Overview

The New Order process is the core method for attaching new packages and services to existing customers.

This process will deal with package selection, service qualification, service configuration and more.

Depending on the services you sell and how the system is configured you may see additional sections such as:

  • Credit Checks
  • Terms and Conditions
  • Product Sales
  • Authentication Information

Some of these features are add-ons to the standard Emersion base product, for more information you will need to contact sales.

Training Videos

Order a Data Service

Order a Telephony Service

Order a Simple Service Subscription


Module Permissions:

  • Create Order

Powers:

  • Search > No Search Restrictions


How to Place a New Order

Before you can order a service in Emersion, the customer's end user account needs to be created and preferred plan must be configured and ready to order.

Navigate to the Order Screen

To order a service, log into Cumulus and navigate to Services > New Order or Services > Orders > Create New Order.

Alternatively, use the customer search function to find the relevant customer and then click the Order a Service > Start New Order.

Select a Service

Select the service you wish to order. A list of the available plans will appear.

When you select a service type, a green highlight might appear on other services (shown below). This means that there are packages available which contain the selected service type and the service types highlighted. If you select any additional service types, the Possible Packages list will only show packages which contain the selected service types.

When you have selected the relevant services, click Submit.

Service Qualification

Next, perform a service qualification by clicking Enter SQ Details. This is a mandatory step for all orders, regardless of service type. In some cases, it might already be marked as a success. This happens when a service qualification isn’t required, such as when there is no integration to a carrier platform that can perform a live check to see if the service is available. 

Clicking on this link will take you to the Service Qualification page for this service. You will be prompted to enter the correct details for whichever kind of service qualification is required. When you are done, press Proceed.

Package Selection and Service Configuration

Select the package you are ordering, and then press Select Package.

If the order was started through the Services > Orders > Create New Order screen, you will be taken to the Customer Selection screen. After selecting the customer, you will be taken to the Service Configuration page.

In the Service table shown, press Configure. This will open a new page.


If the address is not pre-filled from the previous step, you must enter it here or select it from the Copy Address From list box. You can also enter vanity details here. 

When you are done, press Save and you will be returned to the previous screen.

You can also configure customer specific discounts here under Package Chain Details. You can also do this after submitting the order. Press Proceed.

Finalise the Order

You can enter a referral on the next screen, if you have no referral then leave the options unchanged and press Next. Otherwise enter the details before continuing. You will be presented with the Confirmation page, this page displays all the settings you have chosen to far. You can also upload a contract for this order from this page. Clicking Finalise Order on this page will submit the order and enter it into the system.

Once an order is submitted, a service subscription will be created in the status of Preactive. It will remain Preactive until the order has been fulfilled. To see the step-by-step guide on activating the services that have been ordered, click here.