Adding Bulk Unregistered Customer Licenses

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

 

 

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.