Order Management System BETA

[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!

[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