Adding a Single License

There are several ways for an administrator to add a single license in SOLO Server. A license must be attached to a customer record, so you can either add a customer first and then add a license for that customer, or create a new customer and license at the same time. Refer to Adding Multiple Customer Licenses to add either a single or bulk number of unregistered licenses to unregistered customer records at the same time. This is useful when you want to pre-generate licenses before you know which customers they will be sold to.

Refer to the instructions below for the different ways to add a single license in SOLO Server.

Shopping Cart

A customer can go to your storefront to purchase a license, or if a new customer calls to purchase a product with a credit card, or if you have received another form of payment for a new customer, you can use the online storefront and shopping cart to process the purchase for them.

Log into the SOLO Server administration interface. Doing this will mark the newly-added customer and license as being entered as you, rather than an anonymous web user.
Select the menu Store / Create a New Order/Cart.
Select the product and option from the list. Adjust the quantity and select a distributor if necessary.
Optionally check the Use Single Mode checkbox to create the order through the single item ordering process.
Optionally enter a priority code and/or PO number.
Click Create New Cart to begin the ordering process.
Click the Checkout button.
Enter the customer's e-mail in the New Customers section and click continue. If a customer with the given e-mail already exists, the customer will automatically be linked to the cart and you will be prompted to verify the customer information, otherwise, you will be prompted to enter the customer's details.
Fill in or verify the customer information as if you were them.
If the order contains shippable items, enter the shipping details.
Choose a payment method. You can process a credit card payment or choose an option such as Cash, Check, Money Order, or Prepaid if you have already received the payment in one of those forms.
If processing the order using a credit card, enter the credit card details.
Complete the order. The customer will receive an e-mail notification as if they purchased online. They will be able to download or activate the software purchased from the information sent in this automatic e-mail depending on what license was purchased.

Author Interface

Add a new customer or search for an existing Customer record.
Verify their contact information, including e-mail address.
In the Licenses & Other Items section of the customer details page, click the Add License button.
Select the product and product option, and click one of the following buttons:
- Order Single or Begin New Cart: If the customer is paying for the license and you wish to automatically add an invoice record, click the Order Single or Begin New Cart buttons to use the single item or cart ordering processes similar to the shopping cart steps above. You may also adjust the quantity and enter a distributor/affiliate ID, priority code, or PO Number if using any of these options. The customer will receive e-mail notification as if they purchased online. This is the same result as using the "Shopping Cart" instructions above.
- Add New Prepaid License: If you wish to simply add a license to the customer record without payment or without adding an invoice record, click the Prepaid License button. If you do want to add the license to an existing invoice, copy in the Invoice No. Fill in the appropriate values, which can be different than the default values set in the product option (see License Field List for information on each field), and click Submit. No automatic e-mail will be sent to the customer when this license is added. Alternatively, you can use the Add Multiple option and set the # Licenses to Add to one.
- Add New Test License: This is similar to a Prepaid License, but test licenses will be deleted at the beginning of each month and should only be used for internal testing purposes. Clicking the Test License button will immediately create the license based on the set product option settings. Alternatively, You can quickly create a test license and unregistered customer record.

If the customer is upgrading an existing license that you have configured rules for, click the license that is being upgraded from, then click the [View Cust Lic Page] link next to the License ID and complete the upgrade through the Customer License Portal and shopping cart just like the customer would.

Web Services

The SOLO Server web services can be used to programmatically add licenses on demand. There are web service methods that can also create a customer and register a customer/license record. Here are the ways to add a license:

License Server web service using the AddLicenseAndUnregisteredCustomer method optionally followed by the RegisterLicense method.
Customer Server web service using the CreateCustomer method followed by XML License Service web service using the Add/AddS method. For an existing customer, you can simply pass in an existing Customer ID using the Add/AddS method.

If you want to add multiple licenses, simply loop the web service calls. This can give you a result similar to using the Add Multiple author interface option.