Partnerhandbuch – Order-Now-Programm des Geotab Marketplace
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Das Order-Now-Programm des Geotab Marketplace erleichtert den Kauf von Geotab- und Fremdprodukten. Dieses Dokument enthält alle wesentlichen Informationen, die Sie als Partner für die Nutzung des Order-Now-Programms benötigen. In diesem Leitfaden erfahren Sie, wie Sie den Preis von Produkten anpassen können und wie Sie eine von einem Kunden eingereichte Bestellanfrage genehmigen oder ablehnen können.
Partner Guide
November 2025
Revision History (past 12 months)
Version | Date | Editor | Changes | Approved By |
2.1 | January 2025 | Added the SW Order Now content | ||
2.2 | Sep 2025 | Device conditions added to SW Order Now | ||
Introduction
Order Now facilitates purchases of Geotab and third-party Marketplace products. This document contains all the essential information that you, the Partner, need to use Order Now. In this guide, you will learn how to customize the price of products, and how to approve or reject an order request submitted by a Customer.
✱ NOTE: To improve our products, Geotab may at any time, and without warning, change the design, presentation, or functionality of the software.
Order Now-enabled products
As a Partner, you have the ability to customize the price for Order Now-enabled hardware products available on the Geotab Marketplace. For a full list of Order Now-enabled products that are currently available for your Customers to purchase, refer to the Order Now Product Catalog.
Marketplace Solutions Page
To access the Marketplace Solutions page, select Store > Marketplace Solutions from the main menu. You must have the Marketplace.Admin role enabled to customize the price for Order Now-enabled hardware products. If this role is not enabled, contact your Partner Account Manager.
The Marketplace Solutions page displays a list of software Add-Ins, hardware Add-Ons, mobile applications, and integrated software solutions for a specific partner account. The page displays by default the account defined in MyAdmin by the Administrator that is linked to the username with which you logged in. You can change the account, by simply entering a new account number in the Account field. The table displays the following information:
- Solution — Displays the name of the solution.
- Product code — Displays the SKU code used to identify the product.
- Marketplace Partner name — Displays the name of the solution provider.
- Description — Displays a description of the solution functionality.
- Billing type — Indicates the type of billing (for example, one-time, monthly recurring, or one-time & monthly recurring payment).
- One-time cost for Partners — Displays the price the Partner is billed for hardware solutions (a single payment to receive and use the hardware solution).
Use the gear icon to show or hide additional columns:
- Marketplace visibility – Displays an icon to indicate whether the solution is visible (checkmark icon) or hidden (x icon) for Customers in the Marketplace.
- Monthly cost for Partners — Displays the price the Partner is billed for software solutions (a monthly payment to use the software solution).
- One-time price — Displays the Customer’s price for the hardware solution (a single payment to receive and use the hardware solution). This price is visible for your Customers on the Geotab Marketplace, and can be customized.
- Monthly price — Displays the Customer’s price for the software solution (a monthly payment to use the software solution). This price is visible for your Customers on the Geotab Marketplace, and can be customized.
- Order Now enablement — Indicates whether the solution is part of the Order Now program:
- Enabled (checkmark icon) — Solution is Order Now-enabled. You can set custom pricing for Customers.
- Disabled (x icon) — Solution is not Order Now-enabled. You cannot set custom pricing for Customers.
Filters
Use the following filter options to narrow down the list of orders. The Marketplace Solutions table updates in real-time as you modify filters.
- Search solutions, products, or Partners – Search for a specific solution, product, or Marketplace Partner
- Account – View solutions under a specific account.
- Filter by group (solution type) – Filter by hardware or software solutions.
- Order Now enablement – View solutions that have Order Now enabled (allows custom pricing) or have Order Now disabled.
- Marketplace visibility – View solutions that are visible (Enabled) or hidden (Disabled) in the Marketplace for Customers.
