Mimecast Partner - Creating an Order

This article contains information on creating and submitting orders for prospects, changing their status to customers, and managing order details, including automated email notifications and the Request for Information process.

Once you've created a prospect, an order can be created and submitted for them at any time. The process of submitting an order, changes the prospect's status to a Customer. You can create an order, but not submit it. This has the effect of saving the order until such time you are ready to submit it. The prospect's status is not changed to a customer in this instance.

To create an order:

1. Click on the toolbar icon.
2. Click on the Prospects | Prospect List menu item.
3. Click the Provision button to the right of the prospect.
4. Review the page, making any changes as required.
5. Click the Review Order button.
6. The Managed Service Providers Agreement section is automatically populated with the following information:

Field / Option	Description
MSP	Displays your Managed Service Provider name.
Company Name	This information is automatically populated using the data entered in the Prospect's dialog.
Permitted Users
Products
Ongoing Monthly Payment	The fee amounts are automatically calculated using your contracted prices.
One Time (Up Front) Fees
First Payment

7. Complete the Order Details section as follows:

Field / Option	Description
Order Number	If required, specify a purchase order number.
Order Number Not Required	If you don't use purchase orders, select- this option to make the a value in the "Order Number" field unnecessary.

8. Select the Tick Box confirming the order is governed by the Master Service Provider Agreement already in effect with Mimecast.
9. Select the Tick Box confirming you are authorized to place such an order.
10. Either click the:

• • Submit Order button to submit the order.
  • Save Prospect and Exit button to save the changes to the prospect, but not submit an order.

11. You can choose to complete the RFI on the portal directly after placing the order.

Once you have submitted an order, two automated emails are issued:

• The first email is sent to the MSP submitting the order, and contains a copy of the order addendum. A copy of the addendum is also stored in the Attachments area of the Customer Details page.
• The second email is sent to the customer's Implementation Lead, and contains a link to the online Request for Information form. The customer record can be accessed immediately from the In Progress menu item.

See Also...

• Managing Prospects
• Frequently Asked Questions