🛒 Orders Management

Orders Management

🔹 Adding a New Order

1️⃣ Locate the client account for which you want to add an order.
2️⃣ Click on Adding New Order.
3️⃣ Choose service, domain, or both if needed.
4️⃣ Billing Cycle: (Monthly / Quarterly / Semiannually / Annually / ~)

  • Note: Some services have minimum billing cycles (Dedicated servers start from 3 months, SSL or Domain minimum 1 year).
    5️⃣ Payment Method: (PayPal / AlRajhi / AlAhly / Egypt Bank Transfer / ~)

  • This method will be applied automatically to service invoices.
    6️⃣ Configurable Options: Some services require selecting additional options with their price.
    7️⃣ Clicking Submit Order sends a confirmation email to the client with order overview and invoice.
    8️⃣ Order Overview: Page to view order items for review.
    9️⃣ Due Invoice: Will be generated in the client account.

📇 CRM Actions Needed

  • Change Contact Type from “Contacts” or “Leads” to “Potential”.

  • Change Label to “Order Made”.

  • Priority will be updated based on order annual income in USD.

 Screenshots:

🔹 Order Upgrade

  • Only Linux Shared Hosting and Windows Shared Hosting can be upgraded.

  • The order must use the same billing cycle as the old service.

  • Service to be upgraded must have no unpaid invoices.

If there are unpaid invoices:

  • Upgrade manually by changing (service / required amount/invoice description and amount).

Upgrading from Shared Hosting to VPS or Dedicated Server:

  • Create a new order for the new service.

  • Technical support handles migration from old to new service.

CRM Actions for Upgrade

  • Treat upgrade action like a new service.

  • Report steps in CRM Notes on that contact.

Project Manager Actions

  • For a manual upgrade, the Agent should notify the Supervisor.

  • The supervisor creates a project assigned for the upgrade and migration process.

  • Tasks include:

    • Order new service

    • Payment for the new invoice

    • Transfer ticket to Technical support

    • Creation of a new service

    • Migration process

    • Termination of old service

    • Sending new service information to the client

    • Review all processes

 

🔹  Modify Order

  • We do not modify orders.

  • If there is a mistake, cancel the order and create a new order.

❌ Cancelling Order

1️⃣ Go to Pending Orders (yellow box) → redirected to another page.
2️⃣ Choose the order to cancel by clicking Order ID (red box) → redirected to order page.
3️⃣ Press Cancel Order (red box) → order canceled immediately.


✅ Activating Order

1️⃣ Enter the order page.
2️⃣ Change Order Status from Pending → Active.
3️⃣ Order will be activated immediately.

🎟 Apply Promo Code to Order

  • On the New Order Page, choose Promotion Code as shown in the screen.