# Home
SoftwareOne Marketplace Platform
SoftwareOne Marketplace is a unified digital platform for software procurement and management. Use this documentation to learn about Marketplace Platform features, manage subscriptions and orders, review billing information, configure settings, and access support. ### Start here
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I’m new hereStart with the platform overview and core concepts./files/yOUCuZ7RZ7X3c6brqPhd/spaces/Z5DNbniz33mXCZoO62Rm/pages/oRhRuHpHDLyKKqXlwGSl/files/P3X7QCdLZxVy9GfINTmQ/files/P3X7QCdLZxVy9GfINTmQ
I already use the platformManage subscriptions, orders, agreements, & more./files/Nfqb8ulMa9jQLN6dILGI/pages/ociTuh3pYp78a98BLKjl/files/BN3oSwuPaglOyjSMtKtR
I’m building an integrationUse our API, MCP server, and developer references./files/dKYtPHLOzN4agFGbbXbd/pages/pnId0pMoYHB9x7IJsQao/files/r0P57tdrahKJSAzHDLkA
### Core product areas
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BillingView invoices, statements, and monitor analytics./pages/27ATNQREQFAwIxRQHVNW/files/VJRYv7btTboEn4hF7mr5/files/LIHIaAUH9SV2Ko3h2tbL
CatalogBrowse catalog, find products, and make purchases./pages/8c8kQdYvcdL9KkSqVmrW/files/NIsFMwvHkIFaUGXbcfNk/files/6vGeYDy4D60CQpb6U6M6
ChatStart and manage direct or group chats./pages/caLgugoTx46XtZUGR5G3/files/ckLIldKVhEZyNIAIsu2H/files/6rMMZqzpniL5hyOTGhCR
HelpdeskView your account team, and submitted feedback. /pages/BhYTuoDMIfeHJVhFWjUB/files/eT0vt2GSbvSVSR76H2Zs/files/1ZJ04iFR5zzGluuZPQq7
MarketplaceManage orders, agreements, subscriptions, & more./pages/ociTuh3pYp78a98BLKjl/files/qF3D4IaHtoweex2za2fj/files/EDtc0M6I1goZ5zXIOnI5
SettingsManage account settings, users, groups, & more./pages/j8kJ58TchxB0J8ja9ge2/files/twEHDj1xxUXTCG5glUhz/files/a4xocVU16siAujDKov6A
Popular extensions
Developer resources
Help and support
# Overview Learn about the platform and its key capabilities. The Marketplace Platform is a unified ecosystem for discovering, purchasing, and managing software purchases. It includes a comprehensive set of modules that streamline purchasing processes for businesses of all sizes and connect clients, partners, vendors, and SoftwareOne through a shared platform.

SoftwareOne Marketplace Platform

### Key capabilities The platform brings together software discovery, procurement, billing, and management into a single system. By focusing on shared capabilities, it offers a streamlined, scalable way to manage software. The following are some of the core capabilities: * **Discover and purchase software** – The platform provides a centralized catalog of software and services, making it easy to explore offerings and place orders. It supports different purchasing options and streamlines the buying experience. * **Manage subscriptions and billing** – All subscriptions, agreements, and invoices are managed in one place. This gives you full visibility into your software usage and spend, while simplifying renewals and cancellations. The platform also offers split billing, billing analytics, and consolidated financial statements to help you reduce administrative overhead. * **Automate and integrate** – Our APIs and SDKs allow the platform to be integrated with external systems and automate key workflows. This enables organizations to connect procurement and billing processes with their existing tools, which further improves efficiency and reduces manual effort. * **Operate across a multi-sided ecosystem** – The platform supports a collaborative ecosystem where users interact through a shared interface: * Clients can procure and self-manage their software purchases. * Vendors can create and manage products, define pricing, and automate fulfillment. * Partners can manage customer relationships and oversee transactions. * **Scalable and flexible by design** – Built to support global operations, the platform is designed to scale across regions, currencies, and business models. It adapts to different organizational needs while maintaining a consistent user experience. Its modular architecture allows new services, integrations, and capabilities to be added over time without disrupting existing workflows. ### Next steps * Read the [key concepts](/marketplace-platform/platform-overview/key-concepts) to understand the platform's terminology. * See [Getting started](/marketplace-platform/getting-started) to learn about accessing, signing in, navigating, and personalizing your experience. * Go to [Guides & tutorials](/marketplace-platform/guides-and-tutorials) for onboarding quickstarts and procedures. # Key concepts See the key concepts and terminology used across the platform. Certain concepts and terms are central to the functionality and design of the Marketplace Platform. We recommend that you familiarize yourself with the terminology, as it's often referenced in our platform and documentation. This will allow you to interact with the platform effectively and maximize its use. ### Actors SoftwareOne Marketplace seamlessly brings together various actors to facilitate the buying, selling, provisioning, and billing of software products. Actors are users or entities that interact with the platform for procurement, fulfillment, and other platform-specific operations. * **Vendors** – Company or person from whom SoftwareOne buys software solutions. Vendors develop and sell their products and services. Examples include Microsoft, Dropbox, Adobe, and more. * **Distributors** – Entities that resell software solutions sourced from vendors to resellers. Distributors facilitate software procurement when direct relationships with vendors aren't feasible. * **Associates** – Internal SoftwareOne associates who administer the business network. Associates are involved in various processes throughout your journey and interaction with SoftwareOne. * **Partners** – Entities or businesses that buy products or services from SoftwareOne for reselling to other businesses. * **Clients** – Company or organization that uses our platform to buy software products for their own use or direct consumption. * **Developers and systems integrators** – Entities that build integrations within the business network.

Vendors, distributors, associates, partners, and clients are the key actors.

