--- language: "en-IN" --- # Noventiq Merchant Portal **Merchant Portal** allows you to effectively launch and manage your sales using Noventiq Checkout. * Get a ready-to-use checkout page without coding. * Add products, connect webhooks and start selling. * Customize product properties to display on the checkout page. Set prices, use auto-renewals to receive recurring payments from customers that purchase your products. Modify and customize 24/7. * Monitor sales data in reports and make timely decisions to increase your sales. More details on the [portal](https://docs.noventiq.com/en-en/merchant-portal/about). *** ** * ** *** **Noventiq Merchant Portal** |---------------------|-------------------------------------------------------------------| | **Merchant Portal** | | | **Support** | [merchants.help@noventiq.com](mailto:merchants.help@noventiq.com) | --- language: "en-IN" --- # API keys ## Overview Extend the capabilities provided by the Merchant Portal using our APIs: * [Products API](https://docs.noventiq.com/en-en/checkout/products-api-overview) Сreate and manage products: configure prices, subscriptions, additional products, etc * [Dynamic Product Checkout API](https://docs.noventiq.com/en-en/checkout/generate-checkout-link-api-overview) Create one-time checkout links with additional parameters allowing you to identify product characteristics and pre-fill customer data. See also: [Compare management options of Product API, Dynamic Product Checkout API and Merchant Portal](https://docs.noventiq.com/en-en/checkout/products-overview#features-comparison) * [Promotions API](https://docs.noventiq.com/en-en/checkout/promotions-api-overview) Provide customers with product discounts. Use instant discounts or use discounts activated by promotion codes (coupons) * [Orders API](https://docs.noventiq.com/en-en/checkout/orders-api-overview) Get order data using IDs and other characteristics. Create refund requests * [Subscriptions API](https://docs.noventiq.com/en-en/checkout/subscriptions-api-overview) Get subscription data, change or cancel subscriptions * [Authentication API](https://docs.noventiq.com/en-en/checkout/authentication-api-overview) Receive a token that is later used to authorize the user when working with other API When using any of our APIs, a token is required to authorize you in the system. You can get tokens via the [Authentication API](https://docs.noventiq.com/en-en/checkout/authentication-api-overview). This documentation explains how to: * Create API accounts for test and production environments * Change your password allowing you to get a token for authorization when working with one of our APIs ## Create Your API Account To get started with an API, you have to create an account. You will use the data of this account (username and password) later when trying to get a token via the [Authentication API](https://docs.noventiq.com/en-en/checkout/authentication-api-overview). After you have created your account, you will also be provided with access to all the APIs mentioned above. To create an account: * Open the **Merchant Portal** and log in to it * Check what mode you are using * If using **Test Mode**, your account will be assigned to work with an API in the test environment * If using **Sales Mode**, your account will be assigned to work with an API in the production environment * Go to **Developers / API Keys** * Click **Create Password** * The system will create your account as well as the connection settings required for access to all the APIs mentioned above * You will see a pop-up window containing the information on the created connection as well as the data (API login and password) necessary for you to work with the [Authentication API](https://docs.noventiq.com/en-en/checkout/authentication-api-overview) * **IMPORTANT!** Make sure you save this data on your end. After closing the pop-up window, you will not be able to view your password again You can create only one account per environment (test/production). ## How to Use Your API Account After you have created your account, you get the data required for authorization (API login and password). Use this data when sending a request for [getting an authorization token](https://docs.noventiq.com/en-en/checkout/authentication-api-request) to the Authentication API: |-----------------------------------------------------|------------------------------------------------------------------------------------------| | **The data of your account created via the portal** | **The data required for a request to be sent to get an authorization token** | | API login | [username](https://docs.noventiq.com/en-en/checkout/authentication-api-request#username) | | Password | [password](https://docs.noventiq.com/en-en/checkout/authentication-api-request#password) | Use the authorization token when working with any of our APIs. No additional configuration on our end is required for you to start using the APIs. See the additional instructions explaining how to work with each of the APIs. ## View Your API Account After you have created your account, you can view all the information about it in the section called **API Keys**. * Open the **Merchant Portal** and log in to it * Go to **Developers / API Keys** You can see your account intended for either the test environment or the production environment. It depends on the mode (Test Mode/ Sales Mode) you are using to work with the portal. The following information is displayed for your account: * **API login** (used as [username](https://docs.noventiq.com/en-en/checkout/authentication-api-request#username) when working with the Authentication API) * 4 last characters of your password It is impossible to view the password in full. If you lose your password, you will have to change it. * Date of last password update ## Change Your API Account Password You can change the password for your account after it has been created. The previous password will no longer be valid. You have to: * Open the **Merchant Portal** and log in to it * Check what mode you are using * If using **Test Mode**, your account is assigned to work with an API in the test environment * If using **Sales Mode**, your account is assigned to work with an API in the production environment * Go to **Developers / API keys** * Click the **Roll Password** button in the block of the previously created account * The system will generate a new password for your account and display it on the screen. Note that your previous password will no longer be valid * **IMPORTANT!**Make sure you save your new password on your end. After closing the pop-up window containing the password, you will not be able to view it again *** ** * ** *** **Noventiq Merchant Portal** |---------------------|-------------------------------------------------------------------| | **Merchant Portal** | | | **Support** | [merchants.help@noventiq.com](mailto:merchants.help@noventiq.com) | --- language: "en-IN" --- # Connect webhooks (create endpoints) ## Get Started To start receiving webhooks: * Go through the [integration guide](https://docs.noventiq.com/en-en/checkout/webhooks). * Develop a **web service to receive webhooks** on your end. NOTE: * You can use an individual URL to receive a webhook per event. * Each webhook has a [signature](https://docs.noventiq.com/en-en/checkout/webhooks#signature). Verifying the signature before processing webhooks helps you rest assured that they are from Noventiq. Use signature verification on your end to improve your communications security. * Your web service must [respond to webhooks](https://docs.noventiq.com/en-en/checkout/webhooks-request#response) in a particular way. * Enable webhooks through the **Merchant Portal** . You have to [create an Endpoint](https://docs.noventiq.com/en-en/merchant-portal/webhooks-create-endpoint#create-endpoint) for each event of which you want to be notified. ## Creating an Endpoint To enable a webhook connection, add a new URL for receiving data (Endpoint). NOTE: * You must create an individual Endpoint for each event on which you want to receive a webhook. * You can create one and only one Endpoint per event. Thus, you need to: * Log in to **Merchant Portal**. * Go to **Webhooks**. * Click on **Create endpoint** at the top of the page. * Enter an **Endpoint URL** -- the address of your web service that you want to receive a webhook on a specific event. The URL must be accessible via HTTPS. The URL may not be unique, i.e. you can provide different URLs for receiving webhooks on different events, or you can provide a single URL. * Select an **Event** -- the event on which you are going to be sent a webhook to your Endpoint URL. You can create only one webhook per event. * Enter a **Secret key** value -- this value is going to be used when generating a webhook signature. New Endpoints are created having the following status: **Active** . When an Endpoint URL has this status, a webhook on an event is sent to the **Endpoint URL** after the event occurs. If you want to stop webhooks, you have to deactivate the Endpoint. *** ** * ** *** **Noventiq Merchant Portal** |---------------------|-------------------------------------------------------------------| | **Merchant Portal** | | | **Support** | [merchants.help@noventiq.com](mailto:merchants.help@noventiq.com) | --- language: "en-IN" --- # Create products ## Get Started * Open **Merchant Portal** and go through authorization. * Go to **Products**. * Click on **Create Product** at the top of the page. ## Enter Product Properties Main product properties: * Enter the **Title** and the**Subtitle**of a product. They are displayed to the customer on the checkout page. * Select a [Pricing Model](https://docs.noventiq.com/en-en/merchant-portal/products-prices) **(Pricing Model)** for the product and fill out the **Price** fields. With this, you can also [limit product quantities](https://docs.noventiq.com/en-en/merchant-portal/products-prices#restrict-quantity), available for ordering. * *(Optional)* If a product has a limited validity and the customer must purchase recurring renewals to continue using the product, then you can set up the [Auto-Renewal](https://docs.noventiq.com/en-en/merchant-portal/products-renewal) option and the [Free trial period](https://docs.noventiq.com/en-en/merchant-portal/products-renewal#trial-renewal) option for the product. As soon as all the main properties of a product are entered, and a product object is created, the product is immediately available for sale. To place an order for the product, the customer must add it to the shopping cart on the checkout page using a [checkout link](https://docs.noventiq.com/en-en/merchant-portal/products-checkout-links). You can also enter other product properties: * *(Optional)* Upload a product **Photo** . The customer will see this image on the checkout page. File size limits: not larger than 512KB. Supported image formats: \*.gif, \*.jpg, \*,jpeg, \*.png. * *(Optional)* Select a product type: **Initial** or **Renewal** . This property is informational and does not affect the auto-renewal option. It is used when [generating reports](https://docs.noventiq.com/en-en/merchant-portal/reports-overview) and transferring them to GTM. * *(Optional)* Enter a **Description**. The customer will see it on the checkout page. The description is displayed in a modal window. * *(Optional)* Limit product sales according to the customer type by setting the following option: **Available for** . By default, product purchase is available to all the customer types. You can modify the settings to allow **Individuals** or **Companies** to make purchases. ## Learn More [Display at Checkout](https://docs.noventiq.com/en-en/checkout/products-display) *** ** * ** *** **Noventiq Merchant Portal** |---------------------|-------------------------------------------------------------------| | **Merchant Portal** | | | **Support** | [merchants.help@noventiq.com](mailto:merchants.help@noventiq.com) | --- language: "en-IN" --- # Create promotions ## Get Started * Log in to **Merchant Portal.** * Go to **Promotions**. * Click on **Create Promotions** at the top of the page. ## Enter Promotion Properties Main properties of a promotion: * Select a **promotion Type**: * **Discount** - in this case, a promotion is applied to a product automatically when adding the product to the shopping cart on the checkout page. * **Promotion codes** - in this case, a promotion is applied to a product only after a promotion code gets activated in the shopping cart on the checkout page. More details on [how to use promotion codes (coupons)](https://docs.noventiq.com/en-en/checkout/coupons). * Enter the promotion **Name**. It is not customer-facing. Use promotion names to stay organized on the portal. You can find a promotion by its name in the future. * *(When selecting Promotion codes as the promotion type)* Enter [Promotion codes](https://docs.noventiq.com/en-en/merchant-portal/promotions-create#coupons). A promotion code must be activated in the shopping cart on the checkout page to provide a discount. * Select a [Discount model](https://docs.noventiq.com/en-en/merchant-portal/promotions-create#discount-model) and set a discount percentage. You can also make additional settings for promotions: * *(Optional)* Change promotion statuses**(Active)**. A promotion can only be applied if it is active. By default, promotions are created active. * *(Optional)* Enter [promotion validity periods](https://docs.noventiq.com/en-en/merchant-portal/promotions-create#validity) **(Start date - Expiration date)** . By default, there is a validity period set. During this period, a promotion is valid since the date of its creation and is not limited by the date of its expiration. * *(If selecting Promotion codes as the promotion type, it is optional)* Change the [settings for applying promotion codes](https://docs.noventiq.com/en-en/merchant-portal/promotions-create#coupons) **(Promotion codes settings)** . By default, each promotion code can be activated in an unlimited number of orders. ## Setup Guide ### Validity Periods You can: * **Create lifetime promotions** . In this case, a promotion is valid from the start date until it is deactivated. * **Create limited-time promotions** . In this case, a promotion is valid for the period set. Please note that in addition to the promotion validity period, the ability to apply the promotion is also affected by its status. Promotions can only be applied during their validity period, and if they have the following status: **Active**. To set a promotion validity period: * Select a **Start date** for your promotion. By default, current date and time values are set for the field. Do not change them if you want your promotion to be applied immediately after its creation. Otherwise, enter date and time values in the future if you want to delay the start of the promotion. * Enable the option and select an **Expiration date**, if you want to limit the validity period of the promotion. The promotion expiration date and time values must be greater than the promotion start date and time values. ### Promotion Codes These settings can only be made to promotions having the following type:**Promotion codes**. Select a promotion code type to be used in your promotion **(Promotion codes setting)**: * **Reusable** - such promotion codes can be applied to products of multiple orders. * **Disposable** - such promotion codes can only be applied to products of a single order. Enter the **Promotion codes** that must be valid under the promotion. To apply the promotion, the promotion code must be activated in the shopping cart on the checkout page. You can add one or more codes to the promotion. Each code must meet the following conditions: * Must contain less than 30 characters. * Can contain letters (Latin and Cyrillic), numerical digits, as well as symbols: dashes, underscores, and dots. * Code value is case insensitive. * Must be unique within the same promotion. * If there are several codes, each of them must be entered on a new line. Press the ENTER key when in the input field to go to a new line. It is acceptable to use the same promotion code in different promotions. If several promotions that meet the conditions of application are found when a promotion code is activated, the discount amount of only one of the promotions is applied to a product. More details on [how discount amounts are applied in this case](https://docs.noventiq.com/en-en/checkout/promotions-overview#multiple-promotions). You can enter promotional codes manually or **generate** them automatically. To generate codes automatically, select the quantity you want to generate and click the **Generate** button. ### Discount Models Discount models determine the products to which a promotion is applied and the amount of a discount: * [All products](https://docs.noventiq.com/en-en/merchant-portal/promotions-create#all-products)**-** total discount amount for all your products. In this case, the promotion is applied to all your products; the discount amount is the same for each of the products. If you add new products to the catalog while the promotion is in its validity period, the discount amount is automatically applied to them as well. * [Specific products](https://docs.noventiq.com/en-en/merchant-portal/promotions-create#specific-products)- total discount amount for selected products. In this case, the promotion is applied only to the products you select; the discount amount is the same for each of the products. * [Specific products and discounts](https://docs.noventiq.com/en-en/merchant-portal/promotions-create#specific-products-and-discounts)**-** individual discount amounts for each selected product. In this case, the promotion is applied only to the products you select in it; the discount amount is assigned individually for each product. #### All Products In this case, the promotion is applied to all your products; the discount amount is the same for each of the products. If you add new products to the catalog while the promotion is in its validity period, the discount amount is automatically applied to them as well. * Select the discount model: **All products**. * Enter the **(Amount of Discount)** to be applied to all your products. The value must meet the condition: 1 ≤ discount percentage \< 100. You can enter an integer or a fractional number. You can use up to 6 digits after the separator -- the decimal point. #### Specific Products In this case, the promotion is applied only to the products you select; the discount amount is the same for each of the products. * Select the discount model: **Specific products**. * Enter the **(Amount of Discount)**to be applied to the products you select. The value must meet the condition: 1 ≤ discount percentage \< 100. You can enter an integer or a fractional number. You can use up to 6 digits after the separator -- the decimal point. * Add **products** to your promotion. To do this, select the products you require from the drop-down list. The list does not include products with trial periods or products to be used for automatic renewal. To add more products to the promotion, click on **Add product** and repeat the