Placing an order

If you are coming to the cart from a publisher catalog, if you are required to sign in or register as a new user, the top of the Cart page provides fields for signing in or registering.

Signing in

If you have an existing Poetic account, to sign in:

In the Username field, type your user name.
In the Password field, type your password.
Click Sign In.
The username and registration fields are removed.

The Cart is updated to reflect the available options for your security role.

Registering as a new user

To register as a new Poetic user:

In the Last name field, type your last name.
In the Email address field, type your email address.
Click Submit.
The New User Registration form displays.
In the first subsection, provide your name and contact information.
If this account is for personal use, then in the second subsection, check the Check here if you are a home user check box.
Otherwise, specify the name of the company you belong to.
In the third subsection, provide your mailing address.
Click Save.
The form closes.

If you provided a company name that matches an existing company in the system, you are prompted to select whether to create a new company or add yourself as a user to the existing company.

The Cart is updated to reflect your available options.

Selecting the order mode

The order mode is used to control the available options for the order.

If you have more than one order mode available to you, then the Order Parties section includes an Order mode dropdown from which to select the order mode.

After you select an order mode, click the Update Parties button to update the list of parties you need to specify.

If you only have one order mode available, it is selected automatically.

Selecting the order parties

Depending on the order mode, you may be able to select the order:

Sold-to company
Dealer company
End customer. The end user contact is set to be the primary contact for the end customer.

If you are able to specify any of the order parties, then the Order Parties section includes a tabbed list of parties:

The top tab contains a list of the available parties.
There is also a tab for each available party.

Using the Order Parties tab to set the party information

The Order Parties tab contains a summary table of the order parties. From this tab, you can:

Select the company for each party. To select the company, either type the company name into the Company column or click Find to search for and select a company.
Select the party that is the ship-to party for the order. To select the ship-to party, click the Ship-to radio button next to the ship-to party.
Provide a reference number for each party. The reference number is the number used by the party to refer to the order. Whether you can provide a reference number for the party is determined by the order mode.

Selecting the order party on the individual party tab

On the Sold-to Company, Channel Company, or End Customer tab, to select the order party:

In the Name field, type the name of the company.
In the ID field, type the publisher's identifier for the company.
Click the Validate button.
If the company is valid, and only one company matches the name you provided, the tab is filled in with the company address.

If there are no matches, or if more than one company matches the name, then a search companies form displays to allow you to search for and select the company.

If a reference number is allowed for the order party, a Reference # field displays on the tab. Type the reference number into the field.

Selecting the order contract

Above the product list is a Contract field that contains either:

The number of an existing contract
A note that a new contract will be created automatically from the default program

Selecting an existing contract

If you know the contract number, you can type it into the field.

To display a list of available contracts, click the dropdown link next to the contract field.

After selecting the contract, click the Update Cart button if available to update the cart based on the selected contract.

Creating a new contract

If you can create a new contract for the order, then the contract dropdown includes an option to Create a contract for a different program.

When you click the link, the Add Contract form displays.

The form lists the available programs, including a description of each program and how it works.

Click the Select radio button next to the program you want to use, then click Create.

The form closes, and Poetic creates a new contract for that program.

If available, click Update Cart to update the cart based on the selected contract.

Selecting the price list to use

If you are able to select the price list, then from the Price list dropdown, select the price list to use for this order. If there is only one price list, or if your security privileges do not allow you to select a price list, the dropdown does not display.

Selecting the order currency

Depending on the country the bill-to company is located in, you may be able to select a different currency for the order.

If you can select the currency, a Currency dropdown displays above the product list.

To change the currency, select it from the dropdown. Poetic calculates the prices to reflect the new currency.

Adding products to the order

The Cart contains any products that were added from the catalog.

To add more products to the cart, click the Add products manually link located above the product list.

The Add Products Manually form provides fields to add up to five products to the order.

To select a product, either:
- Type the product number into a field.
- Click Find to search for and select a product.
To validate whether the products can be added to the order, click Refresh lines.
To remove a product from the list, click Clear.
To add the selected product to the Cart, click Add to Cart.
The form closes and the products are added to the end of the cart list.

Configuring an order line

Setting the order quantity for an order product

Each product includes a Qty column listing the quantity ordered.

Adjusting the price

To adjust the price of an order line:

Click the Options link for the line, or click the link in the price column.
In the options list, select Adjust price.
The line expands to include tabs for configuring the line. The Pricing tab is selected.

The Pricing tab contains the current pricing information for the line, including all of the discounts applied so far.

To add a price adjustment:

From the Adjustment dropdown, select the type of price adjustment.
In the accompanying field, type the number associated with the adjustment.
From the Justification dropdown, select the reason for the adjustment.

