Order Management - Revision history

SarahK at 14:14, 20 June 2023

2023-06-20T14:14:47Z

SarahK: /* Validation.com */

2023-04-04T16:47:17Z

‎Validation.com

SarahK at 17:40, 9 December 2022

2022-12-09T17:40:29Z

SarahK: /* Managing Orders */

2022-11-10T20:28:29Z

‎Managing Orders

SarahK: /* Placing an Order */

2022-11-10T20:24:41Z

‎Placing an Order

SarahK: /* Placing an Order */

2022-11-10T20:24:20Z

‎Placing an Order

SarahK at 20:56, 26 April 2022

2022-04-26T20:56:57Z

SarahK at 21:54, 14 April 2022

2022-04-14T21:54:53Z

SarahK at 21:42, 1 March 2022

2022-03-01T21:42:26Z

Joshua at 21:55, 29 November 2021

2021-11-29T21:55:24Z

@@ Line 5: / Line 5: @@
 You can access this feature at '''Orders > List All Orders'''.
-The system doesn't create orders for renewals, as those don't involve a new checkout process and are recurring invoices for a previous order. Orders always remain pending until admin review, even though the items inside them will auto activate (if you set them to), allowing your staff to review and process all the new orders you receive and run any manual checks or actions you deem necessary for new purchases.
+The system doesn't create orders for automatic renewals that don't involve a new checkout process and are recurring invoices for a previous order. Orders always remain pending until admin review, even though the items inside them can automatically activate, allowing your staff to review and process all the new orders you receive and run any manual checks or actions you deem necessary for new purchases.
 The system assigns two unique numbers to each order. First, the '''ID Number''' is an internal reference that the system uses. Your first order will be ID 1, the second will be ID 2, and so on. The system also assigns them an '''Order Number''' (or Order #). This is the number your clients will receive at the end of the checkout process and is a randomly generated 10 digit number. This won't divulge the size of your company.

@@ Line 114: / Line 114: @@
 ===Validation.com===
-−
-In WHMCS 8.2 and later, you have enabled user identity verification, information from the third-party Validation.com service will display here. For more information, see [[User Identity Verification]].
+<div class="docs-alert-warning">
 ===MaxMind===

@@ Line 62: / Line 62: @@
 To do this:
-# Go to '''Orders > Add New Order'''. <div class="docs-alert-success">Alternately, click '''Add New Order''' in the client's profile's '''[[Summary_Tab|Summary]]''' tab.</div>
+# Go to '''Orders > Add New Order'''. <div class="docs-alert-success">Alternately, click '''Add New Order''' in the client's profile's '''[[Clients:Summary_Tab|Summary]]''' tab.</div>
 # Select the appropriate client for '''Client'''.
 # Select a payment method.

← Older revision		Revision as of 20:28, 10 November 2022
Line 14:		Line 14:

	You can manage orders from the '''Order''' menu. The menu provides the ability to quickly filter orders by status.		You can manage orders from the '''Order''' menu. The menu provides the ability to quickly filter orders by status.
		+
		+	<div class="docs-alert-info">
		+	You can also access orders from the '''[[Clients:Summary_Tab\|Summary]]''' or '''[[Clients:Products/Services_Tab\|Products/Services]]''' tabs in the client's profile.
		+	</div>

	===Order Details===		===Order Details===

@@ Line 66: / Line 66: @@
 # Select '''Generate Invoice''' to create an invoice for the order.
 # If you selected '''Generate Invoice''', select '''Send Email''' to send that invoice to the client.
 # In the '''Product/Service''' section, select the desired product.
 # Enter the applicable domain.