### Users, Accounts, and Groups #### User A user is an individual who can sign in to the platform using their credentials and perform operations according to their permissions. Users include both individual users and admins managing account settings. They can belong to multiple accounts or no account at all. Additionally, they can switch between accounts without signing out. Users who don't belong to any account have limited capabilities. Such users can only sign in and adjust their profile settings. They cannot access any module. To learn more, see [Users](/modules-and-features/settings/users). #### Account An account represents a company or an organization using the platform. The platform supports the following account types: * **Client account** – Represents an account used by clients and partners to establish agreements and procure software solutions for their enterprises. * **Vendor account** – Represents an account used by vendors to define the product structure and configuration, and make those products available for ordering through the Marketplace. * **Operations account** – Represents an account used by SoftwareOne associates. In the SoftwareOne Marketplace, an account can contain a single user or multiple users.

An account can contain a single or multiple users.

Additionally, users are not restricted to a single account. They can belong to multiple accounts and switch between those accounts.

A user can belong to multiple accounts in the platform.

#### Group A group facilitates the management of permissions within an account. Groups contain users, and all users within a group share the same role and permissions. This means that permissions are assigned at the group level, rather than individually to each user. You can create multiple groups and add users to these groups. Users can also belong to several groups simultaneously; for example, they can be in both the Administrator and Finance groups. Additionally, they can have different roles across different accounts, such as being an Operations user in one account and an Administrator in another. To learn more about creating and managing groups, see [Groups](/modules-and-features/settings/groups).

A user can belong to multiple groups within an account.

### Sellers, Buyers, and Licensees #### Seller A seller is a SoftwareOne entity that buys software solutions from vendors, like Microsoft, and sells them to clients and partners. Examples include SoftwareOne Canada, SoftwareOne UK, and more. Sellers are responsible for issuing invoices to the buyer entities of clients and partners. They act as an intermediary in the transaction process. Account admins can view all sellers on the [Sellers](/modules-and-features/settings/sellers) page.

Sellers within the Marketplace Platform.

#### Buyer Buyers are responsible for engaging in commercial activities with sellers. They are also the recipients of invoices issued by SoftwareOne, and are essential for placing orders, creating agreements, and ordering subscriptions. Account admins can view and manage buyers from the [Buyers](/modules-and-features/settings/buyers) page.

Buyers engage in commercial activities with sellers.

#### Licensee A licensee is a specific person or a department within an organization that consumes the product or service procured by the buyer. Licensees receive the license to use the product, and they are critical in establishing agreements alongside buyers and sellers. There can be multiple licensees within an account, but each licensee can only be connected to one buyer and one seller at a time. Account admins can view and manage licensees from the [Licensees ](/modules-and-features/settings/licensees)page.

Licensee consumes the service.

### Agreements, Orders, and Subscriptions #### Agreement An agreement outlines the relationship between entities, such as the seller, buyer, and licensee. They are foundational for placing orders through the platform and creating subscriptions. They also establish the terms and conditions under which transactions occur. All agreements are listed on the [Agreements](/modules-and-features/marketplace/agreements) page, allowing you to view and manage them easily.

Agreements are mandatory for placing an order.

#### Order An order is a business transaction under the framework of an established agreement. The platform supports various types of orders to support different scenarios and requirements of our clients and partners, including: * **Purchase order** – This type of order is created when you buy a new product or service by establishing a new agreement. * **Change order** – This type of order is created when you modify your agreement or adjust quantities, such as reducing the number of licenses or buying additional resources. * **Terminate order** – This type of order is created when you terminate your agreement or subscription. * **Configuration order** – This type of order is created when you enable or disable automatic renewal of a subscription. You can view, track, and manage your orders from the [Orders](/modules-and-features/marketplace/orders) page. #### Subscription A subscription is a service provisioned over a specified period. Subscriptions are associated with an agreement, and an agreement can contain one or more subscriptions. Changes to a subscription can only be made through an order. For example, to terminate a subscription, you must place a termination order. Similarly, to add more licenses, you must submit a change order. Direct modifications to a subscription are not allowed without placing an order. All subscriptions are listed on the [Subscriptions](/modules-and-features/marketplace/subscriptions) page in the platform.

Subscription is a service provisioned over a specified period.

### Products, Items, and Parameters #### Product A product is a solution or service provided by a vendor through the SoftwareOne Marketplace. Examples of products include Adobe VIP Marketplace for Commercial, Microsoft 365 Business, Enterprise & Apps - Education, and so on. Each product consists of individual items and parameters set by vendors. Additionally, products include a detailed description, a list of purchasable items, and supporting resources such as media files, terms and conditions, and price lists to assist you. You can explore products, make purchases, and review details on the [Products](/modules-and-features/catalog/products) page. #### Item An item refers to an individual stock-keeping unit (SKU) within a product. A product can contain several items, each with its own name and price. For example, within the Microsoft 365 Business, Enterprise & Apps - Education product, you may find items, such as Copilot for Microsoft 365 (Education Student 13+), Defender Threat Intelligence (Education Student Pricing), Microsoft 365 A3 (Education Student Pricing), and more. The [Items](broken://pages/uyJoLNwKGHS3GZpRwqV6) page displays a list of individual items. You can also view items on the **Items** tab within the product details page. You can add items to your order when placing an order through the platform. #### Parameter A parameter is structured data used by vendors to collect information during the ordering process. Examples include contact details, address information, domain name, and more. Parameters are also used by vendors to pass information during provisioning.

Product, items, and parameters in the Marketplace Platform.

### Price lists A price list contains pricing information for each item within a product. Price lists are created by vendors and are specific to particular regions and sellers. All price lists are organized through an object called Listing. The Listing object is created by SoftwareOne associates after they have reviewed the product. This object connects the product price list with the seller, ultimately making the product available for purchase in the Marketplace.

Price lists contains pricing information for each item in the product.