steps described above. If you want to **delete a product** from the promotion, click on the trash can icon next to the name of the product. #### Specific Products and Discounts In this case, the promotion is applied only to the products you select in it; the discount amount is assigned individually for each product. * Select the discount model: **Specific products and discounts**. * Add **products** to your promotion. You have to: * Select a product from the drop-down list. The list does not include products with trial periods or products to be used for automatic renewal. * Enter an individual **Amount of Discount** to be applied to the product you select. The value must meet the condition: 1 ≤ discount percentage \< 100. You can enter an integer or a fractional number. You can use up to 6 digits after the separator -- the decimal point. To add more products to the promotion, click on **Add product** and repeat the steps described above. If you want to **delete a product** from the promotion, click on the trash can icon next to the name of the product. *** ** * ** *** **Noventiq Merchant Portal** |---------------------|-------------------------------------------------------------------| | **Merchant Portal** | | | **Support** | [merchants.help@noventiq.com](mailto:merchants.help@noventiq.com) | --- language: "en-IN" --- # Dashboard ## Overview The Dashboard provides at-a-glance views of * Key sales metrics such as gross and net revenues, refunds, and more. * Lists of best-selling products. Reports contain information on paid orders and refunds. Please note that when generating reports, all order amounts are converted into the payout currency of your margin. The [payout currency](https://docs.noventiq.com/en-en/checkout/payouts) is set by your Agreement. The conversion is made at the exchange rate valid for the day when the order is placed. ## View Dashboard * Log in to **Merchant Portal**. * Go to **Dashboard**. * Use the filters to customize your data: * Select one or two periods for which you want your report to be built. If you select two periods, you can compare the performance during these periods on the same graph. * Breakdown the data into days or months. ## Customize Dashboard You can customize how graphs are displayed. You have to: * Click the **Edit charts** button at the top of the page. * After that, you are in the customize mode. * You can also hide a graph by clicking the **Hide** icon at the upper-right corner of the page. All hidden graphs are shown below on the page in the edit mode. You can always unhide them when necessary. * Click the **Save changes** button to save your changes and exit the customize mode. *** ** * ** *** **Noventiq Merchant Portal** |---------------------|-------------------------------------------------------------------| | **Merchant Portal** | | | **Support** | [merchants.help@noventiq.com](mailto:merchants.help@noventiq.com) | --- language: "en-IN" --- # FAQ Why is the product no longer available for editing through the portal? This may happen due to the specifics of subscription products. If you manage products concurrently using the API and the portal, then the following may have happened. You created a product object through the API and then bound it as a renewal product to the product that initiated the subscription. In such a case, you can view a renewal product through the portal at the first step. However, after that it is no longer displayed as a separate product. You can view its properties in the product that initiates a subscription. Why is the trial period not working? Please note that if you enable a trial period when editing a product, the product identifier will change. If you have already published buy links for a product having no trial period, then you have to update them so the customer can see the trial period in the product. The old links will continue being active, but the paid version of the product with no trial period will be available when clicking on them. How is VAT calculated for prices? VAT calculation depends on the agreement signed with you. Countries of sale determine the setup. Options: * VAT included - enter the final product price that includes VAT. * VAT on top - enter a product price without VAT; it is included automatically on the checkout page. VAT rates are determined automatically according to countries of sale. *** ** * ** *** **Noventiq Merchant Portal** |---------------------|-------------------------------------------------------------------| | **Merchant Portal** | | | **Support** | [merchants.help@noventiq.com](mailto:merchants.help@noventiq.com) | --- language: "en-IN" --- # Get checkout links ## Overview A checkout link allows customers to open the chekout page to add products to the shopping cart. ## How it works * After a product object has been [created](https://docs.noventiq.com/en-en/merchant-portal/products-create), you see a checkout link on the [product management page](https://docs.noventiq.com/en-en/merchant-portal/products-manage). This is a basic link format. It allows adding the minimum quantity of the product to the checkout page * Provide checkout links to your end customers to start using the checkout page ## Other capabilities Checkout links also allow you to: * Add **several products** to the checkout page using the same link * Set **the quantity of the product** to be added to the checkout page * Manage the default state of the **checkbox** provided for obtaining end customers' consent to auto-renewing of their subscriptions * Set the **currency** to be selected on the checkout page * Activate **promotion codes** automatically * Transfer **referrers** -- they are not displayed to customers but saved when creating an order * **Delete products** from the checkout page before adding new ones These and other capabilities are available when using the **additional GET parameters** in a checkout link. You can: * **Create a link containing additional parameters using the portal** , [as described further](https://docs.noventiq.com/en-en/merchant-portal/products-checkout-links#generate-link) * **Create such a link manually** , see the [link format description](https://docs.noventiq.com/en-en/checkout/checkout-links) ## Create Checkout Links Containing Additional Parameters ### Get Started To get started, you have to: * Open the **Merchant Portal** and log in to it * Go to **Products / Checkout links** * Click**Create link** The page where links are created consists of two parts: * Left-hand side - you can **set up** the properties of your link * Right-hand side - you can **preview** your link and copy it To create a link: * [Set up the properties of the link](https://docs.noventiq.com/en-en/merchant-portal/products-checkout-links#setup) on the left-hand side of the page * Check if the link works via the preview on the right-hand side of the page * *(Optional)* [Save the link](https://docs.noventiq.com/en-en/merchant-portal/products-checkout-links#save) by clicking **Save** This is an optional action, because you can copy your link from the preview window. You can start using the link without saving it first * Copy the link and provide it to your end customers ### Set Up Link Properties Use the form on the left-hand side of the page to set up the properties of your link. #### Name Field Set the title of the link in the **Name**field. This title is not displayed to your customers. Use it to sort checkout links and find a required link in the portal later. The title length of a checkout link must not exceed 255 characters. #### Empty customer's cart first If you require the checkout page to be emptied before the customer follows a checkout link, and the products set up for the link to be added only after pre-emptying the checkout page, you have to enable the following option: **Empty customer's cart first**. #### Product Set up the products you want to be added to the checkout page when following your checkout link. Set up the properties of these products. To do this, select one or more [products](https://docs.noventiq.com/en-en/merchant-portal/products-overview) in the following section: **Products**. Set up the properties for the selected: * To find a product faster, enter its title and subtitle in the drop-down selection field. * If you want **several** products to be added to the checkout page via one checkout link, use the **Add product** button to add additional products. * Note that only the products having at least one common currency at checkout can be added via one link (the rest products remain hidden from the selection field). After you have selected the required product, you can set its properties for the link: * **Quantity**- product quantity. This quantity is to be added to the checkout page via the link. * Note that the product quantity set in the link must be available for sale. If in the product itself you have already set up that only 1 to 5 units of this product can be purchased, it becomes impossible to add 10 units to the checkout page via the link. * If you do not enter any value into this field, the minimum available quantity of the product is added to the checkout page. * **Auto-renewal**-- consent to auto-renewals. This option enables or disables consent to subscription auto-renewal. * This option is only available for [auto-renewable products](https://docs.noventiq.com/en-en/merchant-portal/products-renewal) and affects the default state of the consent checkbox * The customer will be able to disable the option manually on the checkout page #### Localization Set up the parameters to localize your checkout page. These parameters are in the **Localization** block: * **Order currency** - default checkout page currency * The list shows only the currencies that are available for all the products added to the link * Note that the customer will be able to change the selected currency manually * If no currency is selected, the default checkout page settings are used #### Custom prices Change product prices on checkout pages using automatic activation of promotion codes. In **Custom prices,** select a [promotion](https://docs.noventiq.com/en-en/merchant-portal/promotions-overview), then select one of the promotion codes you want to be activated: * In the **Promotion**field -- select a promotion to apply it to the products on the checkout page: * To find a promotion faster, enter its title in the drop-down selection field * Note, the list shows only the promotions that use the following option: **a discount is provided if a promotion code is applied** (promotion type is **Promotion codes** ). The promotions of type **Discount** are applied to products automatically and cannot be managed through checkout links. * After you have selected the required promotion, you can select a promotion code to apply to the products When a promotion and a promotion code are selected, their applicability to the products added to the checkout link is not checked. After clicking the link, the promotion code is applied to those products on the checkout page for which it is available according to the promotion configurations. #### Tracking Add **additional informational parameters** (**referrers** ) to the link via the **Tracking** block. This data is not displayed to your end customers on the order page (though visible in the checkout link URL). It is saved into the order. You can get the data later, for example, through the API. More details on [how to use this data](https://docs.noventiq.com/en-en/checkout/order-additional-params). Please note that the time for storing additional parameters in orders is [limited](https://docs.noventiq.com/en-en/checkout/order-additional-params#limitations). Checkout link settings: * You can add up to 6 referrers * Referrer value must not exceed 255 characters ### Save Checkout Links Saving a checkout link is not mandatory. Use this option to: * Return to editing the link parameters * Be able to quickly copy the link and send it to your end customer Note that all the settings of a link are added to it as parameters. Saving the link with changed settings will not affect the links you have already sent to your end customers. The maximum length of any saved link should not exceed 2000 characters. Otherwise, the Save button will become unavailable. If this happens, try to reduce the number of the settings used in your link. E.g., reduce its informational parameters via the Tracking block. *** ** * ** *** **Noventiq Merchant Portal** |---------------------|-------------------------------------------------------------------| | **Merchant Portal** | | | **Support** | [merchants.help@noventiq.com](mailto:merchants.help@noventiq.com) | --- language: "en-IN" --- # Get started ## Quick Start ### General Steps * **Register** on the portal (). * After the registration, your account starts operating in a test mode. The system deploys a checkout page automatically for you in the test environment. * [Test the capabilities](https://docs.noventiq.com/en-en/merchant-portal/modes#get-started) of Noventiq Checkout. You can perform all the steps to set up sales, place orders and pay for them using the [test payment methods](https://docs.noventiq.com/en-en/checkout/references-payment-resources) * [Activate your account](https://docs.noventiq.com/en-en/merchant-portal/modes#activate) to switch to Sales Mode. * Make the [settings to launch sales in Sales Mode](https://docs.noventiq.com/en-en/merchant-portal/get-started#settings). You cannot migrate the settings configured in Test Mode. ### Start Sales * Before getting started, disable Test Mode (available after [account activation](https://docs.noventiq.com/en-en/merchant-portal/modes#activate)) using the menu bar above. * [Add products](https://docs.noventiq.com/en-en/merchant-portal/products-create) to our catalog and enter their prices. You can also use the [Product API](https://docs.noventiq.com/en-en/checkout/products-api) to manage products. If you do not want to manage the whole catalog on our end, you can use the capabilities of the [Dynamic Product Checkout API](https://docs.noventiq.com/en-en/checkout/generate-checkout-link-api-overview). * Set up [order fulfillment](https://docs.noventiq.com/en-en/merchant-portal/products-fulfillment). * Get [checkout links](https://docs.noventiq.com/en-en/merchant-portal/products-checkout-links) for your products and provide your customers with them. For example, you can embed the links into your catalog. The links will allow customers to purchase your products. Completing these steps will allow you to redirect your customers from your website to the checkout page hosted on our end. ## Next Steps * Customize **the display of the checkout page and emails** : add a logo, modify the domain name. Contact our support team to customize. You will be able to manage this option via the portal soon. More details about the [requirements for logo](https://docs.noventiq.com/en-en/checkout/checkout-page-settings). * [Provide your customers with discounts](https://docs.noventiq.com/en-en/merchant-portal/promotions) using promotions. * Use reports to [get information on sales](https://docs.noventiq.com/en-en/merchant-portal/reports-overview). * [Connect with our APIs](https://docs.noventiq.com/en-en/merchant-portal/api-keys) to get more management control. * [Set up webhooks](https://docs.noventiq.com/en-en/merchant-portal/webhooks-overview) on order events. You can also: * Enable **additional interface languages**. * Modify **supported** **currencies**. * Connect **local payment methods**. * Use **other features** . More details on the [Noventiq Checkout](https://docs.noventiq.com/en-en/checkout) documentation. You have to contact our support team to configure all these settings. *** ** * ** *** **Noventiq Merchant Portal** |---------------------|-------------------------------------------------------------------| | **Merchant Portal** | | | **Support** | [merchants.help@noventiq.com](mailto:merchants.help@noventiq.com) | --- language: "en-IN" --- # Manage products To manage products: * Open **Merchant Portal** * Go to **Products** You can: * Edit products * Get [++checkout links++](https://docs.noventiq.com/en-en/merchant-portal/products-checkout-links) * Delete products Once deleted, no product can be restored Steps: * Find a product in the list. You can use the search bar and the filter to sort products * Click the name of this product to go to its page. Alternatively, click the icon next to the product name and select the action you want to be performed * When on the product page: * The checkout link allowing purchase of the product is displayed at the top of the page. Click the link to copy it * To edit the product, click the **Edit** icon at the upper right hand corner * To delete the product, expand the sub-menu and select the action *** ** * ** *** **Noventiq Merchant Portal** |---------------------|-------------------------------------------------------------------| | **Merchant Portal** | | | **Support** | [merchants.help@noventiq.com](mailto:merchants.help@noventiq.com) | --- language: "en-IN" --- # Manage promotions ## View Promotions The list of promotions allows you to stay informed about all your promotions and to perform actions with them. To view the list of promotions: * Log in to **Merchant Portal** * Go to **Promotions** * Use the **search form** to find a promotion by its name The following data is displayed for each promotion: * **Promotion type** ![image-20250320-112350.png](https://docs.noventiq.com/__attachments/a_45c3a137a9496d34432f05ac850dcefed2e60fb7c326b7b22717c098ae874b35/image-20250320-112350.png?cb=9fd54bb592f8521a81eb952a214106bf) ![image-20250320-112403.png](https://docs.noventiq.com/__attachments/a_e37bd37cea73b32e8c1f197b55c80752c5837a78404ab329b2c7202cb68f34a6/image-20250320-112403.png?cb=0a7ec4e46f441d64e3f11b58fc7bf307) * **Promotion status** If a promotion is deactivated, it is marked with this icon ![image-20250320-112256.png](https://docs.noventiq.com/__attachments/a_c7e8f7cb1672f46cdd6ac1e8b2750249b6309a0ec281dfc8626a2fcd0e7d080f/image-20250320-112256.png?cb=205d0c834901c03cbe61ff145eba1b45) in the list. A deactivated promotion cannot be applied to a product. Select a required option in the menu next to the promotion name if you want to change its activity status. * Expiration date If a promotion has a limited validity period, and it is past its expiration date, you will see this icon ![image-20250320-112317.png](https://docs.noventiq.com/__attachments/a_62b62d774d52ff1903509dee0ff70a1bd9114ba513630780aeb781e5f894085e/image-20250320-112317.png?cb=a290cebe3c317397c08b7966b7555bd1) next to the promotion name in the list. You cannot apply a promotion to a product if the promotion has expired. * **Redemptions quantity** You can view a quantity of order items to which a promotion has been applied and [redeemed](https://docs.noventiq.com/en-en/merchant-portal/promotions-statistics#applying). For **Promotion codes** , you can view the list of applied and redeemed promotion codes. To do this, click on the name of a promotion code. A warning icon ![image-20250320-112337.png](https://docs.noventiq.com/__attachments/a_11762a8b7b0680a2c4062bbf64065628edd57ca075e404c1d11fdb0d78d45e98/image-20250320-112337.png?cb=fd9f04625e7132a17658b0948fd8a5b7) , may