There are several ways for an administrator to add a single customer license to SOLO Server. Refer to Adding Multiple Customer Licenses to add either a single or bulk number of unregistered licenses at one time. It will add a customer record and license record at the same time.
New Customer Using Credit Card
If a new customer calls to purchase a product with a credit card, you can just go into your online store and purchase for them using the same form any online customer would use.
Log into administration interface. Doing this will mark the newly-added customer and license as being entered as you, rather than an anonymous web user.
From the Authors menu, select View Catalog.
Select the product and option from the list (you can select multiple entries for a cart order), or enter the product option id in the Item Number field. Adjust the quantity and enter a distributor/affiliateid if necessary. Click Begin New Cart to create a cart order, or Order Single to create an order through the single item ordering process.
Fill in the customer information as if you were them.
Customer will receive e-mail notification as if they purchased online. They will be able to download or unlock the software purchased from the information sent in this automatic e-mail.
New Customer Not Using Credit Card
If you need to add a new customer and license without credit card payment, such as a complementary copy or if the customer has purchased by check or other means, follow the instructions above for New Customer Using Credit Card. Instead of choosing Credit Card as the payment method, instead choose Cash, Check, Money Order, or Prepaid as the payment method.
Existing Customer
If you wish to add a new license to an existing customer record:
Search for existing customer in database.
Verify their contact information, including e-mail address.
If customer is upgrading an existing license [advanced option only if upgrades are configured in server], click the license that the user is upgrading FROM, click [View Cust Lic Page], select the product they are upgrading TO, follow the ordering process.
In the Licenses section of the customer details page, click Add License.
Select the product.
Enter in any priority discount code, if necessary.
If you wish to simply add a license to the customer record without payment or without adding an invoice record, click the Prepaid License button. Fill in the appropriate values (defaults can be chosen in most cases) and click Submit (see License Field List for information on each field). This option can be used to add multiple licenses to one invoice. Simply write down the invoice number that was already created and fill in this number on the license when it is created. No automatic e-mail will be sent to the customer when this license is added.
If the customer is paying for the license and you wish to automatically add an invoice record, click the Order Single or Begin New Cart buttons to use the single item or cart ordering processes. You may also adjust the quantity and enter a distributor/affiliate ID if using either of these options. The customer will receive e-mail notification as if they purchased online. They will be able to download or unlock the software purchased from the information sent in this automatic e-mail.