### Notifications A notification is an email alert about an event in your account. It can cover things like order status changes, subscription upsizes or downsizes, invoice generation, and other account events. Notifications are managed from the [Notifications](/modules-and-features/settings/notifications) area. Account admins can configure recipients and categories there, and individual users can manage their own preferences from **My profile**. ### Programs, Certificates, and Enrollments #### Program A Program is a set of requirements, or parameters, that vendors ask clients to meet. In the Marketplace Platform, programs are used to view available programs for enrollment, request certificates after requirements are met, and manage related settings, documents, media, and terms. See [Programs](/modules-and-features/program/programs) for details on how they appear in the platform. #### Certificate A certificate is an object that confirms a client or partner meets a vendor’s requirements for a specific program. It serves as proof of eligibility to purchase or access the program’s products and benefits. You can view certificates from the **Certificates** page. For more details, see [Certificates](/modules-and-features/program/certificates). #### Enrollment An Enrollment is the process of formally registering for a vendor program. It gives access to the program’s benefits and incentives, such as reduced pricing, special offers, and renewal discounts. In the Marketplace Platform, an enrollment usually includes the program you are joining, the buyer or licensee it applies to, required parameters and supporting details, and a status that shows where it is in the workflow. For more details, see [Enrollments](/modules-and-features/program/enrollments). ### Invoices and Statements #### Invoice An invoice is a billing document you receive at the end of a billing period. It summarizes the charges on your account and is issued monthly for a specific Marketplace agreement. It's issued as a PDF containing subscription details and consolidated charges. It can be either compact or detailed, depending on how many charges are on the statement, but it's always inked to a statement, which contains the full itemized breakdown. For more details, see [Invoices](/modules-and-features/billing/invoices). #### Statement A statement is a billing document issued at the end of a billing period, together with the invoice PDF. It's delivered as an Excel (`.xlsx`) file and includes detailed invoice data, such as individual charges, subscriptions, and orders. For details on how to view statements, see [Statements](https://docs.platform.softwareone.com/modules-and-features/billing/statements). # Getting started Get started with the Marketplace Platform. To get up and running with the Marketplace Platform and make the most of its functionality, it's essential to understand how the platform works and be familiar with its concepts. Use the following video guide or the links on this page to get started quickly. {% embed url="" fullWidth="false" %} Watch a quick video guide showing how to get started with the SoftwareOne Marketplace. {% endembed %}
Access the platformLearn how to sign up for the platform. /pages/w5rrt3jIKB3GpGEJOTUf
Sign in to your accountAccess your Marketplace account./pages/XvK9BhN3HR60WP7Cqir5
Navigate the interfaceExplore the layout and navigation./pages/3bpGDsk6oZZ7xQm75Wzc
Manage your profileUpdate your profile and region settings./pages/Ot3GjDMFEpxj6Lpk6Uf7
Switch accountsSwitch between accounts without signing out./pages/kLdSfLAeRxr8OrCsGekd
Customize the data gridAdjust columns, apply filters, and sort data./pages/sEuMFJBgy1XGlwYhcpCX
Manage notificationsAdjust your notification preferences./pages/ogVKRu20tFVoU6ln5ZhH
Using favoritesSave pages and accounts for quick access./pages/AEEi5CFX4K3dEWvjXczx
# Access the platform Learn how to sign up for the SoftwareOne Marketplace Platform. You can access the SoftwareOne Marketplace Platform in one of the following ways: * If your organization already uses the platform, ask your account administrator to invite you. * If your organization doesn't yet use the platform, [contact us](https://www.softwareone.com/en/contact-us) to get started. ### Join an existing organization If your organization already uses the platform and you want to join that organization: 1. Ask your account administrator to send you an account invitation. 2. Open the invitation email and accept the invitation. 3. Register your account. 4. [Sign in](https://portal.platform.softwareone.com/) to your account. If single sign-on (SSO) is enabled for your organization, you are redirected to your identity provider during the setup or sign-in process. Invitation links expire after 7 days. If your link expires, ask your account administrator to send a new one. For more information, see [Add new users](/modules-and-features/settings/users/add-new-users) and [Respond to invitations](/modules-and-features/settings/users/respond-to-invitations). ### Sign up for the platform If your organization doesn't yet use the SoftwareOne Marketplace and you want to sign up, [contact us](https://www.softwareone.com/en/contact-us) to get started. After we configure your account, you'll receive the details you need to access it. ### Next steps If your account is ready, continue to the [Sign in to your account](/marketplace-platform/getting-started/sign-in-to-your-account) page. After signing in, start with [Navigate the interface](/marketplace-platform/getting-started/interface) to learn about the key components and features. For key concepts and onboarding guidance, see [key concepts](/marketplace-platform/platform-overview/key-concepts) and [guides & tutorials](/marketplace-platform/guides-and-tutorials), respectively. # Sign in to your account Access your Marketplace account using your login credentials. You can sign in to the SoftwareOne Marketplace using either a web or mobile browser. Additionally, you can access the platform via the SoftwareOne Marketplace mobile app, available on iOS and Android. This topic describes how to sign in to the web version. For the mobile app, see [Get started with the app](/marketplace-mobile-app/app-overview/get-started-with-the-app). ### Sign in to the web version To sign in to your account on the web version: 1. Open the [sign-in page](https://portal.platform.softwareone.com/) in your browser. 2. Enter the email address for your account, then select **Continue**. 3. Enter your password and select **Continue**. If single sign-on (SSO) is enabled for your organization, you are redirected to your identity provider. After you have successfully signed in, you are directed to the **Home** page. ### Recover your password If you enter incorrect login credentials, an error message is displayed. If you have forgotten your password, select **Forgot password?** and follow the instructions to reset it. For more details, see [How do I update my password?](/help-and-support/faqs/update-password). ### Next steps After signing in, start with [Navigate the interface](/marketplace-platform/getting-started/interface). For onboarding guidance, see [Guides & tutorials](/marketplace-platform/guides-and-tutorials). # Navigate the interface Learn how to navigate and use the platform. The Marketplace Platform is a SoftwareOne SaaS solution that allows users to procure and manage software solutions. It offers a consistent navigation experience for different roles, including clients, vendors, and partners. This topic explains how to navigate the platform, access features, and move between various modules.

The Home page of the SoftwareOne Marketplace Platform.

### Header The header is always visible as you move through the platform.
Main menu The main menu gives you access to the modules enabled for your account. Select :bars: **Home** to open it. The menu label changes with your current context. For example, it shows **Billing** on invoice pages and **Marketplace** on subscription pages. Items with chevrons :chevron-right: expand to show more pages in that section.

