In most cases your customers will probably use the online store to purchase new services, and this is probably the easiest way to ensure the services are ordered correctly. However, you can also place an order via the administrator control panel.
To do this, login to your control panel and select Billing from the top right corner.
From the left menu, select Orders.
From the top menu, select Add New Order.
Use the magnifying glass to find the customer account, service plan and subscription period.
n.b. you may prefer to find the customer in the customer account area first and select Orders on their account page. This will pre-populate the 'Account' field with the correct customer account.
If you are ordering any service other than a domain name (for example, Microsoft Lync services) then you will be prompted for the domain name to use with that service. This is not to register the domain with the registrar, instead it is merely so the system knows what domain will be used with that service.
If you also need to register a domain name, please place a second order for that using the relevant domain service plan. For an example of this, please see the A worked example of an order section below.
Once you have placed an order, it will be created as New, and will have not been submitted for provisioning and payment. You will need to manually open it by selecting it and clicking Open Order. This will submit the order to be provisioned, as well as funds collected from the customer.
The order will move from New to Open and then through various statuses until provisioned and Complete. If you need to check what any of the order statuses mean please read this article.
A worked example of an order
As an example of an order you might place, let's say you have a customer that was purchasing five Microsoft Exchange mailboxes, and also needed to register a .net domain to use with it.
After making sure that the required domain is available to purchase, place an order for the Exchange mailboxes.
Then, place a second order for the domain by selecting the .net service plan. If you wish, you can use the Parent Subscription functionality on the order page to select the first order you placed. This will "tie" the two subscriptions together in the control panel, making it clear that the two subscriptions are related.
The reason for having two separate subscriptions in this manner is simple - it allows you or the customer to treat the domain and the service used on it separately. Say the customer in the example above wanted to remove their Exchange services, but was keeping the domain. We can just cancel the Exchange subscription without also cancelling the domain. It can then continue to be billed and managed in the control panel.
Let's follow the ordering process through from start to finish. From the orders page, we select Add New Order.
We'll order the Exchange services first. We use the magnifying glass icon to search for the correct customer account, service plan and subscription period...
...and when we're ready, select Next to proceed.
We are asked for the domain to be used. In this case, the customer wishes to use example-cloud-domain.net. This will not register or transfer the domain, merely tell this subscription that this is the domain we'll be using.
We now get to the order summary page. Often you'd just use "Place Order" here. However, as we're are ordering Exchange services we need to specify how many mailboxes we wish to use. To do this, select Order Additional Resources.
In this example we want to order Hosted Exchange mailboxes...
...so ensure we select the correct category and resource.
Once you have added the correct amount of resource (in this example, an additional four mailboxes as the original service plan included one mailbox) you are returned to the order confirmation page. Here we've selected the payment method and just need to select Place Order.
The order is placed in a New state. It hasn't yet processed, nor has any money been taken from the customer. We'll open it for provisioning later.
That's the service ordered, we'll now place the order for the domain. We open another new order and select the correct domain service plan.
As this is associated with a service, we can use the Parent Subscription option to tie it with the service we've just ordered. This tells the system that the two subscriptions are related.
On the next page we enter the domain to be registered. Unlike when we order a service, this will actually request the domain from the registrar.
On the order confirmation page we can place the order.
We now have two orders in the New state - one for the service, and one for the domain. To open them for provisioning, select an order....
...and select Open Order.
The order will be submitted for provisioning and payment taken. Do this with all new orders.
Once both orders have complete, the customer will have an Exchange service and a live domain.