Prepare a customer order

A customer order starts in the Partner app with Add a new customer. You choose the product and deployment, enter the customer's details and requirements, check the review and submit. JPRAXC then confirms the price, taxes, eligibility and delivery before the customer is asked to pay. You can save an unfinished order as a draft and come back to it later.

Before you start#

• You need the customer's clear permission to send their name, contact details and requirements to JPRAXC.
• Keep ready: the organisation name, the authorised contact's name, the customer's e-mail for delivery, a contact mobile number, the billing address with State / UT and PIN code, and the GSTIN if the customer has one.
• For School ERP, know the number of students and whether the school wants Cloud or Offline / Local.
• Use the customer's own e-mail address. The product, the invoice and the activation details are delivered to the customer, not to you.

Steps#

1. On Home (or the Sales tab), select Add a new customer.
2. Product. Choose the product. Each card shows its availability.
3. Customer. Fill in:
   • Organization / business name (for School ERP, School / institution name);
   • Authorized contact name;
   • Customer delivery email;
   • Contact mobile;
   • Billing address, city, State / UT and PIN code;
   • GSTIN, if applicable — the only optional field.
4. Select Continue.
5. Requirements. Choose Cloud / hosted or Offline / local.
6. Under Plans & pricing, choose the Product plan that matches what the customer asked for. If none fits, choose Standard / tailored requirements and describe the needs; Sales then prepares a quote.
7. For School ERP, enter the student count. The field label shows how capacity is counted.
8. Tick only the add-ons the customer asked for, under Available add-ons or Optional School ERP services.
9. Select Continue.
10. Review. Check every line. The figures are shown before taxes; JPRAXC confirms the final price and GST.
11. Tick The customer authorized this request and the contact details are correct.
12. Select Submit.
13. The app shows Order submitted for review with an Order reference. Select View sales to see it in your list.

Save and continue a draft#

1. From the Customer step onwards, select Save draft at any time. The message Draft saved. You can continue it from Add a new customer. confirms it.
2. To continue, select Add a new customer. Your drafts are listed under Continue an existing journey.
3. Select Resume on a draft. It opens at the step you saved.
4. To discard a draft, select Delete draft.

Drafts are kept only on this phone, and a draft is removed automatically once you submit it.

Good to know#

• Describe the product, the edition and any limitations exactly as JPRAXC publishes them. Do not promise discounts, dates or features JPRAXC has not confirmed in writing.
• Never ask the customer for passwords or one-time codes, and never enter an order for a customer who has not agreed to it.
• Renewals and add-ons for a customer you introduced also go through your account.
• If you are unsure which plan fits, ask the JPRAXC team in ConnectX before you submit.

Troubleshooting#