Enable or Disable Solution on Order Now
As a Partner, you can enable or disable solutions in the Marketplace. Enabling a solution will show the solution, and disabling a solution will hide the solution for your Customers (if they’re logged in).
To show or hide a Marketplace solution for your Customers, follow these steps:
- Navigate to Store > Marketplace Solutions from the main menu.
- Use the available filters to narrow down the list of solutions.
- Select the More actions menu (⋮) next to the solution, then select Enable/Disable Solution.
A popup is displayed.
- To configure at an account level, select one of the following options under Account:
- Disable Solution — Select this option to hide this solution in the Marketplace for all databases.
- Disable Order Now — Select this option to disable Order Now for this solution (cannot be ordered) across all databases.
- To configure at a database level, enter a database name under Database Level, then select one of the following options:
- Disable Solution — Select this option to hide this solution for the specified database.
- Disable Order Now — Select this option to disable Order Now for the specified database.
Disabled solutions for the specified databases(s) will be displayed in the table.
You have successfully enabled or disabled a Marketplace solution.
Solution Pricing
The prices for Order Now-enabled products (displayed to your end customer on the Marketplace Page) are customized on the Marketplace Solutions page in MyAdmin. The default prices displayed on this page are Geotab-set MSRP prices. You should edit this default pricing to what you want to offer to your end customers.
The Edit Solution Pricing button allows you to customize the product pricing for Order Now-enabled products. To customize product pricing, select the solution from the list, then click Edit Solution Pricing. The page refreshes to display a different table with the following information:
- Account — Specifies the name of the primary account or secondary account.
- Database — Specifies the name of the database.
- Active — Indicates whether the database is active or inactive.
- Pricing type — Indicates whether the product pricing is the default price or customized price.
- Custom pricing: Indicates that the user (partner) has already customized product pricing for specific databases.
- Default pricing (green): Indicates that the user has customized product pricing for the Secondary Account, including any databases, or for Primary Accounts that do not have Secondary Accounts.
- Same as primary account: Indicates that the user has customized product pricing for the Primary Account, including any Secondary Accounts and/or databases under the Primary Account.
- Default pricing (red): Indicates that the user has not customized product pricing.
✱ NOTE: The Pricing type column displays the labels based on the level that the customized product pricing is applied to the account. The order listed above reflects the hierarchical order.
- Last Updated — Indicates when the product pricing was last modified.
- One-Time Price — Indicates the price of the hardware solution (for specific solutions).
- Monthly Price — Indicates the price of the software solution or the monthly subscription cost (for specific solutions).
- Currency — Specifies the currency of the price. This currency matches the default Account currency defined in MyAdmin by the Administrator.
- Pricing Analysis (%) — Displays the difference between the customized hardware price and default hardware price as a percentage.
The page also displays the Primary account number, the Product Code, and the product pricing information. Use the filters to search for specific secondary accounts and/or databases. Use the Inactive database toggle to include databases that are inactive in the search results.
✱ NOTE: The customized prices are displayed on the Marketplace page. If the price has not been customized, the solution page in the Marketplace displays the default price (Geotab MSRP).
Customize Solutions Pricing
There are two options to customize solution pricing:
- Set Default Price — Allows you to customize the product pricing for all databases on an account.
- Bulk Edit — Allows you to customize the product pricing for specific databases on an account.
Hardware Solutions
Editing product pricing for a primary or secondary account
✱ NOTE: When editing the default product pricing for the Primary Account, the customized price is applied to the whole account, including all Secondary Accounts and subsequent databases.
1 | Navigate to Store > Marketplace Solutions, then enter the Primary Account number to update the primary account pricing, or enter the Secondary Account number to update secondary account pricing in the Account field. |
2 | Use the available filters to narrow down the list of solutions. |
3 | Select the More actions menu (⋮) next to the solution, then select Editing pricing. The page refreshes to display another table. |
4 | Select Set Default Price. In the popup window, enter the value in the One-Time Override Price field to customize the price for all databases on the account. |
5 | Select Next to go to the next step. |
6 | Review the Summary of Changes, then select Confirm to save your changes. The system confirms the override price has been added successfully. |
Once complete, the Pricing type column indicates the customized default product pricing is applied to the Primary Account — including Secondary Accounts and databases — using the Same as primary account label.