appear next to the quantity of redemptions, i.e. there are no more promotional codes to activate in a promotion. This happens if a promotion includes disposable (single-use) codes, and all of them have already been redeemed. * **Last Edit date** It displays the date when a promotion was last modified through the Merchant Portal. Changes in the number of uses of the promotion do not affect this date. ## Actions with Promotions You can perform the following actions with any promotion: * Edit * Change status * Delete To perform an action with a promotion, click on the icon next to its name and select the action you require. For promotions valid only on products selected, you can see examples of prices with discounts applied. To do this, go to promotion viewing and editing. If you want to stop a promotion temporarily, you have to deactivate it. What happens if you delete a promotion? * Deleting a promotion does not affect created orders. Discounts are not recalculated. * Once deleted, the promotion cannot be applied to new orders. * If there are promotion codes in a promotion, they are also deleted and cannot be activated in the shopping cart. * If a promotion is deleted, it is registered in the system as deleted and is no longer available for viewing. *** ** * ** *** **Noventiq Merchant Portal** |---------------------|-------------------------------------------------------------------| | **Merchant Portal** | | | **Support** | [merchants.help@noventiq.com](mailto:merchants.help@noventiq.com) | --- language: "en-IN" --- # Manage webhooks ## View webhook connections You can view all the webhooks connected and perform actions with them through the **Webhooks** section. You have to: * Log in to **Merchant Portal** * Go to **Webhooks** * You must see the list of all connected webhooks For each webhook, you can view the following data: * **Endpoint** - The URL of your web service that receives webhooks on specific events * **Webhook connection status** If the event notification (webhook) is disabled, you must see the **Disabled** icon next to your Endpoint URL * **Webhook receipt statistics** Last 7 days data is shown in the following columns: **Last 7 days** and **Error rate** . More details on [how the statistics are calculated](https://docs.noventiq.com/en-en/merchant-portal/webhooks-statistics) ## Actions with webhooks The following actions with webhooks are available: * Edit * Change status * Delete To execute an action with a webhook, click on the icon next to the Endpoint URL and select the action you require. When deleting the webhook: * The statistics on all the sent webhooks will be deleted * If any other webhook on some other orders was not sent but remained in the queue, it would also be deleted *** ** * ** *** **Noventiq Merchant Portal** |---------------------|-------------------------------------------------------------------| | **Merchant Portal** | | | **Support** | [merchants.help@noventiq.com](mailto:merchants.help@noventiq.com) | --- language: "en-IN" --- # Mock web service ## Overview A **web service** is a license generation method allowing you to fulfill orders by delivering products to customers electronically. A **web service emulator** is our web service that generates test licenses. With it, you can test a fulfillment process (e.g., how a webhook or an email with a license are received, etc.). How it works: * The customer pays for their order * The system automatically generates a test license * The received license is sent to the customer's email (an individual email is sent for each product) Web service emulator is available only in test mode. ## Set Up First Fulfillment If you have not previously set up fulfillment for your products: * Open the **Merchant Portal**and log in * Go to **Products** / **Overview** You must have at least one product created for the fulfillment option to be available. In this case, after the search form, you will see the fulfillment setup section * Click **Set up** in the fulfillment section * Select the following **License generation method** - **Mock web service** (only available in test mode) * Click **Save** ## Modify Settings If you have already set up fulfillment for your products and want to modify your settings: * Open the **Merchant Portal** and log in * Go to **Products** / **Overview** You must have at least one product created for the fulfillment option to be available. In this case, after the search form, you will see the fulfillment setup section * Click **Edit** in the fulfillment section * Select the following **License generation method** - **Mock web service**(only available in test mode) * Click **Save** Please note that modifying your fulfillment settings **will affect all your products**; i.e. your products created earlier, and new ones will use fulfillment via a web service emulator. ## Test You can test fulfillment by making a purchase. It is similar to [testing your web service](https://docs.noventiq.com/en-en/merchant-portal/products-fulfillment-webservice#test). *** ** * ** *** **Noventiq Merchant Portal** |---------------------|-------------------------------------------------------------------| | **Merchant Portal** | | | **Support** | [merchants.help@noventiq.com](mailto:merchants.help@noventiq.com) | --- language: "en-IN" --- # Orders ## Overview When purchasing through a checkout page, the system on our end creates an order. Using tab **Orders**, you can go to the ESupprot portal. It allows you to view information about all orders (including unpaid ones) created through your checkout page. In addition, you can manage them. ## Get Started * Open the **Merchant Portal** and log in * Go to **Orders** * The first login: * The portal asks for your consent to provide your account information which is necessary to access order management capabilities * Click **Authorize** to confirm the action * After that, you go to the ESupprot portal where you can manage any orders made via your checkout page [Step-by-step instructions](https://docs.noventiq.com/en-en/checkout/order-management) ## Additional Capabilities In addition to managing orders in tab **Orders**, you can: * View statistics on paid orders in [dashboard](https://docs.noventiq.com/en-en/merchant-portal/dashboard) * Receive [webhooks](https://docs.noventiq.com/en-en/merchant-portal/webhooks-overview) on order events * Get order data via the [Orders API](https://docs.noventiq.com/en-en/checkout/orders-api-overview) *** ** * ** *** **Noventiq Merchant Portal** |---------------------|-------------------------------------------------------------------| | **Merchant Portal** | | | **Support** | [merchants.help@noventiq.com](mailto:merchants.help@noventiq.com) | --- language: "en-IN" --- # Overview Merchant Portal allows you to effectively launch and manage your sales using [Noventiq Checkout](https://docs.noventiq.com/en-en/checkout/about). With the portal, you can: * [Manage your products](https://docs.noventiq.com/en-en/merchant-portal/products-overview) * Create product cards, customize their properties, and get direct checkout links * Set up automatic sale of product renewals (subscriptions) * Connect our order fulfillment tools to deliver your products to customers * Create checkout links * [Hold promotions](https://docs.noventiq.com/en-en/merchant-portal/promotions-overview) * Add discounts to all your products or only some of them * Use instant discounts that are activated on the checkout page immediately, or promotion codes that customers must activate themselves * [Connect webhooks](https://docs.noventiq.com/en-en/merchant-portal/webhooks-overview) * Get notified on order events in real time. Your web service receives a webhook when an order is created/a payment is made/a refund is executed/an action with a subscription is performed, etc * [Monitor and analyze your sales](https://docs.noventiq.com/en-en/merchant-portal/dashboard) * Monitor your sales performance using the reports that we provide to you in tables, graphs and charts * Compare the data received by period or by product type Additional features (available soon): * Customize the display of your checkout page and emails: upload your logo * Change the domain name of your checkout page If you require the setup now, please contact our support team. Our team will be happy to help. *** ** * ** *** **Noventiq Merchant Portal** |---------------------|-------------------------------------------------------------------| | **Merchant Portal** | | | **Support** | [merchants.help@noventiq.com](mailto:merchants.help@noventiq.com) | --- language: "en-IN" --- # Pre-filled list of licenses ## Overview A pre-filled list of licenses is a method to generate licenses required for product fulfillment (electronic delivery of a product to customers). How it works: * First, you add licenses for your products to the storage on our end (pool) * The customer pays for their order * The system automatically initiates the acquisition of a license for the products of the order from the storage * The licenses received are sent to the customer's email (an individual email is sent for each product) Supported: * License format: text If a license is a file, it must be saved on your end and be available via a link. As a license, you transfer the link to the file ## Set Up First Fulfillment If you have not previously set up fulfillment for your products: * Open the **Merchant Portal** and log in * Go to **Products** / **Overview** You must have at least one product created for the fulfillment option to be available. In this case, after the search form, you will see the fulfillment setup section * Click **Set up** in the fulfillment section * Select the following **License generation method** - **Pre-filled list of licenses** (or **Test pre-filled list of licenses** if you are working in test mode) * In the **Comment** field, you can enter any additional information about the setup. When using this license generation method, we can configure additional capabilities for you: * **The number of licenses**to be delivered for your product in an order: * **1 license per product unit**- when ordering several units of the same product, you must send the same number of licenses to the customer (e.g., if an order contains 5 units of one product, you must send 5 licenses). All received licenses will be sent to the customer in one email * **1 license per product**- you must send one license for a product, regardless of the number of product units purchased (e.g., if an order contains 5 units of one product, you must send only one common license) * **The email containing a license** - you can customize the text that allows you to insert licenses into the [email sent to the customer](https://docs.noventiq.com/en-en/checkout/emails#license-information). How to set up: * Make sure to use tag **{KEY}** in the text - licenses received from the pool substitute for the tag * You can use [additional substitution tags](https://docs.noventiq.com/en-en/checkout/email-substitution-tags) to add order/product/customer data You can also customize the text of this email via the [Product API](https://docs.softline.com/ru-ru/checkout/products-api-license-data#setup-email) after the license generation method has been configured. * **The email notification**that the pool is running out of your licenses - you will be notified if there are less than N licenses left in the storage on our end * Click **Save** * Your request to set up a pre-filled list of licenses will be sent to our support team * We will reach out to you by email to ask clarifying questions and to set up ## Replenish Your List of Licenses To add licenses to the storage on our end, you must contact our support team. Each license must be a string of text. You can provide licenses as .txt files. Each license must occupy an individual string. ## Modify Settings If you have already set up fulfillment for your products and want to modify your settings: * Open the **Merchant Portal**and log in * Go to **Products** / **Overview** You must have at least one product created for the fulfillment option to be available. In this case, after the search form, you will see the fulfillment setup section * Click **Edit** in the fulfillment section * Edit the values of the fields: * If you previously used a different license generation method and want to switch to using a **pre-filled list of licenses** , select **Pre-filled list of licenses** (or **Test pre-filled list of licenses** if you are working in test mode) in the field related * Further configuration is made the same way as when [setting up for the first time](https://docs.noventiq.com/en-en/merchant-portal/products-fulfillment-pre-filled-list#first-setup) * Click **Save** * Your request to set up a pre-filled list of licenses will be sent to our support team. While your request is being processed, the previously configured fulfillment method remains active for your products. * We will reach out to you by email to ask clarifying questions and to set up * After the connection has been complete, modifying your fulfillment settings will affect all your products; i.e. your products created earlier, and any new ones will use fulfillment via your pre-filled list of licenses ## Test You can test license fulfillment executed via the pool by making a purchase through your checkout page. This process is the same as when [making a purchase to test the web service](https://docs.noventiq.com/en-en/merchant-portal/products-fulfillment-webservice#test). *** ** * ** *** **Noventiq Merchant Portal** |---------------------|-------------------------------------------------------------------| | **Merchant Portal** | | | **Support** | [merchants.help@noventiq.com](mailto:merchants.help@noventiq.com) | --- language: "en-IN" --- # Products * [Products overview](https://docs.noventiq.com/merchant-portal/products-overview.md) * [Create products](https://docs.noventiq.com/merchant-portal/create-products.md) * [Set up product prices](https://docs.noventiq.com/merchant-portal/set-up-product-prices.md) * [Set up auto-renewal and free trial period options](https://docs.noventiq.com/merchant-portal/set-up-auto-renewal-and-free-trial-period-options.md) * [Set up products fulfillment](https://docs.noventiq.com/merchant-portal/set-up-products-fulfillment.md) * [Manage products](https://docs.noventiq.com/merchant-portal/manage-products.md) * [Get checkout links](https://docs.noventiq.com/merchant-portal/get-checkout-links.md) * [FAQ](https://docs.noventiq.com/merchant-portal/faq.md) *** ** * ** *** **Noventiq Merchant Portal** |---------------------|-------------------------------------------------------------------| | **Merchant Portal** | | | **Support** | [merchants.help@noventiq.com](mailto:merchants.help@noventiq.com) | --- language: "en-IN" --- # Products fulfillment overview ## Overview After the customer has paid for their order, you must deliver their purchased products to them. With our automatic fulfillment tools, you can send digital licenses to your customers (text activation keys, download links). How it works: * You pre-configure your license generation method. It influences what method will be used to get a license for your product. * After successful order payment, we automatically get the license using your chosen method and send it to the customer's email address License generation methods: * [Web service](https://docs.noventiq.com/en-en/merchant-portal/products-fulfillment-webservice) - we send a request to your web service to get a license (POST or GET) * [Pre-filled list of licenses](https://docs.noventiq.com/en-en/merchant-portal/products-fulfillment-pre-filled-list) (pool) - we get the license from the pool on our end. You must first add licenses to the pool and replenish it in time * [Web service emulator](https://docs.noventiq.com/en-en/merchant-portal/products-fulfillment-mock-webservice) -- this option is only available in test mode and is intended to demonstrate fulfillment processing. When using this method, our web service issuing test licenses will be connected to the products. Use this option if you want to test fulfillment processing: e.g. how a webhook or an email with a license are received, etc. The fulfillment settings apply to all your products. If none of our fulfillment method is connected, you must deliver your products to your customers yourself. More details on [how it works](https://docs.noventiq.com/en-en/checkout/fulfillment-on-your-side). *** ** * ** *** **Noventiq Merchant Portal** |---------------------|-------------------------------------------------------------------| | **Merchant Portal** | | | **Support** | [merchants.help@noventiq.com](mailto:merchants.help@noventiq.com) | --- language: "en-IN" --- # Products overview **Products**are goods or services. You sell them through the checkout page. The easiest way to start selling is to add products to the catalog on our end using the portal. You can create, edit, and delete products through the portal. If your product has several versions (e.g, basic/essential and premium), you have to create them as separate products. Through the portal, you can set up: * **Product properties to display in the cart on the checkout page** . Product title, photo (image), description. * **Product prices** . You have several options to determine a price. You can set the price in accordance to product quantity in an order. In addition, the price can depend on a currency at checkout. * **Restrictions on sale of products**. * **Subscriptions to automatic payment for renewals.** It is available for products having limited validity. More details on [how subscriptions work](https://docs.noventiq.com/en-en/checkout/renewal-ar-how-it-works). * **Free trial periods.