Order
Written by B3Networks Academy
Updated at December 16th, 2024
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Table of Contents
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
