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:
4. Select Accept invitation, create your platform password, and access to the platform will be granted.
Interface Set-up & Settings
- How to edit my profile
- User permissions and roles
- How to incorporate your brand through themes and UI?
- How to upload a logo?
- Set up currency & payments
- Settings for supported billing cycles
- Authentication Management
- Upload Terms and Conditions
- Configure notification settings
- How to create a customized URL for your portal
- Create Custom Properties
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:
2. Click on the user name:
3. Select Add to add a Product Manager role:
4. Click Invite New if you want to add more users, then fill out the needed details:
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:
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:
- What is the difference between the Product and the Offer in the catalog?
- How to create a new Product?
- How to edit Product information?
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
- How to create new Offers
- How to create a copy of the existing Offer
- Minimum commitment setting for Offers
- Set Automatic offer provisioning via API or receive provisioning details by email
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:
2. Choose Edit pricing plan:
- How do I access CPQ/SKU builder
- Design section overview
- What is the choice price table?
- What is the constant function?
- How to define price based on quantity metrics quantity?
- What is Tier mode?
- How to calculate with tier mode Graduated?
- How to calculate with tier mode Up to?
- How to calculate with tier mode - Volume?
- What are compatibility rules?
- Charge full commitment amount upfront
- Different pricing logic for each billing cycle
- Billing cycles and discounts
- What is dynamic logic?
- How to validate configuration as a vendor?
Bundles
- What is a bundle?
- Countries and industries of the bundle
- How to create a bundle?
- How to create a price for a bundle
- How to manage the margin for the bundle?
- Minimum commitment setting for bundles
- Adjust renewal dates based on the commitment period
- Notify the product manager about conflicts inside the bundle
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:
2. Choose All (default):
3. Click the button Edit Catalog:
4. Drag & drop the created products in the Categories on the left:
5. To test your products and offers, return to the homepage by clicking the logo, and select the Organization:
6. Choose your Organization:
7. To start testing the offer configuration and checkout experience select Buy now:
Customer Onboarding
- How to manually create a new Customer Organization?
- How to activate Customer Organization
- What is the ERP ID column in your organizations list?
- Changing ERP id's on existing Customer profile
- How to Select an Organization?
- How to edit basic details of the Organization
- How can a Customer Organization choose its preferred currency?
- How do I block/unblock the organization?
- How to remove Customer organization
- How to add Custom Properties to Organization via API
- Contract Management
Customer Self-Onboarding
-
How to do Customer organization self-registration in the platform?
- Organization level
- Login Options
- User permissions and roles on the Customer level
- Customer Rights
Customer Segments
- What is customer segments?
- How to create customer segments?
- How to view all Customer Segments?
- How to add segments to Organization?
Product Catalog
- How to add products in Catalog?
- Catalog Functionality
- How to manage Catalog?
- How to customize Catalog?
- How to remove products from Catalog?
- Product unavailable badge description
- How to add custom tags to products?
- How to hide individual offers under a product?
- How to create default segment for customers?
- Show catalog of default segment when organization is not selected
Quotes
Orders
- Orders Section
- How to place an Order on behalf of the Organization?
- How to cancel and undo orders?
- Place and provision orders via API
- Orders approval via API
Subscriptions
- Difference between Offers and Subscriptions
- Subscription Section
- How to add Subscription to the shopping cart?
- How to edit Subscriptions?
- How to change the Billing cycle of the Subscription?
- How to change the Quantity of Subscription licenses?
- How to change the name of Subscription?
- How to change the price on existing subscription?
- How to configure Offer Plan when purchasing Subscription?
- Subscription changes history
- How do I suspend a Subscription for the customer?
- How to add bundle to the shopping cart?
- How to assign an Add-on to a subscription
- How do I add Add-on(s) when purchasing a new Subscription?
- How to manage Add-on(s)?
- Expiry status for subscriptions
- How to collect subscription data and manage subscriptions in your ERP/CRM and/or marketplace
- How to manage subscriptions via APIs
Billing
- Billings for different types of subscriptions
- One-time subscriptions
- Consumption-based subscriptions
- Billing cycle overview
- Billing cycles examples
- Billing frequency changed from annual to monthly
- Billing frequency changed from monthly to annual
- Detailed Invoice Line Items
- Charge Types
- Charge Aggregation
Invoices Management
- Invoicing by contract
- How can I see the details of my incoming invoice?
- What will I see in outgoing invoices?
- How can I see the details of my outgoing invoice?
- How can I see outgoing invoices in customer view?
- Incoming invoices in customer view vs. outgoing invoices in seller view
- How to get full reconciliation data?
- Reconciliation file-UI fields mapping
- Storing tax invoices on the platform
- Reporting API - Detailed Invoice Line Items
- AppXite Invoicing Solution with Microsoft Business Central
Currency & Payments
- How to do Payments by Credit Card?
- How do I change my preferred currency?
- Currency & Payments
- Setting for supported billing cycles
- How to select custom provider as FX rate source?
- Invoice Currencies
Integrations
- How do Integrations work for Auth0, Chat widget, Hotjar, Inline Manual, Google Tag Manager?
- Integration with ConnectWise Invoicing Solution - Integration with AppXite platform
- Navigating Platform APIs
Sales Analytics & Reports
- Order Status report
- Financial indicators
- Revenue Overview
- Revenue Trends
- Revenue by Customer
- Forecast
- Financial Indicator Breakdown
- Usage-Based Report (Report of all Customers/Organizations)
- Subscription report
- Dictionary Report
- Price List Report
- Usage-Based Report Customer Report (Report per Customer/Organization)
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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