The Origination carrier is a DID provider – it is set in the system when you want to get the cost for your inbound traffic (the traffic which comes from DID numbers and is forwarded to account devices).
DID numbers are added in Number Sets – in order to associate DID numbers with an origination carrier you have to select the carrier in the number set.
Later these numbers are assigned (purchased) by accounts and when calls come to the numbers, they are forwarded to the destination in the account call forwarding rule – thus you setup DID number to be forwarded to a device or another PSTN number.
Routing > Carriers > Add Carrier
The Origination carrier is created as any other carrier.
Please enter the Carrier Name and Description if needed.
Routing > Endpoints > Add Endpoint
The DID providers usually give a set of IPs from which the call will come – all these IPs should be added as endpoints with “Accept calls from endpoint” checked.
When you create an endpoint which can accept calls, the system will automatically assign it Virtual port -1 and this cannot be changed.
Such endpoints cannot be used for Route Sets – they can only be assigned to Number Sets.
For more details about creation of endpoints, please check the file “How to Create Carriers”.
Routing > Tariffs > Add Tariff
The DID carriers will give you rates according to which they will charge you – this will be your cost. If you want the system to calculate this cost, then you should create carrier tariff and assign it to the origination carrier.
Please note that the prefixes in the tariff should cover the DID number codes. So if you have DIDs for Canada, you have to add the Canada codes in the tariff.
For creating carrier tariffs and managing the prefixes, please check the file “How to Create Carrier Tariffs”.
If the DID numbers are toll free, then you should have a separate tariff for those numbers and the system will associate those calls as Toll Free calls.
Please note that the billing for Toll Free calls is done based on the caller ID of the person who is making the call.
This means that all prefixes for the caller ID’s which are expected to make toll free calls should be added in this tariff.
For example if the toll free number will be dialed from a New York caller ID, then the tariff should have the New York prefixes.
Routing > Number Sets > Add Number Set
The DID numbers should be added in a Number Set. In order to associate the Numbers to the origination carrier, you have to assign Origination Carrier.
If you want to bill Toll Free calls, then assign Toll Free Rates. If you want to bill the inbound calls (the calls to the DID number), then you have to assign Inbound Rates.
All the endpoints assigned to the origination carrier should be assigned to the Number Set as well – also, in order for numbers to be available, the set should be set as Active.
The Numbers are added manually or they can be uploaded using .csv file.
After setup of the Number Sets, please perform Provision Rates and Routes.
For more details about Number Sets please check the file “How to Create Number Sets”.
Rating and Billing > Subscription Plans > Subscription Plan Name > Number Sets > Add Number Set
The Numbers in Number Sets will be available to be purchased in the account if the Number Set is assigned in the Subscription plan of the account.
In order to assign Number Set to the Subscription plan, please use the Add Number Set button.
Select the Number Set you want to assign to the plan. Then you may, if needed, assign a charge which will be applied to the account on invoice generation.
If you would like to assign an automatic charge each time a number is assigned (purchased) to an account, then you can assign Recurring Charge for the standard numbers from the number set which are not flagged as toll free or Recurring Charge Toll Free for the toll free numbers from the selected Number Set.
Number Selection Priority is used when several Number Sets are assigned to one Subscription Plan.
In case the numbers are automatically distributed to the accounts when purchased from the CRM, the system user may set which number set to have priority over the others assigned to the plan. Thus the distribution will start from the set with the highest priority (1 as the highest).
The priority of the Number Set can be changed from the Number Set list with the functional buttons – Increase Priority and Decrease Priority.
If a set needs to be un-assigned form a plan, it should be deleted with the Delete Number Set from the Plan button.
Accounts > Account Name > Features > Numbers > Add Number
Assigning a Number to an account may happen automatically through CRM or manually as needed through the Numbers feature in the account context.
Using the Add Number button will lead you to the page from where you can search among the numbers from all the number sets assigned to the subscription plan of the account.
If you need a specific number, you can search it using the different search filters. In the result field you will get a list of the numbers you can choose to assign to the account.
The Numbers in the Result field are with status Free or Released. A released number is a number that was once assigned to this account but was released recently. Released numbers can be assigned only to the account they were previously assigned to. The period during which one number can be released is set in Settings > System Settings > System Settings menu.
Check the number you want to assign to the account and then push the Submit button.
If you want to add a Tag to this number you can do that by selecting an existing Tag from the Tags list. The “Do not bill” check box is used if you have recurring charges assigned to this number set, but you don’t want to have a charge in this account for this particular number.
Please note that one account can have a lot of Numbers assigned to it.
Accounts > Account Name > Features > Call Forwarding Rules > Add Call Forwarding Rule
In order to setup DID number call to be forwarded to a device, PSTN number or voicemail, you have to add Call Forwarding Rule. The call forwarding rule is created for a member from the account. You can create Call Forwarding Rule in the member context or from Features menu in the account.
Add the number to the call forwarding rule and then add the destinations to which the call will be forwarded.
For more details about Call Forwarding Rules, please refer to “How to Create Customer Accounts”
Thus when calling the DID number for example 14152952282, the call will be forwarded first to the endpoint from the account and if it’s not answered, will be forwarded to the PSTN number 14156802357.