Partner Portal User Guide
Create a customer for credit checking
Launch the customer section:
Select Create Consumer (Private individual), or Create Company (Business):
Create a Consumer
Complete the left hand side of the screen with the relevant customer details:
NOTE – when selecting the date of birth the drop down for the year is defaulted to 1971 as the
earliest date. However, it is possible to choose an earlier year by selecting 1971 and then going back
into the drop down which will then display earlier years.
NOTE – it is usually necessary to scroll down in order to enter details into the Estimated Monthly
Revenue field.
If the contact details are to be the same as the main customer details then simply tick the “Use Same
Details” box. This will hide the contact detail, but will leave the Email, Phone and Position to be
completed as per the below:
If a different contact is required then simply do not tick the “Use same details” box and then
complete all the fields as appropriate.
Please note that the different contact details are available so that we can capture all relevant details
for a Sole Trader or Non-Limited company where we may need to credit check the Director, but
where the contact details for day to day issues may be different.
The Address Tab must be completed before selecting Done. Select the Address tab and complete
the details as required. Scroll down to enter the postcode details. If the Time At Address is < 3 years
then it is required to enter in a previous address, if > 3 years the previous address fields are hidden.
The Comments tab is available to enter in any further details we may need to know in order to credit
check this customer:
Select DONE to submit for credit check.
Proofs are also required, see later section.
Create a Company
Complete the fields as appropriate for each of the tabs:
When complete select DONE to submit for credit check. Proofs are required, see section below.
Credit Checking Proofs
At this time it is not possible to upload proofs to the partner portal, although this is being worked on
for a future release.
Proofs must be emailed through to [email protected] at the same time as submitting the
customer for credit check in the portal.
Company – Purchase Order Required
Accepted Purchase Order Identity
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Must be on Company Letter Head, with Registration Number (if Ltd), VAT registration
number and address printed.
Has been dated within 30 days of the order being placed.
Landline number and email address must be provided.
Must be signed by an authorised person (not pp’d) with their name and position in the
company also printed.
States the number of connections, length of contract and tariff required.
States the customer understands the bills will come from Zest4.
Sole Traders & Partnerships – Purchase Order and Proof of Address Required
Purchase order as per the above. In addition one proof of address is also required:
Accepted Proofs
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Bank Statement in business name and dated within the last 3 months.
Utility Bill in business name dated within the last 3 months.
Landline Bill in business name dated within the last 3 months.
Last 3 months’ Mobile Phone Bills in business name and dated within the last 3 months.
Consumers – Proof of Identity and Proof of Address Required
One Proof of Identity and one Proof of Address is required
Accepted Identity Proofs
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UK Driving Licence (if not used as proof of address).
UK Provisional Driving Licence (if not used as proof of address).
Current valid UK Passport (signed)
Current valid non-UK Passport (signed, NOT handwritten)
Accepted Address Proofs
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UK Driving Licence (if not used as proof of identity).
UK Provisional Driving Licence (if not used as proof of identity).
Utility Bill (e.g. Gas, Electric, water, Home telephone) all dated within the last 3 months.
Other airtime provider bills, dated within the last 3 months (must not be on 30 day rolling
contracts).
Bank, Building Society or Credit Card Statement dated within the last 3 months.
Council Tax bill dated within the last 3 months.
Signed Employment Confirmation Letter (non-UK residents only).
Zest4 Credit Check
A member of the Zest4 team will action the credit check same day if it received before 3pm. We will
normally aim to process the credit check within 2 hours of it being received.
To track the progress of the credit check, select Customers and view the tabs across the middle. The
credit check will show in NEW while it is waiting to be processed:
Once the customer has passed credit check it will show in Passed Credit Ref:
If the credit check is referred it will show in referred, and we will send you an email to confirm why it
is referred.
Once the credit check moves to Live it is available to have connections added against it.
Add Connections
Select the Customer
Find the correct customer by using the alphabetical tabs in the Customer section:
Select the correct customer by selecting the code:
The following screen is displayed:
Note that the example above is a consumer, but the process for adding connections to a Consumer
and a Company is the same.
