Welcome to the Account Activation tutorial.

To start, the store agent must select Shop from the main page. The requested service and plan can be selected here. Once chosen, simply press Continue to proceed to checkout. The plan’s description, features, and cost will then be displayed. At this point, the customer must decide whether they want to purchase a new device or bring their own.

Select Buy New Device if the customer wants to purchase a device at full price—this will be based on the store's current inventory. Alternatively, choose Bring Your Own Device (BYOD), but please ensure the customer's device is unlocked. For the purpose of this demo, we will select Bring Your Own Device.

Next, the Order Preview appears, displaying the cost of the plan, the SIM card, and the activation fee (if applicable). The agent then selects the Location—only the store assigned to the agent will be shown. Indicate whether the customer is new or existing. For this demonstration, we’ll proceed with creating a new customer.

Fill in the customer's contact information, including email address and phone number. These fields may be bypassed if the customer does not wish to provide this information.

Select a telephone number—only numbers from the customer’s rate center will be available. Then, review the Terms of Service with the customer before proceeding.

Next, complete the Shipping Details by entering the customer’s first and last name. Begin typing the address and select it from the list generated by Canada Post. Click Next.

The customer may opt to bypass the credit check, which will automatically result in a D rating and a $200.00 security deposit. For this demo, we will bypass the credit check.

Select Proceed with Cash POS Payment to continue and create the order.

To manage the order, go to the Dashboard and select the Orders tab. Locate the order using the order number by entering it in the search bar and clicking Edit.

Once the order is open, you’ll see several tabs at the top. On the right, you’ll see a temporary account number and the account balance.

The first step is to process payment for the outstanding balance. Navigate to the Payment Management tab, select the payment method from the dropdown, and click Add New Payment to collect the balance.

After processing, you will receive several green confirmation notifications indicating that:

1. The payment was successfully completed.
2. The provisioning request was sent.
3. The contract was generated and is ready for signature.

The temporary account number will also be updated on the order.

Next, open the Contract tab and click Go to Signing Page. Hand the screen to the customer for signature. Click Get Started, and the customer will sign directly on the screen, following the prompts to complete, delete the signature if needed, and agree to the terms.

A summary of the order will appear. Click Manage Order to proceed. You’ll be redirected, and the order status should now be Ready for Pickup.

Select and provision a SIM card, then change the status to Complete to activate the service.

To finalize activation:

• Go to the Dashboard.
• Click the Account tab.
• Enter the account number in the search field.
• Click Switch and select Activate.

A confirmation message indicating “Service Successfully Activated” will be displayed.