Upgrade a product edition (fulfill an order)

When a customer wants to upgrade their product edition, they can ask you directly, or they can submit an order in Business App. This article provides instructions on how to upgrade the product edition in either situation.

Upgrade a product directly

Fulfill an upgrade order

Upgrade a product directly

Your customer may tell you directly that they want to upgrade their product edition. In this situation, you can upgrade their product edition for them.

To upgrade a product:

  1. Go to Partner Center Businesses Accounts.
  2. Search for your customer's account, then click on the account name. This will take you to the Account Details page.
  3. In the Products section, find the product you want to upgrade. Click on the Menu icon baseline-more_vert-24px.svg to the right of the product.
  4. Click Change Edition
  5. In the dropdown menu, select the Pro edition of the product.

    screenshot-partners.vendasta.com-2024.01.25-11_13_49.png

  6. Select the "I understand..." checkbox, then click Change edition.
Note: You may have to wait a moment for the product to upgrade. When the upgrade is complete, the product status (shown in the Products section on the Account Details page) will change from Pending to Active. Your customer will be able to access the Pro product edition in Business App.

 

Upgrade a product

 

Fulfill an upgrade order

If your customer wants to upgrade a product, they can click Upgrade to Pro in Business App. If they click this button, an order will be created in Partner Center. You will also receive an email about the new order.

screenshot-partnersupport.steprep.com-2024.01.25-11_16_47.png

Note: The salesperson assigned to the account can view the order in Sales & Success Center > Orders, but they can't approve the order.

To fulfill an upgrade order:

  1. Click Review Order from the New Order Created email, or go to Partner Center Sales Orders, then click on the Order ID

    Upgrade_a_product_edition_8.png

  2. Review the order, then click Approve.
  3. Click Approve & Continue
  4. Activate the product:
    1. Select whether you want to email your customer when the product is activated.
    2. Select the "I understand..." checkbox.
    3. Click Activate Products.

      Screen_Shot_2019-07-19_at_10.11.31_AM.png

The order is now approved. The salesperson assigned to the account will receive an email when the product is active in Business App. If you chose to email the customer, they will also receive an email when the product is active.

 

Fulfill an order

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