Use the main navigation menu to access different modules.

Search Use **Search** to find orders, agreements, subscriptions, invoices, and other records.

Use the Search bar to find your orders, invoices, and much more.

You can also search for documentation, including tutorials, FAQs, and procedures. To search, start by choosing a category. Then enter a full or partial name or ID. For example, to find an agreement, select **Agreements** and enter the full ID, such as `AGR-8981-7039-6781`, or a partial value, such as `6781`.
Help The **Help** option gives you quick access to documentation, support, and feedback. * **Documentation** shows recommended help topics. Select **View all** to open the full documentation set. * **Need help?** allows you to [create a new support case](/modules-and-features/helpdesk/cases/create-case). * **Send feedback** lets you share comments and suggestions with us. For details, see [Share feedback](/help-and-support/share-feedback).
Spotlight The Spotlight icon displays items that require your attention. You can customize the list to show only the items that are relevant to you. For more details, see the [Spotlight widget](/marketplace-platform/getting-started/interface/spotlight-widget).

Use the spotlight widget to view and manage urgent tasks.

Chat The chat icon displays the number of unread messages. Select **View all** to open the [Chat page](/modules-and-features/chat) containing your list of chats.
Profile menu Use the profile menu to manage your profile settings. From here, you can also: * Search for an account by name or ID. * Switch to another account without signing out. For details, see [Switch accounts](/marketplace-platform/getting-started/switch-account). * Add an account to your **Favorites** and access that account from the **Recents** tab for faster access. For details, see [Using favorites](/marketplace-platform/getting-started/mark-favorite-pages).

Use the profile menu to access your profile, manage settings, switch accounts, and more.

### Home page widgets The widgets on the **Home** page give you quick access to key information.
Spotlight widget The **Spotlight** widget shows all items that need attention. Examples include expiring subscriptions, pending orders, overdue invoices, and more. For more details, see [Spotlight widget](/marketplace-platform/getting-started/interface/spotlight-widget).
News and updates widget The **News and updates** widget shows recent product announcements and video guides. Each item includes a short description, a publish date, and links to related guidance. You can watch videos directly in the platform or [YouTube](https://www.youtube.com/@MarketplacePlatform).
Favorites widget The **Favorites** widget provides quick access to pages you have added to your favorites. For details on how to add a page to your favorites, see [Using favorites](/marketplace-platform/getting-started/mark-favorite-pages).
Account team widget The **Account Team** widget shows the SoftwareOne team that supports your account. You can contact a team member directly from the widget. You can also go to **Helpdesk** > [Account team](/modules-and-features/helpdesk/account-team) to view your account team members.
# Spotlight widget Use the Spotlight widget to keep track of items requiring attention. The **Spotlight** widget helps you track items that need attention. It highlights important items, such as overdue invoices, querying orders, and expiring subscriptions, so you can take action quickly. Spotlight is available on the **Home** page by default. You can also access it from anywhere in the platform by selecting the Spotlight icon in the status bar. ### Review spotlight items Spotlight groups items by category, such as Orders, Subscriptions, and more. Each category shows the number of items that need attention. By default, Spotlight shows up to five items in each category. If more items are available, select **View all** to open the related main page and review the complete list. ### Customize spotlight You can customize Spotlight to display only the categories that are relevant to you. 1. Select the **More options** (three dots) icon in the widget. 2. Select the categories you want to display or clear the categories you want to hide.

Select or clear the checkboxes to customize Spotlight.

3. Select **Save**. The widget updates to show only the selected categories. ### Refresh spotlight Spotlight updates automatically on a regular schedule to ensure you stay informed and always have the latest information. You can also refresh the list manually by selecting the sync icon :arrows-rotate:. # Information & description cards View key properties and contextual information through cards in the interface. Information and description cards provide a quick way to view key properties and contextual details directly within the interface. ### Review information cards Information cards help you quickly view key details about an item without leaving your current page. They appear when you hover over an object’s name (for example, an agreement), and contain important information such as the object name, ID, and more. The exact details displayed within a card vary according to the object. Information cards also contain links to related objects. Selecting a link takes you directly to that object's details page. For example, selecting the licensee name opens the licensee’s details page. You can close a card by selecting **Close** or pressing **Esc**.

Use information cards when you want to quickly view key propeties and metadata.

### Review description cards Description cards are tooltip-style components used throughout the SoftwareOne Marketplace to provide short and contextual information directly within the interface. These cards offer additional guidance to help you understand key details and make informed decisions. When description cards are available, you’ll see an info icon (:circle-info:). For example, during order creation, an info icon appears next to the price when additional details are available. The details may include promotional information, including discount percentage, promo dates, seat requirements, and more. You can hover over the icon to view the additional information. To close a card, select **Close** or press **Esc**.

Use description cards when you need more context or explanation.

# Manage your profile Change your profile picture, display language, and time zone settings. Your profile contains details, such as your profile picture, first and last name, and contact options. Use the **My profile** page to update your personal details and region preferences. {% hint style="info" %} Regional settings only affect the Marketplace interface. They don't apply to platform‑generated attachments, such as PDF documents (including invoices) and Excel files, which follow their own local settings. {% endhint %} ### Manage your profile To manage your profile: 1. Sign in to your account. 2. Select your profile menu in the header, then select **My profile**. 3. On the **My profile** page, select **Edit**.
The Edit option on the My profile page

Select Edit on the My profile page to update your profile.

4. In **Edit user**, update your personal details as needed: * **Profile picture** – Add or update your profile picture. Use a PNG or JPG image up to 5 MB. * **First name** – Update your first name. * **Last name** – Update your last name. * **Country code** – Select the country code for your phone number. * **Phone number** – Enter your phone number. 5. Update your region preferences as needed: * **Language** – Choose your preferred display language. * **Settings** – Choose whether to use your browser settings or custom formats for time, date, and numbers. * **Browser defaults** – Use your browser's language and regional settings automatically. * **Custom settings** – Choose your own **Time zone**, **Time format**, **Date format**, and **Number format**. 6. Select **Save**. A confirmation message appears after your profile is updated. You can review your regional settings on the **General** tab of **My profile** or from the **Account switcher** menu. # Switch accounts Switch between your accounts without signing out. If you belong to multiple accounts, you can switch between them without signing out of the platform. ### Switch accounts To switch between your Marketplace accounts: 1. Sign in to your account. 2. Select your profile menu.

