How to order evaluation license for a new customer in the WithSecure Partner Portal

Issue:

How to order evaluation (trial) license for a new customer in the WithSecure Partner Portal

Resolution:

Follow these steps to create an trial / evaluation order for a new customer account in the WithSecure Partner Portal.

New Partner Portal:

1. Log in to the Partner Portal
2. Click on the Visit New Partner Portal button on the Home page
3. Navigate to Sales > Account 
4. Choose the customer account from the list
5. Open the Trials tab within the account view 
6. Click New Trial 
7. Define the Customer Contact and click Next 
8. Select the products from the trial (pay attention to the Managed by column, a trial can be Company or Partner Managed) and click Next
9. Check and confirm the trial details and click Save

Old Partner Portal:

1. Log in to your Partner Portal account
2. Click Ordering and select Yearly
3. Click New Order
4. In the Search or add customer, enter your customer account. Note: If the account is not exist, click Add new in the search result.
5. Fill in the customer information and click Save
6. Click Add Products > Evaluation. Note: Evaluation products will be added with 90 days license term
7. Choose the product, click Continue
8. Enter your reference number (This value would be your own reference)
9. Click Continue
10. Click Order to finish the ordering