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
- 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" option?
- ►►How to Whitelist AAD domains?
User Management
Organization Management
- How to activate organization?
- How to create manually a new Customer Organization?
- How to merge organizations?
- How to Select an Organization?
- Synchronize Organization with existing MS Tenant
- Why do I receive "Please activate your organization" error?
Catalog Management
- Catalog
- How to manage the Catalog?
- What is the difference between Product and Offer in the catalog?
- ► How to customize (Catalog management)?
- ► ► How to Add Products in Catalog?
- ► ► How to remove products from catalog?
Price Management
- Custom Microsoft Offer Margins
- How to do Payments by Credit Card?
- How to Import prices for customers?
- How to set up price for all Customers?
- How to Update price period in Price Management?
- ► How to adjust Markup for Offer groups?
Subscription Management & Orders
- Expiry status for subscriptions
- Can I cancel my order?
- How to add Subscription to the shopping cart?
- How do I suspend a Subscription for the customer?
- How to add bundle to the shopping cart?
- How to configure Offer Plan when purchasing Subscription?
Reports
Settings
- How to reset notification settings to default?
- Notification settings
- Perform a manual synchronization
- Settings
- ► Authentication Management
- ► Customers - Customer Rights
Quotes
Invoices Management
- Contracts and invoicing by contract
- How can I see Outgoing invoices in Customer view?
- How to get full Reconciliation data?
- Incoming invoices in Customer view vs. Outgoing invoices in Seller view
- What will I see in Incoming invoices if I am Direct Seller?
- What will I see in Incoming invoices if I am Indirect Seller?
Billing Logic
- Billing frequency changed from annual to monthly
- Billing frequency changed from monthly to annual
- Foreign exchange and billing
- How will I be invoiced for Azure Plan?
- Offers and Subscriptions
- Billing cycle of a Subscription
Notifications Management
- Receive provisioning details by email
- Show multiple billing cycles per order item in notifications
- Change requested
- Expire Subscription Notification
- Invite user Distributor on-boarding
- New Quote