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Vendor Platform

Order Detail View

12min

The order detail view allows you to lookup and modify information on a given order.

Actions you can take on the order view include:

  • Exporting license/customer information for a given order
  • Modifying order parameters (such as the order reference number or campaign parameters)
  • Add more licenses to the order
  • Add/edit customer to an order
  • Add license managers to an order
  • Delete the order

Export CSV of Order Licenses

Click "export order data" and a CSV will be generated with information on the order, licenses, and customers

Export Order Data Button
Export Order Data Button


Edit Order Details

The fields you can modify include:

  • Order reference number
  • Campaign parameters
  • Download ID
  • Is this a test order
  • Is this order a trial order
Edit Order Button
Edit Order Button

Edit Order Pop-Up
Edit Order Pop-Up

  • Add more licenses to the order
  • Add/edit customer to an order
  • Add license managers to an order
  • Delete the order

Add or Edit the Customer for the Order

Click on the customer tab. If the order does not have a customer associated with it, you can add one from this screen. Otherwise, you can edit the existing customer.

Adjusting Order Customer
Adjusting Order Customer


Add More Licenses to an Existing Order

Click on "Licenses" > "Issue new Licenses" to start the process of adding a new set of licenses. The rest of the license generation process should be very similar with the regular order creation process.

Adding Licenses to Order
Adding Licenses to Order


Add a License Manager to an Order

License managers can log in to the user portal and manage all licenses within an order, according to permissions they had been granted.

Click on the "License manager" tab and press "Add license manager".

Adding License Manager to Order
Adding License Manager to Order


Be sure to set up a notification to send the new license manager an email invite to the user portal, so that they can receive their initial email/password.

Available permissions for license manager are:

Manage license users

Can add, edit or delete license users

Manage license user credentials

Can change license users passwords

Manage managers

Can add new license managers to some order

Reset device

Can reset device

Reset license

Can reset license

Borrow license

Can manage floating license borrowing

Create bundle order

Can create new product bundle orders

Create order

Can create new orders

Issue license

Can issue new licenses on existing order

This permission can be edited only in enterprise pricing plan where they can be also extended with distribution portal permissions (creating orders and issuing licenses).

Delete the Order

Deleting an order will also delete all of the licenses within it and the process is not reversible.

Delete Order Button
Delete Order Button




Updated 05 Sep 2023
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TABLE OF CONTENTS
Export CSV of Order Licenses
Edit Order Details
Add or Edit the Customer for the Order
Add More Licenses to an Existing Order
Add a License Manager to an Order
Delete the Order
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