** The option extends the ability to sell subscriptions. A trial period enables customers to acquire a product free of charge and pay for the product only after the trial period expires. The payment for the product after the trial period expires and further recurring payments for renewals thereafter are executed automatically. More details on [how subscriptions with trial periods work](https://docs.noventiq.com/en-en/checkout/renewal-ar-trial). You can also use the [Products API](https://docs.noventiq.com/en-en/checkout/products-api-overview) for advanced product management. If you do not want to publish your products on our end, we can offer you the [Dynamic Product Checkout API](https://docs.noventiq.com/en-en/checkout/generate-checkout-link-api-overview). This service allows you to generate product buy links. You send product data in the request. You do not have to set up each product separately on our end. *** ** * ** *** **Noventiq Merchant Portal** |---------------------|-------------------------------------------------------------------| | **Merchant Portal** | | | **Support** | [merchants.help@noventiq.com](mailto:merchants.help@noventiq.com) | --- language: "en-IN" --- # Promotions * [Promotions overview](https://docs.noventiq.com/merchant-portal/promotions-overview.md) * [Manage promotions](https://docs.noventiq.com/merchant-portal/manage-promotions.md) * [Create promotions](https://docs.noventiq.com/merchant-portal/create-promotions.md) * [View promotion redemption statistics](https://docs.noventiq.com/merchant-portal/view-promotion-redemption-statistics.md) *** ** * ** *** **Noventiq Merchant Portal** |---------------------|-------------------------------------------------------------------| | **Merchant Portal** | | | **Support** | [merchants.help@noventiq.com](mailto:merchants.help@noventiq.com) | --- language: "en-IN" --- # Promotions overview ## Overview **Promotions**are a tool offering customers discounts on products. Customers receive discounts according to the **type of a promotion**: * **Discount** - in this case, a promotion is applied to a product automatically when adding the product to the shopping cart on the checkout page. * **Promotion codes** - in this case, a promotion is applied to a product only after a promotion code gets activated in the shopping cart on the checkout page. Customers can activate promotion codes manually or automatically by using the parameter in buy links. More details on [how to use promotion codes (coupons)](https://docs.noventiq.com/en-en/checkout/coupons). Each promotion can include only one discount type. **Discount models** determine the products to which discount amounts under a promotion are going to be applied: * **All products -** total discount amount for all your products. In this case, the promotion is applied to all your products; the discount amount is the same for each of the products. If you add new products to the catalog, the discount amount is automatically applied to them as well. * **Specific products** - total discount amount for selected products. In this case, the promotion is applied only to the products you select; the discount amount is the same for each of the products. * **Specific products and discounts -** individual discount amounts for each selected product. In this case, the promotion is applied only to the products you select; the discount amount is assigned individually for each product. According to**promotion validity periods**, promotions can be: * **Lifetime** - in this case, the expiration date of a promotion remains unset; the discount amount is offered as long as the promotion is active. * **Limited-time** - in this case, you set the expiration date of a promotion. If it is past this date, the discount amount cannot be applied. However, if the customer places an order with a discount amount offered while a promotion is valid and pays for the order only after the promotion expires, the discount amount does not change. The price of a discounted product is not recalculated in an unpaid order after a promotion expires. Several promotions can be applied to one product. If this is the case, only [one of them](https://docs.noventiq.com/en-en/merchant-portal/promotions-statistics#multiple-promotions) is going to be applied. You can manage promotions through the [Merchant Portal](https://docs.noventiq.com/en-en/merchant-portal/promotions-create) or by using the [Promotions API](https://docs.noventiq.com/en-en/checkout/promotions-api-overview). *** ** * ** *** **Noventiq Merchant Portal** |---------------------|-------------------------------------------------------------------| | **Merchant Portal** | | | **Support** | [merchants.help@noventiq.com](mailto:merchants.help@noventiq.com) | --- language: "en-IN" --- # Set up auto-renewal and free trial period options ## Overview If your product has a limited validity and requires a recurring purchase of renewals, then you can set it up **to be automatically renewed** . This option allows you to create a subscription when the customer pays for their first order. Follow up renewals are purchased automatically. Renewal order creation and renewal order payment require no participation of the customer. Payments for renewal orders are processed the same way as payments for common orders (webhook sending is initiated, electronic delivery is executed). More details on [auto-renewable subscriptions](https://docs.noventiq.com/en-en/checkout/renewal-ar-how-it-works). You can also add a **free trial period** . This option allows the customer to receive a product free of charge (an auto-renewable subscription is also crated). When the trial period expires, an automatic purchase of the product is performed. Follow up renewals are purchased automatically, same as when processing common subscriptions. The customer can cancel a subscription during its trial period. If this is the case, the product will not be purchased. More details on [subscriptions with trial periods](https://docs.noventiq.com/en-en/checkout/renewal-ar-trial). ## Setting options To set up you need to: * Set the validity for a product. * Enable the auto-renewal/free trial period and configure its properties. You can set different titles, prices, and validity periods for products, trial periods and renewals. All the settings are made in **one product** . You can make them when [creating](https://docs.noventiq.com/en-en/merchant-portal/products-create) and [editing](https://docs.noventiq.com/en-en/merchant-portal/products-manage) the product. Setting options when using the portal: * [Auto-renewal of products with no trial periods](https://docs.noventiq.com/en-en/merchant-portal/products-renewal#no-trial) ![image-20250320-093019.png](https://docs.noventiq.com/__attachments/a_ecfd8ee25762287f81f59ee17015643e8738d156b3fe25996a7b70bad03c797a/image-20250320-093019.png?cb=2e69291a3fca796c9363a765c0629051) * [Auto-renewal of products with trial periods](https://docs.noventiq.com/en-en/merchant-portal/products-renewal#trial) ![image-20250320-093040.png](https://docs.noventiq.com/__attachments/a_2c1c72aef9e7a726d552aca7240926e435d22ccb4e2698834a530e7292bb4e6b/image-20250320-093040.png?cb=35b82ad28b0d8e94efbb6a706c057031) * [Auto-renewal of products with trial periods and separate prices](https://docs.noventiq.com/en-en/merchant-portal/products-renewal#trial-renewal) for product purchase and product renewal. ![image-20250320-093055.png](https://docs.noventiq.com/__attachments/a_3094f92f04326f49d9346d4c02bdfb919112e61711dfbaba3b851d00f70a17a5/image-20250320-093055.png?cb=26517c66c6cb20f2ea52fbc3cfe323eb) Please use the [Product API](https://docs.noventiq.com/en-en/checkout/products-api-overview), if you require more customization options. ## Setup Guide ### Auto-renewal for products with no trial periods In this case, the customer purchases a product having limited validity. After the validity period expires, the customer has to make recurring purchase of renewals to continue using the product. The price and the validity of a product may differ from the price and the validity of a renewal. These recurring purchases are executed automatically. ![image-20250320-093111.png](https://docs.noventiq.com/__attachments/a_c1d47896fec1739b63bb8da80603c7088c61ff564e412cee58e1d09566d8bd18/image-20250320-093111.png?cb=2e69291a3fca796c9363a765c0629051) All the settings are made in **one product** . You can make them when [creating](https://docs.noventiq.com/en-en/merchant-portal/products-create) and [editing](https://docs.noventiq.com/en-en/merchant-portal/products-manage) the product. * Enter the main properties of the product in section **Details** , the same way as when creating common products. The customer will see this data **when placing an order** for a product with automatic renewal. * When filling in the properties, enable the **Term** option and fill out the validity period in this field. * You can choose any product type **Initial** or **Renewal** . This does not affect the work of the auto-renewal option. The field is informational. It is included when generating [reports](https://docs.noventiq.com/en-en/merchant-portal/reports-overview). * Enable the **Auto-Renewal** option. You will see additional fields to set up. This data will be used for **recurring automatic renewals**. * Enter the **Term** (renewal validity period) in the Auto-Renewal section. * Enter the **Title** and the **Subtitle** of the renewal in the Auto-Renewal section. This data will be displayed to the customer in the email concerning automatic renewal, on the subscription management page, and on the renewal order page. * Enter the **Price** of the renewal in the Auto-Renewal section. The renewal price model is similar to the product price model. Please note that in this case, the renewal will not have a separate buy link. If you want to be able to purchase it without a subscription, then start it as a separate product. ### Auto-renewal for products with trial periods and the same price per product and per renewal In this case, the customer receives a product free of charge. Its trial period starts after acquisition. When the trial period expires, the customer has to make recurring purchases of the product paying the same price to continue using the product. These recurring purchases are executed automatically. ![image-20250320-093126.png](https://docs.noventiq.com/__attachments/a_c061163c7747009ef7418ffb50b959a13d14359051cece73d9c6112062ed6a28/image-20250320-093126.png?cb=35b82ad28b0d8e94efbb6a706c057031) All the settings are made in **one product** . You can make them when [creating](https://docs.noventiq.com/en-en/merchant-portal/products-create) and [editing](https://docs.noventiq.com/en-en/merchant-portal/products-manage) the product. * Enter the main properties of the product in section **Details** , the same way as when creating common products. This data will be used for automatic recurring purchase of products **after its trial period expires**. * When filling in the properties, enable the **Term** option and fill out the validity period in this field. * You can choose any product type **Initial** or **Renewal** . This does not affect the work of the auto-renewal option. The field is informational. It is included when generating [reports](https://docs.noventiq.com/en-en/merchant-portal/reports-overview). * Enable the **Free trial period** option. You will see additional fields to set up. The customer will see this data **when placing an order** for a product with a trial period. * Enter the **Term** (trial period validity) in the Free trial section. * Enter the **Title** and the product **Subtitle** for the trial period in the Free trial section. * You do not need to enable the **Auto-Renewal** option. The automatic renewal option is available automatically for products with trial periods. You can also enable the option if you want to set up additional titles, validity periods, and renewal purchase prices. It is described in the [following setup case](https://docs.noventiq.com/en-en/merchant-portal/products-renewal#trial-renewal). Please note that **if you add a trial period to a previously created product**, the identifier of the product and its buy link will change. If you have already published links for purchasing a product without a trial period, then you need to update them so that the customer can see the trial period in the product. The old links will still work, but the paid version of the product having no trial period will be available when clicking on them. ### Auto-renewal for products with trial periods and separate prices per product and per renewal In this case, the customer receives a product free of charge. Its trial period starts after acquisition. When the trial period expires, the customer has to purchase the product. Next, the customer has to make recurring purchase of renewals to continue using the product. The purchase of the product and its recurring renewals is executed automatically. ![image-20250320-093138.png](https://docs.noventiq.com/__attachments/a_aeeaf16227d91f89b770a0e15f12fe31314c2d1aab00482f82e6d3a79d8e61e0/image-20250320-093138.png?cb=26517c66c6cb20f2ea52fbc3cfe323eb) All the settings are made in **one product** . You can make them when [creating](https://docs.noventiq.com/en-en/merchant-portal/products-create) and [editing](https://docs.noventiq.com/en-en/merchant-portal/products-manage) the product. * Enter the main properties of the product in section **Details** , the same way as when creating common products. This data will be used for automatic purchase of the product **after its trial period expires**. * When filling in the properties, enable the **Term** option and fill out the validity period in this field. * You can choose any product type **Initial** or **Renewal** . This does not affect the work of the auto-renewal option. The field is informational. It is included when generating [reports](https://docs.noventiq.com/en-en/merchant-portal/reports-overview). * Enable the **Free trial period** option. You will see additional fields to set up. The customer will see this data **when placing an order** for a product with a trial period. * Enter the **Term** (trial period validity) in the Free trial section. * Enter the **Title** and the product **Subtitle** for the trial period in the Free trial section. * Enable the **Auto-Renewal** option. You will see additional fields to set up. This data will be used for automatic purchase of recurring renewals **after the validity period of the product expires**. * Enter the **Term** (renewal validity period) in the Auto-Renewal section. * Enter the **Title** and the **Subtitle** of the renewal in the Auto-Renewal section. This data will be displayed to the customer in the email concerning automatic renewal, on the subscription management page, and on the renewal order page. * Enter the **Price** of the renewal in the Auto-Renewal section. The renewal price model is similar to the product price model. Please note that if you **add a trial period to a previously created product**, the identifier of the product and its buy link will change. If you have already published links for purchasing a product without a trial period, then you need to update them so that the customer can see the trial period in the product. The old links will still work, but the paid version of the product having no trial period will be available when clicking on them. *** ** * ** *** **Noventiq Merchant Portal** |---------------------|-------------------------------------------------------------------| | **Merchant Portal** | | | **Support** | [merchants.help@noventiq.com](mailto:merchants.help@noventiq.com) | --- language: "en-IN" --- # Set up product prices ## Overview You can manage product prices when [creating](https://docs.noventiq.com/en-en/merchant-portal/products-create) and [editing](https://docs.noventiq.com/en-en/merchant-portal/products-manage) products. To set up a price, you have to select one of the price models. This determines on what the price set for a product depends. According to the price model selected, the price may be affected by: * **Product quantity** - the price per unit is affected by the quantity of the product put in the shopping cart on the checkout page. You can: * Set up quantity ranges and an individual price per range. Quantity ranging defines a limit on how much of a product the customer can buy at a given price per product unit. E.g., 1 up to 5 units are sold at one price, and starting with the 6th unit or more the price is different. In this example, there are two ranges: 1-5 и 6-∞. * Alternatively, set one price for any quantity of the product. * **Checkout currency** - the price per unit is affected by the currency in which the order is placed. You can: * Enter an individual price for each checkout currency. The list of available sales currencies is decided in accordance with your agreement. * Alternatively, set a single price in one of the base currencies (USD/EUR). In this case, if the currency on the checkout page differs from the currency in which you set the price, price conversion takes place at the exchange rate valid for a current date. The following price models are available to you: * [One price](https://docs.noventiq.com/en-en/merchant-portal/products-prices#one-price) - price per unit is common. * [Volume pricing](https://docs.noventiq.com/en-en/merchant-portal/products-prices#volume) - individual prices are set in accordance with product quantities purchased. * [One price for each currency](https://docs.noventiq.com/en-en/merchant-portal/products-prices#one-price-to-each-currency) - individual prices are set in accordance with currencies at checkout. * [Volume pricing and options](https://docs.noventiq.com/en-en/merchant-portal/products-prices#volume-pricing-and-options) - individual prices are set in accordance with product quantities purchased and currencies set at checkout. ## Pricing Model Setup Guide ### One Price With this pricing model: * The price per unit is the same when buying any quantity of the product. * The product is available for sale in all currencies according to your agreement. * You set the price in one of the base currencies: USD/EUR. * At checkout: If the currency on the checkout page (checkout currency) differs from the currency in which you set the price, price conversion takes place at the exchange rate valid for a current date. The currencies available to the customer are determined in accordance with the Agreement you sign. More details on [this pricing model](https://docs.noventiq.com/en-en/checkout/products-prices#one-price). How to set up: * Select the pricing model: **One price**. * In the **Price** field: * Select the **currency** in which the product price will be set in the price list. * Enter a **price per product unit** in the currency selected. Depending on the conditions in your agreement, you must set the price with or without VAT. More details on [VAT calculation](https://docs.noventiq.com/en-en/merchant-portal/products-faq#VAT). * *(Optional)* Enter a product **SKU**. Example settings: * Pricing model: One price * Price: USD 100 Product price at checkout is: * For 1 product unit in dollars: 100 х 1= 100 USD. * For 5 product units in dollars: 100 х 5= 500 USD. * If the checkout currency is changed to EUR, the price is also converted to EUR. ### Volume Pricing With this pricing model: * The price per unit depends on the product quantity being purchased. You set quantity ranges and an individual price per range. * The product is available for sale in all currencies according to your agreement. * You set the price in one of the base currencies: USD/EUR. * At checkout: If the currency on the checkout page (checkout currency) differs from the currency in which you set the price, price conversion takes place at the exchange rate valid for a current date. The currencies available to the customer are determined in accordance with the Agreement you sign. More details on [this pricing model](https://docs.noventiq.com/en-en/checkout/products-prices#volume-pricing). How to set up: * Select the pricing model: **Volume pricing**. * You will see the **Pricing** table with columns, i.e. tiers. Each tier sets the price per product unit in accordance with the quantity of the product put in the shopping cart on the checkout page. For example, the table already contains two price ranges: 1 up to 2 and 3 up to 4. This means that when ordering 1 up to 2 product units, the price per unit will be taken from tier 1. When ordering 3 up to 4 product units, the price per