The Order Manger processes, or provisions, new clients and their requested services. New orders enter Ubersmith through an online order form or the API and are funneled into the appropriate order queue.
Multiple types of services can be processed by a single order queue, if the basic steps are the same. If service offerings have different steps, each workflow requires a customized order queue. For example, if your company offers virtual hosting services as well as dedicated servers, you would have separate order queues for each.
Each order queue consists of a series of appropriate order actions that fulfills an order, such as provisioning the client account, adding services, and generating invoices. You will move through each predefined order action in the order until the order is completed.
Click the Order Manager View Panel arrows to toggle the panel on.
You can click the pushpin () icon to keep the panel permanently displayed.
Select either View by Order Queue or View by Order Status.
Once an order is canceled, it can not be moved back to being in process.
Subscribing to an order sends you a copy of any follow ups, emails, or comments associated with the order.
If an order was started, but not completed, you can email a link to the order to the client, so they can continue where they left off.
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