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 and log-in
- How do I register on the Platform?
- How to log in to the Platform?
- ► How to log in with Personal email (LiveID)?
- ► How to log in with Work email (AAD Account)?
- ► How do I log in with "Account created here" option?
- How to do User Self-registration in the Platform?
User invitation and User permissions
Organizations
- How to create manually a new Customer Organization?
- Synchronize Organization with existing MS Tenant
- ► How to Add Microsoft Tenant for manually created Customer/Organization?
- How to Select an Organization?
- ► How to Edit Organization profile?
- ► What is the ERP ID column in your organizations list?
Catalog
- Catalog
- How to manage the Catalog?
- ► How to customize (Catalog management)?
- ► ► How to Add Products in Catalog?
- ► ► How to remove products from catalog?
- ► How to hide a category in catalog?
Price Management
- How to set up price for all Customers?
- How to Update price period in Price Management?
- ► ► What is Special price?
- ► ►What is Generic price?
- How to do Payments by Credit Card?
- ► How to edit price for specific Customer?
Subscriptions
- 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 a Subscription?
- How to configure Offer Plan when purchasing Subscription?
Orders
Reports
Settings
- Settings
- ► How does Theme & UI works?
- ►►How to incorporate your brand through themes and Ui?
- ► How does Integrations work?
- ► What is Authentication Management?
- ► Customers - Customer Rights
Quotes
Invoices (Platform)
- Contracts and invoicing by contract
- 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?
Billing Description
- How will I be invoiced for Azure Plan?
- Offers and Subscriptions
- Billing cycle of a Subscription
- Billing periods
- Invoicing for different types of Subscription
- ► One-time orders
Notifications
- New Quote
- Quote accepted
- Change requested
- Quote rejected
- Quote canceled
- Your automatic payments are switched on