CallShop - Callexchangecallexchange.net/dl/CallShop_Billing_Administration_Guide_1.0.13.pdf · Configure Your Quintum for Use with CallShop Billing ……… ... Figure 2 Ping the

1

Authorized by Billinglabs, LLC

CallShop

Billing Administration Guide

LLC Version: 1.0. 13

This manual refers to CSB software version: 4.1.1 http://callshop.callexchange.net/

2


Table of Contents

Introduction ………………………………………………………………………………………………4

System Requirements ………………………………………………………………………………4

Conventions ………………………………………………………………………………………….4

Basic Set Up …………………………………………………………….………………………………4

Configure Your Quintum for Use with CallShop Billing ………….………………………………..4

Quintum Installation……………………………..………………..…………………………………4

Quintum Configuration for CallShop …………………………….…………………………………5

System-Wide Configuration ………………………………….……………………………………….6

Radius Servers ……………………………………………..…………………………………………8

VoIP Configuration………………………………………….…………………………………..…. 9

H323 Signaling Group ……………………………………………………………………………9

VoIP Routing…………………………………………………………………………………………..9

Circuit Configuration ……..…………………………………………………………………………..9

Line Routing Configuration > Hunt LDN Directories………………………………………….10

Line Circuit Routing Groups …………………...………………………………………………13

Phone FXS/Line FXO Configuration ……….………………………………………………….16

Analog Interface-Phone ……………..………………………………………………………………..17

External Calls (Calling Cards) ………………………………………………………….……………18

Install the CallShop Billing Application …………………………………………………………….19

Set up your Business with CallShop Billing……………………………………………………….22

General Setup Options ……………...…………………………………………………………………22

Set Up Booths …………………………………………………………………………………………..25

Users…………………………………………………………………………………………………….27

Add Users……………………………………………………………………………………………27

Delete Users...……………………………………………………………………………………….28

Rates ……………………………………………………………………….…………………………..29

Add Rates Profile …………………………………………………………………………………..29

Change Individual Rates………………………………………………………………………………….30

Call Card Batches ………………………………………………………………..…………………….31

Locate/Activate Card ………………………………………………………………………………34

3


Locate/Deactivate Card …………………………………………………………………………….34

Card History …………………………………………………………………………………………35

Country Codes …………………………………………………………………………………………..35

Booths………………………………………………………………………………………………….37

Client ID …………………………..……………………………………………………………………38

Monitor External (Calling Card) Call Traffic………………………………………………………..39

Reports………………………………………………………………………………………………….40

User Logon History…………………………………………………………………………………40

Calls Report…………………………………………………………………………………………41

Top Destination Report …………………………………………………………………………...43

Minutes per Minute Report ……………………………………………………………………….43

Completion Report…………………………………………………………………………………44

Calls History……………………………………………………………………..………………………45

4


Introduction

System Requirements PC: 1. Windows 2000 and above 2. .NET Framework (download instructions below) Quintum: 1. Quintum from the AS/AX Series 2. Firmware version P103-08-xx and above 3. To enable external calls (calling cards) FXO interface is required. (Consult your Quintum supplier for details).

Conventions This guide uses the following conventions: Commands and keywords are in boldface.

Note: Indicates helpful suggestions or explanations. Note: Required fields in the call shop interface are marked with a red star (*). If you leave a required field blank and click Save, you will not be able to continue to the next stage until it is filled in.

Basic Set Up Setting up CallShop Billing requires the following basic steps: 1. Configure your Quintum according to the parameters outlined in the quick-start guide below.

2. Install the CallShop Billing application and enter the appropriate parameters to work with

your Quintum.

3. Use the CallShop Billing application to set up and manage your business.

Configure Your Quintum for Use with CallShop Billing Note: The following quick start guidelines are meant to supplement, not replace, the Quintum installation manual, which we recommend that you read carefully.

Quintum Installation 1. Install the Quintum as described in Chapter 3 of the Tenor AS User Guide:

http://www.quintum.com/support/products/2G/tenor_2G/sysdoc/TenorA Suserguide.pdf

2. Connect to the console port of the Quintum as described on page 3-6 of the Tenor AS User Guide.

3. Assign an IP as described on page 3-9 of the Tenor AS User Guide. Note: When the following screen appears, enter "i" within 4 seconds to set a static IP.