unit will be taken from tier 2. You can edit the values in the example or delete them/add new quantity ranges. * Click **Add tier+** You can delete a tier if needed by clicking on the trashcan icon next to the tier heading. * Enter **First unit** (minimum product quantity)and **Last unit**(maximum product quantity) in each tier. The applied price is taken from a relevant tier if the product quantity in the shopping cart on the checkout page falls within the range. * Start the minimum product quantity with 1 if you do not want to limit the minimum product quantity available for sale. * Do not enter the maximum product quantity in the last tier if you want the price to be applied for any quantity greater than the minimum. * More details on [how to limit product quantity available for sale](https://docs.noventiq.com/en-en/merchant-portal/products-prices#restrict-quantity). * Select the **currency** in which the product price will be set in the price list. * Enter a **price per product unit** for each tier. Depending on the conditions in your agreement, you must set the price with or without VAT. More details on [VAT calculation](https://docs.noventiq.com/en-en/merchant-portal/products-faq#VAT). * *(Optional)* Enter a product **SKU**. You can enter the same value if the SKU does not have to change in accordance with the product quantity. Example settings: * Pricing model: Volume pricing * Pricing: |----------------|-------------|--------------| | | First price | Second price | | **First unit** | 1 | 6 | | **Last unit** | 5 | ∞ | | **USD** | 100 | 90 | Product price at checkout is: * For 1 product unit in dollars: 100 х 1= 100 USD. * For 10 product units in dollars: 90 х 10= 900 USD. * If the checkout currency is changed to EUR, the price is also converted to EUR. ### One Price for Each Currency With this pricing model: * The price per unit is the same when buying any quantity of the product. * The product is available for sale only in the currencies for which you entered the price. * You set an individual price per checkout currency. More details on [this pricing model](https://docs.noventiq.com/en-en/checkout/products-prices#one-price-to-each-currency). How to set up: * Select the pricing model: **One price for each currency**. * Enter a **price per product unit** for each checkout currency. Your agreement determines the list of available currencies. Depending on the conditions in your agreement, you must set the price with or without VAT. More details on [VAT calculation](https://docs.noventiq.com/en-en/merchant-portal/products-faq#VAT). * *(Optional)* Enter a product **SKU**. Example settings: * Pricing model: One price for each currency * Pricing: |---------|-----| | **USD** | 100 | | **PLN** | 400 | | **EUR** | | Product price at checkout is: * For 1 product unit in dollars: 100 х 1= 100 USD. * For 5 product unit in dollars: 100 х 5= 500 USD. * For 1 product unit in zloty: 400 х 1= 400 PLN. * For 5 product unit in zloty: 400 х 5= 2000 PLN. * The product cannot be purchased in EUR. ### Volume Pricing and Options With this pricing model: * The price per unit depends on the product quantity being purchased. You set quantity ranges and an individual prices per range. * The product is available for sale only in the currencies for which you entered the price. * You set individual prices per unit for each checkout currency in each quantity range. More details on [this pricing model](https://docs.noventiq.com/en-en/checkout/products-prices#volume-pricing-and-options). How to set up: * Select the pricing model: **Volume pricing and options**. * You will see the **Pricing** table with columns, i.e. tiers. Each tier sets the price per product unit in accordance with the quantity of the product put in the shopping cart on the checkout page. For example, the table already contains two price ranges: 1 up to 2 and 3 up to 4. This means that when ordering 1 up to 2 product units, the price per unit will be taken from tier 1. When ordering 3 up to 4 product units, the price per unit will be taken from tier 2. You can edit the values in the example or delete them/add new quantity ranges. * Click **Add tier+** . You can delete a tier if needed by clicking on the trashcan icon next to the tier heading. * Enter **First unit** (minimum product quantity) and **Last unit** (maximum product quantity) in each tier. The applied price is taken from a relevant tier if the product quantity in the shopping cart on the checkout page falls within the range. * Start the minimum product quantity with 1 if you do not want to limit the minimum product quantity available for sale. * Do not enter the maximum product quantity in the last tier if you want the price to be applied for any quantity greater than the minimum. * More details on [how to limit product quantity available for sale](https://docs.noventiq.com/en-en/merchant-portal/products-prices#limit-quantity). * Enter a**price per product unit** for each quantity range. You have to enter an individual price per checkout currency. Depending on the conditions in your agreement, you must set the price with or without VAT. More details on [VAT calculation](https://docs.noventiq.com/en-en/merchant-portal/products-faq#VAT). * *(Optional)* Enter a product **SKU** for each tier. You can enter the same value if the SKU does not have to change in accordance with the product quantity. Example settings: * Pricing model: Volume pricing and options * Pricing: |----------------|-------------|--------------| | | First price | Second price | | **First unit** | 1 | 6 | | **Last unit** | 5 | ∞ | | **USD** | 100 | 90 | | **PLN** | 400 | 350 | | **EUR** | | | Product price at checkout is: * For 1 product unit in dollars: 100 х 1= 100 USD. * For 10 product unit in dollars: 90 х 10= 900 USD. * For 1 product unit in zloty: 400 х 1= 400 PLN. * For 10 product unit in zloty: 350 х 10= 3500 PLN. * The product cannot be purchased in EUR. ## Limit Product Quantity Available for Ordering Using prices, you can also limit the product quantity to be added to the shopping cart on the checkout page. E.g., you need to set up products that can be purchased in the quantity of not less than 5 units, or 20 at most. To do this, use the pricing models in which a price depends on a quantity (**Volume pricing, Volume pricing and options**). After choosing a model, add a product quantity range: * To limit the minimum product quantity - start the range with the minimum value permitted. * To limit the maximum product quantity - end the range with the maximum value permitted. * You can add only one quantity range if you need to limit the quantity permitted for purchase only, but not the price shift that depends on a quantity. Examples of how to set up pricing models: * Less than 5 product units cannot be bought. The price per product unit depends on the product quantity. |----------------|-------------|--------------| | | First price | Second price | | **First unit** | **5** | 11 | | **Last unit** | 10 | ∞ | | **Price** | 100 | 90 | * Less than 5 product units cannot be bought. The price per product unit does not change when the product quantity changes: |----------------|-------------| | | First price | | **First unit** | **5** | | **Last unit** | ∞ | | **Price** | 100 | * More than 100 product units cannot be bought. The price per product unit depends on the product quantity. |----------------|-------------|--------------| | | First price | Second price | | **First unit** | 1 | 11 | | **Last unit** | 10 | **100** | | **Price** | 100 | 90 | * More than 100 product units cannot be bought. The price per product unit does not change when the product quantity changes. |----------------|-------------| | | First price | | **First unit** | 1 | | **Last unit** | **100** | | **Price** | 100 | *** ** * ** *** **Noventiq Merchant Portal** |---------------------|-------------------------------------------------------------------| | **Merchant Portal** | | | **Support** | [merchants.help@noventiq.com](mailto:merchants.help@noventiq.com) | --- language: "en-IN" --- # Set up products fulfillment Learn how you can fulfill product orders to your end customers after they have paid for them: * [Products fulfillment overview](https://docs.noventiq.com/merchant-portal/products-fulfillment-overview.md) * [Web service](https://docs.noventiq.com/merchant-portal/web-service.md) * [Pre-filled list of licenses](https://docs.noventiq.com/merchant-portal/pre-filled-list-of-licenses.md) * [Mock web service](https://docs.noventiq.com/merchant-portal/mock-web-service.md) *** ** * ** *** **Noventiq Merchant Portal** |---------------------|-------------------------------------------------------------------| | **Merchant Portal** | | | **Support** | [merchants.help@noventiq.com](mailto:merchants.help@noventiq.com) | --- language: "en-IN" --- # Test and sales modes ## Overview There are two modes to work with the portal: * **Test mode enabled** -- when using this mode, you work in a test environment. The test environment is designed to acquaint you with Noventiq Checkout. You have access to all the features of the service. However, it lacks several capabilities. You cannot process true payments or receive payouts. * **Test mode disabled (Sales Mode ON)** -- when using this mode, you work in a production environment. This environment allows you to process only true payments for orders. You also can receive margin payouts. The test and production environments work independently of one another. You cannot migrate product data, order data or any other settings between the environments. Once you have registered, you get access to [Test Mode](https://docs.noventiq.com/en-en/merchant-portal/modes#get-started) only. To start using Sales Mode, you must [activate your account](https://docs.noventiq.com/en-en/merchant-portal/modes#activate). ## Get Started Once you have registered, you start working in Test Mode. The system deploys a checkout page having default settings automatically for you in the test environment. You can create products, connect webhooks, test the API and use all the features of the portal to get acquainted with Noventiq Checkout. To use the test checkout page: * Create at least one product object. After that, you can see a checkout link on the product page. * Click on the link and the product is added to the test checkout page. You can make a purchase in the test environment. Use the [test payment means](https://docs.noventiq.com/en-en/checkout/references-payment-resources). More details on [how to work with the test environment](https://docs.noventiq.com/en-en/checkout/testing). ## Activate Your Account Account activation is required to access Sales Mode and start accepting true payments. To switch to Sales Mode: * Click the **Activate account** button on the menu bar of the portal at the top. * Enter the data required. * Confirm your acceptance of the offer. * Send a request to activate your account and switch to the mode. Once our manager has verified your account, it becomes set up and activated. In addition, the system deploys a checkout page automatically for you in the production environment. You receive an email. It notifies you of your account activation is complete. Note. You cannot migrate data between the test and sales modes. Once your account has been activated, you have to make the **settings required to launch sales** . More details on the [steps you have to make](https://docs.noventiq.com/en-en/merchant-portal/get-started#settings). ## Switch Portal Modes Once your account has been [activated](https://docs.noventiq.com/en-en/merchant-portal/modes#activate), you can switch between the modes when working with the portal. Use the Test Mode switch on the menu bar of the portal at the top to switch between the modes. Use the switch to enable or disable Test Mode. When you disable Test Mode, you start working in Sales Mode. Note. The switching between the modes of the portal only affects the data you manage (for the test environment or for the production environment). It does not affect the availability or the functionality of your checkout page. ## Learn More [Testing](https://docs.noventiq.com/en-en/checkout/testing) [Test Payment Sources (cards, etc.)](https://docs.noventiq.com/en-en/checkout/references-payment-resources) *** ** * ** *** **Noventiq Merchant Portal** |---------------------|-------------------------------------------------------------------| | **Merchant Portal** | | | **Support** | [merchants.help@noventiq.com](mailto:merchants.help@noventiq.com) | --- language: "en-IN" --- # Test webhooks To test how a webhook works, execute the action for which you set up the webhook. E.g., You [have created](https://docs.noventiq.com/en-en/merchant-portal/webhooks-create-endpoint) an **Endpoint** for the event: **Order created** Next, you have to add a product to the shopping cart on the checkout page and place an order for this product. After your order is created, you will receive a webhook on this event to the URL you provided in the Endpoint for the **Order created** event. You can also view thе [statistics of webhook receipt](https://docs.noventiq.com/en-en/merchant-portal/webhooks-statistics) per event. ## Test using a mock web service You can use special web tools that allow you to simulate a web service for receiving webhooks. You have to: * Create a Mock Server for testing, e.g. using **Postman** (read the [setup instructions on the Postman website](https://learning.postman.com/docs/designing-and-developing-your-api/mocking-data/setting-up-mock/)). * An **Endpoint URL** is provided for this web service. * Create an **Endpoint** via **Merchant Portal.** Webhooks are going to be sent to this URL. * Execute the order action that results in a webhook being sent on the event you require. * Check on your web service for testing (on the website where you have created it). You must be able to see the data of the webhook received. *** ** * ** *** **Noventiq Merchant Portal** |---------------------|-------------------------------------------------------------------| | **Merchant Portal** | | | **Support** | [merchants.help@noventiq.com](mailto:merchants.help@noventiq.com) | --- language: "en-IN" --- # View promotion redemption statistics ## View Statistics You can learn the promotion redemption statistics by viewing the list of promotions. The following is required: * Log in to**Merchant Portal**. * Go to **Promotions**. * Use the **search form** to find a promotion by its name. The statistics are displayed in **Redemptions** . You see a number of order items to which a promotion has been applied and redeemed. The quantity of each item in the order is ignored. i.e., if a discount is applied to 1 unit or 5 units in a single order, it counts as one redemption. A warning icon may appear next to the quantity of redemptions, i.e. there are no more promotional codes to activate in a promotion. This happens if a promotion includes disposable (single-use) codes, and all of them have already been redeemed. ## Registration of Promotion Redemptions A promotion is considered redeemed if the customer has created an order for a product with a promotional discount. Order payment is ignored. Please note that if several promotions are simultaneously applicable to a product, only one of them is applied at checkout. Discounts are not cumulative. How are promotions applied if several promotions are available for the same product at checkout? If the checkout meets the conditions for applying several promotions: * Among the eligible promotions having **Discount** as a type and **All products** as a discount model, the latest one is applied - based on the creation date. For this promotion, the redemption is registered even if a discount from another promotion affects the product as the result of processing. * Among the eligible promotions having **Discount** as a type and **Specific products** or **Specific products and discounts** as a discount model, the latest one is applied - based on the creation date. For this promotion, the redemption is registered even if a discount from another promotion affects the product as the result of processing. * Among the promotions having **Promotion codes** as a type, one is registered according to the following rules: * If several promotional codes [are activated](https://docs.noventiq.com/en-en/checkout/coupons#activation), the one activated last is applied. * If there are several promotions having identical promotion codes, the promotion offering the highest discount percentage is applied. * For the promotion applied, the redemption is registered even if a discount from another promotion affects the product as the result of processing. * **From the results obtained** the discount of the promotion offering the highest discount percentage affects the product. Discounts are not cumulative. Please note that the statistics register the redemption for several promotions. *** ** * ** *** **Noventiq Merchant Portal** |---------------------|-------------------------------------------------------------------| | **Merchant Portal** | | | **Support** | [merchants.help@noventiq.com](mailto:merchants.help@noventiq.com) | --- language: "en-IN" --- # View webhook receipt statistics You can view the statistics of statistics of webhook receipt by your web service. You have to: * Log in to **Merchant Portal**. * Go to **Webhooks**. * Click on an **Endpoint URL** of a webhook in the list to go to the management page. The page shows the **statistics for the last 7 days**. * **Last 7 days:** The field shows the number of webhooks received successfully. The value increases if your service returns a [successful response](https://docs.noventiq.com/en-en/checkout/webhooks-request#response). * **Error rate:** The field shows the error rate when receiving webhooks. The value increases if the service runs out of the [attempts to send a webhook](https://docs.noventiq.com/en-en/checkout/webhooks-request#response) for any product event in an order. The value remains unchanged if your web service does not return a successful response and keeps retrying to send a webhook. *** ** * ** *** **Noventiq Merchant Portal** |---------------------|-------------------------------------------------------------------| | **Merchant Portal** | | | **Support** | [merchants.help@noventiq.com](mailto:merchants.help@noventiq.com) | --- language: "en-IN" --- # Web service ## Overview A**web service** is a license generation method allowing you to fulfill orders by delivering products to customers electronically. With this delivery method, a web service must be developed on your end. Upon request from our end, this web service will generate a license for a product and return it in response. We will send the received license to the customer by email. Supported: * Data transfer method: **POST** or **GET** * License format: **text** If a license is a file, it must be stored on your end and be available via a link. As a license, you transfer a link to a file with a license. **Interaction security** is ensured by verifying a [signature](https://docs.noventiq.com/en-en/checkout/fulfillments-via-web-service#signature) in the header of each request. ## Set Up First Fulfillment ### Basic Settings If you have not previously set up fulfillment for your products: * Open the **Merchant Portal**and log in * Go to **Products** / **Overview** You must have at least one product created for the fulfillment option to be available. In this case, after the search form, you will see the fulfillment setup section * Click **Set up** in the fulfillment section * Select the following **License generation method** - **Web service** (or **Test web service** if you are working in test mode) * Enter your **Web service URL** -- this is the address of the web service on your end that will receive requests to generate a license. The URL must be accessible over HTTPS * Select a **Data transfer method:** * **GET** - parameters will be transferred to your web service in the URL having the following form: http://\[your-web-service-endpoint-url\]?