Order Notes and Quick Reminders for MIP|Momentive  

General Processing

• To ensure smooth processing, we will include a screenshot of your submission order form or a brief recap. This helps confirm that the information on the order form is accurate and not carried over from a previous submission.
• If the discount note is missing on the order form, the order will be processed without the discount.

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🎁 Current Promotion (Valid Through 12/31/25)

Shared 20% discount for software (subscription & perpetual).

Terms:

• Subscription Orders: Discount applies to the first year if also approved by Momentive.
• Perpetual Orders: Discount applies to one‑time sales price. 1^st year on Web pack.  Invoice reflects price less BP discount.
• General Conditions:
• Shared between Microix & Momentive.
• Cannot be combined with other promotions.
• Valid until Dec 31, 2025 (Microix closes at 1:00 PM EST; orders after processed Jan 2).
• Exclusions: Hardware, Professional Services, Maintenance & Support (perpetual only).                   

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🖥️ Classic Version Policy (Effective 12/9/25)

• Not offered to new customers unless they require Timesheet or Budget modules.
• Modern required for new PO/Inventory/Asset Tracking customers (no concurrent licenses).
• If Classic is offered:

• Client must sign waiver (even if upgrading later).

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📦 Software Orders

Classic Orders

• Receive confirmation email → decide if forwarding to client.
• Forward to BP if not listed on order form.

Modern Orders

• No confirmation email. Microix processes directly.
• New Orders: Contact Microix to begin registration.
• Add‑ons: Software updates next day (or register manually via KB).
• KB Link: Re‑register product
• Consultant will coordinate if services are tied to add‑on.
• For MIP Cloud clients, ensure Microix is provisioned before consultant/admin engagement.

On‑Premise Modern Install (Consultants)

1. Share technical resources (Sales – Modern – Technical Q&A KB).
2. Send IT contact info to Rickie George (rgeorge@microix.net).

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📦 Hardware & Accessories

• Confirm correct “Ship To” address (no PO Boxes).
• In Stock: Tracking details emailed.
• Out of Stock: Lead time updates provided; tracking sent once shipped.

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👩‍💼 Microix Services

Momentive‑Engaged Services

• Confirm hours (non‑cancelable, non‑refundable).
• Engagement sent to Rebecca Kumpf.
• Consultant contacts client once provisioned in MIP Cloud.

BP or MIP Client Services

• Connect BP or MIP CS team to client for implementation/training.

Details to Confirm (PST Orders)

• Implementation: Is client ready? If yes → send agreement. If no → provide start date.
• Training: Confirm modules active before submitting.
• Add‑on Hours/Approvals: Include Rebecca Kumpf in submission.

Timeline Requests

• Share client’s proposed timeline with consultant during discovery call.
• If inflexible, confirm consultant availability before accepting.
• Factors: consultant availability, time of year, module complexity, client responsiveness.

🛠️ Support Department

• Active support plan required.
• Support does not cover implementation/training.
• For active projects → consult trainer or request quote.

Resources:

· Classic - Microix Support KB Articles

· Modern - Microix Support KB Articles

· Instant access to Microix Guides|Videos Resources

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🔄 Cancellation/Deactivation Quick Reference

Subscription MIP Cloud

• Customer completes MIP form with CAM → MIP sends to sales@microix.net.

Perpetual Migrated to MIP Cloud

• Cancellation: MIP form with CAM → sales@microix.net.
• Deactivation: Customer contacts Microix → DocuSign form issued → processed.

Perpetual On‑Premise

• Non‑renewal of M&S = loss of upgrades/support.
• Customer contacts Microix → DocuSign form issued → processed.