3.1 Create Order
An order is a purchase or an intent to purchase of a specific subscription plan by the customer. Blubilling enables you to add, view, edit, delete and manage all your orders by customer or view and manage orders for all customers from one central location.
An order is an association between a Plan and a Customer; it indicates that the Customer wishes to subscribe to a particular subscription Plan and provides the terms around it such as the start and end dates, the quantities involved, etc. The Order is a one-time act, and the resulting invoices generated are periodic occurrences resulting from the Order.
One customer may purchase more than one Plan by placing multiple Orders (for example a customer may buy a voice plan and a separate data plan in the case of a telecom provider). Each Order is associated with exactly one Plan.
Quick guide to create an Order:
Search the customer by Name, Account Number, Email or Address
Fig 13.0 shows the customer search
On the customer profile click New Order
Fig 13.1 shows the New Order button
Choose the applicable plan for your customer to create an Order
Fig 13.2 shows the Order dropdown
The charges will get populated automatically on selection as below
Fig 13.3 shows the Charges details
The Charge C1, C2 and ST are the Charges setup in Plans & Charges and you can check the configuration or make changes by clicking on it.
On clicking Save, the order will get generated
On clicking Save and Pay, the Order and Invoice will get generated.