Wholesaler/CreatingServiceProviders - Revision history

Scarpenter at 06:12, 16 August 2019

2019-08-16T06:12:48Z

Dcowan at 05:58, 12 September 2018

2018-09-12T05:58:55Z

Pdundas at 05:05, 22 September 2016

2016-09-22T05:05:59Z

Tyates: adjustments to text and formatting for ease of use.

2015-05-21T01:30:46Z

adjustments to text and formatting for ease of use.

Tyates: /* Gather Required information from RSP */

2015-05-21T01:24:10Z

‎Gather Required information from RSP

Tyates: /* Gather Required information from RSP */

2015-05-21T01:22:37Z

‎Gather Required information from RSP

Tyates: /* Gather Required information from RSP */

2015-05-21T01:21:39Z

‎Gather Required information from RSP

Tyates: /* Introduction */

2015-05-21T00:50:28Z

‎Introduction

Scarpenter: /* Plan Copier */

2015-05-18T00:56:49Z

‎Plan Copier

Tyates at 05:30, 9 December 2014

2014-12-09T05:30:58Z

@@ Line 4: / Line 4: @@
 This process is the complete wholesaler's process for setting up new Retail Service Provider (RSP) account.
-This is a multi-part process involving several steps which we have listed below. Wholesalers should always allow approximately 1 week elapsed time to set up the RSP account and have it operating. Allow additional time if you require Emersion to assist with copying plans to your new RSP account. An estimate can be provided back to you when the work request is submitted.
+This is a multi-part process involving several steps which we have listed below. Wholesalers should always allow approximately 1 week of elapsed time to set up the RSP account and have it operating.
 Steps:
-# Gather required information from your RSP
+# Gather the required information from your RSP
 # Create the Emersion Account
-# Submit a Work Request ticket to set up File Transfer Protocol (FTP) access
+# Submit a QR ticket with Emersion.
 # Provide information back to your RSP
 # Submit a Work Request ticket to Emersion to copy plans from your Template SP to the new non-retail billing Service Provider (NRB) ''Optional''

@@ Line 90: / Line 90: @@
 Please change the useradmin password once you login. You may then create additional users as required.
-A Quick Start guide is available from Emersion's wiki (http://wiki.emersion.com.au/wiki/index.php/QuickStartGuide/NonRetailBiller) along with short videos that show you how to perform common tasks.
+A Quick Start guide is available from Emersion's wiki (http://wiki.emersion.com/wiki/index.php/QuickStartGuide/NonRetailBiller) along with short videos that show you how to perform common tasks.
 Use your cumulus login to access the wiki.

@@ Line 55: / Line 55: @@
 == Submit a ticket to Emersion Support to setup FTP access ==
-Once the account is set up in Cumulus, the Emersion team will need to configure our systems. Submit a work request ticket by logging into the [http://support.emersion.com.au Emerson Support Portal] and creating a new ticket in the '''Work Requests queue'''.  The cost for activating or adding an RSP is detailed in your Agreement with Emersion. Please allow for a 1 week turn around on these requests once we have '''all''' the required information.
+Once the account is set up in Cumulus, the Emersion team will need to configure our systems. Submit a work request ticket by logging into the [https://support.emersion.com Emerson Support Portal] and creating a new ticket in the '''Work Requests queue'''.  The cost for activating or adding an RSP is detailed in your Agreement with Emersion. Please allow for a 1 week turn around on these requests once we have '''all''' the required information.
 Please include the following required information in your ticket or use the text below as a template for your ticket:

@@ Line 19: / Line 19: @@
 # Confirm the RSP is not an existing Emersion customer.
-## If the RSP is an existing Emersion customer, please request the RSP to contact Emersion directly to confirm the purchase fo services from yourself.
+# If the RSP is an existing Emersion customer, please request the RSP to contact Emersion directly to confirm the purchase fo services from yourself.
 ## '''DO NOT CONTINUE'''. As the customer is already an existing Emersion customer, you will not be required to create the account.
-### Primary and Billing Contact Details
+## Primary and Billing Contact Details
-::* Ensure you have a landline number for the RSP. This is required by some service types.
+##* Ensure you have a landline number for the RSP. This is required by some service types.
-#### Confirm the ABN.
+# Confirm the ABN.
-##### Confirm the login realm/domain the RSP wishes to use to login to Cumulus. This will always be in the format of @xxx.xx.xx and forms the suffix to all staff logins used by the RSP to log into Cumulus.
+# Confirm the login realm/domain the RSP wishes to use to login to Cumulus. This will always be in the format of @xxx.xx.xx and forms the suffix to all staff logins used by the RSP to log into Cumulus.
-###### If you have "Auth" based service types the realm(s) they wish to use for those service types.
+# If you have "Auth" based service types the realm(s) they wish to use for those service types.
-####### Any IP Addresses they wish to access Service Information Records (SIR) from (normally should include their office IP or billing provider IPs)
+# Any IP Addresses they wish to access Service Information Records (SIR) from (normally should include their office IP or billing provider IPs)
 == Create the Emersion Account ==

