Managing Bulk Top Ups
Bulk Top Ups can be managed via the Retail POS in cases where access to the Management Console is not available.
Viewing Bulk Top Ups
Info
Visibility of the Bulk Top Ups feature is limited to Bulk Order and Bulk Approve roles.
To view all top up jobs, navigate to the Bulk Top Ups page on the top navigation menu.
A table of top up jobs will appear with their associated details and status. You can also use the filters at the top of the page and select the [Apply Filters] button to identify a specific top up job.
Creating a Bulk Top Up
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Users with the Bulk Order role can perform this action.
To create a bulk top up request, navigate to Bulk Top Upss and select Apply Bulk Top Up. A form will appear. Mandatory fields are denoted by an asterisk (*)
Bulk Top Up Fields
Mandatory fields are marked with (*)
| Field Name | Description |
|---|---|
| Operating Company (*) | The operator the SIM belongs to (ex. Three UK, EE). |
| Sales Channel Plan (*) | The plan that displays to the end customer for sale associated with the selected Operating Company. |
| Plan Currency (*) | The plan currency the Sales Channel Plan has been set up with. |
| SIM Import ID | Optional. The ID generated within the Management Console when a batch of SIMs were impoted. If the POS user does not have Management Console access, this field is likely to be unused. |
| Box Reference | Optional. The box reference provided on the data import file when SIMs were imported. If the POS user does not have Management Console access, this field is likely to be unused. |
| Purchase Order | The purchase order provided on the data import file when SIMs were imported. If the POS user does not have Management Console access, this field is likely to be unused. |
| Total Plan Value | The plan value multiplied by the number of SIMs to be topped up. |
| Sim Profile Type | The type of SIM to be topped up (ex. Physical SIM, eSIM) |
| Total Number of SIMs | The number of SIMs to be topped up. |
| CSV Data File | The data file MUST be a CSV file with a header of iccid & only contain the ICCIDs/SSNs of the physical SIM cards you want bulk topped-up. The file MUST not contain any other data columns |
- Select the [Submit] action when all fields have been populated as above.
Bulk Top-Up Approval
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Users with the Bulk Approve role can perform this action.
Before making approvals, you can view the details of a Bulk Top Up request by selecting the [Details] button (eye icon). It's a good idea to do this to verify the details of the top up before approving or rejecting.
To approve a bulk top up request, navigate to the Actions column and select [Approve] or [Deny]. A prompt will appear for you to confirm your action.
Warning
Once approved, this action cannot be stopped or undone.
Once completed, the status of the bulk top up will update with a COMPLETED or REJECTED status.