Platform 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.

Access Management

Learn how to access and log into the Platform

User Management
User Authentication
Users and Roles

Catalog Management
Multi-Tier and Seller Product Catalog
Customer: Product Catalog

Configuration Management
Settings
Theme and UI
Integrations
Currency and Payments
Authentification Management
Customers
Terms and Conditions
Notifications
Organizations
Custom fields
Business Locations

Billing and Invoicing
Billing
Invoices Management
Currency
Invoicing Solution

Organization Management
Instructions for Tenant Provisioning
Instructions for Contract Management
Instructions for Organization Management

Channel Management

Manage your partners.

Seller Management
List of Sellers

Price Management

This section describes Price Management in the platform.

Price Management
Platform Pricing Scenarios
Price Rounding

Product Management & CPQ
Product Management
CPQ

Reports and Analytics
Customer Reports
Seller Reports
Multi Tier Reports

Subscriptions & Offers & Orders
Offers
Orders
Subscriptions

Activity History
Activity History

Quotes
Customer: Quotes Management
Multi-Tier Partner: Quotes Management