Vendor Platform
Order Detail View
9min
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 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 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 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 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 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