Complete Dealer Portal Guide
Transcript of Complete Dealer Portal Guide
Complete Dealer Portal Guide Getting Started ........................................................................................................................... 3
Getting PrepaYd Wireless ......................................................................................................................... 4
Contact Master Dealer .......................................................................................................................... 5
Request Dealer Information .................................................................................................................. 6
Contact PrepaYd Wireless .................................................................................................................... 9
Getting Portal Access .............................................................................................................................. 10
Request Dealer Code from Master Dealer .......................................................................................... 11
Confirmation Email ............................................................................................................................ 11
Dealer Portal Login ............................................................................................................................. 12
Dealer Portal Basics ............................................................................................................ 14
Welcome to the Dealer Portal ................................................................................................................. 15
Locate Your Dealer Code ....................................................................................................................... 16
Reset Password ....................................................................................................................................... 17
Device Basics .......................................................................................................................................... 19
Order Handsets .................................................................................................................................... 20
Device Manuals .................................................................................................................................. 21
Marketing Materials ................................................................................................................................ 22
Training Materials ................................................................................................................................... 23
Dealer Portal Training Guides ............................................................................................................ 24
Troubleshooting Training ................................................................................................................... 25
Tools Tab ........................................................................................................................................ 28
Phone Activation ..................................................................................................................................... 29
Activating a Brand New Line ............................................................................................................. 30
Pre-Port Validation ............................................................................................................................. 37
Port Activation Process ....................................................................................................................... 39
Applying Top-up PINS ........................................................................................................................... 43
Adding a Payment PIN ....................................................................................................................... 45
Payment PIN Errors ............................................................................................................................ 46
Customer Lookup.................................................................................................................................... 47
How to Lookup Customer Account .................................................................................................... 48
Check PIN Availability ........................................................................................................................... 50
Change Device-ESN Swap ..................................................................................................................... 51
Getting PrepaYd Wireless
Getting started as a PrepaYd Wireless Dealer starts with first figuring out who will
be your Master Dealer for getting access. This would be the person who provides
you with PrepaYd Wireless airtime and/or handsets. If you don’t have a Master
Dealer, you can still sell PrepaYd Wireless by doing one of the following:
1. Get an agreement with a PIN Network or TSP to get PINs
2. Purchase Hot Cards and Handsets from PrepaYd Wireless
Contact Master Dealer
Contact Master Dealer about PrepaYd Wireless to start selling PrepaYd Wireless
Airtime and Handsets to expand your business with one of the hottest new wireless
service!
What you need from your Master Dealer
You need to get the following items from your Master Dealer to start selling
PrepaYd Wireless.
PrepaYd Wireless Airtime
You may sell airtime in the form of PIN on Receipt, Hot Cards, Real-Time-
Replenishment or POSA Cards.
PrepaYd Wireless Handsets
You may sell PrepaYd Wireless Handsets acquired from your Master Dealer. If
your Master Dealer doesn’t carry Handsets, you may contact us at
[email protected] to obtain instructions on obtaining Handsets.
Dealer Portal Access
You must get Dealer Portal Access granted to you by your Master Dealer.
Through the Dealer Portal you will have access to the Dealer Tools for Customer
Service and Provisioning Handsets.
Request Dealer Information
If your Master Dealer doesn’t have currently sell PrepaYd Wireless, you may have
refer your Master Dealer to our PrepaYd Wireless Dealer Contact Us Form at
http://www.prepaydwireless.com/dealer.aspx
If you need a Master Dealer, or if you want to become a Master Dealer than you
can fill out our Dealer Form above to be contacted by PrepaYd Wireless.
Click GO TO DEALER FORM
Submit Dealer Form
Once you have been connected to a Dealer Support Specialist
Follow the instructions given on the process
See Next page for Status Ladder
Contact PrepaYd Wireless
Contact PrepaYd Wireless if you have any questions on where to Get Started. We
can be reach at (877)511-0132 or by email at [email protected].
Getting Portal Access
If you use a Master Dealer, you will need to obtain access from an employee of
your Master Dealer’s organization. Once your Master Dealer creates a Dealer
Login for your business, you will receive a confirmation email from PrepaYd
Wireless with instructions on how to get access to the PrepaYd Wireless Dealer
Portal.
