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Carrier Configuration

1. From the Manage menu, scroll down to Vendors, and select Carriers option.



2. Click on the Add New button to add a new carrier, or select an existing carrier from the list on the left. To toggle between an active or inactive carrier use the checkbox on the right side under the carrier name.



3. The Contract Types tab displays current contract types for that carrier. To add a new contract type enter the desired value on the last line. To save press the Apply button

4. The Contract Terms tab displays the current carrier terms. To add a new contract term, enter the desired value on the last line. To save press the Apply button.

5. The Commission Types tab displays current carrier paid commission types, such as various spiffs and bonuses. To add a new commission type enter the desired value on the last line. To save press the Apply button.

6. To set-up a Dealer Code, click on the Dealer Codes tab, enter dealer activation code value under the Code column, and select the corresponding store.

7. To set up Markets, click on the Markets tab, and click on the Add New button to create a new carrier market. Once the market is created, you can place stores that operate in this carrier market by selecting and dragging them.

8. The Data Validation tab allows users to control and validate employee data entry into the activation screen. This feature ensures that all important activation data such as ESN/IMEI info, SIM card, new cell phone number, etc. contain valid information.

9. The Act. Note Rules tab allows you to set up rules which trigger follow up and other activity creation as the activation sale is processed through your POS. For example, if you want your employees to follow up with your customers in 2 days, 2 weeks or 2 months after the activation, set up those rules using the Act. Notes Rules function. To view the activities created use the Customer Care report.

10. Map the carrier with QuickBooks account under Accounting Tab 

 

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