SOLO Server

Here are the latest new features enhancing the already packed and powerful SOLO Server:

Volume Pricing - Extended, quantity-based pricing can now be specified on product options.
Custom Invoices - Fully customized invoices are now available for the online and email order confirmation.
New Payment Gateway -First Atlantic Commerce merchant accounts are now supported.
XmlCustomerService Web Service - The XmlCustomerService web service has been added, supporting retrieval of customer and license data on a per customer basis for use in a custom customer service implementation.
Canadian Tax Support - Canadian taxes are now supported on a per province basis.
Enhancements to Forgot Password Page - The customer forgotten password page has been reworked with an enhanced look and feel. In addition, functionality has been improved to email license information in addition to customer information, and also to search for duplicate customer records rather than just the first matching customer record.
Custom License Mailings Now Support [varRemainingActivations] S/R Parameter - Custom license mailings support a new [varRemainingActivations] search/replace parameter, which is replaced with the number of activations remaining on the license.
Custom Invoice Post Processing Services Now Available - Support for custom online invoice post processing is now available, allowing additional non-standard invoice processing actions such as placing an order to a fulfillment center to be performed in real time.
Custom Customer Options Field Now Available - Support for customer level customer options is now available, allowing custom actions to be displayed on the customer details page.
MARX OLM Support - SOLO Server now supports MARX OLM (Online License Management). This allows customers using Marx CryptoBox to easily and automatically update the contents of their hardware key.
Load .NET Reports Within A Page - The sales tax, monthly, and expired licenses reports can now be displayed inside the page or downloaded directly.
Test Email Mailings Before Sending. "Test" link has been added to the mailings list page to allow sending a test email to the logged-in user's email address.
Improved Image Upload Capability - The image uploading process is now one step quicker for the author, product and product option uploading processes. This was achieved by configuring each page with embedded uploading functionality.
New Expired Licenses Report - A new report to identify expiring licenses has been added. From the menu, choose Reports / Licenses / Expired Licenses.
License Details Page Offers More Details - User defined numeric and date fields are now viewable and editable on the license details page. This is a feature for advanced customers.
Product/Option Customer Service HTML - A new field for Customer Service HTML has been added to the product and product options. This field will override the Order Confirm HTML on the customer service license details page when present.

SOLO Server Feature List

eCommerce

• Completely integrated with SoftwareKey Protection PLUS
• Customizable "look and feel" at store and product level
• Agents can easily place orders on a user's behalf
• Agents can easily retrieve unfinished orders
• Dynamically created Product Catalog
• Secure Online Ordering
• Recurring billing and payment plan features
• Order processing
• Online Fulfillment (SOLO server only)
• Payment Gateway Integration
• Basic Fraud Control

Customer Self-Service

• Integrated online user forum
• Support Ticketing System
• Tickets can be opened by agent through Web interface
• Provides searchable Frequently Asked Questions (FAQ) database for each product
• Allows closed tickets to be turned into FAQs, Known Issues, or searchable articles in Knowledgebase
• Ticket update and solutions can be automatically eMailed to customer
• Resolved ticket report
• Agents automatically directed to open tickets at log-in
• Emails articles to a friend on public FAQ interface
• FAQ proactively emailed to customer at activation
• Optionally survey customer when agents close tickets

Trial Marketing

• Requests user information prior to evaluation download
• Customizable User information form with pre- and user-defined fields
• Identify started vs. completed trial installations
• Sends instant thank you for evaluating
• Optionally notifies administrator of downloads
• Optionally sends follow-up eMail near trial expiration

Real-Time Reports

• All sales
• Online sales
• Sales by agent / user
• Sales by invoice terms
• Sales by hour
• Monthly sales with details
• Pending Shopping Carts
• Declined orders with interface for call center agents
• Licenses by Product
• Licenses sold by Distributor / Affiliate
• ESD downloads
• Trial downloads - by product and Affiliate
• Trial conversion
• Online invoices with invoice line items
• Promotions used / Bundles
• User defined promo codes for sales
• Orders sources (How did you hear of us?)
• Customer purchases - new vs. repeat
• Refund reasons
• Compare units by previous days, weeks, months
• Unshipped orders
• Export sales data in CSV format

Accounting Integration

• Directly import customer orders into QuickBooks
• Generate settlement reports to compare with bank records
• Assign credit card batch numbers to transactions
• Integrates with transaction lists from Verisign PayFlow Pro and Payment Connexions for easy transaction comparison

Server Administration

• Web-Based, accessed anywhere in the world
• Manages entire license database
• Supports multiple SOLO databases on single server
• Multiple users with privileges and notification preferences
• Categorize users in groups
• Export users list with permissions
• Allows multiple companies products and product options
• Purge test transactions
• Displays friendly error message when database is temporarily down for maintenance

Customer Relationship Management

• Easily search for customers by 22 fields
• Add single customers or bulk unregistered customers
• See all history for each customer
• Create a subscribe/unsubscribe eMail mailing list
• Send eMail to mailing list, all customers, customers of a specific product, etc
• Log all pre- and post-sales requests
• Calculates total telephone chat time per customer
• Mark a logged event for scheduled follow-up
• Search tickets by type or keyword
• Intelligent caller-ID search features - identify before answering
• Integrated refund processing can deactivate a license automatically

Electronic License Activation and Management

• Instantly activate software protected by Protection PLUS
• Direct TCP/IP means no browsers
• Firewall friendly
• Determine internet connection state
• Behind-the-scene communication hidden from customer
• Logs all customer software activation requests
• Logs all software downloads including version, status, and elapsed time
• Accepts postings from Automation Client to track usage of application
• Provides license updates to change feature or revoke licenses
• Send or receive full registered user information
• Query Web site for new version availability
• Automatically download / install product updates
• Track trial evaluator information for marketing
• Update or disable licenses remotely
• Post pay-per-use or other usage information
• Allows license "vouchers" for automated activation
• Ability to send customized eMails at software registration and at activation

Affiliate Marketing

• Completely integrated Affiliate Program
• New affiliates can sign up and receive linking instructions automatically
• Hits from affiliate links are counted and redirected to a pre-defined URL
• Affiliate receives commission for orders, even if user does not purchase immediately
• Affiliate can log in to check sales and hit count
• Affiliate can enable e-mail notification for new orders
• Each Affiliate can be paid a different commission percentage per product
• Affiliate can offer a discount off of product list price
• Generate report for each affiliate identifying commission due
• Export affiliate list in CSV format

Distributor Management

• Each distributor can have their own Virtual Storefront
• No need for distributor to stock your product
• Distributor can now offer electronic delivery using your web site
• Each distributor can be paid a different commission
• Distributor can offer a discount off of product list price
• Distributor receives notification for all orders generated by their web site
• Each distributor can use their own merchant account
• Quickly add bulk license “vouchers” for distributor to give out
• Generate report for each distributor identifying commission due
• Export distributor list in CSV format