Order Management

As an administrator, you can place a saved order. To place a saved order, do the following:

1. Log in to the marketplace using your administrator credentials.
2. On the Administration menu, and click Order Management tab. The Order Management page displays all the orders placed by your customers.
3. On the Order Management page, find the saved order that you want to process.
4. Click the Modify icon against the order from the Actions column.
5. You can increase or reduce the license quantity and issue discount.
6. Click Save.
7. To place the order, you must proxy into the Store > Customer account.

As an administrator, you can approve or reject an order. To approve/reject an order, do the following:

1. Log in to the marketplace using your administrator credentials.
2. On the Administration menu, and click Order Management tab. The Order Management page displays all the orders placed by your customers.
3. On the Order Management page, click on the Modify icon from the Actions column, against the order you want to approve.
   Note: You can approve orders in the Approved Required status.
4. Click Approve to approve the order or click Reject to reject the order.
5. Specify the reason for Approval or Rejection and click Confirm. If the order is rejected the customer will be notified through an email and on Approval an order placed email will be sent to the customer.
6. Click Exit to return to the manage orders page.

To cancel an order, do the following:

1. Log in to the marketplace using your administrator credentials.
2. On the Administration menu, and click Order Management tab. The Order Management page displays all the orders placed by your customers.
3. On the Order Management page, click the Cancel icon from the Actions column.
4. Enter your comments for canceling the order and click Submit.
   Note: As an administrator, you can do item level cancellation only if the item in Partially Fulfilled status.

As an administrator, you can update the order status to Fulfilled status, provider the order is Partially Fulfilled state. To fulfill an order, do the following:

1. Log in to the marketplace using your administrator credentials.
2. On the Administration menu, and click Order Management tab. The Order Management page displays all the orders placed by your customers.
3. On the Order Management page, click on the Modify icon from the Actions column against the order that you want to fulfill.
4. On the Edit Order > Item Details page, click the Update the Status as Fulfilled icon.
5. A confirmation message window is displayed, enter your comments and click Fulfill.
6. The order is now fulfilled.

As an administrator, you can issue discount on the wholesale price. However, you can issue discount only on orders that are in saved status, not on the orders that are either in Fulfilled/In-Progress/Partially Fulfilled status. To issue a discount, do the following:

1. Log in to the marketplace using your administrator credentials.
2. On the Administration menu, and click Order Management tab. The Order Management page displays all the orders placed by your customers.
3. On the Order Management page, search for the saved order for which you want to issue a discount.
4. Click the Modify icon from the Actions column against the order.
5. On the Edit Order > Item Details page, click on the Issue Discount icon. The Apply Discount window is displayed. If you want to issue discount on the wholesale fee, select the Wholesale Fee from the Apply Discount drop-down list, then enter the percentage of amount and click Apply.
   Note: While issuing discount on the Wholesale Fee, you can specify the value in Percentage by selecting from the drop-down list.
6. The Costs section of the Apply Discount window displays the wholesale price, recurring fee, discounted amount and the new price.
7. Click Save to save the change. A confirmation message is displayed.
8. Set an expiry date for the discount and enter comments.
9. Click Save to save the order.

As an administrator, you can view promotion details associated with an offer in an order. To view promotion, do the following:

1. Log in to the marketplace using your administrator credentials.
2. On the Administration menu, and click Order Management tab. The Order Management page displays all the orders placed by your customers.
3. On the Order Management page, click the Modify icon from the Actions column against the order to which you want to view promotion.
4. On the Edit Order > Item Details page, click the View Promotion icon.
5. You can view the promotion details. Click Exit to return to the Edit Order > Item Details page.

Click here to read more about promotions.

All customer orders are managed by the Customer administrator from the store. However, the marketplace administrator can proxy into a store and manage customer orders on the customer’s behalf.

1. Log in to the marketplace using your administrator credentials.
2. On the Administration menu, and click Member Management and click on the Stores tab.
3. Proxy into the store. Click on the Customer Management tab. Search for the company.
4. Click the Proxy link from the Proxy column, you will be re-directed to the store portal.
5. Navigate to Manage > Orders page, search for the saved order.
6. Click the Place an Order link from the Actions column. You will be redirected to the Payment Details page.
7. Click Proceed to place the order on behalf of the customer.

Click here to know how to Buy a Service Offer from the store catalog.

The status of an order is indicated in the Status column of the Order Management page. An order status can be one of the following:

• Active - Displays all the order(s) that are in active status.
• Approval Pending - Displays all the order(s) those are yet to get the approval.
• Deleted - Displays all the deleted order(s).
• Fulfilled - Displays all the order(s) those are in fulfilled state.
• In Progress - Displays all the in-progress order(s).
• On Hold - Displays orders which are on hold.
• Partially Fulfilled - Displays all the order(s) those are partially fulfilled.
• Payment Required - Displays orders for which payment is still to be done.
• Rejected - Displays orders which are rejected by the Marketplace administrator.
• Saved - Displays all saved order(s).