Manage the list of Sellers

Introduction

Accessing the Seller management view

Navigate to your Partner Management portal and click LOG IN (available in the top right corner or in the center of the welcome page). 

On the Sign in page, enter your email address and click Next.

 You will be presented with the available authentication options:

• Sign in with Password — redirects you to an external password entry screen, where you can also find the Don't remember your password? option.
  
• Sign in with Work email (AAD Account) — sign in using your Microsoft work account via SSO.
• Sign in with Personal email (Live ID) — sign in using your Microsoft personal account via SSO.
• Sign in with Google — sign in using your Google account via SSO.

In the main view of the Distributor management functionality, you can see a comprehensive list of all your Sellers. This centralized view provides you with complete oversight of your Seller network.

Distributors grid

The Distributors grid provides an overview of all Distributor Organizations and their key information.

Search

A search box allows you to search by organization ID, name, status, or address. The search box is bordered for easy identification, consistent with the Modern Subscriptions grid style.

Grid columns

The grid displays the following columns:

• Organization Status — the current status of the Distributor Organization. Can be sorted and filtered. Status options are displayed as colored indicators:
  • Active (green indicator)
  • Pending Approval (yellow indicator)
  • Suspended
  • Fully Suspended
• Organization Name — the name of the Distributor Organization. Can be sorted.
• Organization ID — the unique identifier of the Distributor Organization. Can be sorted.
• Country — the country where the Distributor operates. Can be sorted and filtered.
• # of Sellers — the number of Sellers associated with the Distributor. Can be sorted.
• # of Vendors — the number of Vendors associated with the Distributor. Can be sorted.
• Created On — the date the Distributor was created.
• Actions — available actions for each Distributor (see Actions below).

Column headers are sticky (both vertically and horizontally) so they remain visible when scrolling. Sort and filter icons appear on mouseover of the column headers.

Actions

Each row in the grid includes two action icons:

• Pencil icon — hover tooltip: Edit settings. Opens the Distributor settings for editing.
• Store icon — hover tooltip: Manage sellers. Opens the Seller management view for the Distributor.

Pagination

Pagination controls are displayed at the bottom of the page, showing the number of records currently displayed (e.g., Showing 1 to 20 of 141 distributor(s)). You can navigate between pages using the previous and next arrows, or specify an exact page number directly in the page input field.

Available management options

The Sellers grid provides an overview of all Seller Organizations and their key information.

Search and toolbar

A search box allows you to search by organization ID, name, status, ERP ID, address, or contact. The search box is bordered for easy identification, consistent with the Modern Subscriptions grid style. 

The toolbar also includes the following controls:

• Columns button — opens the Toggle Columns panel, allowing you to show or hide individual columns. A Reset option restores the default column selection.
• Export button — exports the current grid data to the CSV file. Located between the Columns button and the + Create Seller button. Export history is stored and displayed on a per-user basis, meaning each user sees only their own previously initiated exports.
• + Create Seller button — located to the right of the search box, opens the Create Seller form.

Grid columns

The grid displays the following columns. Column headers are sticky (both vertically and horizontally) and sort/filter icons appear on mouseover.

The Actions column is always visible, regardless of the number of columns selected.

Shown by default:

• Organization Status — the current status of the Seller Organization, displayed as a color-coded circle indicator. Status options are:

  

  • Active (green indicator)
  • Pending Approval (yellow indicator)
  • Suspended
  • Fully Suspended
• Organization Name — the name of the Seller Organization. Can be sorted.
• Organization ID — the unique identifier of the Seller Organization. Can be sorted.
• ERP ID — the Seller's ERP system identifier. Can be sorted.
• Seller Platform — displays the Platform URL as a clickable link. Can be sorted.
• # of Customers — the number of active Customers associated with the Seller (excludes suspended Customers). Can be sorted.
• Country — the country of the Seller's operations. Sortable. The filter list is populated from countries available in the provided datasets; the selected filter is preserved across all result pages.
• Price Tier — the Seller's assigned price tier.
• Product Catalogue — the Seller's assigned product catalogue.
• Credit Risk — the Seller's credit risk setting.
• Primary Contact — displays the first name and last name of the Seller's primary contact. 
• Phone — displays the phone number of the Seller's primary contact. 
• Email — displays the email address of the Seller's primary contact. 
• Address — displays the Seller's primary address as a single field, shown in the following order: Address Line 1, Address Line 2, Postal Code, City, State.
• Created by - displays first and last name of the user that created the Seller Organization.
• Approved by - displays first and last name of the user that approved the Seller Organization.

