How to Create new Seller?

Introduction

This article describes process of creating new Sellers, detailing essential fields and steps required for setup. It also emphasizes currency settings, contract management, and potential error notifications. 

The Distributor is able to authorize Sellers to access and use the Platform. The distributor owns all of the relationships with its Sellers.

Seller is permitted to use the Platform only based on the agreement between Distributor and Seller which governs the use of the Platform. Sellers are created by submitting the form via the Distributor Platform (“Create New”). 

When creating a new Seller, the hard limit and soft limit for "Generic" Customer prices setting by default is 0%. You can find more information about Soft and Hard Limit here. 

As the Seller Platform is created, Seller receives the invitation link for registration and access to its Seller Platform.    

When logged into the Back-end management functionality, on the first page you have the following view and, in this article, we will review how to Create new sellers: 

There are several fields that must be filled in before the Seller platform is created. 

a. Short Name - of the reseller.
b. Full Name (Registered Company Name) of the reseller.
c. Registration Number - A company registration number is a unique combination of numbers and, in some cases, letters.  The company registration number (also known as the company number, registration number, or simply abbreviated to CRN) is used to identify your company and verify the fact that it is an entity registered with Companies House.
d. Vat Number - a vat number is a registered tax identification number in tax systems that use Value-Added Tax (VAT). A vat number has between 4 and 15 digits, starting with the two-digit country code (e.g.- DE for Germany or IN for India), followed by 2-13 other characters.
e. Erp Id - Is the unique number of organizations in the ERP System of the seller. It is optional for the seller to have an ERP ID. 
f. Currency Code - choose the currency in which the seller wants products to be displayed in the catalog. Once the form is submitted, this field cannot be modified from the 'Edit info' option. 
​g. Invoicing Email  - an email to which the invoice will be sent. Once the form is submitted, this field, cannot be modified from the 'Edit info' option. In order to edit this field please contact our support (support@appxite.com).

h.Enable Invoicing -  to give  Distributors control for which Sellers invoicing should be enabled. If you enable it for the partner, their subscriptions will be included in your invoices, and reports and their platform will generate invoices of their own. You may toggle this setting more than once, if, for example, you want to have this disabled while onboarding and training the partner, and enable it once the partner and the platform are fully ready.

i. Industry types - Define the Industry of the seller. These checkboxes affect all vendors, except Adobe, which has their own industries.
j. Primary Address - Add the Primary Address of a seller. 
j.1 If the Billing Address is different than the Primary Address, the check-box must be ticked and respective fields must be filled in:
k. Primary contact -  Add the Primary Contact information field. By default, Billing Contact will be the same. The primary contact will receive the first user invitation to its (Seller's) platform based on the chosen identity provider. For additional details, refer to: Invite Seller to the Platform during Seller Creation.

l. If Billing Contact is different than the Primary Contact, check-box must be ticked and respective fields must be filled in. Additional check-boxes should be ticked and fields should be filled if there is the additional contact information for "Service Desk", "Account Manager" and "Authorized contact".
m. Sender Email Address  - The email from which customers will receive notifications.
n. Sender Name - from whom the Seller notifications are sent out.
o. URL for your CSP portal - enter the URL of the portal. 

t.1. Parent domain - by default  Parent domain rethinkportal.com.

For each vendor, there is a checkbox, followed by the vendor short name. If selected, Input field(s) appear to the right where available

Microsoft

MPNID -  known Microsoft Partner Network ID of the seller. Can be left blank.

(e.g. 1234567 OR leave blank to create a seller that will purchase MS through your MS contract)

When creating a Seller platform using an MPN ID, if you'll receive following warning, it means the MPN ID you've chosen is already in use by another Microsoft partner on the platform:

If you encounter this message, ensure that you've entered the correct MPN ID. If it's accurate but still unavailable, please reach out to AppXite Support.

IBM 

CEID (IBM Reseller ID) - IBM Registration ID number of the seller. 

IBM Mass 360 Partner ID - Registration ID number of the seller. 

Additional Vendors checkbox - These are the additional choices that can be enabled for Seller, besides the default Vendors.

Each additional Vendor, such as Google, AvePoint and also Custom Vendors, must have a pre-established Contract with Distributor that is responsible for Seller portal creation. Otherwise the Additional Vendor Checkbox will not be visible during creation of Seller.

You can choose to onboard your partner without Microsoft contract if they don't have one. If you later decide to sell Microsoft to your partner under your own direct contract, you can still open partner's profile and enable Microsoft contract checkbox. At least one contract should be checked.

Select contract currency - Contract currency determines which currency you will invoice your partner in.

Same currency in which you buy from your respective supplier - default option to avoid any currency conversion.

Partner's primary currency - option to send an invoice to your partner using single currency.

However, the platform may have to convert the prices you pay to your supplier into the currency of your partner. To manage FX rates and risks, we recommend you configure all relevant currency combinations in your Currency Settings, otherwise default FX rates will apply.

Keep in mind that after saving changes, these actions are irreversible.

Select Create to proceed.

In case some fields are not filled in, the system will show that "Form has errors":

When the platform is ready and "Approved" by Distributor Admin, the Primary contact will receive an invite, where he has to create his password to log into the platform with the "Account" option. 

A message is displayed after selecting the "Create" button on Create seller form:

"A platform for this seller will now be created. Please wait for 30 minutes before changing this seller's segment or using their platform."