Working With Inventory

Working With Inventory

The Inventory page allows you to manage your phone numbers and phone hardware.

Prerequisites

  • Manager Portal access with Office Manager scope.

Displaying the Inventory Page

All inventory tasks are performed from the Inventory page. To display this page, click the Inventory icon on the menu bar:

The following figure shows an example of the Inventory page. The page has two tabs:

  • Phone Numbers allows you to filter, edit, and export phone numbers.
  • Phone Hardware allows you to filter, add, edit, and export information about phone
    hardware.

The  button at the top-right side of the page refreshes the information on the page.

 

Managing Phone Numbers

The Phone Numbers tab allows you to filter, edit, and export phone numbers.

Filtering Phone Numbers

Using the Filter button, you can filter phone numbers and view only the numbers of interest to you.

  • From the Phone Numbers tab, click the Filters button. The Phone Number Filters pop- up window appears.



  • Complete the fields.
  • Click Set Filters. The Phone Numbers tab shows only the phone numbers that match your criteria. If no phone numbers match your criteria, a message informs you that there are no matches to your filter.
SettingDescription
Phone Number

Enter all or part of the phone numbers you want to view.

Treatment                                    

Select a treatment for the phone numbers you want to view. Choices are:

  • Available Number = an unassigned telephone number.
  • User = routes to a user specified.
  • Conference = routes to a conference bridge specified.
  • Call Queue = routes to a specified call queue.
  • Voicemail = routes to the specified user’s voicemail box.
  • SIP Trunk = routes to a specified SIP trunk.
  • Auto Attendant = routes to a specified auto attendant.
Language

Allows for the setting of a default language on incoming calls through the DID Table.

Destination

Enter the name or extension of the phone destination.

Notes

Enter optional notes about this phone number.

 

Editing Phone Numbers

To edit phone numbers:

  • From the Phone Numbers tab, either:
    – Click a phone number
    OR
    – Hover over a phone number, and then click the  icon at the far right of the Phone Numbers tab. For example:

    Either step displays the Edit pop-up window. For example:

  • Complete the fields.
  • Click Save.
Setting Description
Treatment                                                        

Select a treatment for the phone numbers you want to view. Choices are:

  • Available number = an unassigned telephone number.
  • User = routes to a specified user.
  • Fax = routes to a fax number.
  • Conference = routes to a conference bridge specified.
  • Call queue = routes to a specified call queue.
  • Voicemail = routes to the specified user’s voicemail box.
  • Autoattendant = routes to a specified auto attendant.
Language

Change the setting of a default language on incoming calls through the DID Table.

Notes

Enter optional notes about this phone number.

Caller ID Prefix

Enter a prefix to the caller ID for this phone number. Range: up to 64 alphanumeric characters.

 

Exporting Phone Numbers

You can export phone numbers in CSV format, and then open the phone numbers in Microsoft Excel for further manipulation.

  • From the Phone Numbers tab, click the Export button.
  • When prompted, click Save.

Managing Phone Hardware

The Phone Hardware tab allows you to filter, add, edit, and export information about the
phone hardware in your system.

Filtering Phone Hardware

Using the Filter button, you can filter phone hardware and view only the phones of interest
to you.

  • From the Phone Hardware tab, click the Filters button. The Phone Hardware Filters pop-up window appears.

  • Complete the fields.
  • Click Set Filters. The Phone Hardware tab shows only the phones that match your
    criteria. If no phones match your criteria, a message informs you that there are no
    matches to your filter.

Adding Phones

To add phones:

  • From the Phone Hardware tab, click the Add Phone button. The Add Phone pop-up
    window appears, with the Basic tab displayed.

  • Complete the fields.

Editing Phones

To edit phones:

  • From the Phone Hardware tab:
    – Hover over a phone, and then click the  icon at the far right of the Phone
    Numbers tab. For example:


    This displays the Edit pop-up window. For example:

  • Complete the fields in the Basic and Advanced tabs.
  • Click Save.
SettingDescription
Model                                                                                      

Adding a phone: enter the telephone’s make and model. The remaining fields that appear in this window depend on the make and model selected. Editing a phone: read-only field that shows the phone model.

MAC Address

Enter all or part of the MAC address of the phones you want to view.

Make and Model

Select the make and model of the phones you want to view.

Notes

Enter optional notes about this phone filter.

Directory

If this setting is available for your make and model of phone, select a directory for this phone.

Preferred Server

 If this setting is available for your make and model of phone, select the preferred server you want to associate with this phone.

Transport Method

 Select a transport method for the phone. Choices are:

UDP
TCP
TLS

Manual Overrides

This area is to put in manual configurations which would not be entered using Button Builder. Most user scopes will not see this option as it is a more advanced feature.

 

Exporting Phone Hardware Information

You can export phone hardware information in CSV format, and then open the information in Microsoft Excel for further manipulation.

  • From the Phone Hardware tab, click the Export button.
  • When prompted, click Save.

Flowchart


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