Providing proof of purchase

Some products may require that you provide a proof of purchase to verify that you are eligible to order the product. If an order line requires a proof of purchase, then the Notes column for the line includes a note stating that the proof of purchase is required.

To provide the proof of purchase:

Click the Options link for the line, or click the link in the Notes column.
In the Options list, select Proof of Purchase.
The line expands to include tabs for configuring the line. The Proof of Purchase tab is selected.

The Proof of Purchase tab includes a note explaining why the proof of purchase is required.

The Target Qty lists the total quantity that needs to be validated. For example, if you are purchasing a maintenance entitlement with a quantity of 20 seats, then you must provide applicable license entitlements that add up to a quantity of at least 20.

To enter a proof of purchase number, either enter the number in the field or click the find icon to search for and select the number.
To check that the numbers are valid and update the validated quantity, click Validate.
To add additional proof of purchase lines, click Add lines.
To remove a line, click the Remove link for that line.

Assigning groups

To assign a group to an order line:

Click the Options link for the line.
In the Options list, click Assign group.
The line expands to include tabs for configuring the line. The Assign Group tab is selected.
To assign an existing group to the line, select the group from the To Group dropdown.
To edit the selected group, click the Edit group link.
To create a new group, click the Add group link.
When you click Edit group or Add group, the Group Maintenance form displays. After finishing your edits, click Save to close the form and save the changes.

Setting dates for the order line

To set any dates associated with the order line:

Click the Options link for the line.
In the Options list, click Set dates.
The line expands to include tabs for configuring the line. The Dates tab is selected.
In the Pricing date field, set the pricing date for this order line.

Selecting options for automatically added products

Products may be configured to have products automatically added to an order that includes that product. For example:

Everyone who orders a new license receives a free CD.
Depending on how late you renew your subscription, a different late fee is added.

Poetic uses the rules for the product to automatically add these products immediately below the order line. The line and the added sub-lines are grouped. Each added sub-line is configured to determine whether you can:

Select from among multiple options for the product. If there are multiple options, a dropdown displays in the title column. If the dropdown includes a blank option, it means that the product is optional. Selecting the blank option is equivalent to deleting the product from the cart.
Set the quantity for the product
Delete that product

Removing a product from an order

To remove a product from the order, click the Remove link.

Refreshing the order price information

To refresh the cart and recalculate the prices, click Update.

Working with renewal orders

If this is a renewal order, the following rules apply when managing the shopping cart items:

Cannot remove renewal line	You cannot remove a renewal line from a renewal order. If you decide not to renew a particular item, then set the quantity for that item to 0.
Increasing/decreasing quantities	The renewal rules determine whether you can increase or decrease the quantity for a renewal item. If you increase the quantity for a renewal item, any quantity greater than the original quantity that could be renewed is moved to a separate line. For example, if you have 10 seats that you can renew, and decide to increase the quantity to 12, the additional 2 seats are moved to a new order line and are used to create a new entitlement. If you decrease the quantity for a renewal item so that you are not renewing the entire original quantity, then you must make sure to select the non-renewal reason for that line.
Selecting the non-renewal reason	If you are not renewing the entire quantity, you must select how to handle the remaining quantities. If you provided this information on the renewal request, then it is copied to the order. If you click Checkout to check out, and have not provided a non-renewal reason for all of the partial renewals, then the Non-renewal Reason form displays. To apply the same reason for all of the items, select a reason from the dropdown at the top of the page, then click Apply to All. You can then change the reason for individual items. From the Non-renewal Reason dropdown: If you do not intend to renew the remaining quantity at all, and are dropping it from maintenance, select No longer required. The dropped quantity will be added to the Dropped Subscriptions tab on the Renewal Dashboard. If you plan to renew the remaining quantity later, and want to continue to receive renewal reminders for it, select On hold - Continue to send reminders. If you plan to renew the remaining quantity later, but do not want to receive any more reminders, select On hold - Do not send reminders. After selecting the non-renewal reason for each item, click Save. To display the Non-renewal Reason form before checking out, click the Change non-renewal reason link on the cart toolbar.
Viewing the Renew Until date	The Dates tab for each renewal order line contains the renew until date for that renewal item.

Selecting the shipping options for the order

The Shipping page displays if the order includes physical products that must be shipped.

Selecting the shipping address

On the Shipping page, the Shipping Address section lists up to the first 10 available shipping addresses.

To select an address to be the shipping address for the order, click its radio button.

If there are more than 10 addresses, then to filter the list:

Type a keyword into the field. Poetic searches for the keyword in the shipping address name, street address, and city.
Click the Filter button.

Adding or editing a shipping address

If you are allowed to add a shipping address, an add address link displays above the list of addresses. To add an address, click the link.

