Place the case on your name.

Case Grading:

Account Name: Carrier - xxxxxx
Contact Name: Cart Inventory
Priority: P4
Status: In Progress

Next, we want to check and notate how much inventory we currently have in Porta. The relevant Vendor Batch will also be located on the case details.  

Please notate this on the case comments
Current Inventory: xxxx
In Use: xxxxx
Not in use: xxxxxx

Numbers ordered through a portal:

• Where applicable, put the Thread ID in any open text or Order number
  • ie: ref:_00D30pya._500RicSoFL:ref
• Add any additional info, such as lead time, carrier order number, etc, to the case comments 
• Add the desired routing (Where applicable) in the case comments 
• Additionally, sometimes portal-based orders will auto-generate confirmation emails, activation emails, delivery emails, etc, outside of the Salesforce. In these cases, forward all correspondence to ‘Cartinventory@avoxi.com’ with the ref ID in the body of the email. This will tie the email to the Salesforce case

Numbers ordered via email:

• Email orders must be sent from the Salesforce case. This email must be from cart inventory and include the Carrier Manager.
• Please remove any AVOXI referencing text from the subject (IE: TrueLocal) - Instead, use generic verbiage such as '2Way-Voice enabled'

• Add any additional info, such as lead time, carrier order number, etc, to the case comments 
• Add the desired routing (Where applicable) in the case comments 

If the order placed is on order,  add the way it was placed and the lead time to the case comments 

Lead time can be found on the NAT Tool.
The grading for these numbers on order should be as follows:

Status: Pending Carrier Action
Next Action Date: xxxxxx
Delivery Date: xxxxxx

***** In certain specific cases, we will need to supplement or order a different quantity than the one suggested by automation. In these cases, please be sure to tick the ‘Escalated’ checkbox in the escalation section*******

Uploading Numbers:

• When the numbers are delivered, we will upload them using the Master_Upload_Files_SDC sheet, using the fulfill_order_with_inventory tab.
• download this as a CSV and add them to the Google Docs & Attachments section of the case
• Add the numbers delivered to the case comment
• Change the status to Order Resumption - Resume 
• This will automatically close the case
• DO NOT MANUALLY CHANGE THE STATUS TO CLOSED - This will break the automation process.