Complete Dealer Portal Guide

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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

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

Dealer Guide

Getting Started

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

Input your information in the 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

[email protected]

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

Dealer Guide

Dealer Portal Basics

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.

Dealer Guide

Tools Tab

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

Make sure to input an 11-digit PIN number

Plan PIN value must match Selected Plan

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)

Programming instructions are also available through this function

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

If the MDN entered is valid you will be directed to this detailed screen

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