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Order

How to Create & Complete Order​

To create an Order for your customers:

  • Go to Sales Hub
  • Search for the organization by typing any of the following in the search box.
    • Org UUID
    • Org name
    • Purchased Number
    • Customer Reference
    • External Contract
  • Click on Create Order

* Select the Product Type

  • Hardware
  • Service
  • Bundle
  • Connector
  • App
  • Select the Order Method
    • Normal
    • Contract
  • Select the Sales Model
    • Monthly
    • Yearly
    • One time charge
  • Input the subscription reference (optional)
    • To map subscriptions to external billing systems
    • To generate customized billing reports for tracking and reporting
  • Search for products in each type and input respective quantity

* Select Billing Cycle

  • Choose a Billing date
  • Set the Expiry date

Note:​

*Billing start date is supported to allow up to 30 days trial for pre-configuration before actual activation date

**Users can buy multiple license types each time

 

Note:​

Users can check trial for Yearly sales model as well. If an organization already has an active trial subscription of a product, they cannot order another trial subscription of that product. Order will have the “Failed” status due to “user already had trial”.

 

  • Turn the toggle on for Auto Renewal
  • Upload the Order form for tracking purposes
  • Check the Order Summary on the right to confirm the product, quantity and cost
  • Allow to save draft, preview order before provision

* Status will change from Provisioning to Completed OR Failed. For Failed order, reason will be displayed.

Note:​

*If a sale model is not available, UI will not show any option for Sale Models

**Order Form can only be changed if the order hasn’t been saved. Once you Save the order and click on that particular order again, Order Form cannot be changed/removed. However, you can upload another form, if needed. 

 

Update Order​

### Cancel Order