How to Create Quotes (before ordering)
For New Licenses Click on New Order... (near the top left) Choose a Customer: You will then be taken to the next step (Product Selector). If you have already added the Customer to your PartnerZone account, you can search for it using Customer ...
How to Renew an Expiring License
Licenses can be renewed up to 3 months before they expire. If a license is renewed before it expires, the remaining days on the existing license will not be lost, they will be carried over to the renewed license. Search for License/Order: Use ...
Create a New License Order
Click on New Order... (near the top left) Choose a Customer If you have already added the Customer to your PartnerZone account, you can search for it using Customer Name, Email, or Customer ID If you have not yet added the Customer, click on Create ...
How to View Expired / Expiring Licenses
The New PartnerZone has a specific grid to show you all expired / expiring licenses. Click on Orders and Licenses (main menu on the left) to enter the grid. Click on Expiries The grid will show a pre-set filter that shows all licenses with expiry ...
How to Create a Price Estimate
The Price Estimate feature is designed to allow you to calculate the price of potential license order in the following situations: You do not have the client added to your PartnerZone and just want to determine the price of a license Calculate ...