Seller Guide
If you are Seller, this tutorial will help you to understand, how to manage and administrate your End-Customers with few easy clicks. It allows Sellers to manage its End-Customers by adding margin/pricing categories, creating product catalog categories, adding/removing and suspending subscriptions.
Platform access, User permissions and log-in
- How to authorize a new Customer domain to the Platform
- ► How do I register on the Platform?
- ► ► "Invalid Domain" error upon sign-in
- How to edit my profile?
- ► User permissions and roles
- How to edit user's permissions?
Catalog
- Catalog
- How to manage the Catalog?
- ► How to customize (Catalog management)?
- ► ► How to remove products from catalog?
- ► ► How to Add Products in Catalog?
- ► ► How to add custom tags to products?
Invoices (Platform)
- Where can I find invoices?
- What will I see in Incoming invoices if I am Direct Seller?
- What will I see in Incoming invoices if I am Indirect Seller?
- ► How can I see details of my Incoming invoice?
- What will I see in Outgoing invoices in Seller's view?
- ►How can I see details of my Outgoing invoice?
Subscriptions
Settings
Billing Description
- How will I be invoiced for Azure Plan?
- Contracts and invoicing by contract
- Offers and Subscriptions
- Billing cycle of a Subscription
- Billing periods
- Invoicing for different types of Subscription
Reports
Orders
Price Management
- ► ► What is Special price?
- ► ►What is Generic price?
- How to do Payments by Credit Card?
- How to Update price period in Price Management?
- How to set up price for all Customers?
- ► How to edit price for specific Customer?
Organizations
- Synchronize Organization with existing MS Tenant
- How to create manually a new Organization or Customer?
- ► How to Add Microsoft Tenant for manually created Customer/Organization?
- How to Select an Organization?
- ► How to Edit Organization profile?
- ► What is ERP ID column in organizations list?
Notifications
- Subscriptions Successfully Renewed
- Subscriptions Renew Error
- Subscription Changed Successfully
- Subscription Change Error
- Subscription Auto Renewal
- Expire Subscription Notification