Add the Contract
Select Add Contract:
Select the Order Type from the options in the drop down. Also select the correct start and end date
and the Term. Amending the Term will automatically adjust the end date accordingly:
Select Done, the following screen is displayed:
Add a Connection – Add Manually
It is possible to add each number in individually. To do this select Add Connection:
Complete the detail in the screen. Don’t forget to scroll down to show and complete all the fields:
Add in Tariff details on the Tariff Tab. Select the Network first and then begin to type the tariff name
in the Tariff field. Please note that the system will only display the first 8 results so it may be
necessary to type more detail into the field to obtain the tariff required. Eg: Small Biz 6GB instead of
just Small Biz. Select the required tariff:
If Bolt on(s) are required they can be added in the VASes tab:
If different start and end dates are required these should be changed again in the Term tab. Make
sure they were also changed in the initial step where the contract was added. To change the term
click on the Term tab and change the dates accordingly:
Submit this connection by selecting the Submit button. The following screen is displayed
If more connections are required, simply select Add Connection and repeat the steps.
Once all the connections are added, submit for processing (see section Submit for Processing)
Bulk Upload
It is possible to upload a spreadsheet of numbers which is useful for submitting larger numbers of
connections.
To bulk upload select the Bulk Upload button:
This displays the following screen:
Select to download the latest version of the Excel Template
Enter in the details as required:
It is possible to enter in the details for as many numbers as required.
Once all the details are completed on the spreadsheet, copy the rows containing the data (without
the headers or left hand numbers) and copy them into the Bulk Upload screen:
Don’t worry about the messy formatting - it works!
Reset will clear the screen.
Cancel will return back to the connection screen.
Upload will upload the connections to the portal. If there are issues with the upload these will be
shown with exclamation marks and will be highlighted. In the example below, we have not entered
a PAC for the second connection:
Reset will clear the screen so that the correct information can be pasted back in. If the information
is correct the numbers will be imported in and will show as follows:
The exclamation mark shows that the tariff needs to be added.
Select the check boxes at the side of the number(s), it is possible to select more than one if they
require the same tariff and/or VAS(es) to be added. It is also possible to select all by choosing then
Select All check box if all the numbers on the upload require the same tariff:
Once happy that the correct numbers are selected, choose Edit Selected to add the tariff and VASes.
Enter in the details and select Save Changes:
Remember to adjust the term if different start and end dates are required. Once happy select Save
Changes. The connections screen will be displayed again with the tariff details in place:
This is now ready to submit for processing.
Amending Connection details before submitting for processing
If any of the tariff, VAS , term, Data Cap or High Usage details are incorrect, select the relevant
number(s) and choose Edit Selected which will show the relevant tabs. Amend and Save changes.
If any of the individual connection details such as username, Sim Type, CLI etc are incorrect then
select the white edit pencil at the side of the relevant number:
Amend the relevant details and Submit to save the changes.
Submit for Processing
Once happy that all the details are correct, select the Contract Actions section:
The options given are PDF and Email Sign:
PDF allows you to print out a copy of the PDF and to get it manually signed by the customer. You
should then email it through to [email protected].
Email Sign will create the PDF and send it automatically to the customer’s email address for
processing:
Select Email Sign, the following screen is displayed:
This just means that you need to create the PDF, select Continue:
Dealer Reference – if you have been given a reference by your Channel manager then enter it here
Credit Check Reference – if a new customer then enter the reference you have been given during
credit checking
Notes – anything extra should be added here. This will print on the PDF.
Select PRINT to generate the PDF. At this point select Download Contract if you wish to view/save
the PDF before sending it to the customer
Select SEND when you are happy to send it to the customer.
This will send the PDF to the registered email address for e-sign.
Check the progress of the connection
To check the progress of the connection, select contract from the main home page:
DRAFT – shows any contract in progress, but which haven’t yet been sent to the customer for e-sign.
WITH CUSTOMER – shows any contract sent to the customer but not yet signed
WITH ZEST – the customer has signed it and it is ready for processing by Zest4. Once the order has
been picked up for processing an email will be sent to the Partner’s registered email address to
confirm that it is being processed.
The partner will also receive another email once the connection date has been confirmed by the
network.
PORT LOCKED – The port/mig date has been confirmed
COMPLETED – The connection has been completed.
Note you will not receive another email to confirm that the connection is complete. Once the
connection date is confirmed we will only contact you if there is a change in date or if we are made
aware of an issue.