5


Figure 1 Set Static IP 4. Ping the Quintum's IP from your PC to verify the connection. To ping, in Windows click Start > Run. In the field marked Open: type ping followed by the IP you want to ping (your Quintum's IP).

Put your Quintum's IP # here

Figure 2 Ping the Quintum 5. Install the Tenor Configuration Manager file from: http://www.quintum.com/support/mgmt/index.shtml 6. Use the Configuration Manager to log in to the Quintum. Click Add. Enter IP/ Description/

Login/ Password. Click Connect.

Quintum Configuration for CallShop

If this Advanced Explorer icon appears in the Configuration Manager GUI, click the icon to avoid the new set-up wizard feature and enable complete configuration.

6


System-Wide Configuration

1. Dial Plan

Figure 3 System-Wide Configuration: General Dial Plan

Specify Dial Plan Country: Generic CCITT

Progress Tone Country: Choose preferred progress tone

Minimum Dial Digit Length: 7

Maximum Dial Digit Length: 7

International Prefix: 011 and 00

All other fields must be empty. Click Confirm/OK.

7


2. Time Server

Figure 4 System-Wide Configuration: Time Server

Add time servers to set the correct billing time. (For example, 192.43.244.18 and

129.6.15.28).

Set the off-set to match your time zone. (We recommend setting the UTC off-set to

0:0, which will prevent daylight-saving-time changes throughout the year).

Click Confirm/OK.

8


Radius Servers

Figure 5 Radius-User Servers Shared Secret: This must be identical to the secret you enter in your CallShop

Billing application. (The shared secret is an authentication key [password] used to establish

trust between computers.)

Retry count: 3

Billing Vendor: Cisco Compatible

Accounting Type: 2 Start 2 Stop Accounting Messages

Primary Server IP: The local IP of the computer running the CallShop software

Primary Authentication port: 1812

Primary Accounting port: 1813

Click Confirm/OK.

9


VoIP Configuration Select one of the following configuration types and enter the appropriate information:

H323 Signaling Group

Figure 6 VoIP Configuration: H323 Signaling Group Enter the GK address of your VoIP telephone provider – only if your provider requires registration. Note: If you select CallExchange as your VoIP telephone provider, the Primary Gatekeeper IP address is: 62.209.40.142 and you must enter the user name and password provided by the account manager as follows: User / Password. Note: (Type the vertical bar symbol | by holding down the shift key and typing backslash \). Click Confirm/OK.

-Or-

VoIP Routing Static Route -1: Call Signal IP Address: The IP Address of the VoIP Carrier Gateway (Non register) Number Pattern: * priority: 10 Click Add.

Circuit Configuration Note: Each step of the entire circuit configuration process must be repeated for each booth added to the call shop, now and in future upgrades.

10


Line Routing Configuration > Hunt LDN Directories

Figure 7 Hunt LDN Directories Create a new Directory for each Phone ID (Booth): Select Hunt LDN Directories > click the right mouse button > new > enter 0001. Click OK. Add a unique name for Hunt LDN Directory: 0001 Note: To add more booths (including when you upgrade), just create another HLDN with a different Phone ID (for example 0002, 0003, etc.)

Figure 8 Enter Phone (Booth) ID

11


The following screen will pop up:

Figure 9 Association Reminder

Click No. (You will associate the numbers later.) The following screen will pop up.

Figure 10 Add Number Pattern Click Add. Enter the Number Pattern (0001, for example [subsequent booths will have the number patterns 0002, 0003, etc.]) and click OK. Repeat for each booth added. This process must also be repeated for each booth added when you purchase a license for more booths (upgrade).

12


Figure 11 Click OK to Add Hunt LDN Number

Figure 12 Click Confirm/OK to Add Number Pattern

13


Line Circuit Routing Groups

Figure 13 Line Circuit Routing Groups Create new LCRG named 0001: Select Line Circuit Routing Groups > right click > new > enter 0001, click OK. (Subsequent LCRGs will be 0002, 0003, etc.)