Editing product pricing for specific databases
✱ NOTE: When editing the default product pricing for specific databases, the customized price is only applied to the selected databases.
1 | Navigate to Store > Marketplace Solutions, then enter the Primary Account or Secondary Account number in the Account field. |
2 | Use the available filters to narrow down the list of solutions. |
3 | Select the More actions menu (⋮) next to the solution, then select Editing pricing. The page refreshes to display another table. |
4 | Optional: If you’re customizing database-specific product pricing through the Primary Account, use the Filter by secondary account filter to narrow down the databases in the table. |
5 | Select all the required databases, then select Bulk Edit. |
6 | In the popup window, enter the value in the One-Time override price field to customize the price for the specified databases. |
7 | Select Next to go to the next step. |
8 | Review the Summary of Changes, then select Confirm to save your changes. The system confirms the override price has been added successfully. |
Once complete, the Pricing type column indicates the customized default product pricing is applied to the selected database(s) using the Custom pricing label.
NOTE: You cannot edit default product pricing for specific databases under multiple secondary accounts at a single time.
Hybrid Solutions
Some solutions have both hardware and software components — referred to as “hybrid” solutions. For hybrid solutions, you have the option to customize the product price for both the hardware component (one-time payment) and the software component (monthly payment).
Hybrid solutions also have two options to customize solution pricing:
- Set Default Price — Allows you to customize the product pricing for all databases on an account.
- Bulk Edit — Allows you to customize the product pricing for specific databases on an account.
Editing product pricing for a primary or secondary account
✱ NOTE: When editing the default product pricing for the Primary Account, the customized price is applied to the whole account, including all Secondary Accounts and subsequent databases.
1
Navigate to Store > Marketplace Solutions, then enter the Primary Account number to update the primary account pricing, or enter the Secondary Account number to update secondary account pricing in the Account field.
2
Use the available filters to narrow down the list of solutions.
3
Select the More actions menu (⋮) next to the solution, then select Editing pricing.
The page refreshes to display another table.
4
Select Set Default Price.
5
In the popup window, enter the value in the One-time override price and Monthly override price fields to customize the price for all databases on the account.
✱ NOTE: For the software component, the override price applies on a monthly basis. For the hardware component, the override price is a one-time charge.
6
Select Next to go to the next step.
7
Review the Summary of Changes, then select Confirm to save your changes.
The system confirms the override price has been added successfully.
Once complete, the Pricing type column indicates the customized default product pricing is applied to the Primary Account — including Secondary Accounts and databases — using the Same as primary account label.
Editing product pricing for specific databases
✱ NOTE: When editing the default product pricing for specific databases, the customized price is only applied to the selected databases.
1
Navigate to Store > Marketplace Solutions, then enter the Primary Account or Secondary Account number in the Account field.
2
Use the available filters to narrow down the list of solutions.
3
Select the More actions menu (⋮) next to the solution, then select Editing pricing.
The page refreshes to display another table.
4
Select the required databases, then select Bulk Edit.
Note: When customizing database-specific product pricing through the Primary Account, filter for the Secondary Account first, then select the required databases.
5
In the popup window, select Set Pricing then enter the value in the One-time override price and Monthly override price fields to customize the price for the specified databases.
6
Select Next to go to the next step.
7
Review the Summary of Changes, then select Confirm to save your changes.
The system confirms the override price has been added successfully.
Once complete, the Pricing type column indicates the customized default product pricing is applied to the selected database(s) using the Custom pricing label.
✱ NOTE: You cannot edit default product pricing for specific databases under multiple secondary accounts at a single time.
Disabling custom product pricing for specific databases
✱ NOTE: When editing the default product pricing for specific databases, the customized price is only applied to the selected databases.
