Order subscription
A subscription is an agreement between a service provider and a customer to give the customer access to resources of the provider based on recurring payments. A subscription can be ordered on any of the plan periods of a product. Trial subscriptions are free but have several limitations (for more information, see Subscription management).
You can order a subscription for a partner's customer from the following pages:
- In the catalog, from a page with the product description and the list of plans (see Catalog).
From a page with the search results (see Search).
To go to the list of categories in the catalog and start searching, click + Order subscription on any page of Reseller Store.
To order a subscription:
- Select a plan:
- In the catalog:
- Select a category and a product.
- On the page with the product description, select the required plan.
- Via the search:
- Search plans by name or SKU (part number).
- Select the required plan among the search results,
Plans are sorted within a product by price, from lowest to highest. Plans with the same price are sorted by name (digits, from A to Z, from А to Я).
The plan price is the minimal price of a subscription in the plan currency for a given charging period.
All prices are displayed in the plan currency. A currency used by the partner to bill a subscription may differ (see Company profile and managers). If the currencies do not match, the exchange rate set in ActivePlatform is used for recalculation.
- In the catalog:
- Click the corresponding button to go to ordering a subscription:
- Try — if the plan has a trial period.
- Order — if the plan has no trial periods.
On this page:
1 Config setting
On the 1 Config setting step:
For the selected plan, in the Tariff plan period list, select a plan period.
If the selected plan has only one period, it will be selected automatically.
Trial periods have the corresponding label. If you select a trial period, an information message will be displayed explaining the specifics and limitations of a trial version.
- If you need to postpone the start of the subscription, in the Provisioning date field, select the required date up to 15 days from the current date. By default, the current date is set, and a subscription starts immediately after the order confirmation.
In a table with resources, set the required amount of each resource.
The list of resources available for ordering within a subscription is displayed as a table with the following columns:
- Resource name.
- Amount — the ordered amount of a resource and a hint with information about the available range.
- Unit price — the resource unit price. If the vendor set a recommended unit price ERP, it is displayed in grey for reference under the partner's price so you can estimate the margin. A unit price may include:
- A recurring payment per month or subscription period.
A one-time payment for setup.
All prices are displayed in the plan currency. A currency used by the partner to bill a subscription may differ (see Company profile and managers). If the currencies do not match, the exchange rate set in ActivePlatform is used for recalculation.
If prices that were effective on the purchase date are fixed for a customer for the full period of a subscription, the
icon is displayed next to the Unit price column name. - Total — the cost of the ordered amount of a resource.
- Subscription cost — the total cost of all ordered resources per the charging period. If the vendor set recommended prices, the total cost ERP calculated using them is displayed below for reference so you can estimate the margin.
The primary resource is displayed separately in the top row. Other resources are grouped as Additional resources and sorted by priority. Resources with the same priority are sorted by name (digits, from A to Z, from А to Я). If a plan does not have the primary resource, all resources are displayed together.
The amount of a resource displayed in the first row can also be changed from the list of subscriptions (see Subscriptions list).
To set the amount of resources in a subscription:
- In the row with the required resource, in the Amount column, specify its amount using any of the following methods:
- Click
or 
to collect the required amount. Type the required amount from your keyboard.
Please note a hint with information about the available range for a resource:
- Included — the amount of a resource included in the subscription cost. A customer only pays for any amount above the included.
- From — the minimal amount of a resource mandatory for ordering.
To — the maximum amount of a resource available for ordering.
If you enter a value out of the available range, the element gets the red color:
Check the hint and enter the correct value.
- Click
- Check the new value in the Total column.
- Complete the steps above for other resources, if necessary.
- Check the total subscription cost per the charging period and click Next. A page with the next step will be displayed.
2 Client parameters
On the 2 Client parameters step:
- Specify a customer who will use the subscription:
- Select an existing customer:
In the Client list, select the required customer. If the list includes more than 10 customers, you can also start typing the customer's name and select the required customer from the search results. When a customer is selected, the Customer's information section is displayed (for more information, see Client details).
Customers in the list are sorted by ID, from highest to lowest.
One customer's name in the list may represent several customers with different IDs if they have identical names.
The list includes customers in the Active or Financial hold statuses only. Customers may not be displayed in the list if the selected plan is not available for them due to the restrictions by their client type (see Clients). For example, a service provider may impose restrictions so that only legal entities can use subscriptions to a plan, but not individuals. After selecting this plan on the step 1, only customers — legal entities will be displayed in the Client list on the step 2.
If necessary, in the Customer's information section, update the customer's information. The changes will be applied on the next step.
- Create a new customer:
- Click +Create new one. The Customer's information section will be displayed.
- Enter the customer's information. A customer will be created on the next step.
The Customer's information section includes several groups of elements, all are required:
- Company data — the primary name (the company name), client type, and address information. Options available in the Client type list depend on the restrictions of the selected plan. For existing customers, the client type is read-only.
- Contract person — the name and email of a responsible person on the customer's side. For existing customers, the group is read-only.
- Additional information — depending on the client type, this group may be absent or displayed and include INN, personal data, or other information about a customer.
Using special characters, abbreviations, and TLDs in a company name may be limited by the global settings of ActivePlatform.
If you are ordering a subscription to Microsoft services, make sure the company name and the contact email of a customer comply with Microsoft requirements.
- Select an existing customer:
- Check the customer's information. If you want to change a customer, click To the client's choice. All entered information about a customer will be lost. The Customer's information section will not be displayed.
- Click Next. A page with the next step will be displayed.
3 Additional parameters
The 3 Additional parameters step is displayed if the service provisioning requires additional information about a customer (for example, credentials on the service side) or existing subscriptions of the customer — if it is a prerequisite for ordering a new subscription. In other cases, the 3 Additional parameters step is skipped automatically and marked as completed 
.
On the 3 Additional parameters step:
- Depending on the service, enter the required information.
Click Next. The specified values will be sent to the service side for validation. It may take some time. When the validation process is successfully finished, a page with the next step will be displayed.
If the validation process is failed, a message describing an error will be displayed on the current page. Check the specified values and try again. If the error continues, contact the technical support team.
4 Confirmation
On the 4 Confirmation step:
- Check the customer's information and additional parameters, if any.
Check information about the selected plan (name, period, billing type), the ordered amount of resources, and the subscription cost per charging period.
In the desktop version, information about the selected plan (name, period, billing type), the ordered amount of resources, and the subscription cost per charging period is displayed on every step after configuring the settings.
If you want to change anything, click Back to return to the corresponding step.
If you return to a step, previously specified information will be cleared.
- To finish ordering a subscription, click Checkout. A page with a message with the created Sales order operation ID will be displayed (for more information about operations, see Change history).
- On the current page, select your next step:
- Continue shopping — click to return to the catalog (see Catalog) and order one more subscription.
- To My subscriptions — click to go to the list of all subscriptions (see My subscriptions). In the My subscriptions section, you can track the status of the ordered subscription.
- On a page with a message with the Sales order operation ID, you can also go to your profile (see My profile) to check your email that will be used for notifications about the ordered subscription.
- For operations available for an ordered subscription, see Subscription management.
- If ordering a subscription is failed, a message describing an error will be displayed on the 4 Confirmation step. Check the specified values and try again. If the error continues, contact the technical support team (see Company profile and managers).
- Ordering a subscription for several products is not available if the INN (the organization registration number) of a partner or customer presents in the restrictions lists. Checking the INNs against the lists is preformed on the last step after clicking Checkout — see the operation result message.