Order Management

As an administrator, you can manage your orders as well as your customer orders. Customer orders can be managed from the Order Management page when you login to the marketplace as an administrator. However, you can only manage orders those are in Saved status. The following sections will guide you to manage your customer orders more effectively:

Placing an Order

To place an order, do the following:

  1. Log in to the marketplace using your administrator credentials.
  2. On the Store menu, click Customer Management tab. The Customer Management page is displayed.
  3. On the Customer Management page, against the customer name if you want to place an order, click the Proxy link.
  4. On the Store Home page, click Catalog menu. The Service Catalog is displayed.
  5. From the service catalog, select the service that you want to order for the customer company. Click the View Offer link to view detailed service information.
  6. Click Add to Cart against the offer that you want to buy. Your offer will be added to the shopping cart and you can verify the same in your My Cart page.
  7. Update the Subscription Quantity field with the number of subscriptions you want and click Secure Check Out. The Payment Details page is displayed. Click Proceed to process the order.
  8. Once the customer’s order is complete, the customer will receive an e-mail with order confirmation details. Once the service is provisioned, the customer will receive another e-mail, with order fulfillment details, including information on how to use the service.
  9. You can order multiple service offers from the list of services. However, it is based on how the service is configured. By default you can order only one service offer from the list of services.

Order Status

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:

  • 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 all orders on hold because of some reasons
  • Partially Fulfilled - Displays all the order(s) those are partially fulfilled.
  • Payment Required - Displays all the orders which are in the payment required status.
  • Rejected - Displays orders rejected
  • Saved - Displays all saved order(s).

Manage Orders via Proxy

All customer orders are managed by the customer administrator. However, on behalf of the customer administrator, customer orders can be managed by the following user roles as well:

  • The Marketplace Administrator
  • The Store Administrator (Reseller/Store)

This section describes how customer orders can be managed by the store administrator. To manage orders, do the following:

  1. Log in to the marketplace using your administrator credentials.
  2. On the Store menu, click Customer Management tab. The Customer Management page is displayed.
  3. On the Customer Management page, click the Proxy link.
  4. On the Store Home page, navigate to Manage > Orders page. The Orders page is displayed.
  5. On the Orders page, click appropriate action against the order you want to manage. However, the actions can be performed based on the order status.