Figure 14 Specify Line Circuit Routing Group

14


Figure 15 Line Circuit Routing Group IVR In the IVR tab choose Type 2: Prepaid Calling Card Card Length: Variable

PIN Number length: 0

Disable Prompt: Play credit amount and time

IVR retries: select preference

Multi Session Pattern: **

Pre-Authentication: ANI Based

Selected IVR Lang: English

Click Confirm / OK

Go to the Bypass/Hunt tab

15


Figure 16 LCRG Bypass Hunt Select and use the arrow key to add Hunt LDN Directory-0001 (and subsequently 0002, 0003, etc.) to the list of Selected Hunt LDN Directories. In the Trunk ID/Caller ID tab Check Detect End of Dial Digit

Outbound ANI/Number Digits: 0

End of Dial Digit: #

Answer Disconnect Tone: Disabled

Trunk ID Delivery: None

Caller ID Type: Use obtained caller ID; Otherwise, use 1st lDN or long distance

prefix + area code + 1st LDN

Caller ID Translation Directory -Not Set-

16


Figure 17 Trunk ID / Caller ID Repeat these steps for each booth. This process must also be repeated for each booth added when you purchase a license for more booths (upgrade). Click Confirm/OK.

Phone FXS/Line FXO Configuration

Figure 18 FXS/Line FXO Configurations

17


Check all check boxes to set the lines to online. Click Confirm/OK.

Analog Interface-Phone

Figure 19 Analog Interface-phone Click Edit, uncheck the FXS channels, and click OK

Figure 20 Edit Channel Group

Add Channel Group - 0001 (and subsequently 0002, 0003, etc.) and click OK

18


Associated Signaling Group: CAS Signaling Group-phone Associated Routing Group: Line Circuit Routing Group-0001 (subsequently 0002, 0003, etc.) Check FXS Channel 1 (subsequently channel 2, channel 3, etc.) and click OK Click Confirm/OK. Repeat these steps for each booth. Note: Remember to repeat this process for each booth added when you upgrade.

Click to submit changes to Quintum. Upload the IVR prompts to the Quintum

Connect using an FTP client to the Quintum You can use Internet Explorer for that:

ftp://admin:admin@[x.x.x.x]/ivr

Note: x.x.x.x is the Quintum IP; don't include the square brackets. Copy the English folder (located in Add-Ons, in the Downloads section at: http://callshop.callexchange.net/) to the configuration manager. Note: The folder name "English" is case sensitive.

External Calls (Calling Cards) If you have a licensed copy of CSB with USB security key, and a Quintum with FXO interface, you can enable your customers to access your telephone line via calling cards. Follow the call shop configuration instructions and then continue with the external calls configuration instructions below. If you are not enabling external calls, skip to install the CallShop Billing Application. Follow the instructions above to configure your Quintum for call shop use with CSB. Go to Circuit Configuration > Trunk Circuit Routing Groups > Trunk Circuit Routing Group-line. In the IVR tab enter:

Type: Type 2: Prepaid Calling Card

Card Number Length: Variable

PIN Number Length: 0

Disable Prompt: Play credit amount and time

IVR Retries: 1

Answer Delay (In ms): 0

Multi Session Pattern: **

IVR Access Number: (enter the phone # of your line here)

Pre-Authentication: Disabled

Selected IVR Languages: English

19


Figure 21 Configure TCRG

Click Confirm/OK. Click to submit changes to Quintum.

Install the CallShop Billing Application Download and install the CallShop Billing program from the Downloads section at http://callshop.callexchange.net/. Without USB security key your calls would be sent through carrier CallExchange , if you want to change carrier , you need to purchase a license for CSB, and insert the USB security key. If you are using the demo version and would like to obtain a licensed version, please contact your supplier. Note: CallShop Billing takes its date and time data from your computer. Check that your computer is set correctly for your local time zone (Settings > Control Panel > Date and Time > Time Zone). Note: You must have admin access to your computer in order to install the CallShop Billing software. Note: The installation software includes a folder called Upgrade that contains a file called hasprus.exe, which will enable you to increase the number of licensed booths. Please contact us by email for instructions when you wish to use this option. Remember that when you upgrade you must add booths both to your call shop and to your gateway configuration, as described below.

Note: To run the CallShop Billing application, you must have Microsoft's .NET framework installed on your computer. If the following screen pops up when you try to install CallShop, click Yes.

20


Figure 22 Install .NET Framework Download and install .NET and continue with CallShop installation. Note: The .NET framework software is available in Add-Ons, in the Downloads section at: http://callshop.callexchange.net/. The CallShop Setup Wizard will guide you through the installation process. Read the license agreement. To continue installing the program click I agree and click Next. When the CallShop application is installed the following icon will appear on your desktop.