1
Navigate to Store > Marketplace Solutions, then enter the Primary Account or Secondary Account number in the Account field.
2
Use the available filters to narrow down the list of solutions.
3
Select the More actions menu (⋮) next to the solution, then select Editing pricing.
The page refreshes to display another table.
4
Select the required databases, then select Bulk Edit.
Note: When customizing database-specific product pricing through the Primary Account, filter for the Secondary Account first, then select the required databases.
5
In the popup window, select Disable Custom Pricing (reset to default) to revert back to the default price.
6
Select Next to go to the next step.
7
Review the Summary of Changes, then select Confirm to save your changes.
The system confirms that pricing has been reverted to the standard default pricing.
✱ NOTE: You cannot edit default product pricing for specific databases under multiple secondary accounts at a single time.
Software Solutions
There is a third category of solutions called “Software” solutions which as the name implies doesn’t include any Hardware and customers have the option to order an Add-In through Marketplace and have it installed to their database. For Software solutions, you have the option to customize the product price for Software Add-In monthly subscription.
Software solutions also have two options to customize solution pricing:
- Set Default Price - Allows you to customize the product pricing for all databases on an account.
- Bulk Edit - Allows you to customize the product pricing for specific databases on an account.
Editing product pricing for a primary or secondary account
✱ NOTE: When editing the default product pricing for the Primary Account, the customized price is applied to the whole account, including all Secondary Accounts and subsequent databases.
1 | Navigate to Store > Marketplace Solutions, then enter the Primary Account number to update the primary account pricing, or enter the Secondary Account number to update secondary account pricing in the Account field. |
4 | Use the available filters to narrow down the list of solutions. |
5 | Select the More actions menu (⋮) next to the solution, then select Editing pricing. The page refreshes to display another table. |
6 | Select Set Default Price. |
7 | In the popup window, enter the value in the Monthly override price field to customize the price for all databases on the account. |
8 | Select Next to go to the next step. |
9 | Review the Summary of Changes, then select Confirm to save your changes. The system confirms the override price has been added successfully. |
Once complete, the Pricing type column indicates the customized default product pricing is applied to the Primary Account — including Secondary Accounts and databases — using the Same as primary account label.
Editing product pricing for specific databases
✱ NOTE: When editing the default product pricing for specific databases, the customized price is only applied to the selected databases.
1 | Navigate to Store > Marketplace Solutions, then enter the Primary Account or Secondary Account number in the Account field. |
2 | Use the available filters to narrow down the list of solutions. |
3 | Select the More actions menu (⋮) next to the solution, then select Editing pricing. The page refreshes to display another table. |
4 | Optional: If you’re customizing database-specific product pricing through the Primary Account, use the Filter by secondary account filter to narrow down the databases in the table. |
5 | Select all the required databases, then select Bulk Edit. |
6 | In the popup window, enter the value in the Monthly override price field to customize the price for the specified databases. |
7 | Select Next to go to the next step. |
8 | Review the Summary of Changes, then select Confirm to save your changes. The system confirms the override price has been added successfully. |
Once complete, the Pricing type column indicates the customized default product pricing is applied to the selected database(s) using the Custom pricing label.
NOTE: You cannot edit default product pricing for specific databases under multiple secondary accounts at a single time.
Manage Order Requests (Only Applicable to Hybrid Solutions)
Note: This section applies only to Hardware and Hybrid solutions.
After a Customer submits an order request for a GO device or an Order Now-enabled product through the MyGeotab Marketplace, the system sends the following email to the Partner account with the Order.Access role:
As a Partner, you have the option to place the order on behalf of the Customer including modifying the quantity of products in the order on behalf of the Customer, or cancel the order — outlined in the sections below.
✱ NOTE: To encourage a responsive customer experience, Partners are strongly recommended to take action on all Order Now planning orders in MyAdmin within two (2) days of a Customer submitting the order request.