Switch between your accounts.

3. If required, search for the account using its name or identifier. * If the account is added to your favorites, use the **Favorites** tab to access it. * If you accessed the account recently, use the **Recents** tab to open it again. 4. Select the account name. Your account is switched, and you can access the modules and settings linked to your profile. # Customize the data grid Adjust the data grid layout to suit your needs. The Marketplace Platform uses data grids to display data. A data grid is a table with rows and columns, and it contains several operations that allow you to customize the display of information. You can sort and filter data, show or hide columns, adjust the column width, change the default rows per page, and more. This topic describes each of these tasks.

Use the data grid to view data in a structured way.

### Sort data Sorting enables you to reorganize your data in ascending or descending order so you can understand and visualize it better. There are two ways to use the sort function in the grid. **Sort a single column** You can sort the data for a column by selecting the column header. When you select the header, the preconfigured sort options are displayed. You can choose any option from the list.

Use the available options to sort a single column.

**Sort multiple columns** If you want to apply multiple sorts, select n<svg xmlns="http://www.w3.org/2000/svg" height="24px" viewBox="0 -960 960 960" width="24px" fill="#5f6368"><path d="M320-440v-287L217-624l-57-56 200-200 200 200-57 56-103-103v287h-80ZM600-80 400-280l57-56 103 103v-287h80v287l103-103 57 56L600-80Z"/></svg>**Sort** and follow these steps: 1. In the **Sort** box, select **Add another sort**. 2. Choose the required property and select the display order (**Ascending** or **Descending**). To add another sorting rule, select **Add another sort**. You can add multiple rules. 3. Select **Close**. All columns that have sort conditions applied are highlighted in the table.

Sort multiple columns.

### Filter data Filters help you narrow down data based on specific attributes. Depending on the type of data you are searching for, you can use a single filter or create multiple filters using different conditions and **AND/OR** operators. For example, when ordering new items, you can create a filter to show only the items with a specific name. Similarly, if you have multiple subscriptions, you could use the **AND/OR** operators to view subscriptions that are active AND have auto-renewal enabled. You can also use the **Search Query** filter to enter a search term to find matching records within other filter conditions, such as orders, agreements, and more. Additionally, you can use the second-level filter condition called **Add a conditional group** to build advanced filters by combining multiple rules and conditions.

Apply filter to easily find the data.

To start filtering data: 1. Select <svg xmlns="http://www.w3.org/2000/svg" height="24px" viewBox="0 -960 960 960" width="24px" fill="#5f6368"><path d="M400-240v-80h160v80H400ZM240-440v-80h480v80H240ZM120-640v-80h720v80H120Z"/></svg>**Filter**. 2. In the **Filters** box, do the following as necessary: * Enter the **search query** to find records matching a specific keyword or select a predefined property from the list (for example, Buyer name). * To add another condition and combine those conditions using the **And** or **Or** operators, select **Add another condition**. Then, define conditions as follows: 1. Select the desired **And** or **OR** operator. * **And** – If you select this operator, the results are displayed only if both conditions are met. * **Or** – If you select this operator, only one of the conditions needs to be met for the results to be displayed. 2. Choose the required property. 3. Select the condition, such as equal, contains, starts with, and so on. 4. Choose a value from the list of preconfigured values or type the keyword. * To add another condition, select **Add another condition** and define conditions as needed. * To add a conditional action, select **Add a conditional group** and use the dropdowns to select the criteria. If you want to add another condition within the same group, select **Add another condition**. As you define filters, the data in the grid refreshes automatically. If the platform is unable to find any data matching the filters, it displays a message. ### Manage columns **Show or hide columns** The <svg xmlns="http://www.w3.org/2000/svg" height="24px" viewBox="0 -960 960 960" width="24px" fill="#5f6368"><path d="M121-280v-400q0-33 23.5-56.5T201-760h559q33 0 56.5 23.5T840-680v400q0 33-23.5 56.5T760-200H201q-33 0-56.5-23.5T121-280Zm79 0h133v-400H200v400Zm213 0h133v-400H413v400Zm213 0h133v-400H626v400Z"/></svg>**Columns** selector in the data grid lets you show or hide a column. Using this option, you can view only the information you need and hide other columns from the page. You can use the checkbox next to each column name to hide or display a column. If you have hidden a column, you can make it visible again by selecting the same checkbox. Note that some columns are shown by default, and you cannot hide them.

Use the Columns selector to show oe hide columns.

**Adjust column widths** The **Columns** selector also contains options to adjust the column width. These options include: * **Default size** - This option resets each column in the table to its default size. You can use this option if you've made adjustments and want to return all columns to their original state. * **Fit to content** - This option resizes each column in the table to fit its specific content. It means that the width is adjusted to the content within the column. * **Fit to screen** - This option resizes each column to make the entire table fit your screen. ### Refresh data If the data in the grid has changed, you can refresh the data to make sure you are working with the latest data at all times. Use the <svg xmlns="http://www.w3.org/2000/svg" height="24px" viewBox="0 -960 960 960" width="24px" fill="#5f6368"><path d="M121-280v-400q0-33 23.5-56.5T201-760h559q33 0 56.5 23.5T840-680v400q0 33-23.5 56.5T760-200H201q-33 0-56.5-23.5T121-280Zm79 0h133v-400H200v400Zm213 0h133v-400H413v400Zm213 0h133v-400H626v400Z"/></svg>**Refresh** option to fetch the latest data from the system.

Use the Refresh option to manually refresh the table.

### Change default rows per page By default, the Marketplace Platform displays 10 rows of data on a page. You can change the default value by selecting another value from the **Rows per page** option on the lower-right side of the grid. You can choose to show 5, 10, 25, 50, or 100 rows per page.

