User Guide

April 2023

Introduction

The Geotab Marketplace Order Now program facilitates the purchases of the hardware Add-Ons, software Add-Ins, and Geotab GO9 devices. This document contains all the essential information that you, the Customer, need to take advantage of the Geotab Marketplace Order Now program. In this guide, you will learn how to:

1. Get started with using the Order Now feature,
2. Submit and cancel an order request for hardware Add-Ons, and
3. Install and activate billing for software Add-Ins.

✱ 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

The Order Now-enabled products are available for purchase through the Marketplace and/or the MyAdmin Store. 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.

Getting Started

Before you submit order requests for Order Now-enabled products, you must ensure that you have the correct security clearances and enable the Order Now feature in MyGeotab.

Review Security Clearances

To review the security clearances, follow the steps below:

1	From the main menu, select Administration > Users.
2	On the Users page, click the Clearances button at the top of the page.
3	On the Security Clearances page, select the desired user type.
4	On the Security Clearance Edit page, ensure that you have the following security clearances enabled: Purchase paid items in the Marketplace and View paid items in the Marketplace. If the security clearances are not enabled, contact your Administrator.
5	Click the Save button to save your changes.

Enable Order Now Feature

After you review the security clearances, follow the steps to enable the Order Now feature:

1	From the main menu, select Administration > System… > System Settings.
2	On the System Settings page, select the Marketplace tab.
3	Under the Marketplace tab, toggle Display third-party apps and Allow purchasing on Marketplace to On.
4	Click the Save button to save your changes.

✱ NOTE: To use the Order Now feature, you must have a valid email address associated with your MyGeotab account.

Hardware Add-On Solutions

For Order Now-enabled hardware Add-On solutions, you can only submit order requests but cannot place an order.

Submit Order Requests

✱ NOTE: Currently, the GO9 device is the only GO device available to order on the Geotab Marketplace.

To submit an order request for Order Now-enabled products, follow the steps below:

1	From the main menu, select Marketplace. The Geotab Marketplace opens in a new tab. When you first open the Marketplace, the page prompts you to select a region to proceed.
2	On the Geotab Marketplace page, go to SOLUTION LEVEL > Order Now using the menu on the left side of the page. The page refreshes to display a list of Order Now solutions.
3	Browse the solutions and select the Order Now-enabled solution. All eligible solutions display an Order Now icon and label.
4	On the solution page for the selected Order Now solution, review the details. Note: Applicable taxes and shipping fees as determined by your Partner are not included in the prices set forth. The total purchase price plus applicable taxes and shipping fees will be billed to you by your Partner.
5	Click the Add to Cart button.
6	After you have added all the solutions to the cart, click Cart, located next to the username.
7	On the Cart page, adjust the quantity of each item (as needed), then click the Continue button.
8	For the Shipping step, select a rate plan (for GO devices only) and provide the shipping address information. The Save as Default Address option allows you to save the address to use for future purposes. Once complete, click the Continue to Confirmation button. NOTE: For IOX products, the User Agreement step is not required.
9	Review the order and any additional comments, then click the Continue To Confirmation button to submit the order request. After the order request is submitted and processed, the page displays the following message with a confirmation message. The confirmation number allows you to follow up on the order status with your Partner.

After you submit the order request, your Partner decides to approve or cancel the order request and notifies you via email.

Cancel Order Requests

To cancel an order request for a hardware Add-On solution, contact your Partner. Order requests cannot be cancelled through the MyGeotab application. The Partner then contacts Geotab Support on your behalf to initiate the process.

Hybrid Solutions

Some solutions have both hardware and software components — referred to as “hybrid” solutions. The hardware Add-On requires you to submit an order request, while the software Add-In is available for installation upon purchase.

! IMPORTANT: Hybrid solutions require you to review and accept the End User License Agreement(s) (EULA) to use the software Add-In.

Submit Order Request

To submit an order request for Order Now-enabled products, follow the steps below:

1	From the main menu, select Marketplace. The Geotab Marketplace opens in a new tab. When you first open the Marketplace, the page prompts you to select a region to proceed.
2	On the Geotab Marketplace page, go to SOLUTION LEVEL > Order Now using the menu on the left side of the page. The page refreshes to display a list of Order Now solutions.
3	Browse the solutions and select the Order Now-enabled solution. All eligible solutions display an Order Now icon and label.
4	On the solution page for the selected Order Now-enabled solution, review the details. Note: Applicable taxes and shipping fees as determined by your Reseller are not included in the prices set forth. The total purchase price plus applicable taxes and shipping fees will be billed to you by your Partner.
5	Click the Add to Cart button.
6	After you have added all the solutions to the cart, click Cart, located next to the username.
7	On the Cart page, select a rate plan (for GO devices only) and adjust the quantity of each item (as needed), then click the Continue button.
9	For the Shipping step, provide the shipping address information. The Save as Default Address option allows you to save the address to use for future purposes.
10	Click the Continue To Confirmation button to submit the order request. After the order request is submitted and processed, a popup window displays the following message with a confirmation message. The confirmation number allows you to follow up on the order status with your Partner.

After you submit the order request, your Partner decides to approve or cancel the order request for the hardware Add-On solution and notifies you via email.

Install Solution

The software Add-In solution is automatically added to the MyGeotab menu, and requires billing activation.

Cancel Order Request

To cancel an order request for a hardware Add-On solution, contact your Partner. Order requests cannot be cancelled through the MyGeotab application. The Partner then contacts Geotab Support on your behalf to initiate the process.

Cancel Subscription

Software Add-In subscriptions for hybrid solutions cannot be canceled through the MyGeotab application. To cancel the subscription for the software component, contact your Partner. The Partner then contacts Geotab Support on your behalf to initiate the process.

View Order History

The Order History in the Geotab Marketplace lists information about order requests, as well previous and current orders. To view order history, navigate to the Marketplace page from the main menu. On the Marketplace page, scroll to the bottom of the page and select Order History. To search for a specific order, use the Search bar or Filter options to narrow the search results.

The Order History page provides the following information:

1. Order Number — The unique number of the order request or order.
2. Order Date — The date the order request was submitted.
3. Status — The current status of the order request or order. There are four possible statuses:
4. 1. New — Customer has submitted an order request via the MyGeotab Marketplace, and a planning order has been created in MyAdmin. The Reseller will review and manage the order request, as needed.
   2. Pending — Reseller has placed the order via MyAdmin. Geotab will process the order and notify the Reseller when the order has shipped.
   3. Fulfilled — Geotab or the Marketplace Partner has shipped the order to the Customer.
   4. Cancelled — Reseller has cancelled the order request.
4. Partner(s) — The name(s) of the solution provider.

The table also includes an option to print the order information, as well as an option to view additional order information about a specific order. To view the additional order information — including a list of solutions in the order, the Customer’s shipping address, and a visual indication of the status — select the arrow located next to the Print icon.

View the Audit Log

The Audit Log in MyGeotab lists notable events and helps you track changes made to your account when multiple users have Administrator access. You can also view order-related information after you have submitted an order request, which is helpful if you misplace your product order (PO) number. The Audit Log does not provide information about whether the Reseller has approved or cancelled the order request.

To view order-related information in the Audit Log, follow the steps below:

1	From the main menu, select Administration > System… > Audit Log.
2	On the Audit Log page, click the Options button.
3	In the dropdown window, enter “Purchase hardware” in the Audit types field and select a date period.
4	Click the Apply changes button. The Audit Log provides the following information: Order request status, PO number, Reseller name, Product name, Number of products, and Total price of products.