Advanced search

Introduction

This article serves as a comprehensive guide designed to assist users in effectively navigating the Advanced Search page. It aims to provide clear instructions and helpful insights to ensure that users can easily access and utilize the various features available on this page. Whether you are a new user seeking to understand the layout and functionalities or an experienced user looking for specific information, this guide will equip you with the knowledge you need to make the most of the Advanced Search page.

In this article:

• How to access the Advanced Search page
• Column Filters
• Search capabilities

How to access the Advanced Search page

1. Go to your reseller portal and at the top menu click on the "Search" and input a query:

2. Click on "View All Items"

3. Clicking on "View All Items" will open the following page

Column Filters

The Advanced Search results are displayed in a table format with the following columns that can be filtered:

Offer

This column displays the offer name, which is the primary identifier for each product offering. Users can sort and filter by offer names to find specific products or services. The offer names are based on the search query entered by the user.

Internal ID

This column shows the AppXite Offer Internal ID, which is the unique identifier used internally by the system to track and manage offers. This ID is automatically generated and helps with precise offer identification and system operations.

External ID

This column displays the Microsoft or other vendor offer ID, which is the external identifier provided by the vendor. The system now supports partial matching for External IDs, allowing users to search using incomplete ID strings, similar to the subscription grid functionality.

Vendor

Select All or filter by specific vendors such as Microsoft, AvePoint, Acronis, Lenovo so that only offers from those vendors are shown. Multiple or single vendors can be selected. The system now shows only vendors that are available based on your current tenant configuration and filters by vendor ContractTypeId.

Offer Group

This field corresponds to offer groups retrieved from product marketing or set manually for offers. Filter options are adapted to show only relevant values for your current tenant. This helps categorize similar offers together for easier management.

Industry

List of industries the offer is intended for: Government, Education, Private Business, Nonprofit Price. Available options are filtered based on your tenant's relevant values. This allows users to find offers specifically targeted to their industry sector.

Country

List of countries (markets) where offers are available. The filter shows only countries relevant to your current tenant configuration. This helps users identify which offers are available in specific geographic markets.

Product

This column shows the associated product for each offer. You can filter results by specific products to find related offers. Examples include "eCommerce", "Dynamics 365 for Sales Professional", and "Dynamics 365 Unified Operations".

Category

This column displays the category classification for each offer. Categories help organize offers into logical groups such as "NCE" (New Commerce Experience), "Business Productivity", etc. 

Trial

This column indicates whether an offer is available as a trial version. Values are displayed as true/false based on the "Is Trial" value. You can filter to show only trial offers or exclude them from your results, helping users identify which offers can be tested before purchase.

Description

This column provides detailed information about each offer, including key features, capabilities, and use cases. Users can search within descriptions to find offers that match specific requirements or functionality needs.

Search capabilities

The Advanced Search page offers following search functionality:

• Cross-filtering: Search results are cross-filtered, meaning when you apply one filter, the available options in other filters are automatically updated to show only relevant combinations
• External ID search: You can search using partial or full External ID matches, similar to the subscription grid functionality
• Product and Category search: The capability includes searching by product names and categories in addition to offer names
• Adaptive filtering: All filters are adapted to your current tenant, showing only relevant values and improving search accuracy

Limitations

Partners are restricted from making any modifications to the Advanced Search page. Their role is limited to utilizing the filters that are provided to them. This means that while they can analyze the data presented in the Advanced Search page. The available filters allow partners to refine the information according to specific criteria, enabling them to focus on the data that is most relevant to their needs.

Summary

This article serves as a comprehensive guide to navigating the Advanced Search page. It explains how to access the report through the reseller portal and details the various filter groups available, including Vendor, Offer Group, Industry, Country fields. Each group offers specific filtering options to help users find relevant subscription data. Additionally, column filters provide further customization for viewing data. The guide also highlights limitations for partners, emphasizing that they can only utilize the provided filters and cannot modify the report’s content. This guide is suitable for both new and experienced users.