for future development. At this time though our development roadmap for the year is pretty well planned out.

[Inmemori]

Can I use a similar form to let my customer add a line to an existing account?

[VOIPoTim]

They would just order an additional account. There's no concept in our system of adding a line...it's just mutiple accounts.

[Inmemori]

Would it be possible for VoIPo to change the control panel page title to all caps?
Having the lower case o is inconsistent with the anonymity of resellers.
One of my customers that was thinking about using these services stated that he thought I had a misspelling in the title tab. LOL
In other words, he was pointing out my un-professionalism.
And I sure didn't appreciate it! LOL

[Inmemori]

So I will have to manually add add-on lines?
I'm trying to promote a look of professionalism and thoroughness in my offerings... not a 'beta' company.
For this reason, I have held off on really pushing sales of the services while I wait for VoIPo to come through.
That's not a dig... I fully understood that you are building the system from scratch and am simply letting the company 'age'.
You are so close to having this system to where it needs to be, but being able to let the customer order add-ons to their existing account is something that needs to be re-thought by VoIPo (in my humble opinion).