Software licenses and entitlements
The Software tab in the customer profile editor lets you manage software license keys and entitlements tied to a customer's purchases. If you sell software products, this is where you view, add, and edit the license records associated with a customer.
Viewing entitlements
The entitlements list displays all software licenses on the customer's record. Each entry shows the following details:
Field | Description |
|---|---|
Software SKU | The product SKU this license applies to. |
Activation Code | The license key or activation code issued to the customer. |
Activation Date | The date the license was activated. |
Expiration Date | The date the license expires, if applicable. |
Order ID | The order that generated this entitlement (read-only, set automatically when purchased). |
Item ID | The specific line item from the order (read-only). |
Item Description | A description of the purchased product (read-only). |
If no entitlements exist, the section displays "No software entitlements on record."
Managing entitlements
Adding an entitlement
Select the add button next to the Software Entitlements heading to create a new entitlement. The modal has the following fields:
Field | Required | Description |
|---|---|---|
Software SKU | Yes | The product SKU this license applies to. |
Activation Code | No | The license key or activation code. |
Activation Date | No | When the license was or should be activated. |
Expiration Date | No | When the license expires. Leave blank for perpetual licenses. |
Editing an entitlement
Select the edit button on an existing entitlement to update its fields. The same modal appears with the current values pre-filled.
Deleting an entitlement
Select the delete button on an entitlement to remove it. You'll be prompted to confirm before the deletion proceeds.
Entitlements created automatically through product purchases include read-only Order ID, Item ID, and Item Description fields that link back to the originating order. Manually created entitlements don't have these fields.
Related pages
Customers overview -- capabilities summary and page navigation
Order and quote history -- view orders that generated entitlements