Figure 23 CallShop Billing Icon Click the icon.

Figure 24 CallShop Billing Login The default login is as follows:

User name: admin Password: Admin (case SENSITIVE) Note: It is recommended that you change your username and password later to protect your privacy. Note: You may remember your username and password on your computer. A USB security key is provided with your licensed copy of CallShop Billing. If you click the icon before inserting the key, you receive the following message.

21


Figure 25 Insert USB Key Insert the key to enable operate with others carriers. (Close and reopen the program). The CallShop Billing interface is extremely simple to use. The function of each icon will be explained below.

Figure 26 CallShop Billing Interface (for Admin Users) Note: The Status Bar at the bottom of the screen displays the name and log-in time of the current user.

22


Set up your Business with CallShop Billing

General Setup Options

The first time you open CallShop, you need to fill in the following:

Figure 27 CallShop Company Setup Options Enter the Name, Address, Phone, and Fax number of your call shop. From the drop down lists, select your Country and the Currency you will be working with, either United States dollars or Euros. Enter the Global rate you will be working with. The Global rate is the default rate you charge for all destinations/groups that have NOT been assigned a rate by you. This should normally be set to some high number such as $1.99 or $2.99 to help ensure that you do not lose money on calls to destination/groups for which you have not assigned a rate. If you check the Use thousands separator box, the default separator in your computer's regional settings will be used. You may override this by entering the separator of your choice in the Symbol box. From the drop down list, select your Language preferences.

Click the General tab.

23


Figure 28 A CallShop Equipment Setup Options - Quintum Select Quintum as Equipment from the drop down list. This is where you configure the CallShop software to communicate with your Quintum. Authentication Port Number: 1812 Accounting Port Number: 1813 Shared Secret: You must enter the identical secret in your Quintum. (The shared secret is an authentication key [password] used to establish trust between computers.) IP Address (Quintum): Enter the IP address assigned to your Quintum. IVR model (prompts): Select Pre-Paid, Post-Paid IVR or Post-Paid (IVR= 4, ANI = 1). If you select Post-Paid (IVR =4, ANI =1) the end-user will not receive any IVR prompts. We recommend that you select the Pre-Paid IVR prompts, because they provide your customer with more information. Show booths in order: Select how you want the booths to be displayed on the screen, either side by side (Down>Right) or in a list (Right>Down). Licensed users also have the option of displaying booths in Simplified list format, as explained below. Hide last digits: Use this option to ensure privacy for your customers by hiding the last digits of the number dialed. You may hide from 0 to 5 digits. Duration parameters according to company supplying minutes: Enter the initial and incremental durations used by your supplier (for example, 30/6, or 1/1). This information will be used only in reports.

24


Note: You can open this dialog box by clicking Options > Systems in the menu or by clicking

the Options icon in the tool bar. Click OK.

Select Asterisk as Equipment from the drop down list.

This is where you configure the CallShop software based on Asterisk.

Fig. 28 B - CallShop Equipment Setup Options - Asterisk

SIP user name: is the SIP endpoint (999XXXXXX) provided by your SIP account provider. SIP password: is the password assigned to the endpoint 999XXXXXX SIP Proxy: is the IP or address where your CallShop will be connected to: e.g. sip.domain.com Codec: Select audio codec G.723/G.729 Number of booths: Number of booths that you want to open.

Note: You can change number of booths only under Asterisk configuration. If you are using Quintum and you want to change number of booths you have to select Asterisk in box Equipment and change number of booths!

Booth Secret: When you configure the IP/SIP phones you will need a username and a password. The username will be the name of the booth (booth 1, booth 2, booth 3, etc.) and the password will be the key-number entered in the Booth Secret section. Show booths in order: Select how you want the booths to be displayed on the screen, either side by side

25


Licensed users also have the option of displaying booths in Simplified list format, as explained below.

Hide last digits: Use this option to ensure privacy for your customers by hiding the last digits of the number dialed. You may hide from 0 to 5 digits.

Duration parameters according to company supplying minutes: Enter the initial and incremental durations used by your supplier (for example, 30/6, or 1/1). This information will be used only in reports. Grace Time: Period that enables the client to confirm the quality of the call without being charge for it.

