In this topic:

Order Configuration

When you create an order you might have to configure some features for products on the order. The order cannot be completed until the required configurations have been made. For more information on processing an order, see Orders.

How Do You Access Order Configurations?

When you click the gear icon next to the line item, you are shown which configurations are required and which ones are optional.

The gear icon shows the following:

Configuration items need to be entered to process the order.
Configuration items have been entered correctly.
Configuration items have not been entered or have been entered incorrectly. The order cannot be processed until this is addressed.

What Happens After You Configure an Order?

When the configuration is completed a green check mark appears next to it. If the configuration has not been completed there is a red exclamation mark.

Here is an example work-flow of the order configuration process:


The Agreement contains the terms through which you offer the product to your customers, including the length of time for commitment, the transitional event at the end of the commitment, and any penalties for early termination from the commitment. Agreements are configured when the product is created. Choose from the available Agreements.

Short Description

The Short Description includes additional information about the product as needed. This description can be changed during the order process. Enter the Short Description in the text box.


This is the address for the individual service, primarily for taxation purposes. Use the address where the service is consumed. Enter the address information.

Parent Service

Parent Services sets a relationship between any add-on products that were sold in conjunction with the parent subscription. Choose from the available add-on parent services.

Scheduled Charges

Scheduled charges include a charge description, charge date, and charge amount. Multiple scheduled charges can be added as needed. You can schedule a negative amount.Enter the Description, Date, and Amount. Click Add Schedule Charge to add another charge as needed. The total of all scheduled charges must equal the total charge amount for the product. Enter the schedule charges. To delete a scheduled charges, click the X.

Trial Period

You can include a trial period by putting a check mark in the box labeled Trial and entering the number of days trial period. Then when the product is included in a customer's order, the customer has the product free for the defined number of days. At the end of the trial period, the product converts to the purchase price. Trial period is not available for an add-on or one-time product.

Note: If the product is set up with a default trial period that can be overwritten, you can do that here. Otherwise, this option is not available. To return to the default trial period, click Revert.

Service Resources

A Service Resources sets the item's ID, which are identifiers associated with the service. Service resources are used to capture usage events so that the account can be billed accordingly. To find a resource begin typing the resource ID. If the resource is not found, you have the option to create the resource ID. A service can have more than one resource up to the maximum number allowed. Start typing a service resource name and your search will narrow the results down. If you are unable to find it, you are presented the option to create a Service Resource. The resource ID is added as you have typed it.

Custom Fields

Depending on your configuration, you might have to fill in some custom fields as required for business needs. This section will look different than the one that is displayed below. Type any information requested.

  1. When finished creating the order, click Next. The order confirmation page opens.
  2. You can confirm the order's accuracy on the confirmation page before placing the order. The order configurations can be hidden by clicking the Hide Configurations button. If you need to change anything, click Back. To place the order, click Place Order.