If you do not use a Master Dealer, you will need to contact Dealer Support after
submitting the Dealer Inquiry at (877)511-0132 or at
Request Dealer Code from Master Dealer
Only your Master Dealer can create a Dealer Portal Login for you by creating a
New Dealer Code. If you haven’t received an email yet, please check your junk
mail or contact your Master Dealer to request a Dealer Code for the PrepaYd
Wireless Dealer Portal.
Confirmation Email
You will receive this email from PrepaYd Wireless with the email address that
your Master Dealer registered for your business and a temporary password. Click
the URL below to go to the Dealer Portal.
Dear Authorized Dealer
I want to personally thank you for becoming an authorized dealer of PrepaYd Wireless.
Please click on the following link and use the Login and Password below to access our dealer
portal to
find our newsletters, marketing materials, current device offerings and other useful tools
available to our PrepaYd Wireless Dealers.
https://www.prepaydwireless.com/dealers/login.aspx
Login: your email address Password: temporary password
Please take advantage of the Contact Us form to message us about any innovative ideas and
requests you have from us that will improve our Dealer Program for your organization. I look
forward to seeing your success and working with you to become your preferred Wireless Service
Provider.
Sincerely,
Josh Berman
Vice President, PrepaYd Wireless
Dealer Portal Login
Login using your email address and the temporary password you were provided.
Once you have logged in you will be prompted to re-enter the temporary password
and then enter your new password twice.
The new password must be alphanumeric and at least 6 characters in length.
* Contact your Master Dealer regarding issues with login and password
Welcome to the Dealer Portal
Welcome to the Dealer Portal! Inside our Web CRM, you will find important
documents, newsletters and updates to PrepaYd Wireless and a provisioning and
customer service functionality to help service our mutual customers.
Locate Your Dealer Code
Once Successfully logged in you will be directed to the HOME Screen. Pay
attention to your Dealer Code, also referred to as the Referral Code in the upper
right hand part of the screen next to your name. This is the Dealer Code used for
ordering Marketing Materials and Handsets directly from PrepaYd Wireless used
in later sections.
Reset Password
If at any time you feel someone may have access to your password, or if you need
to change your password for any reason, you may Reset Dealer Portal Password by
clicking on the Reset Password Tab on the Upper Navigation Pane. Follow the
steps for creating a new password by entering current password and entering your
new password twice.
The password must be alphanumeric and at least 6 characters.
When you see the Password has been changed successfully, your password has
been successfully reset and you may use your new password going forward.
Device Basics
Navigate our Device Pages to View Device Manuals and How to Get Started in
Purchasing Handsets and to learn more about our Device Guidelines. Each Device
has different provisioning steps
Order Handsets
Ordering Handsets from PrepaYd Wireless is optional and is only recommended
for Dealers that don’t have access to Handsets from a Master Dealer.
PrepaYd Wireless always recommends you acquire handsets from your
Master Dealer since they will be able to offer the best handset prices.
To Order Handsets from PrepaYd Wireless, download the How to Get Started File
to get all required documents. You will need the following before placing your
initial order.
1. Executed Handset Purchase Agreement
2. Valid Reseller/Resale Certificate
3. Submit W9 Form
4. Submit Purchase Order
Device Manuals
By selecting the Devices Tab on the upper navigation pane of the dealer portal, you
can retrieve downloadable PDF version of several manuals for PrepaYd Wireless
approved devices. The Device Manuals are from the OEM, and are including with
new handsets. This information is also available to subscribers at
http://www.prepaydwireless.com/devices.html
Marketing Materials
The Marketing Materials page connects you to resources that will help boost your
PrepaYd Wireless sales. Keep an eye out for updates. You can contact either your
Master Dealer or Dealer Support at [email protected]
(877)511-0132
Training Materials
Training Materials tab is located on the top navigation pane. Training Materials
includes overall Training Guides for the Dealer Portal and Troubleshooting for
Customer Service and for provisioning handsets.
Dealer Portal Training Guides
Dealer Portal Training Guides includes this PrepaYd Wireless Dealer Guide and
other basic information about the PrepaYd Wireless Service and Handsets. Check
this section periodically as we are constantly upgrading our training guides when
new services and handsets become available.