@@ Line 21: / Line 21: @@
 ## If the RSP is an existing Emersion customer, please request the RSP to contact Emersion directly to confirm the purchase fo services from yourself.
 ## '''DO NOT CONTINUE'''. As the customer is already an existing Emersion customer, you will not be required to create the account.
-# Primary and Billing Contact Details
+### Primary and Billing Contact Details
-* Ensure you have a landline number for the RSP. This is required by some service types.
+::* Ensure you have a landline number for the RSP. This is required by some service types.
-# Confirm the ABN.
+#### Confirm the ABN.
-# Confirm the login realm/domain the RSP wishes to use to login to Cumulus. This will always be in the format of @xxx.xx.xx and forms the suffix to all staff logins used by the RSP to log into Cumulus.
+##### Confirm the login realm/domain the RSP wishes to use to login to Cumulus. This will always be in the format of @xxx.xx.xx and forms the suffix to all staff logins used by the RSP to log into Cumulus.
-# If you have "Auth" based service types the realm(s) they wish to use for those service types.
+###### If you have "Auth" based service types the realm(s) they wish to use for those service types.
-# Any IP Addresses they wish to access Service Information Records (SIR) from (normally should include their office IP or billing provider IPs)
+####### Any IP Addresses they wish to access Service Information Records (SIR) from (normally should include their office IP or billing provider IPs)
 == Create the Emersion Account ==

@@ Line 127: / Line 127: @@
 === Plan Copier ===
-Plan Copier is an administrative tool that copies package plans, service plans, rate cards & product rate cards in bulk from one Emersion account to another. Access to '''Plan Copier''' is only granted after you undergo specific training in its use and limitations. Training will run approximately 30-45 minutes plus question time provided you jave completed the training pre-requisites. Training is charged at a per hour rate and is available upon request. Please submit a Work Request ticket if you want to book training in the use of '''Plan Copier''' .
+Plan Copier is an administrative tool that copies package plans, service plans, rate cards & product rate cards in bulk from one Emersion account to another. Access to '''Plan Copier''' is only granted after you undergo specific training in its use and limitations. Training will run approximately 30-45 minutes plus question time provided you have completed the training pre-requisites. Training is charged at a per hour rate and is available upon request. Please submit a Work Request ticket if you want to book training in the use of '''Plan Copier''' .
-Mistakes when using Plan Copier are very easy to make so please be ''very'' careful when using it. Emersion is not responsible for errors made in the system due to a lack of care, or a lack of understanding. Emersion can fix errors made with '''Plan Copier''', but you will be invoiced for the cost in doing so.
+Mistakes when using Plan Copier are very easy to make so please be ''very'' careful when using it. Emersion is not responsible for errors made in the system due to a lack of care or a lack of understanding. Emersion can fix errors made with '''Plan Copier''', but you will be invoiced for the cost in us doing so.
 === Submit a Work Request ticket for Emersion to copy plans from your Template SP to the new non-retail billing Service Provider (NRB)===

@@ Line 1: / Line 1: @@
-= Setting up a Retail Service Provider in your Emersion Wholesale Account =
+{{DISPLAYTITLE:Setting up a Retail Service Provider in your Emersion Wholesale Account}}
 This process is the complete wholesaler's process for setting up new Retail Service Provider (RSP) account.
@@ Line 113: / Line 114: @@
 </pre>
-= Optional =
+== Optional ==
 For the new Retail Service Provider to place orders with you, they will need to be given the relevant packages to choose from.  There are three ways to do this:
@@ Line 119: / Line 120: @@
 # Manually recreate the plans inside the RSP account <br />
 Use the UserAdmin to create a Support account for your own use - We recommend you to do this anyway in order to provide them support as required. Use your Wholesale Support account to manually build the plans that the RSP will need.
-# Use '''Plan Copier^''' to copy the plans from your Template SP Account to the new RSP account.
+# Use '''Plan Copier''' to copy the plans from your Template SP Account to the new RSP account.
 # Submit a Work Request ticket for Emersion to copy plans from your Template SP to the new non-retail billing Service Provider (NRB). <br />
 Please allow a 1 week turnaround time for your request.
 Please do not give instructions to move "All Plans". This means we will move EVERYTHING and 99% of the time, the results are undesirable. Most Service Providers have some packages in tiers and will only want 1 Tier offered to the new service provider. To avoid costly re-work, we will only proceed with requests to copy plans from one Service Provider account to other when a list of Package IDs and corresponding package names to be copied are provided to us in an MS Excel file your Work Request.
-== Submit a Work Request ticket for Emersion to copy plans from your Template SP to the new non-retail billing Service Provider (NRB)==
+=== Plan Copier ===
 Use the template below to create a ticket to have the plans copied from your Wholesale Service Provider account to your new non-retail billing Service Provider.
@@ Line 150: / Line 157: @@
 </pre>