=\[parameter1_name\]=\[parameter1_value\]\&\[parameter2_name\]=\[parameter2_value\] * **POST** - parameters will be transferred in the request body in format JSON * Enter a **Secret key** - this value will be used when generating a signature of a request to the web service * Select what **License quantity**must be delivered for your product in an order: * **1 license per unit**- when ordering several units of the same product, you must send the same number of licenses to the customer (e.g., if an order contains 5 units of one product, you must send 5 licenses). If this option is selected, we will send a separate request to get a license for each unit of the same product in one order. All received licenses will be sent to the customer in one email * **1 license per product**- you must send one license for a product, regardless of the number of product units purchased (e.g., if an order contains 5 units of one product, you must send only one common license) * Set up [customer emails containing licenses](https://docs.noventiq.com/en-en/merchant-portal/products-fulfillment-webservice#email-settings) * (Optional) Use [parameters](https://docs.noventiq.com/en-en/merchant-portal/products-fulfillment-webservice#params-settings) to add order/product/customer data to the request * You can test [sending a request](https://docs.noventiq.com/en-en/merchant-portal/products-fulfillment-webservice#test-request) before saving the web service * Click **Save** ### Customer Emails with Licenses When setting up fulfillment through a web service, you can also set up the emails that will contain licenses sent to customers. You have two options available: We send emails containing licenses (recommended) In this case: * We get a license from your web service and store it on our end. Later, we can use this to resend the license to the customer (e.g., if the customer contacts our support team with such a request) * The system generates an email and includes the license in it (you can manage the text that is used to insert the license into the email) and sends the email to the customer * The system processes successful product fulfillment using the [standard method](https://docs.noventiq.com/en-en/checkout/use-cases#fulfill-order) To connect this option on the page where you set up fulfillment via your web service: * Enable the following option **Send email with license to customers** * Enter a text into the field named **Section with license to be sent to customer by email**. This text will be used to insert the license received from your web service: * For the license to be substituted into the text, **you must use tag {KEY}** * You can use [additional substitution tags](https://docs.noventiq.com/en-en/checkout/email-substitution-tags) to add order/product/customer data * View an [example of a customer email containing a license](https://docs.noventiq.com/en-en/checkout/emails#license-information). Note that the text you provide will be added into the email template containing our greeting, signature and order details, so you do not need to include this data into the section with a license **Additionally:** You can use the [Product API](https://docs.noventiq.com/en-en/checkout/products-api-license-data#setup-email) to configure this text individually for a specific product and each interface language. You send emails containing licenses In this case: * We only send a request for a license to your web service * Your web service must return **HTTP/1.1 200 OK** in response to a request for a license. When a correct response is received: * The response is not stored as a license on our end * We send no emails containing licenses to the customer. Please note that **you must send the email to the customer yourself**. On the order page, the customer sees that the email containing their license has been sent * The system processes successful product fulfillment using the [standard method](https://docs.noventiq.com/en-en/checkout/use-cases#fulfill-order) * You send an email containing a license To connect this option on the page where you set up fulfillment via your web service: * Disable the following option: **Send email with license to customers** ### Request Parameters You can manage data transferred in a request to your web service. By default, the request does not contain any data. To manage the parameters of the request on the page where you set up fulfillment via your web service: * Click **+ Add** if you want to add a parameter to the request * A form must open. It has two fields: parameter name and parameter value * Select a parameter value in the second field. This is the order or product property that will be transferred to your web service * Modify the name of the parameter in the first field if necessary [Parameter Reference](https://docs.noventiq.com/en-en/checkout/license-generator-params) #### Example For example: * Your web service is available at: * You want to send the data in the request: * Order ID * Product ID * Quantity of the product in the order * Order currency * The value of the additional parameter Referer1 * The customer paid for order No. 19583505 for 1 piece of product with the identifier 19583478 (currency: USD, Referer1: 123) In this case: * **When using the GET method**: * We will send a request to get a license from your web service to: https://you-company.com/license?Order=19583505&ID=19583478&Quantity=1&Currency=USD&Referer1=123 * **When using the POST method**: * We will send a request to get a license from your web service to: * The request body will contain parameter: { "Order": "19583505", "ID": "19583478", "Quantity": "1", "Currency": "USD", "Referer1": "123" } ## Modify Settings If you have already set up fulfillment for your products and want to modify your settings: * Open the **Merchant Portal**and log in * Go to **Products** / **Overview** You must have at least one product created for the fulfillment option to be available. In this case, after the search form, you will see the fulfillment setup section * Click **Edit** in the fulfillment section * Edit the values of the fields: * If you previously used a different license generation method and want to switch to using a web service, select **Web service** (or **Test web service** if you are working in test mode) in the field related * Further configuration is made the same way as when [setting up the web service for the first time](https://docs.noventiq.com/en-en/merchant-portal/products-fulfillment-webservice#first-setup) Please note that modifying your fulfillment settings **will affect all your products**; i.e. your products created earlier, and new ones will use fulfillment via your web service. ## Work with Your Web Service More details on: * How to secure interaction with [signature verification](https://docs.noventiq.com/en-en/checkout/fulfillments-via-web-service#signature) * How your web service [must respond to the request transferred to get a license](https://docs.noventiq.com/en-en/checkout/fulfillments-via-web-service#response) * How [errors of interaction](https://docs.noventiq.com/en-en/checkout/fulfillments-via-web-service#error-usecase) with the web service are handled ## Test After you have provided the required data to set up your web service, you can test your settings. In this case, you do not have to save any changes to the web service settings. ### Test Request to Your Web Service With this feature, you can send a request to your web service without having to purchase a product through a checkout page. For this purpose: * On the [page where you set up fulfillment via your web service](https://docs.noventiq.com/en-en/merchant-portal/products-fulfillment-webservice#first-setup), click **Test** * The system automatically makes a request to your web service based on the current fulfillment settings. If the request contains parameters, test values are inserted into them * You must see the information about the completed request and the received response of your web service in the modal window When a test request is executed, no additional actions are taken to process product fulfillment (no customer email with a license and no webhook notification are sent). Only the request is sent. ### Test Purchase More details on: * [How to make a purchase in a test environment](https://docs.noventiq.com/en-en/checkout/fulfillments-via-web-service#test-purchase) * [How to test fulfillment in sales mode](https://docs.noventiq.com/en-en/checkout/fulfillments-via-web-service#purchase) ### Web Service Emulator on Your End If you have not yet developed a web service and want to see a sample request on your end, you can use a mock web service. You must set up a test web service that will receive requests on a special web tool. More details on [how to use it](https://docs.noventiq.com/en-en/checkout/fulfillments-via-web-service#mock-server). ### Web Service Emulator on Our End If you want to test fulfillment processing (e.g., how a webhook or an email with a license are received, etc.), but you do not have a web service yet and do not want to set up an emulator on your end, you can connect our web service emulator. This is our web service that issues test licenses upon request. More details on [how to use it](https://docs.noventiq.com/en-en/merchant-portal/products-fulfillment-mock-webservice). *** ** * ** *** **Noventiq Merchant Portal** |---------------------|-------------------------------------------------------------------| | **Merchant Portal** | | | **Support** | [merchants.help@noventiq.com](mailto:merchants.help@noventiq.com) | --- language: "en-IN" --- # Webhooks Learn how to get real-time updates on order events. * [Webhooks overview](https://docs.noventiq.com/merchant-portal/webhooks-overview.md) * [Connect webhooks (create endpoints)](https://docs.noventiq.com/merchant-portal/connect-webhooks-create-endpoints.md) * [Test webhooks](https://docs.noventiq.com/merchant-portal/test-webhooks.md) * [Manage webhooks](https://docs.noventiq.com/merchant-portal/manage-webhooks.md) * [View webhook receipt statistics](https://docs.noventiq.com/merchant-portal/view-webhook-receipt-statistics.md) *** ** * ** *** **Noventiq Merchant Portal** |---------------------|-------------------------------------------------------------------| | **Merchant Portal** | | | **Support** | [merchants.help@noventiq.com](mailto:merchants.help@noventiq.com) | --- language: "en-IN" --- # Webhooks overview ## Overview Webhooks are meant to automatically notify your web service when certain events occur. Webhooks can be sent to notify of the following events: * Order сreated. * Payment succeeded/failed. * License information sent/returned. * Subscription cancelled/restored. ## How it Works * You [create webhook connections (endpoints)](https://docs.noventiq.com/en-en/merchant-portal/webhooks-create-endpoint) for specific events. * One of the order events for which you have a webhook connection enabled occurs. * Your web service receives a webhook notifying of this event via an HTTP POST request. *** ** * ** *** **Noventiq Merchant Portal** |---------------------|-------------------------------------------------------------------| | **Merchant Portal** | | | **Support** | [merchants.help@noventiq.com](mailto:merchants.help@noventiq.com) | --- version: "latest" language: "en-BG" --- # Noventiq Support **Noventiq Support** is a single portal to get access to all your support and managed services, create new support request, communicate with our teams in 24x7 mode, track overall performance and leave feedback on the quality of our services. *We provide round-the-clock multi-vendor technical support* *and solve cross-vendor problems to customers of all types globally* *** ** * ** *** **Noventiq Support** [https://support.noventiq.com](https://support.noventiq.com/) --- version: "latest" language: "en-BG" --- # Accept the Azure Marketplace offer ## Overview Marketplace Offer onboarding enables access to customer's environment with reader and contributor rights, thus enabling Noventiq to provide the operational support services signed as per SOW. Access provision and resources delegation works using [Azure Lighthouse technology](https://azure.microsoft.com/en-us/services/azure-lighthouse/). In absence of Marketplace offer on boarding, there will be no access to the customer's environment and Noventiq will not be able to provide operational support Services. It is one of prominent pre-requisite to perform the infrastructure assessment and to provide the operational support to the Customer. Please click to the link and open Azure Portal ([https://portal.azure.com](https://portal.azure.com/)) in a new browser window and follow the procedure shown below. **Important notice** By accepting Azure Marketplace offer and delegating resources you\`ll provide Partner Admin Link (PAL) association for Noventiq on the delegated resources. ## Step 1 Type **Marketplace** in the search box and go to the **Marketplace** Blade. ![image-20250407-141812.png](/__attachments/a_1f2254c8de4f87126625408698b77799696a6ada29dd4f51e1c611b4c8857f7c/image-20250407-141812.png?cb=f1dcc89a31391993f16e5278c32d64e0) Common Issues Disclaimer: there is common issue with which is observed in about 10% of the cases of onboarding with Azure Marketplace Offer, which leads to the failure of accepting marketplace offer and provisioning Service Provider into your Azure environment. This issue is caused by Managed Services Resource provider not being registered in a Subscription, which needs to be delegated. To fix this issue you\`ll be required to open your Subscription, go into Resource Provider tab, Search for Managed Services resource provider and then Register it, using Register button on top of the window (see screenshot). ![image-20250407-141906.png](https://docs.noventiq.com/__attachments/a_8c6b1e1e648a13205f2c7cf71b79c269312c685d2a32800fd700ec85bb8e8db5/image-20250407-141906.png?cb=da172b78ceecf0d64a3fc2e308a993e5) ## Step 2 Search for Noventiq offers by typing **Noventiq** in the search box. Select **24x7 Cloud Managed Services (NOC)**. ![image-20250407-141932.png](https://docs.noventiq.com/__attachments/a_a5f0dda0155feb4e695b06fa4440f5ac6b3113b8cc953bf071a246b2e91906b7/image-20250407-141932.png?cb=bc497297fcce9ef9b05931f50d1f34cb) ## Step 3 Select your plan -- **Public or Private** . Enter your details to the fields where required and click **Review + Create**. ![image-20250407-141942.png](https://docs.noventiq.com/__attachments/a_20fe25814929d5382a69d5ebe68339a43a846c4948177c4f9bbb7d7c6bf9df90/image-20250407-141942.png?cb=5c22eaf1e31a37a8b46f8928ca50170d) ![image-20250407-141948.png](https://docs.noventiq.com/__attachments/a_3ca66278e870949cc2ab4e546807edcfbf390fd9bbf47871893b952714072307/image-20250407-141948.png?cb=876f517a0ffde20e1ec93c88e91ebd98) *Note* Access rights granted to Security Groups in Noventiq Azure AD, to ensure that access is secure and MFA-protected. Security groups are created for each customer separately to ensure just-enough and just-in-time access model. To ensure JEA, readers groups consist of all members in the Monitoring \& L1 teams, who met all eligibility requirements (completed necessary training, and received appropriate management approval prior to account creation. To ensure JIT, contributor group must be empty by default. Owners of those groups are shift leads/team leads. When an engineer requires contributor access to support the customer, they request temporary elevated access to the resources they require. Once shift lead/team lead approves the JIT access request, the engineer is granted temporary access with only the privileges necessary to complete their assigned work. ***Marketplace offer is now accepted. Moving to resources delegation steps.*** ## Step 4 Type **Service providers** in the search box and go to the **Service Providers** Blade. ![image-20250407-142012.png](https://docs.noventiq.com/__attachments/a_d425388fd95d7b8089dd96edf6ea4267813553f65e91cfb40da198aefb111f44/image-20250407-142012.png?cb=120c498c20ebf15f07f09e6f1dee0b3c) ## Step 5 Click **+** near the 24x7 Cloud managed Service (NOC) by Noventiq. ![image-20250407-142022.png](https://docs.noventiq.com/__attachments/a_38a7aa7e1eda1a95002a651fb27b1e473ef266a8143d9df4c500814a81151dab/image-20250407-142022.png?cb=617d58a857c372edaeaaf12ce460c281) ## Step 6 Click **Delegate Subscription** , select your subscription and click **Delegate resources**. ![image-20250407-142034.png](https://docs.noventiq.com/__attachments/a_efcba6c8083492563b28b02337b0be98d1b0246f769eed273ca91756367d2358/image-20250407-142034.png?cb=aa0597d35a773356034f2e2c6560e1d4) ## Step 7 After selecting subscriptions, click **Delegate**. ![image-20250407-142044.png](https://docs.noventiq.com/__attachments/a_efea28420f1dd6d49872b8d31fac9297ad9fc122913e662bfb29cd15c6487677/image-20250407-142044.png?cb=9c883ae90d5e6191c4780b2244449313) *** ** * ** *** **Noventiq Support** [https://support.noventiq.com](https://support.noventiq.com/) --- version: "latest" language: "en-BG" --- # Change Approval Each Emergency and Normal Change request requires approval, which means a request for approval will be sent to the Change Authorization Board. **Change Authorization Board (CAB)** -- person or group of people responsible for evaluation and authorization for normal and emergency changes within a particular service. CAB can consist of various roles (Change Coordinator, Process Manager, Customer Representative, Service Operations Team, Service Owner, Resource Manager, Risk and Compliance Expert, Technical Expert) and is formed depending on the change model, service type and product. Internal CAB as well as Client Authorization performs the following functions: * analysis of the RFCs; * advice on change planning and implementation; * clarification of categorization and classification of changes; * assessment of the impact of changes; * authorization of changes; CAB is formed and recorded in Service Desk system by the Process Manager/Service manager during the Client onboarding to Managed Services. If Change is at Client Authorization stage, it means we need an approval from Client's CAB. System will initiate an approval request automatically -- it will be sent via email to all the members of the CAB, defined during the onboarding. In this email you will have an option to Approve/Reject the change via direct link. Links for approval and rejection are different and mentioned in the approval request email below the table with Change description and details. ![Picture1-20250417-072132.png](https://docs.noventiq.com/__attachments/a_66ad038fa5afb91871f889672738b652a432ac5c63cb25ae3435f65e392b1942/Picture1-20250417-072132.png?cb=56ade4cff6840c841e080e392e5d61d9) * If you are logged in to the portal and change was initiated by you -- link will get you to the Change detailed page, where you will see two buttons: **Approve** and **Reject**. ![Picture2-20250417-072138.png](https://docs.noventiq.com/__attachments/a_45ac7b672b36c53718996ba8c6a59a490b2c0785e359ff24f2e503ff87f5b80c/Picture2-20250417-072138.png?cb=1b9d72ba9c23199be8189c95f79c3eab) * If you are not logged in to the portal or you are not the initiator of the change -- links will get you to a separate page for approval or rejection. For both options you will have an option to leave a comment. In case of approval -- please, add there your OTP code (if any). For rejection -- please, specify the reason of rejection, so we can adjust change plan/details accordingly and re-initiate the change approval. You will see the result of your action in the Change list -- Approval status column. *** ** * ** *** **Noventiq Support** [https://support.noventiq.com](https://support.noventiq.com/) --- version: "latest" language: "en-BG" --- # Change Lifecycle In the Normal change management process, where the process is the most complex, we have 7 stages: 1. **Open** -- newly logged change request. 