This article provides an overview for partners to place an order on a client's behalf.
1 - Login to MyAccount
2 - Navigate to:
Partner Center > Clients
3 - If the client does not exist, create a new client. Otherwise, click the orange shopping cart icon next to the client profile.
4 - Ensure that a blue message shows on the top of the page, "Please note that this order will be created for client". If you do not see this message, please log out and try this process again.
5 - Browse the catalog, and add the desired service(s) to the cart by clicking the green "Order Now" button.
6 - Go through any configuration questions that the service(s) may have.
7 - Once all products have been configured, you will reach the "Review & Checkout" page. Ensure that configurations and quantities are correct.
8 - If all configurations and quantities are correct, click the green "Checkout" button.
9 - Verify that all of the client's information is correct. If it is not, please update the client profile.
10 - Add any additional notes.
11 - Check the box next to "I have read and agree to the Terms of Service".
12 - Click the "Complete Order" button.
13 - The order is now placed. AppTech Engineers will review the order, and contact you with any clarifications or changes if needed.
This article provided an overview for partners to place an order on a customer's behalf. If you had any issues or questions, please contact support.
Creation Date: 06/22/2017
Last Update: 07/19/2017