Initial steps to use iTelSwitchPlus

1. Add Rate Plan

2. Generate Pin

3. Make call

4. Add Reseller

5. Checking Reports


Step 1: Add Rate Plan:

Rate Plan is essential to handle destination rate of huge amount of clients. 

 For add a rate plan go to Rates and Destinations --> Voice Rate Plan --> Add

Enter desired Rate plan name, 

Description:              here you may insert a brief description of your rate plan. 
                                   At Options part there are three fields one is

From Rate Plan:     here you will put existing Rate Plan and at beside how much 
                                   percent (%) increase to existing Rate Plan,

From File:              here will put a Rate Plan which one is stored in computer,

Add Destination:        can assign Rate for desire destination one by one. 
Wise



To adding destination wise rate need to click on “Add New Destination Rate”. 



Enter destination code, destination name

First Interval:          The duration of time for which a client will have to pay minimum amount for calls 
                                    within or less than this time.

Increment Interval:  The duration of time after first interval for which, a client will have to pay a
                                   minimum amount for calls within or less than this time.

Then enter the unit of the Rate/Min and submit it.



For large rate plan can upload rate sheet from CSV file by clicking the “Upload Destination”. 



From a File:

Prepare the rate plan in your PC and upload it billing 





Step 2: Generate Pin

Generate pin by two ways:

1. Batch less pin which is call Single PIN.

2. Group of pin:  To generate pin in batch Client --> Manage PIN --> Generate PIN 

Enter pin batch name, prefix, total pin, pin digit length, balance and rate plan 



Step 3: Make call

Now go to Client --> Manage PIN --> Search PIN

Choose any pin and put them on any soft phone and make call. Make sure that route for dialed

number as well as rate plan.




 Step 4: Add Reseller

Now go to Client --> Manage Cleint --> Add Reseller

A. Basic Parameters

 In the Add Client screen, if you select ‘Reseller’ you will have following fields.
(By default  ‘Reseller’  is  selected).
 

Description  of  the  Window  of  Add  a  Reseller  with  Basic  Parameters 

Name  of  Field                      Description                                                                                                      

Client  ID                                You can type any name which will be the ‘ID’ for this Reseller.

Password                               You  should  use  a  strong  password  for  security  reason.
                                                Password meter will tell you how strong is the password.
                                                However,  from  this  screen,  any  password  you  set,  the
                                                Reseller  needs  to  change  his  password  on  his  next  log  in.

Confirm  Password               As  a  common  practice,  you  need  to  confirm  password.

Client  Type                           Here  you  have  selected  client  type as  ‘Reseller’

Balance                              •   If you want to give Reseller a balance at the time of  adding  client,  
                                                then  you  can  give  the  amount  of balance here.
                                            •   You  can  leave  it  ‘0.00’  at  the  time  of  adding
                                                client and can recharge later from recharge options.

                                             (By  default  all  resellers  are   prepaid  however  if  you want  to  change
                                               it to postpaid,  you  can  do  it  from  ‘Advance options’)

Parent Account                    If you select none, then the reseller will be under the owner of the switch. 
                                               And if you want to create  this reseller (say AAA)  under  any  of  your  other
                                               reseller  (say  ZZZ),  then select  that  reseller  name  (i.e.  ZZZ)  Hence  
                                               AAA  will  be created as a reseller under ZZZ.

Voice Rate Plan                   Please  select  the  right  Voice  Rate  Plan  for  this  specific Reseller.
                                               Please  see  Step 1.  regarding  how  to  create  a Voice Rate Plan. If you 
                                               leave it none, then clients under this reseller will be created, but cannot
                                               make any voice call.

                                              (If  you  click  on  ‘View’,  it  will  show  on  a  separate  window rates for 
                                               different destinations under this rate plan. So that you can be  sure  that 
                                               whether you are assigning  the  right rate plan or not.)

Reset                                     Will reset all the values
Submit                                   All  information  will  be  submitted  and  will  be  stored  in specific database



B. Advance Parameters

IF you click on Advance, you will get a window like Below 

 If you click on Advance, you will find followings Basic Fields:

You will find basic fields as same as mentioned above, except you will have option to increase voice rate plan and decrease Mobile Top Up rate plan by a certain percentage.

Name of Field                        Description                                                       Default Value

Payment Type                     From  this  advance  option  you  can
                                               configure the type of payment
                                               weather it is prepaid or postpaid by
                                               the reseller                                                             Prepaid


Credit Limit  
                        You  can  limit  the  credit  facility  for
                                                your Reseller by giving the value in
                                                this Field                                                                      0.00


Maximum Allowed Calls      For this reseller, you can control the
                                                maximum number of calls.
                                                -1, meaning unlimited


Maximum Client Limit          You  can  limit  the  Reseller’s
                                                 capability for creating maximum                 
                                                 number  of  clients  (total  sum  of
                                                 reseller, Originating Client and PIN)
                                                 Same  as  ‘Maximum  Allowed  Calls’,
                                                 some  admin  want  to  use  it  as  a
                                                 security measures so that a reseller
                                                 cannot  created  unnecessarily  huge
                                                 -1, meaning unlimited number of PIN 
                                                 against his Brand.


Max Allowed Balance           You  can  limit  the  Reseller’s capability
                                                 for adding maximum amount  of  (in
                                                 terms  of  dollar  or other currency) balance.


Same  as  ‘Maximum  Allowed  Calls’, some admin want to use it so that a Reseller    cannot    collect unnecessarily  huge  amount  of money from the market  with  an  ill intension.  -1, meaning unlimited


Role                                        You can assign a Role for the reseller from
                                                the drop down list.  Default role for Reseller.


Status                                     You can change any client status by choosing 
                                                Active  or  Blocked  option from this field.                  Active


Minute IVR                             By  this  option  you  can  enable  or
                                                disable  Minute  IVR  option  for  your
                                                client                                                                                  Enable


IVR Language                      You  can  change  the  IVR  language
                                               by choosing any language from the
                                               drop down list.                                                                    English


IVR Currency                        You can the IVR Currency by
                                                choosing  any  Currency  from  the
                                                drop down list.                                                                  USD 


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