1/ Formalise the customer’s request for new or extra licenses.
If a client demands for an add-on, inform the client that they need to formalise this request and send an email to the account manager (keeping you in .cc) with a description of the services they want to activate and a date by which they would like these to be activated (the billing starts at the day of activation). Herefore, please prefill and send a purchase order to he customer.
Note: if the activation date for this new license is not alligned with the existing billing cycle the first invoice will show a pro rata of the amount on the first invoice (e.g. if the billing cycle starts on the 1st of the month but the new service is activated on the 15th, the first invoice will show: (monthly price/31)*15
2/ Confirm the purchase
The account manager will confirm the received purchase order to you and the customer (price/date/modules) via email and will update the invoicing information.
3/ Plan product configuration in Redbooth
The implementation team member will coordinate with the product (configuration) team that the necessary extra or new licenses with linked channels/modules/... are activated by the agreed upon date. Herefore create a specific task and assignment in Redbooth.
4/ Coordinate roll-out
The implementation team member ensures the communication and coordination with the customer around the activation date, training and roll-out.
Template for Purchase order (PO)
Find here the link to the template 'Purchase order for Cubigo licenses' : https://cubigo.app.box.com/folder/100527691451 .
Choose the right version for Cubigo Inc or Cubigo nv.
Save the filled-in version of the PO in your customer folder on box.