2. **Planning** -- planning of the change roll-out and roll-back, risks and impact assessment. 3. **Awaiting approval** -- peer review and internal approval of the change request reasons, roll-out and roll-back plan. 4. **Client Authorization** -- approval for the change from Customer's CAB 5. **Pending release** -- Change implementation 6. **Pending review** -- post-implementation review of the change results. 7. **Closed/Cancelled** -- after all the activities above are done, change is closed. There is an option to cancel the change, but it is allowed only **before** the change is approved. ![Picture1-20250417-070725.png](https://docs.noventiq.com/__attachments/a_b746ac13bb156323a5df431eb7ec6ae02e9f9af6022b884db1ce6a093c9deaea/Picture1-20250417-070725.png?cb=a3bcf41e6c3d1d1c4fc18f554017fd2e) *** ** * ** *** **Noventiq Support** [https://support.noventiq.com](https://support.noventiq.com/) --- version: "latest" language: "en-BG" --- # Change Requests Overview ## What is it? Change Management is the process of tracking and managing a change throughout its entire life cycle, from start to closure, with the aim to minimize risk to a business. As part of our Managed Service offering, we align with ITIL v4 Change Management processes and procedures and adapt where necessary to accommodate your specific business needs. Change management is an internal process in Managed Services provider -all change activities are managed by Noventiq Managed services teams. Through Noventiq Support portal we provide our customers with full visibility on all the changes to their infrastructure. Details on the Changes you can find on a Service Package detailed page. ![Picture1-20250417-070241.png](https://docs.noventiq.com/__attachments/a_8d21e03f6b7e8262d31b74180db29f35f5cba1432b7f6057a9f3cf11975d9ba1/Picture1-20250417-070241.png?cb=fdd5c974f98451c9962e9b174cacef7a) Our Change Management process includes 3 types of Changes: * **Standard change** --- is a pre-authorized change that is low risk, relatively common and follows a specified procedure or work instruction, and which can be implemented without needing additional authorization. A standard change is one that is frequently implemented, has repeatable implementation steps, and has a proven history of success. * **Emergency change** --- a change that must be implemented as soon as possible, for example to resolve a major incident or implement a security patch. This change is of such a high priority that it bypasses group and peer review and approval and goes straight to the Authorization state for approval by the Customer CAB approval group. These changes do not follow the complete life cycle of a normal change due to the speed with which they must be authorized. * **Normal change** --- a change which is enabled by a change model. Any service change that is not a standard change or an emergency change. Normal change requests follow a prescriptive process which requires two levels of approval before being implemented, reviewed, and closed. These changes require a full range of assessments and authorizations such as peer or technical approval, change management, and Change Advisory Board (CAB) authorization, to ensure completeness, accuracy, and the least possible disruption to service. These changes are most often scheduled outside of defined change blackout windows or during defined maintenance windows. Change can be initiated by Customer user via Service request submission, or by Delivery team based on the contractual schedule of regular activities. *** ** * ** *** **Noventiq Support** [https://support.noventiq.com](https://support.noventiq.com/) --- version: "latest" language: "en-BG" --- # Critical incident We recommend opening Critical incidents using our toll-free numbers. This way we will respond to your problem instantly and be able to proceed with the solution as quickly as possible. You can find out toll free numbers in the Contacts section of the portal or from the list below: |-----------------------|----------------------------------| | India | +918 000 502 401 000 8000502401 | | Malaysia Toll Free | +60 1 800 80 5455 1800805455 | | Vietnam Toll Free | +841 800 400 460 1800400460 | | Thailand Toll Free | +661 800 018 012 1800018012 | | Singapore Toll Free | +658 008 528 528 8008528528 | | Philippines Toll free | +63 1800 8 372 8204 180083728204 | | Argentina Toll Free | +548 006 663 647 8006663647 | | Costa Rica Toll Free | +5 068 000 320 080 8000320080 | | Chile Toll Free | +56 800 914 128 800914128 | | Brazil Toll Free | +558 000 000 558 8000000558 | | Peru Toll Free | +5 180 074 560 80074560 | | Colombia Toll Free | +578 005 190 502 18005190502 | | Egypt Toll Free | +208 000 060 262 8000060262 | | UAE toll free | +9 718 000 120 113 8000120113 | | UK Toll free | +448 081 968 185 8081968185 | | Cambodia Toll Free | +8 551 800 207 618 11800207618 | | USA Toll Free | +18 889 558 955 8889558955 | *** ** * ** *** **Noventiq Support** [https://support.noventiq.com](https://support.noventiq.com/) --- version: "latest" language: "en-BG" --- # Detailed Page You can check all the details of already raised requests for Change on the detailed page that will be available for each Change from the list. On the Detailed page you can see all the parameters of the change request and the status. Change details: * **What's changing** -- reason for change described. * **What will this affect?** -- expected impact this change will cause. * **Implementation plan** -- how we plan to implement the change. * **Rollback plan** -- what is the plan to roll back the changes if something goes wrong. * **Risks and plan to prevent them** -- results of risk assessment. Change status will reflect the Stage where Change request is that the moment: [Change Lifecycle](https://docs.noventiq.com/en-BG/support/latest/change-lifecycle.md)Also, on a detailed page you will see the date Change was created at, Implementation planned start and end date, Type of change (Normal/Standard/Emergency, and Planned downtime (Yes/No) -- reflecting if Change will require a downtime or not. ![Picture1-20250417-071819.png](https://docs.noventiq.com/__attachments/a_19d04f96caf949e4030b3989e336a8187ebaa4981e0ba2caa9e21a1e46fdca23/Picture1-20250417-071819.png?cb=2a24bec84617f8483898380ac5a37e72) *** ** * ** *** **Noventiq Support** [https://support.noventiq.com](https://support.noventiq.com/) --- version: "latest" language: "en-BG" --- # FAQ * [Q\&A](https://docs.noventiq.com/en-BG/support/latest/q-a.md) * [Accept the Azure Marketplace offer](https://docs.noventiq.com/en-BG/support/latest/accept-the-azure-marketplace-offer.md) * [Support packages Terms](https://docs.noventiq.com/en-BG/support/latest/support-packages-terms.md) *** ** * ** *** **Noventiq Support** [https://support.noventiq.com](https://support.noventiq.com/) --- version: "latest" language: "en-BG" --- # Glossary and Definitions * [Incident vs Service Request](https://docs.noventiq.com/en-BG/support/latest/incident-vs-service-request.md) * [Priorities Definitions](https://docs.noventiq.com/en-BG/support/latest/priorities-definitions.md) * [Response \& Resolution Time](https://docs.noventiq.com/en-BG/support/latest/response-resolution-time.md) * [Tickets Statuses](https://docs.noventiq.com/en-BG/support/latest/tickets-statuses.md) *** ** * ** *** **Noventiq Support** [https://support.noventiq.com](https://support.noventiq.com/) --- version: "latest" language: "en-BG" --- # Incident or service request What to do when you want to report any issue or raise Service request via Noventiq Support Portal. * In your Noventiq Support account, navigate to the Tickets module in left menu ( ) ![Picture1-20250417-055319.png](https://docs.noventiq.com/__attachments/a_a27aa19821a7141402253f802ba546e82fd590f1649b72bca259dcb1772dde2e/Picture1-20250417-055319.png?cb=3c045ccaaba49d58c9862dc9c871af30) Use button "+ Create ticket" ![Picture2-20250417-055332.png](https://docs.noventiq.com/__attachments/a_5a76103ac17b54c815e9a646f286d0b8806f388c1b18262344ca304b1eb120c2/Picture2-20250417-055332.png?cb=20c3b57cde5282a31a544f9c197b0691) Enter your ticket details. The following fields are required: * Under **Subject**, type the essence for the issue you're having * Under **Description**, provide any additional information that will help the Support team troubleshoot the problem. Helpful information may include: * Steps to reproduce the issue * Any special circumstances surrounding the discovery of the issue (for example, the first occurrence or occurrence after a specific event, frequency of occurrence, business impact of the problem and suggested urgency) * Exact wording of error messages * Under **Service**, select your service package * Under **Service Item** select item most relevant to your issue/request * Under **Priority** , choose a specific priority, more details about the Priority: [Priorities Definitions](https://docs.noventiq.com/en-BG/support/latest/priorities-definitions.md) * Under **Ticket type** , choose a specific type of ticket, more details about the Ticket type: [Incident vs Service Request](https://docs.noventiq.com/en-BG/support/latest/incident-vs-service-request.md) * Attach the file if necessary Click **Submit** *** ** * ** *** **Noventiq Support** [https://support.noventiq.com](https://support.noventiq.com/) --- version: "latest" language: "en-BG" --- # Incident vs Service Request ## Overview When creating new ticket, you need to select ticket type -- is it an Incident or Service request. Which type you select, will affect our Response time and assigned agents group -- because of that we are publishing Incident and service Request definitions here ## Incident An incident is an unplanned interruption of a service or a decrease in its quality received from Noventiq clients (service incidents), or from systems for monitoring the infrastructure of services provided (infrastructure incident). Remediation Process: * Incoming incidents will be validated by the Level 1 (**L1**) specialist to identify false incidents, duplicate incidents or if no action is required * If the incident was identified as legitimate, the L1 specialist will create/update an incident in the ITSM tool as identified during onboarding. * The L1 specialist will investigate the source of the issue and identify applicable standard procedure to resolve. * L1 specialist will implement standard resolution protocols based on findings from the investigation. * If testing on the Customer side is required, the L1 specialist will reach out to the designated Customer contact to arrange an appropriate time for testing. Resolutions SLAs, as described in Service Level Agreement, will be considered paused while awaiting Customer response or support. * L1 specialist will monitor the performance after applying the resolution. * If no further alert is triggered, the incident is closed in the ITSM tool. * If the standard procedure fails to resolve the problem, the ticket will be updated and escalated to the Level 2 (**L2**) engineering team for further troubleshooting and remediation. * The L2 engineer will investigate the issue and apply identified corrections. If the resolution effort is successful, the L2 engineer will notify the Customer, get an approval and close the incident in the ticketing system. * Dependent upon the trigger, the L2 engineer may need to escalate the issue to the Level 3 (**L3**) engineering team or Noventiq SDM to support the investigation and subsequent resolution. The L2 engineer will engage L3 or the appropriate Noventiq Technical architect to resolve the issue. * The L3 engineer will review actions taken and utilize their advanced knowledge of the respective cloud platform to assist in resolution of the issue. * The L3 engineer will apply available workarounds, as available. Due to complexities at this escalation stage, the L3 engineer may need to work with a designated Customer contact for testing or to discuss alternative options. Incident can be closed either after confirmation from the client, or by timeout. Timeout means that if the client does not answer, Noventiq will close an incident automatically after 20 calendar days if client is not responding to a request for an additional information, or after 5 calendar days if customer is not responding to a provided solution. In addition, Noventiq will send regular reminders to the client. If the standard Remediation Process fails to resolve the problem, the ticket will be updated and escalated to Project Manager/SDM for further redirection according to the Escalation Management Process. ## Service Requests Service requests (**SRs**) are procedures, as further described below, that are not due to disruption of service (i.e., requests which are not due to any incidents identified in the infrastructure, monitored event, or change requests due to root cause analysis). ### Service Requests Examples * Update member in Mail group * Create resource mailbox * Software Package Creation * MS Teams License allocation * Need to change credential * Block email access of end user mobile device * Add users to security groups * Other requests will be considered or accepted if the essence of request falls under the description of the service request, or time and effort falls within the SR time allocation ### Service Request Process * Customer submits request in the ITSM tool * Incoming SRs will be validated by the Level 1 (**L1**) specialist to identify false SRs, duplicate SRs or if no action is required * If SR was identified as legitimate, the L1 specialist will investigate the essence of the SR and identify applicable standard procedure to resolve * If necessary, the L1 will work with Customer to obtain relevant details. * L1 specialist will implement standard resolution protocols based on findings from the investigation. * The L1 consults with the technical architect or L3 specialist if there will be a material impact on architecture to determine the best course of action or configuration * If there is a significant impact on the existing configuration, the Engineering team will propose the recommendations to the Customer for review and approval * If approved, the Engineering team implements the change and notifies the Customer of the update * The Service Desk team closes the SR ticket. SR can be closed either after confirmation from the client, or by timeout. Timeout means that if the client does not answer, Noventiq will close an incident automatically after 20 calendar days if client is not responding to a request for an additional information, or after 5 calendar days if customer is not responding to a provided solution. In addition, Noventiq will send regular reminders to the client. *** ** * ** *** **Noventiq Support** [https://support.noventiq.com](https://support.noventiq.com/) --- version: "latest" language: "en-BG" --- # List of Changes In the Request for Change tab you will see the list of all Change requests raised by you. You can filter them by Status, by date of creation and by Downtime necessity parameter. You can also search by ID, or filter only the changes that are pending your approval. ![Picture1-20250417-071326.png](https://docs.noventiq.com/__attachments/a_92a0405df9808609503dd47cde787c2a986db5f863f84625766b86ad9421a39f/Picture1-20250417-071326.png?cb=d1651d41828db9e00445f04ff1f825bf) The list itself by default is sorted by the creation date, and includes all the changes with the details: * Change ID and Title name * Change creation date * Change implementation planned start date * Downtime flag * Approval status (Not requested/ Requested/ Approved/ Rejected) * Overall change status * Actions *** ** * ** *** **Noventiq Support** [https://support.noventiq.com](https://support.noventiq.com/) --- version: "latest" language: "en-BG" --- # New ticket creation * [Incident or service request](https://docs.noventiq.com/en-BG/support/latest/incident-or-service-request.md) * [Critical incident](https://docs.noventiq.com/en-BG/support/latest/critical-incident.md) *** ** * ** *** **Noventiq Support** [https://support.noventiq.com](https://support.noventiq.com/) --- version: "latest" language: "en-BG" --- # Overview **Noventiq Support** is a single portal to get access to all your support and managed services, create new support request, communicate with our teams in 24x7 mode, track overall performance and leave feedback on the quality of our services. In Noventiq Support you have: * Single access to all Noventiq support services available for you -- get support and track the progress on all your requests * Simplified process of creating incidents and service requests * Access to overall support services performance analytics with Embedded PowerBI dashboards * Knowledgebase \& how-to's * Contact details for critical requests You can find the full user guide in PDF format here: [Support Portal_User Guide.pdf](https://docs.noventiq.com/__attachments/a_1d2ed99edd0c4d3baa631fca009a1370b08e34f3abc08c209ce3f10c0abb6814/Support%2520Portal_User%2520Guide.pdf.md?cb=c8d78e9e72c5811ecad457df5bc458ed) *** ** * ** *** **Noventiq Support** [https://support.noventiq.com](https://support.noventiq.com/) --- version: "latest" language: "en-BG" --- # Priorities Definitions ## Overview Very important to select the priority of your ticket according to the Urgency and Impact of your issue. Please, follow the guidelines and definitions from this article while choosing the priority for your tickets. ## Priority Level 1 -- Critical ### Description This is an EMERGENCY condition that significantly restricts the use of the service itself to perform any critical business functions. This