- Select the Orders menu item.
- Click Add order.
If you need to select the Demo mode, follow the steps below.
Select a customer.
It is recommended that you specify the customer, so that it will be easier to find the created order later.
Enter the activation period of time.
In the License Type section, select the radio button next to the name of the required license type.
The trial software license price is lower than the regular software license price.
Enter the number of serial numbers. For software license and trial software license, you can select an unlimited number of serial numbers (unlimited radio button).
- In the CRM ID field, specify the product ID to link it to a similar object in CRM.
- In the Comment field, enter a comment (it will only be displayed in Guardant Station).
Add product.
Change the feature settings.
- If it is necessary to delete a product from the order, click in the line with the product name.
- If it is necessary to delete a feature, follow the steps below.
- Click Submit Order.
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