Change the number of rows displayed on the page.

### Navigate between pages If the grid contains several rows, the rows are split into pages, and page numbers are displayed on the lower-left side of the table. You can view the page number you are currently on and navigate between pages using the **Next** and **Previous** options. You can also go to a page directly by entering the number in the **Page** field and pressing **Enter**.

Navigate to different pages within the table.

# Manage notifications Enable or disable notifications for your profile. The Marketplace Platform sends email alerts for specific account-related events based on the notification categories enabled for your profile. You can manage categories to choose which notifications you receive. {% hint style="info" %} * Some categories are enabled by default, and you can't disable them. * These settings apply to your user profile only. Account administrators manage account-level notification settings separately on the [Notifications](/modules-and-features/settings/notifications) page. {% endhint %} ### Manage notifications from your profile To manage notifications from **My profile**: 1. Sign in to your account. 2. Select your profile menu, then select **My profile**. 3. Select the **Notification preferences** tab, then select **Edit**.
The Edit option on the Notification preferences tab

Select Edit on the Notification preferences tab to manage your categories.

4. Under **Edit notification preferences**, use the checkboxes to enable or disable categories. 5. Select **Save**. Your changes are saved immediately and apply to future notification emails. ### Manage notifications from an email To update preferences using the notification email: 1. Open your notification email. 2. Scroll down to the footer and select the **Manage notifications** link. The **Manage notifications** form opens in your browser. 3. Use the checkboxes to enable or disable categories. 4. Select **Save**. Your changes are saved immediately and apply to future notification emails. ### Related topics {% content-ref url="/spaces/Z5DNbniz33mXCZoO62Rm/pages/Ot3GjDMFEpxj6Lpk6Uf7" %} [Manage your profile](/marketplace-platform/getting-started/manage-profile) {% endcontent-ref %} {% content-ref url="/spaces/Z5DNbniz33mXCZoO62Rm/pages/0ZqhfPnKAjtE1Phyv9Qv" %} [Notifications](/modules-and-features/settings/notifications) {% endcontent-ref %} # Using favorites Add and manage your favorite pages and accounts. You can mark pages and accounts as favorites to access them quickly in the SoftwareOne Marketplace. * Favorite pages appear in the **Favorites** section of the main menu and on the **Home** page. * Favorite accounts appear in the [account switcher](/marketplace-platform/getting-started/switch-account) within your user profile menu. ### Add or remove pages from your favorites To add or remove a page from your favorites: 1. From the main menu, go to the required page (for example, **Agreements**). 2. Hover over the page. 3. Select the star icon :star:. The icon changes from empty to filled, indicating that the page has been added to your favorites.

Use the star icon to add a page to your favorites.

4. To remove the same page from your favorites, select the same star you used to mark it as a favorite. When the icon changes from filled to empty, the page is removed. ### Add or remove accounts from your favorites To add or remove an account from your favorites: 1. Select your profile menu. 2. Under **All accounts**, find the account you want to mark as a favorite. If required, use the **Search** option to locate the account. 3. Select the star icon :star:. When it changes from empty to filled, the account is added to your favorites and displayed on the **Favorites** tab.

Use the star icon to add an account to your favorites.

4. To remove the account from your favorites, select the same filled star icon. When the icon changes from filled to empty, the account is removed. # Guides & tutorials See the quickstart guide and tutorials for the Marketplace Platform. Learn the essentials with the quickstart, explore client-focused tutorials to understand how to use the Marketplace, or follow partner tutorials to discover how to use the Marketplace as a partner.
Quickstart guidePlace your first order & manage subscription./pages/rW8gRYj7zXNocTwjCs3l
Marketplace for clientsAccess step-by-step tutorials for clients./pages/lNmT0bFWFUOFVF7Znn3y
Marketplace for partnersExplore step-by-step tutorials for partners./pages/fLpETTiKQsA848A29i9t
# Quickstart guide Use this quickstart to get started in the Marketplace, place your first order, and manage your subscription. This quickstart guide explains how to get set up in the SoftwareOne Marketplace, make your first purchase, track orders, and self-manage your subscription. The page is split into tasks. Each task contains information and further links to detailed instructions. {% stepper %} {% step %} ### Get access to the platform To get started, you must have an account on the platform.
Confirm your organization has Marketplace access * If your organization already uses the Marketplace Platform, ask your account administrator to invite you. Administrators can follow the [Add new users](/modules-and-features/settings/users/add-new-users) page for information on inviting members. * If your organization does not have an account, [contact us](https://www.softwareone.com/en/contact-us) to get started.
Accept the invitation and sign in When your administrator or SoftwareOne adds you to an account, you will receive an invitation email. This email contains a link to join the account. **To accept the invitation** 1. Select the invite link in your email. 2. Select **Accept invitation**. 3. On the registration page, do the following: 1. Enter your first name and last name. 2. Enter a new password and then confirm that your new password matches the one you entered in the **Password** field. 3. Select the terms of use. 4. Select **Accept invitation**.

Register your account

4. [Sign in to your account](https://portal.platform.softwareone.com/) using your email address and password.
{% endstep %} {% step %} ### Set up your account After signing in, set up your profile and define preferences, including your name, profile picture, account language, and time zone. If you are an account administrator, you can perform additional account setup tasks, such as creating user groups and inviting users to your account.
Customize your profile You can configure your profile using the **My profile** option in your account menu. **To update your profile** 1. On the **My profile** page, select **Edit**. 2. Do the following as necessary: * Update your name and contact information. * Add a profile picture. * Set your timezone, regional settings, and language preferences.
Manage your notifications You can subscribe to email alerts or opt out of notification categories from your profile page. **To manage notifications** 1. Go to the **My profile** page. 2. Select the **Notification preferences** tab, then select **Edit**.

