Mimecast Partner - Customer Downgrades

This article explains how to create a Downsell order, via the Mimecast Partner Portal.

Downsell Orders via the MSP Partner Portal

1. Log in to the Mimecast MSP Portal here, and click on the Menu option in the top left corner:

2. After clicking on Menu, click on Customers and then Complete.

3. This will bring up a list of your Current Customers. You’ll be able to find the customer that you wish to initiate an Upsell / Downsell order for by either searching via the search bar at the top or by clicking on the first letter of the customer's name. Once you have found your customer, click on the Customer name to bring up their current information.

4. On the customer’s page, you will be able to see the Change Options button to begin initiating a downsell order.

5. Clicking on the Change Options button will bring up the Change Order screen.
   To change the number of seats, simply type in the updated number of seats that you wish to enter.

In this particular example of downselling, we will reduce the number of seats from 350 to 200.

6. Any changes in products or services will be reflected in the Changes to Existing Products box on the right-hand side. In this particular example, we can see the pricing reduction for the new quantity is reflected.

Under the Preview Change Quote box, we can now see the new quantity for S1 and C1 products at 200 seats.

7. Once complete, you can select from one of three options:

• • Click the Cancel button to cancel the quote without saving.
  • Click the Save Quote Button to save your quote if you want to return to this later.
  • Click the Review Order button to review the order before placing it.

8. The Review Change Order screen will display:

• • A Downsell Notice informing you of your next billing date and deadline to cancel the order

• A Change Order Summary section displays:
  • The MSP that changes apply to.
  • The Company Name.

The total number of Users, which reflects the decreased number of seats.

In the Change Order Summary sub-section, you will also see a more detailed outline showing the:

• Product
• Term Type
• Prior Quantity
• Current Quantity
• Prior Unit Price
• Current Unit Price
• Prior Payment
• Current Payment

9. To proceed, enter your Order Number, or, select the Order Number Not Required checkbox and select the two checkboxes at the bottom of the screen. This is to show that the MSP acknowledges that the online order form is governed by the master Service Provider Agreement and that the MSP who is placing this order has the authorization to place the order.
10. Once the two checkboxes are completed. A Submit button will appear at the bottom of the screen. Select this button to submit your downsell order.

11. Once you have submitted your order, you will be returned to the Customer Screen. In the History Log section, you will see the change order with date and time of creation.

12. You will notice that the Change Options button has now been greyed out and is no longer clickable. Further changes will be allowed once the changes you have initiated have synced back with Mimecast’s systems.

13. On the Agreements tab, the updated order, which reflects the new quantity of 800 seats, will now be available. In the Agreements section, you will see the change order status of Downsell Pending Order.