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How do I place an order for a GFI Software product (new business, renewal or addon)?

Chris Contorinis
Updated

Situation

You need to place an order for new business or for the renewal of a GFI Software product license.

Important Note: All orders (including new subscriptions, renewals, upgrades, and add-ons) are placed by Distributors only, using the GFI Web Shop.

If you are a Reseller, please place your order with a Distributor in your area.

If you are an End user, please place your order with a Reseller in your area.

 

Resolution

For video instructions, have a look at this Webshop Tutorial from our Partner Portal Academy's Training Courses.

Step 1: Update or Create

  1. Log in to the GFI Accounts Portal (or if you are already logged in, click here: GFI Web Shop)
  2. Click on the Webshop button to go to step 1 of the 4-step order process
    • For renewals select Update an existing subscription > enter the latest license key or subscription number in the search field > click on the details box that appears > click Next
    • For new subscriptions select Create a new subscription > select the desired product from the drop-down menu > click Next

 

 

Note: for renewals, if you have already opened the License or Subscription page for the one you want to renew you can click gear icon (top right) > Upgrade (Web Shop).

Or you can do it directly from the License or Subscription search page by clicking the vertical ellipses button on the same row as the relevant result > Upgrade (Web Shop).

In both cases, you will be taken straight to step 1 with the subscription preselected, ready to click on Next.

 

Step 2: Customer Tier

  1. If you selected Update an existing subscription in step 1, the Enduser and Reseller will be automatically selected in step 2:
    • Check they are correct and click Next
    • If they are not correct, click the x in the top right corner of the ones you want to replace and follow the steps for new subscriptions below
  2. If you selected Create a new subscription in step 1, the Enduser and Reseller will be blank
    • Use the Find an enduser and Find a reseller fields to search for the relevant accounts using either their email , their email domain preceded by an "@" (e.g. @gfi.com) or their Customer ID (CID) if you know it
    • Once you have found the relevant account, click on it to set the selection, and click Next

If you cannot find an account
1. It does not exist: follow the instructions in How do I create a Reseller account? (Distributors only) or How do I create an Enduser Account?
2. It is not visible to you: if you are certain the account exists but you cannot see it, submit a visibility request to our Customer Care team.

 

Step 3: Configure

  1. Click Term Length to select
    • Addon Only (No Renewal): to upgrade an existing subscription with addons
    • 1 Year / 2 Years / 3 Years: the desired length of time for the new subscription/renewal
  2. Depending on the Term Length selected and the product you will be able to:
    • Adjust the number of seats/users
    • Choose addons (active addons will be pre-selected)
  3. When ready, click Next

Orders exceeding 2999 seats: enter the max amount of 2999 and click Next. In step 4 (below) modify the number in the QUANTITY column to the desired amount and click Preview Order.

 

Step 4: Preview

  1. The preview page will display:
    • All the order data set from the previous steps
    • Itemised pricing information (if the order is for addons only the listed items may carry the Prorated tag, denoting that the final charge is adjusted to reflect the remaining time of the subscription)
    • The Promo Codes field for applying pre-approved discounts for government, education, charity or non-profit organisations
    • The total order value
  2. Once you have confirmed that everything is as expected, click Place Order
    Note: if you make any changes (for example, quantity of one of the items), click the Preview Order button for the values to be updated and the Place Order button will reappear.
  3. Enter your purchase order number in the pop-up box PO Number field
  4. Click Confirm
  5. Once the order has been successfully submitted, click Go to Order on the confirmation pop-up
  6. On the Order Details page you can monitor the progress of your order (you can close this page and access it again at a later time either by saving the URL or searching for the PO number under Manage > Orders)
    • Processed: the order has been successfully processed and the invoice has been automatically emailed to the on-file accounting address
      Note: if you did not receive the relevant invoice, go to the Orders page, search for the relevant order by PO number, click on the PO number and in the top right you will see the relevant invoice number; submit a request to our Customer Care team to resend you the relevant invoice.
    • Awaiting Approval: the order you placed needs approval to continue
    • Blocked/Error/Rejected: the order encountered an issue and a reason is given; refer to Why was my order not successfully processed? for explanations and solutions
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