SHOPIFY PROCESS FOR NEW ENROLLMENTS
Menchie Parilla
Last Update há 7 dias
This process is for fulfilling new plan orders from Shopify in Telgoo.
1. Start by going to Shopify and opening the new SIM and plan order. You will need it to get the customer and order information.
Filter for Fulfillment Status as “Unfulfilled” and Delivery Method as “Shipping”.
2. Verify IMEI compatibility. Send the correct SIM type based on the compatibility and device type (Apple or Android).
If all 3 carriers are not compatible, send a Rose SIM. A Rose SIM should be sent, even if it shows it is not compatible with Rose, Sky or Orange.
Go to https://genmobile-website.telgoo5.com/BYOD.php to verify compatibility.
3. Then check for the device type. Go to Prepaid/Postpaid Orders (PC109)
Click on Query GSM Device (PC872)
Enter the IMEI in the Device/IMEI: and click Submit.
For Apple devices, complete the order with an ECOM BYOD ROSE SIM card.
For Android/all non-Apple devices, complete with an ECOM BYOD SKY SIM card.
If it is an Apple device and it is only compatible with Sky, refund the order. Do not send a Rose SIM for Apple devices if they are only compatible with Sky.
4. To process a refund, click the Refund button on the Shopify order.
Then change the quantity to 1 or more, depending on the quantity purchased that needs to be refunded. Check the box to refund the shipping and click the Refund button.
5. For all high-risk orders, they should be cancelled and refunded.
Medium Risk orders that include a device, should be cancelled and refunded.
Medium Risk orders with more than 5 SIMs should be cancelled and refunded.
Medium Risk orders without a device or with 5 or less SIMs can be fulfilled. This includes new activations, refills and top-ups.
There is no limit to the number of refills or top ups that can be processed. Only cancel refills and top-ups if they are labeled High Risk.
When refunding a High Risk or Medium Risk order with a device, notate, “Unable to fulfill order. Refund processed, please advise the customer to make a new purchase.”
All medium and high risk eSIM orders that have PayPal payments should be cancelled and refunded.
All medium and high risk eSIM orders with multiple payment attempts should be cancelled and refunded.
All medium and high risk eSIM orders that don’t have a real name should be cancelled and refunded.
Notate order: “Unable to fulfill order. Refund processed.”
6. Telgoo Order Creation for eSIM
2. Enter the customer zip code and information.
3. Enter the Billing Address as the Service Address.
4. Enter the Shipping Address as the Mailing Address, if a Shipping address is provided.
3. Choose the plan with the amount that matches the amount on the selected order before the discount.
Enter the customer information and choose the preact plan with the amount that matches the amount on the selected order.
PO Boxes can be used as the Mailing Address, but the account needs to have a non-PO Box address as the Service Address.
If the account only has a PO Box, refund the order and notate “Unable to complete the order due to address entered as a PO Box.”
If the account has a valid address and a PO Box, use the PO Box as the mailing address and the valid address as the Service address, even if the valid address is not the Billing address.
Use the customer name on the Shopify order, if the name is different on the Billing Address.
Enter the Shopify Order ID in the Shopify id section.
Example - Preact30=$30 plan
7. If the account is for multiple months enter the advanced billing amount. Minus 1 month from the total if it is more than 1 month and enter that as the advanced billing amount.
Example - If it is a 3 month order, enter 2 for advanced billing, the 1 month of the current activation and 2 months for advanced billing.
If there is no advanced billing leave the section blank and only activate the current month’s plan.
8. If the order includes a phone order, select the requested phone model under Phone Model.
If it is a SIM and plan order with no phone, use an ECOM BYOD SKY SIM as the Phone Mode for Android/all non Apple devices.
Use ECOM BYOD ROSE as the Phone Mode for all Apple devices.
For all order types enter ECOM ORDERS for the Master, ECOM ORDERS for the Distributor, ECOM ORDERS for the Retailer, and ECOM ORDERS as the Employee. It should be prepopulated as the only option.
Then click submit.
9. On the next page, hit the Proceed button.
Plans:
For eSIM orders choose the plan that matches the purchase. Do not use the Preact version of the plan for eSIM orders.
For the $10 plan choose the $10 1GB Data plan
For the $20 plan choose the $20 5GB Data plan
For the $30 plan choose the $30 11GB Data plan
For the $40 plan choose the $40 17GB Data plan
For the $50 plan choose the $50 Unlimited plan
For the $60 plan choose the $60 Unlimited+ pla
If the account is for multiple months enter the advanced billing amount. Minus 1 month from the total if it is more than 1 month and enter that as the advanced billing amount.
Example - If it is a 3 month order, enter 2 for advanced billing, the 1 month of the current activation and 2 months for advanced billing.
If there is no advanced billing leave the section blank and only activate the current month’s plan.
10. Copy the Customer ID from the Congratulations! page and enter it in a new tab.
11. Use the Shopify Note type and enter the Shopify order number and IMEI. For orders with a device, enter New Device Purchase as the IMEI
Examples:
Shopify order 5554411 IMEI 3596364249111110
Shopify order 5551144 IMEI New Device
Purchase
12. Go to the Shopify order and enter the customer ID for the new account that was created in the Timeline notes.
13. Add a tag for all completed orders with a note that says Telgoo and the customer ID. For cancelled orders, enter a tag that says CANCELLED.
14. The last step is to add the IMEI in the inventory.
Follow the steps below to add to inventory:
Go to the Inventory tab
Click on Manage Inventory from the drop down menu
Then click on Add Units
Choose GSM Device in the Unit Type section
Choose Single Unit as the Upload Type(when you select the Unit Type and Upload Type, the sections below will appear)
Enter the IMEI in the Device ID section
Choose Gen Mobile as the Company Name
Choose Master as the Agent type
Choose Ecom Orders as the Master
For orders with Android/all non Apple devices choose ECOM BYOD Sky as the Model
or
For orders with Apple devices choose ECOM BYOD Rose as the Model.
Leave the Activation Fee blank
For Android/all non Apple devices on Sky choose DISHATT as the Carrier
or
For Apple devices on Rose choose DISHTMB as the Carrier
Enter the Shopify Order ID as the Box number
Enter the date in the format YYYYMMDD as the Tracking Number example 20250225
Click the Submit button at the bottom of the page.
For any issues with adding the inventory, send to [email protected] and copy [email protected]
When emailing, advise that the device was checked and was compatible. Provide the error message when adding to inventory.
Shopify Order Review Process
- Apply Filter: Use the Shopify Order Completion Review Filter.
- Identify Untagged Orders: Check for any orders that do not have a tag.
- Review Untagged Orders:
● If Completible: If an untagged order can be completed, process it. Tag the order with the customer ID.
● If Not Completible: If an untagged order cannot be processed, cancel and refund it. Tag the order as "CANCELLED."Small update to this process, please enter the Shopify Order number to the order. There is a section for the Shopify ID, enter the order number in that section. -HUGO
05/14/26 Add page 9 of the PPT presentation that Gabriela sent us via Teams.
07/02/2026 Maria O. unarchived the article and made it public again.