Set Up Booths

Click Options > Phone Booths to set up lines for your booths.

Figure 29 Booth List

Click the Edit icon to change the default Description and Phone ID if you wish. Note: The Phone ID MUST match the Phone ID used in configuring the Quintum. Click OK.

Licensed users can add booths by clicking Options, Phone Booths, and clicking the icon.

Figure 30 Add Booth

26


Add a Description and Phone ID. Click the icon and repeat the process for each booth added. Repeat this process (add booths to your gateway configuration) each time you upgrade. If you try to add more booths than your license supports, you will receive a message like the following:

Figure 31 Maximum Booths Message To view booths in Simplified list format, click on the tab at the bottom of the booths display:

Figure 32 Select Simplified List Format Tab The booths will now be displayed like this:

Figure 33 Simplified List Format for Booths

This format allows you to view the activity of many booths on the screen at once.

27


When your Quintum has been configured to work with the CallShop Billing application, you are ready to set up and manage your business. If you want to employ the CallShop with Asterisk you have to configure the SIP phone(s) as follows:

1. In CallShop, go to Options and enter data in General tab for your CallExchange SIP account in as it follows:

username (999XXXXXXX) password sip proxy (sip.callexchange.net) codec g729 or g723

Remember “Booth secret” (default: 1234) as this will be the SIP Phone password for the booths. After you configure this you may need to restart the Callshop to get registered on CallExchange SIP server.

2. In the SIP phones (the booths), you have to configure: SIP Server/Proxy which is the IP of the computer where you installed Callshop username: booth1 (booth2, booth3, booth4 ….) password is the “Booth secret” (default: 1234) SIP Registration: yes, register expiration time: 2 min. codecs: G729, G723, A-Law, U-Law

Last two configurations are optional for future use. Don’t forget to choose Account Active (on Grandstream).

3. When clients want to place a call you go to Booth List, Right-Click and “Open booth”.

Note: You need to check first if the Network configuration allows you to make VOIP calls: this includes checking the firewall ability to open ports, IP connectivity.

Users

Add Users To enable others to work in your call shop, you must give them access. CallShop Billing enables two access types: Admin and User. Anyone in the Admin group can access and make changes in any part of the application, including adding and deleting other Admin and Users. Those in the User group can only open booths and sell PIN codes. Click Users or the Users

icon .

Figure 34 Current Users

28


To Add a person to a group click .

Figure 35 Add User

Enter the new User's First name, Last name, User name and Password, and select a Group: either User or Admin. Note: Non-admin users view a simpler interface, with limited options, as shown below.

Figure 36 CallShop Regular (Non-Admin) User Interface

Delete Users

To Delete a person from a group, click and select the person to be removed.

29


Figure 37 Remove User

If you are sure you want to remove the user, click Yes.

Note: If there is only one person with admin access and you try to delete him, you will receive the following message: "Cannot remove sole admin from the system."

Rates

CallShop Billing enables you to create multiple rate profiles. You may want to create exclusive rates for valued, repeat customers, call cards, or time-limited special deals. With our easy-to-use flexible pricing and built-in PIN generator (described in the Call Card Batches section), you are free to create products to suit your local market demand.

Add Rates Profile

Click Rates or to create the Rates profile(s) you want to use in your call shop or call cards.

Figure 38 Rates Profiles

Click to add a new profile.

30


Figure 39 Add Rates Profile

Enter a Name and optional Description for the new rate profile. Select the Initial Duration and Incremental Duration that will apply in this profile. Initial duration is the minimum duration charged for any call. Incremental duration applies after the initial minimum duration has passed. For example: if

the initial duration is set to 60 seconds, and the incremental duration is set to 15 seconds, and a 67 second call is placed by a client that is assigned this customer profile, the caller will be billed for 75 seconds: initial 60 seconds + 15 seconds incremental.

If you will be charging VAT, check the VAT box and select the % to apply. To make this your

default profile, check the Use as default profile box.

Check Active to put the profile in use now. (You may want to create special profiles to activate later.) Click OK.

Change Individual Rates

Click Show rates to view (and add/edit/delete) your buy and sell rates for various countries

and groups. Select All Countries or Select Countries and check the individual countries you want to work with. From the list, select the country/group rate you want to change.