Hidden by default (can be enabled via Columns):

• Created On — the date the Seller Organization was created. Can be sorted. 
• Created By — the full name (first name and last name) of the Platform User who created the Seller Organization. Can be sorted and filtered.

Actions

Each row in the grid includes three action icons:

The Actions column remains visible at all times, regardless of which columns are currently selected or hidden.

• Checkmark icon — hover tooltip: Approve Seller. Approves the Seller Organization. If the Seller is already in Active status, a tooltip message reads "Seller is already in Active status."
• Pencil icon — hover tooltip: Edit information. Opens the Seller settings for editing.
• Eye icon — hover tooltip: Access seller platform. Opens the Seller Platform directly.

Pagination

Pagination controls are displayed at the bottom of the page, showing the number of records currently displayed (e.g., Showing 1 to 3 of 3 seller(s)). You can navigate between pages using the previous and next arrows, or specify an exact page number directly in the page input field.

An Items per page selector is displayed below the grid, allowing you to control how many Sellers are shown per page. Available options are: 10, 20, 50, 100. The default value is 20. The number of rows displayed updates immediately based on your selection.

Column Management

The Sellers grid supports column reordering and resizing for a more personalized experience. Users can drag and drop column headers to rearrange them in any order, and their preferred layout is saved and remembered on a per-user basis. 
 

Users can also resize specific columns by clicking and dragging the border of a column header to adjust its width. The columns eligible for resizing are:

• Organization Name,
• Organization ID, 
• ERP ID, 
• Contact Name, 
• Contact Email, 
• Contact Phone, 
• Address, 
• Country, 
• Created By,
• Approved By. 

Columns with a fixed width fall outside this set and cannot be manually resized. To restore all column widths back to their original default state, users can click the Reset button found within the Columns component.
 

Configuring Price Tier and Product Catalog

Price Tier configuration

Partners can separate the selection of Partner Pricing through Price Tier configuration. The Price Tier can be selected at any time, both before and after approval of the Partner.

Select from the dropdown list of existing price tiers or create a new one directly by clicking the + New button at the bottom of the dropdown. Upon clicking + New, you will be redirected to the Partner Prices page, where you can click Create new price tier to set up a new price tier.

Product Catalog assignment

The Distributor can assign the Product Catalog for each Seller from the available list. The Product Catalog can be selected before approval of the Partner.

Select from the dropdown list of existing catalogues or create a new one directly by clicking the + New button at the bottom of the dropdown. Upon clicking + New, you will be redirected to the Partner Catalogs page, where you can click Create new to set up a new product catalogue.

Performing Seller actions

You can perform the following actions on your Sellers:

• Checkmark icon — Approve Seller. Once a new Platform is created, it must be approved.
  Hover tooltip: Approve Seller. Approves the Seller Organization. If the Seller is already in Active status, a tooltip message reads "Seller is already in Active status."
• Pencil icon — Edit Info. The Distributor can edit information associated with the specific Seller and its Seller Platform.
  Hover tooltip: Edit information. Opens the Seller settings for editing.
• Eye icon — Login on Behalf. The Distributor is entitled to log in to each Seller Platform for acting on behalf of the Seller. This includes managing Customers, Platform Users, prices, and Subscriptions on behalf of the Seller. You can add new Orders for Subscriptions and suspend Subscriptions (opens in the same window as the back-end management).
  Hover tooltip: Access seller platform. Opens the Seller Platform directly.