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How do I place an order for a new MSP or SaaS subscription?

Chris Contorinis
Updated

Situation

You need to place an order for a new MSP or SaaS subscription.

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: 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
  3. Select Create a new subscription
  4. Select the desired product from the drop-down menu:
    • GFI LanGuard MSP
      or
    • Kerio SaaS
  5. Click Next:

  

 

Step 2: Customer Tier

  1. Use the Find a reseller field to search for the relevant Reseller account using either their email , their email domain preceded by an "@" (e.g. @gfi.com) or their Customer ID (CID) if you know it
  2. Once you have found the relevant account, click on it and click Next

Important note: Do not enter an Enduser as this is never applicable to MSP/SaaS subscriptions

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 and select Monthly (it is the only choice)
  2. The Contract Effective Date will automatically be set to the first of the month and should not be altered
  3. Depending on the product select the version:
    • Kerio Saas Monthly Subscription (only option available)
    • GFI LanGuard Network Audit subscription for MSPs (based on usage) 
    • GFI LanGuard Network Audit subscription for MSPs - Unlimited (based on a fixed monthly rate)
  4. Click Next

   

 

Step 4: Preview

  1. The preview page will display:
    • All the order data set from the previous steps
    • Itemised pricing information
    • The total order value (for GFI LanGuard Network Audit subscription for MSPs - Unlimited only)
  2. Once you have confirmed that everything is as expected, click Place Order
  3. Enter your purchase order number in the pop-up box PO Number field
  4. Click Confirm

  • Once the order has been successfully submitted, click Go to Order on the confirmation pop-up
  • 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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