Use the Edit option to manage notifications

3. Use the checkboxes to enable or disable a category. 4. **Save** your changes. {% hint style="success" %} You can also update your preferences using the **Manage notifications** link in the footer of your notification email. This option allows you to update preferences without signing in to your account. For more details, see [Manage notifications](/marketplace-platform/getting-started/manage-notification-preferences). {% endhint %}
Create user groups (admins only) Administrators can create new groups and assign members to those groups. Additionally, administrators can select modules that group members should have access to and restrict group members to certain buyers. **To create a new group** 1. Go to the [Groups page](/modules-and-features/settings/groups), then select **Add**. 2. In the **Add group** wizard, configure the group: 1. Add a group name and description. 2. Select the required modules. 3. Choose the required buyers. 4. Select available users. For more information, see [Create group](/modules-and-features/settings/groups/create-new-group).
Invite additional users if needed (admins only) Administrators can invite additional users to their Marketplace account. **To add a new user** 1. Go to the [Users page](/modules-and-features/settings/users), then select **Add**. 2. Follow the steps in the **Add user** wizard: 1. Enter the user's email address. 2. Provide the first and last name. 3. Select the groups to which the user should have access. 4. Select **Add** to finish adding the user to your account. For more information, see [Add new users](/modules-and-features/settings/users/add-new-users).

Add a new user to your account.

{% endstep %} {% step %} ### Make your first purchase When you’re ready to make your first purchase, browse the catalog to view the available products, then place your order.
Find the desired product There are two primary ways of finding products in the Marketplace. **To find products** * Use the [global search bar](/marketplace-platform/getting-started/interface#using-the-search-feature). Start by typing the product name, ID, or vendor. The platform displays results that match your search term. * [Visit the Products page](/modules-and-features/catalog/products).
Start the purchase wizard The purchase wizard contains guided steps to submit an order. After you have identified the product to buy, you can start the wizard by selecting **Buy now**. **To start the purchase wizard** 1. On the **Products** page, select the required product. 2. Review the product details, list of features, and other details. 3. Select **Buy now**. The purchase wizard starts.

The purchase wizard contains guided steps to place an order.

Submit your purchase order To submit an order, make sure you have completed all the necessary steps in the purchase wizard. The ordering steps might vary slightly depending on the product you are ordering. Generally, the following steps are needed: 1. **Select agreement** - Choose an existing agreement or create a new one. The option you select in this step determines the next step. For example, selecting a new agreement takes you to the **Select licensee** step, while choosing an existing agreement directs you to the **Select items** step. 2. **Select licensee** - Choose an existing licensee or create a new one. 3. **Agreement details** - Complete the contact form with the required information. 4. **Select items** - Choose the items you want to order and adjust the quantities as needed. 5. **Additional information** - Provide any additional IDs for the order and agreement. 6. **Review order** - Review the order details, read the terms and conditions, and place your order. For product-specific tutorials, see the following pages: * [Order new Adobe subscription](/extensions/adobe-vip-marketplace/tutorials-and-videos/order-adobe-subscription) * [Order FinOps for Cloud from Marketplace](/extensions/finops-for-cloud/order-finops-for-cloud-from-marketplace) * [Buy Microsoft 365 subscription for a new tenant](/extensions/microsoft-cloud-solution-provider/additional-resources/microsoft-365/order-microsoft-365-subscription-new-tenant) * [Buy Microsoft 365 subscription for an existing tenant](/extensions/microsoft-cloud-solution-provider/additional-resources/microsoft-365/order-microsoft-365-subscription-existing-tenant) * [Purchase Azure subscription for a new tenant](/extensions/microsoft-cloud-solution-provider/additional-resources/microsoft-azure/order-microsoft-azure-subscription-new-tenant) * [Purchase Azure subscription for an existing tenant](/extensions/microsoft-cloud-solution-provider/additional-resources/microsoft-azure/order-microsoft-azure-subscription-existing-tenant) * [Buy perpetual software licenses](/extensions/microsoft-cloud-solution-provider/additional-resources/perpetual-software/buy-perpetual-software-licenses)
{% endstep %} {% step %} ### Track your order After placing the order, use the **Orders** page to view detailed information and check the status.
Check the status of your order **To track your order's status** * Use the **Status** column on the **Orders** page, or select the order number to open the details page.

View your orders and track status

When tracking orders, look for key statuses such as: * **Querying** - Indicates that you need to provide additional information before we can process your order. For querying orders, the **General** tab on the details page will outline the required information and the steps you need to take. * **Processing** - Indicates that we are processing your order. * **Completed** - Indicates that your order has been processed. * **Failed** - Indicates that the order has been marked as failed by the vendor or SoftwareOne. The failure reason is displayed on the order details page. For additional order statuses, see [Order states](/modules-and-features/marketplace/orders/order-states).
{% endstep %} {% step %} ### Manage your subscription After your order is provisioned, manage your subscription from the **Subscriptions** page. This includes increasing or reducing the number of licenses and managing your subscription's renewal.
Increase or reduce licenses You can adjust the number of licenses for a subscription by submitting a change order. **To increase or reduce licenses** 1. Go to **Marketplace** > **Subscriptions**. 2. Select the subscription you want to manage. 3. Select **Edit**, then follow the steps in the guided **Edit subscription** flow to increase or reduce licenses. 4. Select **Place order** to submit your change order. For product-specific information, see the following pages: * [Reduce Adobe license quantity](/extensions/adobe-vip-marketplace/tutorials-and-videos/downsize-adobe-subscription) * [Increase Adobe license quantity](/extensions/adobe-vip-marketplace/tutorials-and-videos/upsize-adobe-subscription) * [Purchase additional Microsoft 365 licenses](/extensions/microsoft-cloud-solution-provider/additional-resources/microsoft-365/buy-more-licenses-for-microsoft-365-subscription) * [Reduce Microsoft 365 licenses](/extensions/microsoft-cloud-solution-provider/additional-resources/microsoft-365/reduce-microsoft-365-licenses)
Disable automatic renewal You can disable the automatic renewal for a subscription by submitting a configuration order. **To disable automatic renewal** 1. Go to **Marketplace** > **Subscriptions.** 2. Select the subscription you want to manage. 3. On the subscription detai**ls** page, select the dropdown arrow , then choose **Configure**. 4. Choose **Disable**, then complete the remaining steps to submit your order.

