The following procedure guides you through the process of using the Classic View to upgrade to a new phone or device and/or change to a different service plan. An example is given where a new iPhone®, along with an updated service plan, is requested. For information about transferring your service to a different carrier, see Port Service Number. For information about performing this same operation using the Wizard View, see Change Plan.
Note: Some of the features available in Premium Mobile may be restricted by your administrator. This procedure details all of the features to which you may have access.
To upgrade to a new phone or device and/or change to a different service plan, perform the following steps:
1. In the Classic View Manage Wireless Service screen, click the Update Plan / Equipment link.
If you are authorized, you may use the For Someone Else link to initiate the process for another person. To do so, click the link and use the tools to Search for and Select the person you want to upgrade to a new phone or device and/or change to a different service plan.
2. In the Country and/or Zip/Postal Code screen:
a. Select the country where your service is used.
b. Enter the zip/postal code where your service is used.
c. Click the Continue link to proceed.
3. In the Mobile Procurement screen:
a. Select a device or click the I don't need a device link to proceed directly to choosing another plan.
Your available phones and wireless devices are displayed with pricing that corresponds to your company's carrier contracts.
You may use the Device Category, Carrier, Make, Model, Internal Memory, Color, and Wi-Fi Only to filter your options.
The out of policy 
icon indicates devices that are out of policy and may require additional
approval for processing. You may click this icon to view available out
of policy messages.
When available, you may click the custom
message 
icon to display a
message related to the device.
To view information about a phone or device before you select it, hold your curser over the icon or device and click the Quick Look link to display an information popup.
|
|
You can select a new phone or wireless device to add to your Shopping Cart in either of the following ways:
Hold your curser over the icon or device and click the Add to Cart link.  |
Drag-and-drop your selection into the Device section of your Shopping Cart.  |
 |
The
The
The
The Shopping Cart
will remain available on the left side of your screen throughout
the ordering process. As you progress through the ordering process,
additional information will be added to the Plan,
Features, and Accessories
areas. The |
b. Choose the new plan you would like for your service or click the I don't need a plan link.
Your available rate plans are displayed with pricing that corresponds to your company's carrier contracts. You may select a plan for your new phone or wireless device. If you chose to use an existing device, you may update your existing service.
Note: If you are updating an existing service, the system cannot guarantee compatibility between devices and rate plans that were not initially purchased through Premium Mobile. In the event that you select a non-compatible plan, the fulfiller will notify you via e-mail of incompatibility.
An overview of the available plans is presented. To add a Plan to your Shopping Cart and view detailed information, click the plan link.
After you review the plan's Included Features, select the checkbox(es) that correspond to the Optional Features you want to add.
Once you have finished adding Optional Features, click the Continue link to proceed.
5. In the Enter Information screen, provide the information requested and click the Continue button to proceed.
Required information fields are denoted with a red asterisk (*).
If your order involves shipment you will be prompted to enter a Shipping Address.
Note: The administrator configures the ability to edit the shipping address. To edit the shipping address, contact your administrator.
Enter the Contact Phone Number and Ext that the fulfiller may call for questions or additional information.
In the Additional Instructions, Other, and Reason fields, enter any notes or comments to guide the fulfiller in completing your request.
Depending on the type of transaction and the payment policies established by your company, you might be prompted to enter a valid credit card and billing address for the portion of the order for which you are liable.
In the Date to Enter Fulfilment field, specify a date for the order to be fulfilled. The order will be fulfilled only on the scheduled date even if the processing is completed earlier.
6. In the Confirm Order screen, verify the information presented and click the Complete button.
Before you click the Complete button, you may use the Shopping Cart features or the Edit Order Details button to return to previous Premium Mobile screens.
After you click the Complete button, the Order Submitted screen displays order and invoice information. Your order is assigned a Vendor Order Number. You may view order information in the User Profile screen of the employee for whom the order was placed. If you are authorized, you may view the information in the Order Status report.
Note: The Contract End Date field is displayed for upgrade transactions based on your eligibility for an upgrade.
