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Creating a New Customer AdvancePay Activation Sale through POS Front Office

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  1. Select Applications > POS Front Office > Make Sale.

  2. The Make Sale window is displayed.

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    UG template for Help

  3. From the Find Catalog Item field, search for a phone to sell the customer or starting code. The POS Guided Assignment window is displayed.

    Note:

    For the following screens, the details will vary. This example is based on the Catalog Item search for "new."

  4. Select a phone to sell to the customer and enter the Equipment ID.

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    UG template for Help

  5. Click Next. The following Guided Assignment window is displayed.

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  6. Select a Plan and click Next. The AdvancePay Plan Guided Assignment window is displayed.

    UG template for Help

  7. Select the appropriate AdvancePay Plan and click Next. The window is displayed for the selected plan.

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  8. Select the appropriate Price Points Favorites check box and enter a number in the Quantity field. Click Next.

    Note:

    If the selected price point has a Related Items folder associated with it, another Guided Assignment flow begins when you click Next. Once this guided assignment flow is done, the first guided assignment flow continues.

Adding Features to an AdvancePay Sale

  1. From the POS Guided Assignment wizard, the features window is displayed during Make Sale.

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  2. Select the appropriate AdvancePay features and click Next. This displays the features details window.

    UG template for Help

  3. Enter a Quantity and select the Favorites check box. Click Next.

  4. The Service Option window is displayed.

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    UG template for Help

  5. Select Create a new service and click Next. The following window displays.

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    UG template for Help

  6. Click Next. The Make Sale Summary window displays.

  7. Verify the information and click Finish. The Make Sale window displays.

  8. Click Complete Sale. The Auto Renewal window displays.

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    AutoRenewals

  9. Verify the Auto Renew information and check the appropriate check box.

  10. Click OK. The Complete Sale window is displayed.

  11. Select Tender. The Tender window is displayed.

  12. Check Credit Card. The Credit Card Validation window is displayed.

  13. Enter the appropriate information and check Use for Recurring Billing checkbox.

  14. Click Save.

  15. Click Finalize to complete the transaction. A confirmation window is displayed.

  16. Click Yes to finalize the transaction. The Order is submitted and a confirmation dialog box is displayed when the order has been submitted.

    Note:

    If you Edit an AdvancePay product on the Make Sale window and make changes to Price Points, the Guided Assignment for the new Price Point's Related Items is not presented. Also, any of the original related items of the Price Point (that is no longer part of the order) are not removed.

See also:

Auto Renewing AdvancePay Services

Disconnecting an AdvancePay Service

Reconnecting an AdvancePay Service

About Price Points