Troubleshooting Training
Troubleshooting Training is important as all devices are different. Since many of
our Handsets are Sprint Branded, there are functionality that may not work with
certain devices and you may be required to update certain device URLs.
Becoming familiar with how our devices work will help keep your customers
satisfied and happy with the service.
Tools
This is the tools page. This is where you’ll find most of the user function links. If
you hover over the Tools tab you will see a dropdown menu appear. Those same
items are listed on the page if you click the Tools tab, as see on the left hand side
of the screen in red. From this page you can proceed to Activation, Apply PIN,
Pre-Port Validation, Change Phone/ESN Swap, Customer Lookup, and Check PIN
availability.
Phone Activation
• Before starting the activation process determine whether customer
intends to port over a number
• If NO: Proceed with activation
• If Yes: Make sure customer has all information required for port and do a
Pre-Port Validation
Activating a Brand New Line
1. Click Tools Tab from Top Navigation Pane
2. Click Phone Activation from either the Top Navigation Pane or on the
Tools Tab.
3. Enter the Service Zip Code in the input field then press continue
* For port requests, be sure to input service zip code generated through
pre-port validation
If it is a zip code that is not in our coverage area you will be directed
to a customer care form. Please fill in the customer’s information so that we
are able to contact them when service becomes available in their area. If the
service zip is valid you will be directed to Personal Account Info Screen.
You will be directed to the Customer Service Area (CSA) Validate
Service Info screen as seen above. Enter the Zip Code where the customer
will be using the service to verify coverage.
4. Enter Personal Account Information (PAI).
Enter Customer Information in all the required (*) fields
a. Customer must select a 4 digit numeric passcode
b. Enter a valid email address that the Customer will use to log on to
their online account
c. Enter an alternate phone number
d. Select customer preferred language
e. Press continue
* Although prepaid subscribers are not legally obligated to provide Personal Information, all required fields
must be populated to continue
You will be directed to the Activate screen
The system will automatically generate an Area Code based on Service Zip
provided
The customer name will auto-populate based on info on PAI screen
5. Take the battery out of the device and locate the ESN labeled DEC
6. Input ESN into field labeled “ESN Serial Number”
7. Select Plan customer is purchasing from the drop down menu “Plan Purchased-
Select a Plan”
8. Input Payment Pin associated with the Selected Plan type (must match) in the
field marked “Redeem Pin”
9. Answer the question “Port existing Number?” by selected Yes or No from the
drop down menu * If YES continue to porting instructions
10. Click Activate
Upon acceptable activation you will be redirected to the screen seen below
11. Provision the device for use by following instructions on the screen
IN MOST CASES PHONES WILL
AUTO-PROVISION OVER THE AIR
12. Make a test call with the device by dialing *626. If you hear the PrepaYd
Wireless Automated Support, the phone has been activated.
13. If the customer has selected a plan including data, open the browser to make
sure data service is available
14. Update MMSC and picture mail url accordingly [See Trouble Shooting Manual
for detailed instructions]
NOTE: MMS (picture mail) is considered Data. Please inform customers on
the Advantage plan that they cannot receive MMS or picture mail.
Activation Errors
Input PIN is Not recognized in PPW system or has been used
Only ESN Serial Numbers approved by PrepaYd Wireless may be used to
Activate Service. If you are not sure if your ESN Serial Numbers are
approved by PrepaYd Wirelesss you must contact your Distributor or Dealer
Support [email protected] or (877)511-0132
Pre-Port Validation
1. Before starting the activation process you MUST determine if the customer
wishes to port over a number or not, whether initially or later on through
customer service.
if YES proceed to PRE-PORT VALIDATION
a. Click Tools Tab from Top Navigation Pane
b. Click Pre-port Validation from either the drop down menu or
from the Tools section.
c. Enter MDN the customer intends to port in the field labeled “MDN” then
click Validate
d. Once processed, system will display the Zip Code, CSA, and Service
Provider associated with that MDN
e. Make note of Service Provider in order to advise the customer to which
information is required for a successful port
[see Porting Procedures Guide]
Port Activation Process
1. Review Pre-Port validation
2. Copy zip code generated through pre-port validation
Make sure the customer has all OSP (Old Service Provider) information available
as required to complete port request before proceeding
IF THE CUSTOMER DOES NOT HAVE ALL THE OSP ACCOUNT INFO,
RECOMMEND THEY RETREIVE THIS INFO BEFORE SUBMITTING THE
PORT REQUEST (in most cases this info can be found on a current bill)
CUSTOMERS HAVE THE OPTION OF ACTIVATING WITH A NEW
NUMBER AND PORTING LATER AS LONG AS THE OSP ACCOUNT IS
STILL ACTIVE AT THE TIME THE PORT REQUEST IS MADE.
