To add bulk unregistered customer licenses, select Add Multiple from the Customers menu. This is typically used to generate licenses to provide a distributor or to put on CDs to be distributed. This function also can be used to quickly add a single unregistered license. It will add a customer record and license record at the same time.
NOTE: It is strongly recommended to always specify an Invoice Number while using the Add Multiple feature. This way, if you need to obtain this list of bulk licenses or make a change to them, they can be addressed by the Invoice Number.
Processing a Distributor Order
If you want the SOLO Invoice to match your accounting system invoice totals, calculate the appropriate tax and shipping charges for this order.
If this is a new Distributor, add a new Distributor record. A distributor record is linked to every license so that you know who sold the license to the end user.
If this is a new Distributor, click Customers / Add Single and fill in their contact information. A distributor is purchasing software from you, so they are a customer also. You will need to choose a random Password for this customer. If this is an existing customer, search for them instead.
In the Order section of the Customer Information Page, click Add Invoice.
Change the status to Web or one of the other statuses and fill in the necessary fields.
Calculate the invoice total by adding product total plus shipping and tax. Fill in the Amount Charged field with the invoice total and fill in the Amount Shipping and Amount Tax accordingly.
To charge the distributor's credit card, change the Merchant Account ID to the merchant account to use (may be defaulted for you automatically), fill in the Credit Card Number, CVV2 and Expiration date. Change the terms to the credit card type. Be sure that the AmountCharged field is correct, because once the credit card is charged, it cannot be easily changed.
Optionally enter invoice notes which describes the number and type of licenses attached to this invoice.
Click Submit.
If a credit card was charged, verify the Auth Code and Transaction ID are properly filled in.
At the top of the Invoice Details page, click Add Multiple Licenses.
Enter the number of licenses to add.
The Invoice Number should already be filled in.
Choose the product ordered and enter the unit price they are paying.
Optionally assign this license to a distributor.
Optionally enter a note to be added to each License record created.
Refer to the Field List below for any other options you may want to choose.
Click Submit. If the option selected is a bundled item, you will next be prompted to enter unit prices for each option in the bundle. Enter the prices and click Submit.
You will now be asked to confirm your settings. Review the data and if correct, click Submit. If you need to change anything, click Edit.
Once you have submitted the confirmation page, you will be redirected to the Invoice Details page. It is important that the invoice balance. Make sure that the sum of the product Unit Prices plus Amount Tax and Amount Shipping minus Amount Discount equals Amount Charged. If not, a pop up message will appear. Adjust the amounts until the invoice balances.
Scroll down and click the Export IDs in Excel Format to get a list of the IDs recently added.
Field List
# Licenses to Add - Specify the number of licenses that should be created.
Customer ID - If you want to add new licenses to an existing Customer record, specify the Customer ID. Otherwise, leave this field blank and one new unregistered Customer record will be created for each License added (recommended).
Invoice Number - If the License record should be assigned to an existing invoice, enter the invoice number here. Otherwise, no invoice will be attached to the license.
Unit Price - Fill in the unit price for each license added. If adding these licenses to an invoice, it is important to fill in a unit price so the printable invoice is correct.
Password Prefix - Optionally choose a password prefix. When the licenses are added, they will have a sequential License ID and a random password. If this is populated, the prefix will be added to the beginning of each random password.
Password Length - Optionally specify a password length. If not populated, the default length will be 6 characters if no prefix is specified, while if a prefix is specified, 6 random characters will be appended to the end of the prefix. Also note that is a prefix is specified, this value must be at least 3 greater than the prefix length.
Numeric Password - Check this to specify that the random portion of the password be only numeric. If not checked, the random portion of the password will be mixed case alphanumeric.
Product - Choose the product being licensed.
Quantity Ordered - Typically 1 unless the Product Option Type is PLUS Single Trigger with Quantity. This value controls how many copies each license should be assigned.
Distributor - If you wish to assign this license to a distributor, choose the distributor in this field.
License Notes - Any text entered in this field will be attached to the Notes field of each License record added. This could be used to add an order number, invoice number, or some other information to identify this block of licenses.
List Customer ID - If this is checked the results page will show the Customer ID for each record. If it's not checked, it won't show the Customer ID.
Req Sequential - This is an advanced option. Checking this box will lock the license table and all licenses will be added in sequential order. This is only needed when tracking shipments of stock product where a From and To address range is used to move licenses from one SOLO Invoice to another.