Vendor Self-Onboarding Guide

AppXite is a subscription billing and management platform that covers all as-a-service product configuration, pricing, billing operations, and provisioning requirements. Designed specifically for software vendors, distributors, sellers, and MSPs, the platform automates and streamlines your as-a-service business with customers, channel partners, and integrates across the global tech ecosystem.

This step-by-step onboarding guide will help you get started with the AppXite Platform and enable you to start transacting your own as-a-service offerings. If you'd like to learn more about the Appxite Platform or explore more use cases, take a look at our Knowledge Base.

Registration & Log-in

1. Fill in the Onboarding and Platform configuration form

2. Sign the contract with AppXite. After receiving the information from the onboarding form, AppXite will create an agreement and send it to the primary e-mail address to agree on cooperation terms and legal regulations and sign it via DocuSign.

3. After completing the onboarding form, you will receive an email invitation to your platform sandbox within three working days:

Email_Invitation_B.png

4. Select Accept invitation, create your platform password, and access to the platform will be granted. 

Interface Set-up & Settings

Create Products & Offers

In order to start creating the products and offers, you have to own a Product Manager role or you can grant it to the user who is going to create products and offers.

1. To change the roles, select Users:

Users.png

2. Click on the user name:

User_Name.png

3. Select Add to add a Product Manager role:

Add_Role.png

4. Click Invite New if you want to add more users, then fill out the needed details:

Invite_New.png

5. Helpful maunals:
How to log in to Product Management after the registration link is sent to the email

User permissions and roles Seller level

6. To access Product Management, click Catalog and then My Products

My_Products.png

7. You will be redirected to the Product Management tool. To create a new product in the Products & Offers section, select New Product and fill in the needed product information:

New

The product is always first to be created, after the product is created – offers can be created. There can be multiple offers under one product. 

8. To create a new offer, select New Offer for the desired product, fill in the needed fields and click Save

New

The offer can only be published once the pricing plan has been configured.

Create Pricing Plan

To create a pricing plan under offers,

1. Select the View Offers & Bundles:

View2. Choose Edit pricing plan:

Edit

Bundles

Testing Offers

When offers and pricing plans are created and published, drag and drop the products in one of the product categories to see the products listed in the catalog.

1. Select Catalog and Customer Segments

Customer_Segments.png

2. Choose All (default)

All_Default.png

3. Click the button Edit Catalog

Edit_Catalog.png

4. Drag & drop the created products in the Categories on the left: 

Drag

5. To test your products and offers, return to the homepage by clicking the logo, and select the Organization:

Select_Organization.png

6. Choose your Organization:

Choose

7. To start testing the offer configuration and checkout experience select Buy now

Buy

Customer Onboarding

Customer Self-Onboarding

Customer Segments

Product Catalog 

Quotes

Orders

Subscriptions

Billing

Invoices Management

Currency & Payments

Integrations

Sales Analytics & Reports

Once the platform in the sandbox environment is configured, and products and offers are successfully published and functioning as expected, please reach out to support@appxite.com to initiate the validation process. Upon completion of the validation, you will receive an email invitation to access the production environment. At that point, you will need to replicate the steps outlined above.

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