Edit orders

Complete the following procedure to edit an order by changing the subscription, adding a custom attribute (if one has been defined for the order), or adding a sales agent.

Marketplace Managers, Sales Support Representatives (SSRs), Customer Service Representatives (CSRs), Company and Billing Administrators, and end users, can edit subscriptions when all invoices for the product are paid.

Some marketplaces also allow Marketplace Managers, SSRs, and CSRs to edit subscriptions when there are unpaid invoices for the product, but only before the due date grace period ends, or before the due date if no grace period is configured. Only AppDirect can enable this option for your marketplace. Contact your AppDirect technical representative to request it.

Contract terms can limit the edits that you can make to subscriptions. The current subscription contract terms are either the default product contract terms when the customers bought the products or last changed their subscription, or were customized during assisted sales with the Opportunities feature when the customers bought the products. When you change a subscription, the currently configured product contract terms apply to the subscription until it is changed again or ends.

Some of the features and options referenced in this topic might not appear, depending on marketplace, role, and company configuration.

To edit an order

📝 Note: If the AppDirect logo appears in the upper-left corner of the page, when Manage > Marketplace appears in this topic, click the grid icon > Switch to | Store, instead.

1. Go to one of the following:
   • Manage > Marketplace > Orders > Order.
   • Manage > Marketplace > Companies > Company > Billing > Order.
   • Manage > Marketplace > Users > Customer > Order.
     The Order details dialog opens.
2. (Optional) Click Edit Attributes to display a custom form field. Enter the information requested by the field, then click Save. Custom attribute fields may not be enabled on your marketplace. For information, see Create custom attributes.
3. (Optional) Click the More Details link to display the Order Details dialog, click Add Sales Agent, enter the email address of the sales agent that you want to associate with this order, and then click Search. The sales agent's company appears. If he or she is a member of more than one company, select it from the drop-down list, then click Save.
4. Complete one of the following, as required:
   • Edit the number of units. The number you type overwrites the previous total. For example, to update subscriptions from five to two users, type 2. To update subscriptions from three to eight users, type 8.
   • Select a different editions.
   • Select an add-on for your current or new edition.
5. (Optional) Modify product and add-on prices for this subscription update only.
   1. Click the price. The Change Sale Price dialog appears. It displays the following information:
      • Marketplace sale price—The price customers currently pay if they purchase the product themselves. This price appears on the marketplace.
      • Wholesale price—The price that Resellers pay.
      • Sale price—The price the customer will pay for this product. If you are permitted to change the sale price for the customer, the sale price that appears by default is a reference for you as you decide on the price to set. One of the following default sale prices appears, depending on your marketplace configuration (to confirm the configuration for your marketplace, contact your AppDirect technical representative):
        • Option 1: For all subscriptions, the current Developer price for the product or the current marketplace sale price for the product
        • Option 2:
          • For all subscriptions that are not mid-contract: The current Developer price for the product or the current marketplace sale price for the product
          • For all subscriptions that are mid-contract: The price the customer originally paid for the subscription
6. Click Continue. The Billing Details page appears. If the Developer applied a restriction to the select subscription, a message appears.
7. Complete the purchase, which can represent an increase or decrease in subscription value.