@@ Line 54: / Line 54: @@
 You can place an order by going to '''Orders > Add New Order'''.
-Instead of using the dropdown menu on the add order page to find a client, use the WHMCS intelligent search. Then, from the Actions menu on the Clients Summary page, click the Add New Order link. The system will preselect the client.
+You can place orders on behalf of a client in the WHMCS Admin Area. This includes both products and addons that you create and MarketConnect products.
-* Begin by selecting the client from the dropdown and choosing the payment gateway with which you want the client to pay.
+To do this:
-* Select a promo code from the dropdown of active promotions to apply a discount to the order. The system will apply any discount amount that you select here to the order, regardless of any requirements in the promotion configuration. When staff select a discount, the system always applies it.
-* If you need to create a custom promotion code, use the "Create Custom Promo" button. This feature requires that the Administrator User have both the "Use Any Promotion Code on Order" and "Create/Edit Promotions" permissions. You can read more about permissions on the [[Administrators_and_Permissions|Administrators and Permissions]] page.
+# Go to '''Orders > Add New Order'''. <div class="docs-alert-success">Alternately, click '''Add New Order''' in the client's profile's '''[[Summary_Tab|Summary]]''' tab.</div>
-* Next, choose the product or service and billing cycle. Here you can specify a quantity if you wish to add duplicates of the same product and specify a price override if you don’t wish to charge the standard product pricing.
+# Select the appropriate client for '''Client'''.
-* If the package comes with a domain, enter the user's domain in the box. If the client registered the domain with you, you should select the "Register" option and choose any addons the user has for their domain.
+# Select a payment method.
-* To add more products to the order, click the “Add Another Product” link. This allows you to add a different product, while the quantity option above would add exact duplicates.
+# If you wish to add a promotion code to the order, select one or click '''Create Custom Promo'''. <div class="docs-alert-warning">Creating custom promotions requires the '''Use Any Promotion Code on Order''' and '''Create/Edit Promotions'''. For more information, see [[Administrators and Permissions]].</div>
-* The Order Setting options allow control over whether the system sends the order confirmation email to the client, whether it generates an invoice, and whether it emails an invoice notification to the client. There are three options:
+# If you wish to alter the order status, select a new status. For more information, see [[Order Statuses]].
-** '''Order Confirmation''' — Send the Order Confirmation email.
+# Select '''Order Confirmation''' to send the [[Email_Templates|Order Confirmation email template]] to the client when you create the order.
-** '''Generate Invoice''' — Create an invoice for this service, as shown in the order summary section.
+# Select '''Generate Invoice''' to create an invoice for the order.
-** '''Send Email''' — Send the Invoice Created email template.
+# If you selected '''Generate Invoice''', select '''Send Email''' to send that invoice to the client.
 ==Accepting Pending Orders==