If you are allowed to edit an address in the list, an edit link displays next to the address. To edit the address, click its edit link.

When you click the add or edit link, a form displays containing the fields for adding or editing the address.

For each address:

If this is a new shipping address, then in the Name field, type the name to use for the address.
From the Country dropdown, select the country in which the address is located.
The address fields re-display in the appropriate format for the country.
Fill in the remaining fields, then click Save.
The form closes.

You may need to validate the address. See Validating addresses.

The new or edited address is selected as the shipping address.

Selecting the shipping method for the order

You may have the following options for shipping the order:

Using one of the publisher's shipping options. This option is always available. The shipping charges are added to the cost of the order.
Using your own carrier service account to have the order shipped. Whether this option is available is based on both the order mode and the configuration of the sold-to company. If this option is used, no shipping charges are added to the order. The account selected will be charged separately by the carrier service.

If you are using a publisher shipping option, select the option from the dropdown. Each publisher option includes the carrier service and the price.

If you are able to override the cost of publisher shipping, an Optional price override field displays. Use this field to enter a different shipping cost.

To use your own carrier service account to ship the order:

From the Carrier service dropdown, select the carrier service you want to use.
In the Account number field, type the account number with the carrier service.
In the Shipping instructions field, if needed, provided any additional instructions for shipping the order.

Providing a shipping contact

You can also provide a contact name and phone number for the shipment. This can be anyone at all. The default values are either for you, if you are an end user, or for the end user contact for the order.

Continuing the order entry process

When you have completed the shipping information, click Next. If there are no errors, the Payment page displays.

Selecting the payment and billing options for the order

Selecting the payment method

In the Payment method dropdown, select the method you want to use for this order.

Providing credit card information

If you select a credit card payment method:

In the Name on card field, type the name as it appears on the credit card.
In the Credit card # field, type the credit card number (no spaces or dashes).
In the Security code field, type the 3-digit number on the back of the credit card.
Use the Expiration date dropdowns to set the expiration date of the credit card. From the first dropdown, select the expiration month. From the second dropdown, select the expiration year.
If credit card addresses are not selected from among your billing addresses, then in the Credit Card Billing Address section:
- If the credit card billing address is the same as the shipping address, check the Same as shipping address check box.
- Otherwise, fill in the fields with the billing address for the credit card.

Providing purchase order information

If you select purchase order as the payment method:

In the Purchase order # field, type the purchase order number.
In the Purchase order date field, type the date on the purchase card. You can also use the date selection tool to select the date.
From the Payment terms dropdown, select the payment terms for the purchase order.

Selecting the billing address

For purchase orders, and for credit card orders, if billing addresses are used for credit cards, the Billing Address section contains up to the first 10 available billing addresses.

To select an address to use, click the radio button next to it.

If there are more than 10 available billing addresses, then to filter the address list:

Type a keyword into the field. Poetic searches for the keyword in the billing address name, street address, and city.
Click Filter.

Adding or editing a billing address

If you are allowed to add a new billing address, an add link displays above the address list.

If you are allowed to edit billing addresses, an edit link displays next to each address.

When you click the link to add or edit an address, a form displays containing the fields for editing the billing address.

After filling in the address information, click the Save button. The form closes, and the address is selected in the list.

Providing additional information required by the publisher

If the publisher requires additional information, the Additional Information section contains the fields for providing this information.

Continuing the order entry process

After completing the payment information, click Next.

If there are no errors, the Order Confirmation page displays.

Reviewing and submitting the order

Reviewing the order information

The Order Confirmation page contains a summary of the order, including:

Products Ordered	A summary of the products and pricing for the order.
Shipping Address	The shipping address, if the order requires shipment.
Billing Address	The billing address for the order.
Payment Information	The credit card or purchase order information.

Entering additional email addresses for order notifications

The Address Information section includes an Email addresses field. If anyone other than the order contact needs to receive the notifications sent regarding this order, then type their email address into the field. Use commas to separate multiple addresses.

Making changes to the order

Each section on the Order Confirmation page includes a link to return to that point in the order entry process.

The information you entered previously is pre-filled on the page.

You will then need to continue through the order entry process from that point.

Submitting the order

If the information on the Order Confirmation page is correct, click Finish.

The Order Complete page displays.

To print a copy of the order, click the Print Receipt button. A PDF file containing an order summary displays in a new browser window.
If you used a purchase order to pay for the order, and the credit is not yet released, an Apply for Credit button displays. Click the button to open a PDF version of the publisher's credit application.
If the credit card has been authorized and entitlements have been generated for downloadable products, a Download Software button displays. Click the button to go to the downloads page. See About downloading files.
If the credit card has been authorized and entitlements have been generated that you can activate, an Activate Licenses button displays. Click the button to start the activation process.