New Customer Orders
New Customer Orders
Embedded Files
Managed Introduction
Don't let this extensive user guide fool you...we promise you, it takes longer to read the instructions than it does to execute the steps! As good looking as this site is...you won't need once you've placed a few orders.
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Most likely, you will want to place an order immediately following adding your new customer. In that case, you will automatically see the Create Order page.
If converting a Free Trial to a paid account, you will also automatically see the Create Order page.
If your customer has a free account, you can get to the Create Order page by going to the Customer List in the right hand side navigation menu, locate your customer and click Add Order.
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From the Order Details section of the Create Order page, select the following term details:
Initial Term (12, 24 or 36 months)
Renewal Term (12, 24 or 36 months)
At this time, the subscription start the date is the day the order is placed however, we are enhancing this in the future so that you can choose the date that works best for you customer.
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From the Order Details section of the Create Order page, indicate the following:
Turn Auto Renewal ON = no action necessary
Turn Auto Renewal OFF = click blue toggle to grey
Enter Purchase Order Number (optional - only the PO# is supported. You cannot attach documents).
Enter Approved Deal Registration Number (optional). Please note that in order for the DR# to work, you must have received the DR approval email BEFORE entering it here.
Click Continue
Click Next
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From the Order Details section of the Create Order page, Select Base Plan from the drop down menu.
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From the Order Details section of the Create Order page, Select Base Plan from the drop down menu.
Click Add Plan to add more products
Use the up/down arrows to select quantities
Click Continue
Click Terms & Conditions
Click Submit
Click OK
Passcode: 4?s5n**u
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