Click to edit a rate.

Figure 40 Edit Rate

Select the rate you want to edit. Change the Buy and/or Sell rate and click OK. Repeat for each rate you want to edit.

31


Call Card Batches CallShop Billing software makes it easy to produce custom batches of prepaid call cards. First, create the profile(s) you want to use, as described above.

Click Call cards > Batches or the Batches icon . Click to add a new batch.

Figure 41 Add New Batch Enter the batch Name and Description, and select which Profile will apply to this batch. Select the number of days that the card will remain valid after first activation. Select the number

of days that the batch will remain valid after first activation. Select the number of digits (7-15)

for the PIN numbers.

Select the card value. Select the global rate. Click Save batch.

32


Figure 42 Generate PIN Numbers for Batch

Select the number of cards in the batch. Click Generate numbers. Click Yes to generate cards.

Figure 43 Export Numbers To activate batch immediately, select Add activate date now and select the date you want from the drop down list. Click Activate batch.

Note: You may activate a batch in the Batches window by selecting it and clicking the

icon. Similarly, you may deactivate a batch in the Batches window by clicking the icon.

If you want to print a list of the PIN numbers and the batch details for the batch you have just created, click Export numbers.

33


Figure 44 Print or/and export Note: Select PIN code only if you want to export only the PIN codes. Select Activate/deactivate date & balance to export all the information about the batch.

Figure 45 Printout of Batch Details

You may export the file to the location of your choice and in the format of your choice. Click the

icon, name and save the file.

Click the icon to print the file.

You can view batch details by clicking Batches and the show cards icon in the Batches screen.

34


n

Figure 46 Show Cards If the batch has been activated, you may activate an individual card here by double clicking in the Activate date window. You may deactivate an active card by double clicking in the Deactivate date window.

Locate/Activate Card

You may also locate and activate a card from an active batch by clicking the Activate Card icon the tool bar. Enter the card number and click Find.

Figure 47 Activate Card Select an activate date from the drop down menu and click OK.

Locate/Deactivate Card You may also locate and deactivate a card from an active batch by clicking the Deactivate Card

icon in the tool bar. Enter the card number and click Find.

35


Figure 48 Deactivate Card Select a deactivate date from the drop down menu and click OK.

Card History

To view the History of a Call Card, click the icon. Enter the card number and click Find.

Figure 49 Card History The card history includes complete records of every call made using this call card, balance that has been added to the card, charges deducted from the card balance, as well as activation and deactivation dates.

Country Codes CallShop Billing provides you a complete A-Z list of country dial codes. Click Countries in the

menu or the icon to Add, Edit or Delete a Country or a Prefix.

36


Figure 50 Countries/Prefixes

Click the first letter of a country's name or enter it in the search window:

. Figure 51 Search for Country Select the country you want to work with, and select the Destination you wish to add/edit/delete.

Figure 52 Edit or Delete Destination Enter the new details in the fields and click OK.

37


Click to add a prefix or to edit. Right click in the Destination field to Add or Edit a

Destination. Right click in the Group field to Add, Edit or Delete a group.

Figure 53 Edit Destination, Prefix, Group

To delete a destination click

Figure 54 Remove a Destination

Click Yes to remove the destination you have selected. To add new country, click

Figure 55 Add New Country Enter the country name and click OK.

Booths

To open the booths, click Show or the booth icon

38


Figure 56 Work with Booths

In the panel of the booth you want to open, right click and click Open booth.

Figure 57 Open Booth

You may enter a Client ID. (This option is explained below.) Enter amount paid. Select rate profile for this caller and click OK. If you wish to charge the customer a rate other than the default, select it from the drop down list and click OK. Note: It is not possible to add payment while a call is in progress.

Client ID

You may assign IDs to your clients if you wish. Click Clients or the Client icon

39


Figure 58 Client List

Click to add a client. Note: It is also possible to add a client when you open a booth.

Figure 59 Client Card

A Client ID will be randomly generated. Add the client's name, address, and an ID number according to your choice. Click OK. This client will now appear in the client list, which is searchable by Client ID, Name, ID Number, and Address. This is useful for verifying the identity of a caller and in case the client has forgotten his or her Client ID. Note: You may search by entering just part of the client name or address, but for ID searches you must enter the entire number.