If the customer chooses this option they must contact Customer Care to submit port request post
their initial activation with all OSP account information required for port. Dealers do not have
this capability
3. Complete Standard Activation Steps
When Validating CSA for port, use the Zip Code generated by pre-port validation
By Selecting “Yes” for Port Existing Number question additional fields for port-in
information will appear on Activation Screen
4. Fill out OSP (Old Service Provider) account information in the additional
fields.
o All required fields must be populated to proceed.
o Some fields have a blue question mark beside it displaying where the
customer may find this information.
o Make sure that the information submitted is accurate, in order to
avoid delays in porting and/or service. [see Porting Procedures
Guide for provider-specific porting requirements and instructions]
5. After all information is inputted accurately, click the Activate box located
below input fields
6. Continue to Phone Provisioning
Applying Top-up PINS
1. Use Customer Lookup Feature to validate information and Status before
proceeding
a. Click Tools
b. Click Customer Lookup
2. Enter Customer’s PrepaYd Wireless Phone number in the field labeled
MDN then click Lookup
If the MDN entered is valid you will be directed to this detailed screen
Ensure that you have the correct MDN by verifying customer’s name or
device ESN
Note the current plan the customer is on
(Determine if they wish to stay on that same plan before you sell them a top up
pin)
Note the Next Billing Date
(Let customer know that the new Pin Purchase will extend their service for 30 days
past that date)
Adding a Payment PIN
1. Go back to the Tools Menu after looking up customer account
2. Click Apply Pin
3. Input customer phone number into the field labeled MDN
4 Input 11-digit Payment Pin into field labeled Redeem Pin
5. When completed click Apply PIN
If PIN applied does not match current plan the system will automatically change the plan to that
associated with the PIN inputted. Be sure to apply the intended PIN to avoid error
If The Pin is successfully accepted you will see the following screen
Payment PIN Errors
Input PIN must be an 11 digit number otherwise you will get this error message
If the PIN is no good (does not exist in our system, or has already been used) you
will see this error message.
Customer Lookup
When you look up a PrepaYd account through the Customer Lookup function of
the dealer portal you will have access to a lot useful information. On this page you
can determine the primary name on the account, which plan the customer is
currently on, the ESN associated with the device tied to that account, the next
Billing Date (also known as the service through date). This page also displays
provisioning and programming instructions for this particular account. [See
Trouble Shooting Tips for when to use this feature]
How to Lookup Customer Account
1. Click Tools Tab
2. Click Customer Lookup
3. Enter Customer’s PrepaYd Wireless Phone number in the field labeled
MDN then click Lookup
If the MDN entered is not a PrepaYd Wireless number the following will
appear
Check PIN Availability
1. Click Tools Tab
2. Click Check Pin Availability
You will be directed to the Check Pin Availability Screen as seen below
3. Input 11 digit Pin into field marked PIN Number then click Validate
If the PIN inputted is good the system will generate the information Seen above.
a) A message will appear in Green that the PIN is available for Customer
b) The Plan Type and Value (Amount) will also be displayed
If the Pin is not available for use then you will receive an error message in Red
indicating the PIN is invalid and why
Change Device-ESN Swap
1. Look up customer account Using Customer Lookup tool to view current
ESN and account info for reference
2. Return to Tools Menu them Click Change Device/ESN Swap
You will be redirected to the Change Phone Screen as seen below
3. Input customer PrepaYd Phone number in field Marked MDN
4. Take battery out of new device and input the new ESN into the field labeled
ESN Serial Number
5. Leave comments as to why the customer is requesting a change in the
Comments box
6. When complete click Change Phone
If the New ESN is accepted the system will generate new provisioning instructions
7. Replace battery and reboot the phone
8. Provision the device as need: in most cases phones will auto-provision over the
air
9. Lookup customer account to verify ESN change