Cato Networks Knowledge Base

Creating an Online Order for Your Cato Account

  • Updated

This article discusses how to use the Online Orders screen to order additional items for your account, such as: increased bandwidth for sites, IP addresses, SDP user licenses, Sockets, and so on.

Note

Note: This feature is currently available only as a limited release. For more information, please contact customerservice@catonetworks.com.

Overview of Online Orders

The Online Order screen simplifies the process to order licenses and other items for your account. Submit an order for the new items that you are purchasing, and the order is automatically sent to Cato's Customer Success team. Your organization then receives a confirmation email with the details for the order. The Online Order screen shows the status for the item, so you can easily track the progress of your order and accurately estimate the start date for purchased licenses and items.

Before you can start using the Online Orders screen, complete and sign the Electronic Order Program (EoP) enrollment letter with Cato that gives you permissions to use the Cato Management Application to order licenses and other items for your account.

The Online Order screen only shows items that you ordered using the Cato Managements Application. Items that you ordered directly from a Cato representative or Customer Success person are not shown in this screen.

Prerequisites

  • Cato received the EoP enrollment letter and it clearly indicates the correct contact person in your organization

    • Make sure that the contact information is up-to-date

  • For sub-accounts, that are managed by Cato resellers and partners, review and confirm that the agreement lists the correct contact person

Creating an Online Order

Use the Online Orders screen to submit an order to Cato, then the Customer Success team reviews the order and sends an email to the contact person to complete it.

These are the items that you can order in the Cato Management Application:

  • Site Bandwidth License - Update a site license and order additional bandwidth for a site

  • Site Early Activation - Activate a site earlier than the original date on the license

  • Sockets - X1700 or X1500 Sockets that are delivered to the physical office for a site

  • IP Addresses - Additional public IPv4 addresses for your account

  • SDP Users - New licenses for SDP users

  • Accessories - Additional items for Sockets, such as rack-mount kits or X1700 Socket network card add-ons

OnlineOrders.png

To create a new online order:

  1. From the navigation menu, click Administration > Online Orders.

  2. Click New. The New Order panel opens.

  3. Click New and select the item.

  4. Define the settings for the item you are ordering (not all settings are relevant to each item).

    1. Select the Site for this item.

      For accessories, select the Type of accessory.

    2. For SDP users, select the Region where the users are physically located.

    3. Define the Quantity or Bandwidth.

    4. Define the Start Date when you will start using the license or item.

    5. Click Add.

  5. Repeat step 4 for all the items that you are ordering.

  6. Click Submit.

    Your order is submitted to Cato's Customer Success team.

Understanding the Open Orders Status

The following table explains each Order Status for items that you ordered in the Open Orders screen.

Order Status

Description

Submitted

Order was submitted in the Open Orders screen and sent to the Cato Customer Success team

In process

The Customer Success team is processing the order

Pending confirmation

A confirmation email with the quote was sent to the contact person for the account

Waiting for the contact person to approve the quote

Completed

Order is successfully completed and closed

Canceled

Contact person canceled the order before it was completed

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