Monitor External (Calling Card) Call Traffic To monitor calls in progress click the External Calls tab at the bottom of the Booth list.

40


Figure 60 External Calls

Reports

User Logon History CallShop Billing automatically creates a user log. To view when someone logged on click

Reports > Logon or the icon.

Figure 61 Create Logon Report

Select the Date, Hour, and Minute from which you wish to view the log. Select All users or make a Choice from the drop down list of one user whose log you wish to view. Click OK.

41


Figure 62 User Logon Report Note: You may print, export, or search the text of the report.

Calls Report CallShop Billing automatically creates a calls log. To view the calls report click: Reports > Calls.

Figure 63 Select Calls Report Parameters Select the Date(s), Hour(s) and Minute(s) you want to include. Select either All countries, or

make a Choice of one country.

If you choose one country, you can limit the report by choosing a particular Group. You may also choose a Destination within that group. You may limit your report by selecting Choice and entering one PIN code or one Booth Phone ID number. Note: To see the Phone IDs for each booth click Options > Phone booths >Booth list.

42


You may limit your report by checking either Operator-enabled calls or PIN-code-enabled calls.

Select either All clients, or select Choice and click the icon. This opens the Client list. Double click to select a client. The client name will appear in the Calls report window. Select the Sort by function you prefer:

Date/Time Booth/PIN Country Client name

You may limit your report by checking Print subtotal and selecting from the drop down list:

for each hour for each day for each week for each month.

Click OK.

Figure 64 Calls Report

Note: The key in the lower left-hand corner of the report explains the abbreviations: Originate: [p] – calls 'open booth' [c] – calls 'Pin Code' Dur – Actual Duration Comp Dur – Duration according to company supplying minutes Client Dur – Duration according to your rate profiles Note: You may print, export, or search the text of the report.

43


Top Destination Report CallShop Billing software enables you to see which destination is drawing the most traffic on any given day. This is useful for setting prices and designing special deals.

Figure 65 Top Destination Report

Select the Dates, Hours, and Minutes for which you want to generate a report. You may Show up to 100 records. Check the Show chart box to create a chart. Click OK. Note: You may print, export, or search the text of the report.

Minutes per Minute Report CallShop Billing software enables you to view how many minutes of traffic your call shop is generating at various times of the day.

Figure 66 Select Date

Select the date for which you want to generate a report and click OK.

44


Figure 67 Minutes per Minute Report Note: You may print, export, or search the text of the report.

Completion Report The Completion Report provides ASR (Answer-Seizure Ratio: the ratio of successfully connected calls to attempted calls, also called Call Completion Rate) and ACD (Average Call Duration).

Figure 68 Select Completion Report Parameters

45


Choose the parameters to create the report you want. Select either All countries, or make a Choice of one country. If you choose one country, you can limit the report by choosing a particular Group. You may limit your report by selecting Choice and entering one PIN code or one Booth Phone ID number. Note: To see the Phone IDs for each booth click Options > Phone booths > Booth list. You may limit your report by checking either Operator-enabled calls or PIN-code-enabled calls.

Select either All clients, or select Choice and click the icon. This opens the Client list. Double click to select a client. The client name will appear in the Completion report window. Select the Sort by function you prefer: Country/Date

Country/Hour

Booth/Date

Booth/Hour

Client/Date

Client/Hour

Client/Country

Select the Period you want to include. Either click Today, Yesterday, This Week or Last Week, or select it in the From / To drop down lists the Date, Hour and Minute. Click OK. The Completion report will list: Total calls, Successful calls, ASR and ACD.

Calls History CallShop Billing automatically accumulates call history data for each call made. You may find it convenient to clear the history from time to time to enable your computer to run more efficiently. Click Calls History > Clear Calls History

Figure 69 Clear Calls History Select the date up to which you wish to clear the calls history.

To save this data for later use click Save&Clear. Name and save the file. To view this data later, click Restore Calls History and select the file. Click Restore. To permanently clear the calls history click Clear.

46


Figure 71 Delete Calls History

Click Yes if you are sure you want to delete the records. Note: It is impossible to retrieve the data after deletion!

Documents

CallShop - Callexchangecallexchange.net/dl/CallShop_Billing_Administration_Guide_1.0.13.pdf · Configure Your Quintum for Use with CallShop Billing ……… ... Figure 2 Ping the