could mean that several departments of the Customer are impacted. Sometimes a critical enhancement to existing functionality can be categorized as a P3 based on the critical nature of its due date and severe impact on business. ### Response Procedure After a critical incident is reported to the Support team either via ITSM tool or by a Customer Contact: * The L1 Support engineer will report the issue immediately to all designated customer contacts, the incident is logged, and it is assigned to the appropriate owner * The L1 Support engineer will communicate regular status updates to the Customer contact who reported the incident * If it is appropriate, SDM will call an emergency coordination meeting with Support team to discuss an action plan for resolution, including possible recovery efforts * The result of this meeting will be reported to the appropriate personnel on the Customer team and the Noventiq account team. An update will be provided to the Customer stakeholder by the close of business by the SDM or Support engineer * There will be a post-incident meeting to discuss the Priority 1 incident in detail, on demand or according to pre-defines rules. In addition, the incident will be put through the problem management process ### Examples of Critical Incidents * Mission-critical server is down * Cloud instances are down * Noventiq supported business-critical components are down * Significant number of users or groups have incidents ## Priority Level 2 - High ### Description A major function, business-critical component or infrastructure device supported by Noventiq is severely impacted and there are no quick workarounds available. It is deemed high because of its business or financial impact. Substantially degraded performance of any critical system is also categorized as a Priority 2. The primary difference between a P1 and P2 incident is how widespread the incident is. A P1 may impact the entire department or company, whereas a P2 may impact a limited set of users. There is no difference in the number of resources that will be devoted to a P2 incident compared to a P1 incident. ### Response Procedure After a High Priority Incident is reported to the Support representative: * The L1 Support engineer will report the incident to the appropriate domain leads and Noventiq SDM. The incident is logged and assigned it to an engineer. Assigned engineer will investigate the incident immediately. * Assigned engineer will then be responsible for communicating status to the Customer contact until the incident is resolved or priority is downgraded based on findings of the initial investigation. * These updates will continue until resolution of the incident, or an acceptable workaround is found. Assigned engineer will close the incident when it is resolved. ### Examples of High Priority Incidents * External user is not able to login or see network * Non-mission critical server is down * Non-core network element is down ## Priority Level 3 - Medium ### Description The reported incident may restrict the use of one or more features of the system, but the business or financial impact is not severe. The reported incident may be of a critical nature, but sometimes the incident can be downgraded to a Priority 3 because a viable workaround is available as a temporary solution. Many incidents are categorized as a P3 because there is a business justification or a financial impact on completing the task within five (5) business days. ### Response Procedure After a Medium Priority Incident is reported to the Support team: * Support ticket is created and assigned it to an engineer. * Assigned engineer will be responsible for managing the ticket and communicating status to the Customer, including approximate resolution date. * It will be the responsibility of an assigned engineer to provide a status update pertaining to the medium incident within seventy-two (72) hours from the time the incident is originally reported. * Assigned engineer will continue to provide updates as agreed upon by the reporter of the incident or request, until resolution or an acceptable workaround is found. * Assigned engineer will close the incident when there is confirmation of resolution. ### Examples of High Priority Incidents * Termination requests * Customer can log in, but cannot access application * Any request or incident that has a direct impact on Customer's daily operations ## Priority Level 4 - Low ### Description The reported anomaly in the system does not substantially restrict the use of one or more features of the product to perform necessary business functions. This severity level is reserved for issues that will not significantly impact operations or Service requests. ### Response Procedure After a low severity incident is reported to the Support team: * Support ticket is created and assigned it to an engineer * Assigned engineer will be responsible for managing the ticket and communicating status to the Customer, including the approximate resolution date * Updates from an Assigned engineer will continue as agreed upon by the Customer resolution or an acceptable workaround is found * Assigned engineer will close the incident when there is confirmation of resolution ### Examples of Non Urgent Incidents * Low impact changes in IT processes that are of a non-critical nature * Any server software or hardware incident for which a workaround exists *** ** * ** *** **Noventiq Support** [https://support.noventiq.com](https://support.noventiq.com/) --- version: "latest" language: "en-BG" --- # Q&A What to do if I cannot see your available services in the Portal If you have a contract or you are a CSP customer, but you see only Basic support in the list of available services -- please, raise a request to us with the details of the service that is missing, and name of your Noventiq Account Manager. We will verify all the details and revert to you within 2 business days. I don't see my ticket history Yes, it could happen - since we changed the portal, some of the data might not be available in the Tickets list -- especially if you're looking for the historical data. We have two option how to solve this: * If you have any of the BI Dashboards available for you, you will find tickets history in one of the reports (see the description here -- link to Reports section of the KB) * If you don't have any BI reports yet -- you can raise a support request () and ask us to export your historical data and share it with you. How can I export tickets from the portal? You can export tickets to excel file any time you want! Go to the Tickets list page (), and select tickets you want to export using filters -- or use **Clear Filter** button to remove all the filers and export everything. Click the button **Export to Excel** and the file will be downloaded automatically with the list of tickets that matches the filters you've selected with the following details: * Ticket ID * Ticked Status * Subject * Requestor name Priority * Creation date * Closure date (if ticket is closed) What is Basic support Basic support is the support we provide for all users of Noventiq Support portal. All requests you raise under this Support package will be sent to Platform support team and they will do their best to address all your queries or route your question to the appropriate team. If you see only Basic Support in the list of available services, it means that we don't have any data on your support contracts or CSP support eligibility. What is in scope of CSP support ## General As Cloud Service Provider Noventiq provides its customers with basic support for Microsoft products purchased within CSP agreement. Support Service includes Incident Support and User consultations. Noventiq assists its customers in case of billing and subscription issues, provide consultations on installation, configuration, and administration-related issues. Noventiq handle escalations to Microsoft of requests such as new subscription creation/quota increase or billing-related issues and concerns. Support with issues related to third-party applications and workloads purchased outside CSP agreement is out of scope. Support Service is provided from the moment Customer purchased Microsoft products and passed registration on Noventiq Support System. In order to get registered in Noventiq Support system -- please, contact your account manager or send an email to [mwp-support@noventiq.com](mailto:mwp-support@noventiq.com) with the following details: 1. Company name 2. Your Noventiq Account manager name 3. Location (country \& city) 4. Tenant/subscription ID 5. Domain name 6. Contact details (Full name \& email address) ## Scope Full scope of the services described in the table below. Support provided in English language only. | **Service level** | **Basic** | |----------------------------------------------------------------------------|---------------------| | On boarding \& activation support via Noventiq Subscriptions | ✔ | | Tenant \& Subscription Management via Noventiq Subscriptions | ✔ | | Automated Billing and Invoice Payment Services via Noventiq Subscriptions | ✔ | | Incident support \& consultations | Email consultations | | Support lines included | L1 | | Support time | 8x5 local time | | Contact method | Email | | Response time | 8 hours | | Managed escalation to Microsoft Support | Not included | | Advisory support | Not included | | Consultations on installation, configuration, and administration questions | Not included | | Assistance in installations and configuration | Not included | | Reporting | Not included | | Service Manager | Not included | ## Assumptions * Client shall designate a person OR persons to whom all Noventiq may be addressed and who has the authority to act on all aspects of the Services. * Unless otherwise agreed to by the parties, Client shall respond within two (2) business days to Noventiq request for documentation or information needed for the Service. If response is not provided in time, support ticket is automatically closed. * Client acknowledges that Noventiq obligation is only to aid Client with respect to the tasks detailed in this Service In-Scope Description, and that such assistance may not result in some, or all tasks being completed. * Client acknowledges that Noventiq is providing Services to assist Client in support of the initiatives and activities described herein and shall not assume any cost or schedule liability. * Client acknowledges that in situations when raised support case cannot be solved within the scope of the CSP Free support, customer will be advised to purchase package of tickets or unlimited support packages. I want to raise a complaint about the quality of service If you have any feedback or suggestion you want to share with us -- please, use New Ticket form (), or send an email to [Noventiq.support@noventiq.com](mailto:Noventiq.support@noventiq.com) *** ** * ** *** **Noventiq Support** [https://support.noventiq.com](https://support.noventiq.com/) --- version: "latest" language: "en-BG" --- # Registration and Home page ## Welcome to our Support Portal! If you have a support contract with Noventiq - all registration steps are performed by the Support team on a backend. The final action in this process for us is to send an invitation email to users from your organization who should have access to the Support portal. Once users receive this email, it means that all configurations on the backend are completed, and you can start raising tickets. To do so -- please, follow the link to support portal [https://support.noventiq.com](https://support.noventiq.com/) and use button "Forgot password?" to create your own password. Idea of the next step is to ensure password protection -- you create your password yourself. ![Picture1-20250417-054256.png](https://docs.noventiq.com/__attachments/a_0de6ecac1c7564a9175d927106ad300586f0c757419f2418b6e9f349cb198c2e/Picture1-20250417-054256.png?cb=07e0dd2f40911c2b30c8732651cfbe94) Portal currently is available in 3 languages -- English, Spanish and Portuguese. You can change the language in the section "Language" on the log in page. "If you are **MSP client**  who have been onboarded via Azure Marketplace offer acceptance -- use the button "Login via Azure" and follow the steps. ![image-20251222-141553.png](https://docs.noventiq.com/__attachments/a_efa4085ea8f644f1716fcc27a979e261cba2693051fdc33edf3284ea7ff303b0/image-20251222-141553.png?cb=470b308c584e911383a98b8a344dcc46) Once you complete setting your own password - go to the support portal, log in with your credentials and explore! ## **Core Components of the Portal** Support portal consists of different modules and we will add more in future. Now you can find here: * **Home page** - The home page is the main dashboard for you after logging into the Noventiq support portal. It provides an overview of active services, open tickets, and change requests. In the right section you will find portal description and news about coming releases. ![Picture2-20250417-054507.png](https://docs.noventiq.com/__attachments/a_1310f38fee7b4798463484225c5d840910ed93c4a70880c8a262a43a7655148a/Picture2-20250417-054507.png?cb=b68385072499c211c791edfcebac8600) On the home page, you can find **a notification bell icon** which indicates tickets or change requests that require actions from your side. When you press this icon, you will be directed to the page with these tickets. ![Picture3-20250417-054554.png](https://docs.noventiq.com/__attachments/a_d8a96c5f19c9da216dab13a92b29e551d6a345d037fbd859593dfb7441eb7416/Picture3-20250417-054554.png?cb=bb7e38109851ac88d967c5706b65f200) * In the left menu you will see other modules such as**Identity \& Access / Tickets / Change requests or Analytics** - To raise tickets, track progress and monitor our performance using online dashboards. ++And to add new user from your company if you have Owner/Manager permissions++. * **Knowledgebase** ([https://docs.noventiq.com](https://docs.noventiq.com/in-en/support)) - Instructions, how-to's and FAQ -- you're here now! Main page of the Support portal is reflecting the set of services available for you. It can be one service or multiple different contracts. Each service will have description and SLA parameters You can select the one you want to see more information about. If you see that some services are missing there -- please, let us know via email to [support@noventiq.com](mailto:support@noventiq.com). *** ** * ** *** **Noventiq Support** [https://support.noventiq.com](https://support.noventiq.com/) --- version: "latest" language: "en-BG" --- # Reports ## Overview Depending on the support package you have, we provide various set of reports. You can check reports available for you in Analytics section in the Menu. ## Analytics Page The Analytics page provides a centralized location for accessing various analytical tools and reports. You can click on any of the dashboards to view detailed analytics related to different aspects of performance and security in an IT environment. ![image-20260111-191827.png](https://docs.noventiq.com/__attachments/a_1289da2d748e37475b5ae0fc7fb95de4391c7f4ff13b30cc90122d97680ec81d/image-20260111-191827.png?cb=ad6fd35192883563ce8c053c71c0416c) ## Azure Managed Services Reports For all our customers with Azure managed services contracts we provide a set of online dashboards to track various aspects of Azure consumption, status of the infrastructure and many other details: **Infrastructure overview** -- detailed analytics of your infrastructure -- for VMs, Discs, SQL DBs and Storage accounts. You can see VMs count by location, VM group and OS type, filter by subscription ID, Resource group and tags. Disks analytics gives you visibility on count and size dynamics, tier and status. SQL you can analyze by type, SKU tier and name, location and Tags. Storages -- kind, location, SKU tier and name. Separately we provide you visibility on Tags coverage for all resources in your subscriptions. ![image-20250404-163958.png](https://docs.noventiq.com/__attachments/a_3ffbd6b0942ab98240287f802fdc7ba073ab4c612f562f2811023045117b4e09/image-20250404-163958.png?cb=ccf3d81b896b897942efa5437ce6edc1) **Recommendations report** gives you an overview of the potential improvements we recommend you implement in your Azure infrastructure. Recommendations are grouped by type (Cost, HA, Operational Excellence and Security) and by Impact. Let us know if you want to implement any of our suggestions by raising a Service request (). ![image-20250404-164110.png](https://docs.noventiq.com/__attachments/a_4d974279aa76e1941986f1bafafda023349afe4bdc4fd5b86a5d885ec857e68b/image-20250404-164110.png?cb=fa132967f9f5429b77d329471d7e371c) **Usage Details** is an overview of your Azure consumption with several important filtering options. You can analyze Azure costs by Resource location, Resource Group, Category. You can check top-10 most expensive VMs, Storages \& SQL DBs. You can see how your consumption changes over time and use it in your cost optimization planning **Service performance dashboard** is a report on services we provide as a part of your MSP package. How many incidents and service requests were raised during the last week, month, or quarter. What were the last 5 Changes we implemented, how many monitoring alerts we received and responded to, how many problems we analyzed and solved. What types of alerts do we get the most, what resources generate most of them? In Detailed view page of this report you can also see all tickets history, including archived ones from the previous portal. SLA detail pages shows you the dynamics of the requests and SLA conformance -- for Incidents, Major Incidents, Service requests and Changes. CI details view gives you another angle to you infrastructure -- what types or resources you have under management, how many created and/or deleted recently. ## Consumption Reports For our customers with contracts for Assistance and Consulting Services in T\&M format, we provide online dashboard to track services consumption. In this report you can see number of open tickets and consumed hours, along with the cost (including archived data) and SLA conformance. ## If Data in Your Reports is Inaccurate If you see that some part of the data in our reports for some reason is not 100% accurate, or if you have questions related to any of our reports -- please, raise a Service request using this page (). *** ** * ** *** **Noventiq Support** [https://support.noventiq.com](https://support.noventiq.com/) --- version: "latest" language: "en-BG" --- # Requests for Change * [Change Requests Overview](https://docs.noventiq.com/en-BG/support/latest/change-requests-overview.md) * [Change Lifecycle](https://docs.noventiq.com/en-BG/support/latest/change-lifecycle.md) * [List of Changes](https://docs.noventiq.com/en-BG/support/latest/list-of-changes.md) * [Detailed Page](https://docs.noventiq.com/en-BG/support/latest/detailed-page.md) * [Change Approval](https://docs.noventiq.com/en-BG/support/latest/change-approval.md) *** ** * ** *** **Noventiq Support** [https://support.noventiq.com](https://support.noventiq.com/) [Next Page](https://docs.noventiq.com/llms-full.txt/1)