How to purchase and manage add-ons through the automation platform?
The following section will help you understand the process to add service add-ons and manage them through the automation platform. A service add-on represents the additional service that is added to a base service and cannot stand alone.
In this article, we will learn to add Office 365 add-ons through the automation platform and manage them.
Setting Up Add-Ons
- Go to Settings.
- Select Product & Pricing under Products & Services Tab.
- Select a Product Type. ( say for ex: Email Solution, as its a part of Office 365 plans)
- Select the Vendor. (Here, Microsoft)
- Next, select the Product Name under the chosen Vendor. (Like - Email Solution - Microsoft - Office 365)
- A new screen will appear, with all the product plans listed under the chosen product name.
- On the top of the screen, you will find a button, named - Configurable Option. From here, multiple add-ons group can be created and assigned to one or more than one Office 365 product plans.
- Click on Configurable Options. Here, you can see the details in the following sequence - Group Name - Description - Assigned Products - Action.
“Configurable Option Group” are those groups which have a specific set of Microsoft Office365 add-ons, to which Microsoft Office365 product plans are assigned.
Only the service provider has permission to add, edit and delete the configurable option group and assign product plan to any configurable option.
Add a new Configurable Option Group
Home >> Settings >> Products/Services >> General Product Settings >> Vendor >> Product Name >> Product Plan >> Configurable Option
- Click on Add New Configurable Option Group.
- This will open a new window. Enter the Group Name, Description, and Assigned Products.
- Click on Save.
Create new Configurable Option for Microsoft Office 365 add-on
- On the Edit page of the configurable option, you will find a button named 'Add New Configurable Option'. Click on it.
- Now, enter the Name of the configurable option.
- Select the Option type - quantity.
- Enter the UOM (Unit of Measurement).
- Select the Module name. (Here, MSCSP Office 365 Addon)
- Once you select the module name, a new field will appear - MS Offer/SKU ID. You can get this ID from the Microsoft Pricing sheet.
- Enter the Minimum Quantity and Maximum Quantity.
- Tick the Mandatory check box yes, if you want to make the configurable option mandatory.
Edit a Configurable Option Group
- Click on the edit icon located on the group name, you wish to edit, on the Configurable Option page.
- At the end of the page, you will find the list of all add-ons under that particular group in the following sequence - Option, Sort Order, Hidden and Action.
- The add-ons can be updated from here.
Import Add-Ons
You can also import Microsoft Pricing Sheet by following the steps given below:
- Go to Settings.
- Under Products & Services Tab, select MS Office 365 Products.
- Select the Plan Name. (Here, Office 365)
- Select Microsoft Pricing Sheet.
- Select Currency and Exchange Rate.
- Fill the rest of the details. Below the form, you will find the list of add-ons that are available with the Microsoft Office 365 Products.
- The plus icon will help you fetch more add-ons (if any) available with that Microsoft Office 365 product.
- Check the checkbox in front of add-on list and click on “save” at bottom of the page. This will create data in “Configurable Option” section in the product plan settings section.
- Please note, that the configurable option group will be created with the name of the product plan. The admin can also provide a custom name for the add-on which will act as the display name in the Automation Platform. Similarly, the sort order number can also be customized by the admin.
Add-ons Migration
Home >> Settings >> Products/Services >> MS Office 365 Products >> MS CSP Data Migration
To migrate customers and their services with add-ons:
- Go to Settings.
- Under Products & Services, select Microsoft Office 365 Products.
- From the Microsoft Office 365 Products page, click on MS CSP Data Migration.
- To fetch the latest data from the MSCSP portal, click the button ‘Request CSP Data’ on the top right corner of the screen.
- Now, select the customer and his service and add-on which were not migrated before.
- Select the customer name checkbox, mention the username, select currency and status (Active or Inactive) of the client.
- Select the service name checkbox, select the plan from the dropdown, define the start date and end date of billing, select the billing cycle, customer order amount and customer renewal amount. If you want, you can also generate an invoice of the service by ticking the Generate Invoice button yes.
- Select the add-on checkbox, select the plan name, billing cycle and customer order and renewal amount.
- After filling all the required data, click on the Update button at the bottom of the page. This will migrate the customer along with his service and add-ons into the automation platform.
- After the successful migration, the customer, Office 365 plan and Office 365 add-ons will be shown in green color. This means the customer is migrated to the system now.
Search Addon
Home >> Settings >> Products/Services >> MS Office 365 Products >> MS CSP Data Migration
- From the MS Office 365 products page, click on MS CSP Data Migration.
- This will open the list of all data that has been migrated till date.
- To search a particular record, click on Search/Filter button on the right corner of the screen.
- Data can be filtered/searched on multiple parameters like - company name, subscription ID, domain name, email ID, and username.
- After selecting the parameter, click on Search.
Purchase of Add-ons
Add-ons can be purchased through - the service provider and partner marketplace, partner admin panel, and add-ons in products/services section.
Purchasing add-ons from the marketplace
- Select any Office 365 service from the marketplace and click on order now.
- You will find the list of add-ons shown under “Service(s)” tab with the price.
- Make quantity greater than 0, to add it in the order summary.
- After making the final decision over which add-on to purchase and how much quantity need to be updated, click on ‘Add to Cart’ to proceed.
- Next, you can proceed towards making payment.
Order from partner admin panel
- Login into the partner admin panel.
- Go to Home >> Billings >> Orders >> Create Order
- You will find the list of services, which the partner can sell.
- Select the Office 365 tab. In the plans, a plus (+) icon is shown in front of a product plan name. Click on the plus (+) icon and add-ons list will be shown.
- By clicking on “Select” button, add-ons will be added in cart.
- Next, select the primary domain name.
- Click on Place Order.
Add-Ons in Client Products/Services
The created add-ons can be seen in the client details section.
- Go to Home >> Clients >> Customers >> Client Details.
- Click on Products/Services tab, here you will find the details of the purchased products & services. Click on the service to open it.
- In the bottom of the page, there is a collapsible box named “Microsoft Addon Detail”. Here, details of purchased add-on can be found as - add-on, subscription ID, quantity, renewal amount and status. Admin can also edit the quantity, subscription ID, and renewal amount from here for already migrated add-ons.
- From the action column, the admin can create, suspend and unsuspend add-ons.
Order Add-on from the service details
- From the service details tab, you can order add-on for an existing service or plan.
- Under the service details tab, you will find the option to Create Addon. Click on it.
- A new window will open, with details of the available add-on. Select the quantity, price and setup price and click on 'Select'.
- All the add-on pricing are based on pro-rata except the setup price.
- Next, you will see the cart details. Click on Place Order to proceed.
- Go to that order with the help of the provided order number and complete the payment process.
- As payment process is completed, that Office365 add-on is associated with the Office365 existing plan service and is shown on plan service detail page at the bottom under “Microsoft Addon Detail” collapsible tab.
View Add-ons in Order and Invoices
- You can view the purchased add-ons in the Invoices.
Go to Home >> Billing >> Orders
- A list of orders will appear. You will find the details of the add-on under description.
- When you click on an Order, you will find the details of the add-on under the order description.
- You can approve the order from here.
Go to Home >> Billing >> Invoices
- A list of invoices will appear. You will find the details of the add-on under description.
- When you click on an Invoice, you will find the details of the add-on under the description of goods.
Add-ons management in Member Panel
- Go to the member panel.
- Go to My Billing >> Invoices.
- Under Invoices, you will get the complete details of the service add-ons under the description of goods.
- Similarly, under the Orders tab, you will get the complete details of the service add-ons under the Product Details - Order received - Order Status - Payment Status - Delivery Status.