Cloud PBX Guide: Working with Inventory

Cloud PBX Guide: Working with Inventory

Contents

Overview        1

Filtering Phone Numbers        2

Editing Phone Numbers        3

Exporting Phone Numbers        4

Filtering Phone Hardware        5

Adding Phones        6

Editing Phones        7

Exporting Phone Hardware Information        8

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Overview

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

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 2 tabs:

• “Phone Numbers” = allows you to filter, edit, & export phone numbers
• “Phone Hardware” = allows you to filter, add, edit, & export information about phone hardware

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

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Filtering Phone Numbers

1. From the “Phone Numbers tab”, click the “Filters” button. The Phone Number Filters pop-up window will appear.

2. Complete the following fields:

3. 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.

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Editing Phone Numbers

1. From the “Phone Numbers” tab, either:

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

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

2. Complete the following fields:

3. Click “Save”.

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Exporting Phone Numbers

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

1. From the “Phone Numbers” tab, click the “Export” button.
2. When prompted, click “Save”.

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Filtering Phone Hardware

1. From the “Phone Hardware” tab, click the “Filters” button. The Phone Hardware Filters pop-up window will appear.

2. Complete the following fields:

3. 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.

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Adding Phones

1. From the “Phone Hardware” tab, click the “Add Phone” button. The Add Phone pop-up window will appear, with the “Basic” tab displayed.
2. Complete the following “Basic” tab fields:

3. Click “Advanced”, and then complete the following “Advanced” tab fields:

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Editing Phones

1. From the “Phone Hardware” tab, either:

• Click a MAC address
• OR
• Hover over a phone, and then click the “pencil” icon  at the far right of the “Phone Hardware” tab. For example:

      Either step displays the Edit pop-up window, with the “Basic” tab displayed. For example:

2. Complete the following “Basic” tab fields:

3. Click “Advanced”, and then complete the following “Advanced” tab fields:

4. Click “Save”.

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Exporting Phone Hardware Information

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

1. From the “Phone Hardware” tab, click the “Export” button.
2. When prompted, click “Save”.

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