Place Order on Customer’s Behalf
To place an order on behalf of the Customer, follow the steps below:
1 | In the notification email from MyAdmin, select the View Order Status link. The link redirects you to the Order Management page in MyAdmin.
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2 | On the Order Management page, review the provided order and contact information. If needed, contact the Customer for any missing or ambiguous information.
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3 | Select the PO number for the order to view more details. |
4 | On the Order Details page, select Resume order. The system redirects to the Shopping Cart page in the MyAdmin Store.
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5 | On the Cart page, review the order Item(s). If needed, use the arrows in the Quantity field to increase or decrease the quantity of each item.
Note: For orders that include devices with the GO-GENERIC SKU number, use the dropdown list on the Cart page to select the appropriate GO device SKU for your Customer before completing the checkout process.
|
6 | Once complete, click Proceed to checkout. |
7 | On the Checkout page, complete the steps and provide the necessary order, shipping, and product information — if needed. |
8 | After you place the order, the system emails you to inform you that the order has been placed.
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Order Shipped
When the order has shipped, Geotab sends you the following email and prompts you to notify the Customer.
! IMPORTANT: The Customer does not automatically receive emails for order updates. It is your responsibility as the Partner to notify the Customer.
Cancel Order on Customer’s Behalf
To cancel an order requested by a Customer, follow the steps below:
1 | In the notification email from MyAdmin, select the View Order Status link. The page redirects you to the Order Management page in MyAdmin.
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2 | On the Order Management page, review the provided order and contact information. If needed, contact the Customer for any missing or ambiguous information.
Note: The contact information and shipping address, provided by the Customer, is found in the Comments column. It is up to you to use the provided information when you approve and place the order. |
3 | Select the PO number for the order to view more details. |
4 | Select More, then select Cancel order.
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5 | After you cancel the order, the system emails you to inform you that the order request has been canceled and prompts you to notify the Customer. Note: The Customer does not automatically receive emails regarding order updates. It is your responsibility as the Partner to notify the Customer about order updates.
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Manage Purchased Software Solutions - Add-Ins (Only Applicable to Software Solutions)
✱ NOTE: This section applies to Software Order Now solutions only.
When it comes to Software Order Now solutions, your Customer can purchase and install the solution (Add-In) from Marketplace with just one click or tap. Compared to Hardware and Hybrid solutions, you don’t need to approve a planning order. You can manage a purchased Add-In on a new page in MyAdmin called Add-In Management (Add-Ins > Add-In Management).✱ NOTE: Access to Add-In Management page requires the MyAdmin role AddInManagement.Access enabled for user account. If you don’t find this page visible to you, If this role is not enabled, contact your Partner Account Manager.
✱ NOTE: The Add-In Management page is a core MyAdmin page that is also accessible through MyGeotab. Access levels differ between the two platforms, and some features are exclusive to MyAdmin users.
- To access the page in MyGeotab, you must log in with your MyGeotab credentials.
- If you log into MyGeotab using your MyAdmin credentials (Partner’s credentials), you will be identified as a MyAdmin user and the page will not display in MyGeotab.
Blocking Customer access
Only available to Partners (Resellers) via Add-In Management in MyAdmin: While your Customer can use the Add-In immediately, you can block their access at any time.
When you receive an email notification about a new purchase made by your Customer, it will have an option to Block your Customer from using the Add-In if needed. This action also immediately stops any ongoing billing.
Managing Software Order Now solutions (Add-Ins)
To manage a purchased Add-In, follow these steps:
- Navigate to Add-Ins > Add-In Management from the main menu.
- Select the relevant tab (based on the Add-In type):
- Device Add-Ins – Add-Ins that are billed monthly for each device.
- Database Add-Ins – Add-Ins that are billed monthly for each database where this Add-In is used (regardless of how many devices are in that database)
- Use the filters to narrow the list of Add-Ins.
