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Auto accept order, account creation


Gears

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Wow - now it makes sense - a "Pending Order" is not really a "Pending Order" - I always thought I have to run in an "accept" these orders so the client can have their products.

 

Now, it is my understanding, that after reading all this they are truly "NEW ORDERS"???

 

Not sure why we have to "accept" them though - to complete the process...

 

This should all be automated so new orders (pending) does not have to be accepted - especially if they are already paid for.

 

Just some thoughts...

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Wow - now it makes sense - a "Pending Order" is not really a "Pending Order" - I always thought I have to run in an "accept" these orders so the client can have their products.

 

Now, it is my understanding, that after reading all this they are truly "NEW ORDERS"???

 

Not sure why we have to "accept" them though - to complete the process...

 

This should all be automated so new orders (pending) does not have to be accepted - especially if they are already paid for.

 

Just some thoughts...

 

Yes. This is how it works. The "Pending" status we see is just to let us know

about the new order and to give us a way to verify that it's a real order from

someone who actually signed up/payed to access our product(s).

 

Even if we never verify this order and don't "Accept" it, the clients will still

have access to their products as long as you have it setup to automate the

process. Although, I do agree that this should also be automated, I can

understand why it's been kept the way it is.

 

This allows us to check our records and verify the order. If we find it's not

up to par, we can deny it and disable their access.

 

But none of this explains why isn't the most important email for hosting

accounts being sent automatically. I have to Manually send it before my

clients get their FTP access info and DNS info. They can log into cPanel

straight away. But I'd imagine the vast majority of clients want their FTP

login details just as much, if not more than their cPanel login info.

 

And if we are signing up newbie clients it's just all the more confusing to

them if they aren't getting all the correct access information. So any help

getting this email automatically sent, would be greatly appreciated.

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  • 3 weeks later...

This debate will go on and on. The point is that having to manually accept pending orders can be a resource intensive task and should be automated. The question is at what point do you actually automatically vet the order? My idea is to create a "Client Vetted" flag whereby certain client's orders are automatically accepted. This could be a group property for easy assignment.

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Will WHMCS auto-suspend an account and send out the suspension notification? what about auto-termination will system send an email to say account has been terminated?

 

As I am aware, there is an email for account suspended, but not one for Account terminated. Yes, both the suspended and terminate options can be automated.

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