@@ Line 10: / Line 10: @@
 ==Managing Orders==
 [[File:Order details.png|thumb|Order Details Page]]
-You can manage orders from the '''Order''' tab. The menu provides the ability to quickly filter orders by status. For more granular filtering and searching, use the '''Search/Filter''' tab on the Manage Orders page.
 ===Order Details===
@@ Line 28: / Line 30: @@
 The '''Order Items''' section lists each of the products, services and domains the client has ordered alongside the '''Status''' and '''Payment Status''', providing an at-a-glance reference to whether someone has already created the account and whether you have received payment.
 *If products are in pending status, the system will display several settings to configure. For more information, see [[#Accepting Pending Orders|Accepting Pending Orders]] below.
 *If you have enabled the [[FraudLabs Pro]] or [[MaxMind]] [[Fraud Protection]] modules, the system will display '''Fraud Check Results'''. For more information, see [[#Reviewing Fraud Check Results|Reviewing Fraud Check Results]]
-*If you have enabled it in '''General Settings''', the system displays '''Notes / Additional Information''' if the client provided any when placing the order.
+*If you have enabled it at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings''' or, prior to WHMCS 8.0, '''Setup > General Settings''', the system displays '''Notes / Additional Information''' if the client provided any when placing the order.
 ===Available Action===
@@ Line 48: / Line 51: @@
 ==Placing an Order==
 You can place an order by going to '''Orders > Add New Order'''.
-Note: Instead of using the dropdown menu on the add order page to find a client, use the WHMCS intelligent search. Then, from the Actions menu on the Clients Summary page, click the Add New Order link. The system will preselect the client.
+Instead of using the dropdown menu on the add order page to find a client, use the WHMCS intelligent search. Then, from the Actions menu on the Clients Summary page, click the Add New Order link. The system will preselect the client.
 * Begin by selecting the client from the dropdown and choosing the payment gateway with which you want the client to pay.
@@ Line 64: / Line 68: @@
 ==Accepting Pending Orders==
 Whenever a client places an order in WHMCS, it comes in as a pending order. To view pending orders, go to Orders > List Pending Orders and click the Order ID. From there, you can accept or deny the order.
@@ Line 69: / Line 74: @@
 ===Products===
 If the order contains any products, you will see those in the list of order items. If you linked the products to a module and you haven't activated the product or service yet (for example, by auto-activation on payment) then you'll see the options to select a server to install it to, define a username and password, and checkboxes to create the account and send the welcome email. Checking the "Run Module Create" box will run the associated module creation command when you accept the order.
 ===Domains===
 If the order contains any domains, and an automated action on receipt of payment hasn't activated them, then you'll also have the option to choose a Domain Registrar and checkbox for "Send to Registrar" to specify whether to submit it via the API. You'll need to do this if you haven't enabled automatic registration or are wanting to register or transfer the domain without payment.
@@ Line 77: / Line 84: @@
 ==Modifying an Order==
 Orders represent a record of the order at a fixed point in time. This includes the purchased items (products, services, addons, or domains), the amount displayed on the order form, who placed the order, and other details.
@@ Line 83: / Line 91: @@
 To do this:
-<div class = "alert alert-info"><strong>Note:</strong> These steps assume that no provisioning has taken place yet. Canceling the old order will run the Terminate module command to remove the services from the server.</div>
+<div class = "alert alert-info"> These steps assume that no provisioning has taken place yet. Canceling the old order will run the Terminate module command to remove the services from the server.</div>
 # Follow the steps for placing an order to create and place a new order with the attributes.
@@ Line 105: / Line 113: @@
 ==Custom Order Statuses==
-By default, there are four order statuses that should cover most situations: Pending, Active, Fraud and Cancelled. If you need more, you can create them via '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Order Statuses''' or, prior to WHMCS 8.0, '''Setup > Other > Order Statuses'''. For more information, see the [[Order Statuses]] page.

@@ Line 3: / Line 3: @@
 Every time a user buys something from you, this creates an "order" record. The order holds all the details relating to a checkout process, including a unique reference number, any promo codes that the client used, the affiliate who referred them, and [[Order_Management#Reviewing_Fraud_Check_Results|fraud check results]] (if enabled).
-You can view and manage orders at '''Orders > List All Orders'''.
+You can access this feature at '''Orders > List All Orders'''.
 The system doesn't create orders for renewals, as those don't involve a new checkout process and are recurring invoices for a previous order. Orders always remain pending until admin review, even though the items inside them will auto activate (if you set them to), allowing your staff to review and process all the new orders you receive and run any manual checks or actions you deem necessary for new purchases.

← Older revision		Revision as of 21:55, 29 November 2021
Line 75:		Line 75:

	It is important to note that while all orders are pending until you activate them, the system will automatically activate items in that order (hosting accounts and domains) based on your auto setup options and auto registration options. If you have configured them to do this instantly upon payment, that will happen while the order remains pending. This is to ensure you manually review each order you get.		It is important to note that while all orders are pending until you activate them, the system will automatically activate items in that order (hosting accounts and domains) based on your auto setup options and auto registration options. If you have configured them to do this instantly upon payment, that will happen while the order remains pending. This is to ensure you manually review each order you get.
		+
		+	==Modifying an Order==
		+	Orders represent a record of the order at a fixed point in time. This includes the purchased items (products, services, addons, or domains), the amount displayed on the order form, who placed the order, and other details.
		+
		+	Subsequent modifications can be made to the constituent parts of the order, but these changes will not be reflected in the order record. Orders themselves cannot be modified. In order to change the order record, place a new order with the desired attributes.
		+
		+	To do this:
		+
		+	<div class = "alert alert-info"><strong>Note:</strong> These steps assume that no provisioning has taken place yet. Canceling the old order will run the Terminate module command to remove the services from the server.</div>
		+
		+	# Follow the steps for placing an order to create and place a new order with the attributes.
		+	# Cancel the old order.

	==Reviewing Fraud Check Results==		==Reviewing Fraud Check Results==