Client Products and Services

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Review a client's orders and the services created from them in one account context. Follow the purchase history and apply status actions to the correct records.

Opening the Screen

Open a client and choose the Products & Services tab: {admin}/users/detail?id={client}&tab=orders The sub-tab travels in the address as well: &ordersSubTab=orders opens the orders straight away, and without it the services are shown.

What Is on the Screen

Services The client's running and past services: service name, price and cycle, the created, renewal and due dates, and the status.
Orders The orders that produced those services: order number, date, amount and period, payment method, the related invoice and the status.
Bulk action Action buttons that appear in the list toolbar as soon as a row is ticked. For services: activate, suspend, cancel and delete; for orders: approve, cancel and delete. While nothing is ticked the strip stays out of the way.
Product Group The picker on the Services toolbar. It narrows the list to one type of service: domains, web hosting, servers, software or one of your own product groups. The record count and pages follow the narrowed list, and the choice is kept in the address bar. The Orders sub-tab is not affected.
Create Order The button on the toolbar of both lists. It opens the order creation screen with this client already chosen.

A service is not an order

An order is the record of a request; a service is the running thing that request produced. One order can produce several services, and a cancelled order leaves the service it produced in a state of its own.

Tasks

Show only one type of service

  1. On the Services sub-tab, open the Product Group picker on the list toolbar.
  2. Choose a type, for example Domain. The list shows only this client's services of that type; choose Product Group again to see all of them.

Suspend a client's services

  1. On the Services sub-tab, tick the ones to suspend.
  2. Choose suspend from the bulk action.
  3. Confirm. The services move to suspended; leave the module option in the confirmation open for it to be applied on the server as well.

Approve a waiting order

  1. Switch to the Orders sub-tab.
  2. Tick the waiting order and press approve in the strip that appears.
  3. Confirm. The order becomes active and the services in it enter the provisioning flow.

Create an order for this client

  1. On either sub-tab, press Create Order on the list toolbar.
  2. The order creation screen opens with the client already chosen; add the products and press Create below the total.
  1. While the Orders sub-tab is open, copy the link from the address bar.
  2. Because the link carries ordersSubTab=orders, whoever opens it lands on the orders.

Things to Watch

Both lists are the main screens themselves

Services and Orders carry the same columns, filters and export as their own main screens; here only the client column is hidden and the list is narrowed to this account.

A bulk action can reach the server

Actions that change a service's status also run on the real server when you choose to apply them to the module. Suspending and cancelling close the client's account there and then.

Required Privileges

Reading the tab comes with the client record. The bulk action picker on both lists is only shown to staff who hold USERS_OPERATION. The order list also needs ORDERS_OPERATION, and Delete there needs ORDERS_DELETE too. The service list also needs SERVICES_OPERATION. Without them the matching buttons are not shown. The Create Order button is only shown to staff who hold ORDERS_OPERATION.

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