Block or unblock an Add-In
- Select the More actions menu (⋮), then select one of the following options:
- Select Block to block your Customers from accessing an active or inactive Add-In. This action will disable the Add-In in the selected database and immediately stops billing. Your Customer will not be able to make any changes when an Add-In is blocked.
- Select Unblock (if an Add-In’s status is Blocked) to allow your Customers to access the Add-In again. The Add-In’s status will revert to Active.
✱ NOTE: Unblocking a Device Add-In does not automatically re-enable its service or billing. You must re-enroll devices to restore full functionality.
Deactivate or reactivate an Add-In
- Select the More actions menu (⋮), then select one of the following options:
- Select Deactivate to deactivate an active Add-In. This action will disable the Add-In in the selected database and immediately stop billing. Your Customer is able to make changes when an Add-In is inactive.
- Select Reactivate or View details (for Device Add-Ins to re-enroll devices) to reactivate the Add-In. The Add-In’s status will revert to Active.
✱ NOTE: Reactivating a Device Add-In does not automatically re-enable its service or billing. You must re-enroll devices to restore full functionality.
Displaying Rate Plan Name and Monthly Fee (Device Add-Ins)
The detailed view of Device Add-Ins displays all devices/assets in the MyGeotab database which was selected in the main view along with their serial number, VIN (if available) and the device enrollment status
Enroll or unenroll devices from an Add-In (Device Add-Ins only)
- Under the Device Add-Ins tab, click or tap on the Add-In name to open the Add-In details page. This page displays a list of devices in the database and its enrollment status with the Add-In.
✱ NOTE: Enrolled devices are connected to the Add-In’s service, which means that there will be an active billing record for that Add-In and device. Unenrolled devices are not connected to the Add-In’s service and will not be billed for it.
- Select the More actions menu (⋮) on the Add-In details page, then select one of the following options:
- Select Enroll / Select Plan (if the device status is Unenrolled),
- If there is only one Rate Plan defined for the Add-In, that Rate Plan and its associated fee will be displayed and marked as selected by default in the confirmation popup.
- If there are multiple Rate Plans defined, the Rate Plan with the lowest fee will be marked as selected by default in the confirmation popup.
- Select a plan from the list and confirm the popup. This will enroll the device to the Add-In and start the Add-In service and billing on the plan. You will see the relevant information in the Plan and Monthly Fee columns.
- Select Change Plan (if the device status is Enrolled), to see the list of available plans in the confirmation popup. The active Rate Plan will show as selected by default in the popup. Select a plan from the list and confirm the popup. This will stop the Add-In service and billing on the previous plan and start Add-In service and billing on the selected plan. You will see the relevant information updated in the Plan and Monthly Fee columns.
- Select Unenroll (if the device status is Enrolled), then confirm the popup. This will unenroll the device from the Add-In and stop the Add-In service and billing on the plan. You will see a dash (-) in the Plan and Monthly Fee columns.
✱ NOTE: If a device gets terminated, archived, or untracked, all Software Order Now plans will automatically
terminate on that device as well.
Default Rate Plan selection
When you enroll or unenroll a device from an Add-In, a confirmation popup will display to show all plans and fees tied to the same Marketplace solution IDs.
- If only one Rate Plan exists, it will be displayed and selected by default.
- If there are multiple Rate Plans, and the device does not have an active billing record for that Add-In (the user is selecting a plan initially), the Rate Plan with the lowest fee (among all plans in the associated Rate Plan Family) will be marked as selected by default.
- If there are multiple Rate Plans, and the device has an active billing record for that Add-In ( the user is changing the existing plan), the active Rate Plan will be marked as selected by default.
- You can select a different plan within the popup, and select Confirm to confirm your selection.
Manage Cancellation Requests — Add-In Subscriptions
Customers may request to cancel a subscription for a software Add-In. For select software Add-Ins, the cancellation request for a subscription must be handled by you, the Partner, with the assistance of Geotab Support.
Resources and Contact Information
For more information on the Order Now program or further assistance, please contact your Geotab Partner Account Manager.
