Wholesale scenario checklist

Use this list when you connect a wholesale customer and already know the panel. Every row names the screen, the button and the fields that matter; the details are in Set up a wholesale customer.

Vendor side

#	Screen	Do	Fields to specify
1	Vendors → Vendors	Click Add Vendor	Vendor Name, Base Currency, Time Zone, opening Balance
2	Vendors list	Click Connections in the vendor’s row
3	Connections	Click Add Connection	Connection Name, Protocol, Destination (host or IP), Username / Password for digest, Capacity, Max CPS
4	Vendors → Termination Routes	Click Add	Name, Currency of the vendor’s price list
5	Termination Routes list	Click Routes in the row
6	Routes	Click Upload and map the vendor’s file, or Add Route per prefix	Prefix, Interval 1 / Price 1, Interval N / Price N; Preference, Huntstop when needed
7	Vendors → Routing Groups	Click Add	Group Name; one entry per connection with its Termination Route; Routing Policy, On-Net Routing if accounts call each other

Customer side

#	Screen	Do	Fields to specify
8	Tariffs & Currencies → Tariff Plans	Click Add	Name, Currency, Billing Type, Avg. Call Duration, Loss Protection
9	Tariff Plans list	Click Rates, then Upload or Add Rate	Prefix, Interval 1 / Price 1, Interval N / Price N
10	My Customers → Resellers	Click Add Reseller	Reseller Name, Tariff, Credit Limit, contact data
11	My Customers → Accounts	Click Add	Account Name, Service Plan, Routing Group, Balance or Credit Limit, Time Zone; clear Registration Allowed for IP trunks
12	Accounts → Actions → Authentication Rules	Click Add, one rule per source	Remote IP Address; Incoming CLI/ANI or Incoming CLD/DNIS when the IP is shared; Tariff and Routing Group under Advanced Parameters to override per rule

Test

#	Screen	Do	Check
13	Tools & Debugs → Test Dialplan	Not Authenticated Call with the customer’s Remote Address, CLI and CLD	Authenticated account, tariff, routing group and price in Result
14	Customer’s PBX	Make a call	Reports → Call Records (CDRs) shows it with your price; Vendors Call Records shows the vendor’s cost

Note

Steps 1 to 7 are done once per vendor and steps 8 and 9 once per price level. A new customer on an existing route and price list needs only steps 10 to 14.