Select Disable to prevent your subscription from renewing automatically

Once auto-renewal is disabled, your subscription expires at the end of the commitment period or renewal date, and you are not billed after that. For more details, see [Manage automatic renewal](/modules-and-features/marketplace/subscriptions/manage-automatic-renewals).
{% endstep %} {% endstepper %} ### Next steps
Add more items to an existing agreementAdd more software items to your agreement./pages/pyWEjAdQNDjufN8EJcXZ
Understand your billing documentsUnderstand your invoices and statements./pages/nxqLk4kMQvgF3gu9wtLJ
View and download invoicesAccess your Marketplace invoice PDFs./pages/yYM8wDOwY9RmdaCakl2r
Download statementsDownload your statement Excel files./pages/rsfihtFl82gN1jRj6Dj5
### FAQs
If I need assistance with the platform, whom should I contact? You can contact the Marketplace Platform Support team. For details on how to contact us, see [Contact support](/help-and-support/contact-support).
As an administrator, how do I review and manage account settings like added groups, users, licensees, and more? You can use the [Settings module](/modules-and-features/settings) to manage account-wide settings and other properties.
I would like to know more about managing subscriptions and agreements. For details on managing your subscriptions and agreements, including terminations, see the following links: * [Adobe VIP Marketplace](/extensions/adobe-vip-marketplace/tutorials-and-videos) * [Microsoft 365 tutorials](/extensions/microsoft-cloud-solution-provider/additional-resources/microsoft-365)
Do you offer public APIs that allow programmatic interaction with the platform? Yes, you can download the [OpenAPI 3.0 specification](https://api.platform.softwareone.com/public/v1/openapi.json) of our REST APIs and use them with tools of your choice.
I'm a SoftwareOne Partner. What do I need to know to get started? Partner accounts include all the features and functionalities of client accounts, along with additional features to facilitate transactions and procurement for reselling software. The [Marketplace for partners](/marketplace-platform/guides-and-tutorials/marketplace-for-partners) section contains a video guide and help pages on how to use the platform as a SoftwareOne partner.
I have additional questions on certain topics. If you need more information, see the following pages for detailed answers and resources: * [Adobe VIPM Marketplace FAQs](/extensions/adobe-vip-marketplace/faqs) * [Amazon Web Services FAQs](/extensions/amazon-web-services/faqs) * [Microsoft CSP FAQs](/extensions/microsoft-cloud-solution-provider/additional-resources/faqs) * [Platform FAQs](/help-and-support/faqs) * [Partner FAQs](/marketplace-platform/guides-and-tutorials/marketplace-for-partners/partner-faqs)
# Marketplace for clients Get started as a client using the Marketplace Platform. Use this section to complete common Marketplace tasks as a client. Start with buying products. Then, use the related tutorials to filter orders, update subscriptions, order more licenses, split billing, and manage invoice currency. ### Core Marketplace tutorials
How to buy productsBrowse the catalog and place a new order./spaces/Z5DNbniz33mXCZoO62Rm/pages/y81ZnODZdhMqoxERaBvC
How to filter ordersFind orders by status, order ID, or search query./spaces/Z5DNbniz33mXCZoO62Rm/pages/JTPxR2akqOc4UV47BlYb
How to increase or reduce licensesChange license quantities for a subscription./spaces/Z5DNbniz33mXCZoO62Rm/pages/4QC9L8YOxhzeWWO0b7z2
How to add more items to an agreementBuy more items using an existing agreement./spaces/Z5DNbniz33mXCZoO62Rm/pages/pyWEjAdQNDjufN8EJcXZ
How to split billing across buyersAssign billing to different buyers in your account./spaces/Z5DNbniz33mXCZoO62Rm/pages/nI0cJvOVNPe0XLCnpEfS
How to set or change billing currencyChoose the currency for future invoices./spaces/Z5DNbniz33mXCZoO62Rm/pages/xRIqkf0H20T2OscUt4xx
### Vendor-specific tutorials
Adobe VIP Marketplace/spaces/Z5DNbniz33mXCZoO62Rm/pages/O3OKszh7d3UASciWrfl6
Microsoft CSP/spaces/Z5DNbniz33mXCZoO62Rm/pages/7wBEjP2le1tCNrFMXUi7
Amazon Web Services/pages/37tBaIorAiC5nLfr6QOV
# How to buy products Access the product catalog, discover products, and submit your order. This tutorial describes how to order products from the SoftwareOne Marketplace using the purchase wizard. The exact steps depend on the product and vendor. This page covers the common flow. ### Buy products from the Marketplace {% stepper %} {% step %} **Review the product** 1. Go to **Catalog** > **Products**. 2. Select a product, for example, **Microsoft 365 Business, Enterprise & Apps-Commercial**. 3. Review the information, including product details, features, and more. {% endstep %} {% step %} **Start the order** On the product details page, select **Buy now**. The purchase flow starts automatically and guides you through each step.
Purchase wizard showing the guided steps to place an order

Use the purchase wizard to complete and submit your order.

{% endstep %} {% step %} **Review and submit the order** The ordering steps and required details vary by product and vendor. Most orders follow this flow: 1. **Select agreement** – Select an existing agreement or create a new one. The option you select in this step determines the next step. For example, if you create a new agreement, the **Select licensee** step is displayed. However, if you select an existing agreement, the **Select items** step appears. 2. **Select licensee** – Choose an existing licensee or create a new one. 3. **Agreement details** – Complete agreement details, such as your company name, address, and more. 4. **Select items** – Select the items you want to order and adjust quantities. 5. **Additional information** – Add reference details, like internal order or agreement IDs, if needed. 6. **Review order** – Review the order details, go through the terms and conditions, and then submit your order. 7. **Summary** – Review your order summary to ensure everything is correct. {% hint style="info" %} Some products add vendor-specific steps. For guided examples, see [Adobe Tutorials](/extensions/adobe-vip-marketplace/tutorials-and-videos) and [Microsoft CSP Support & resources](/extensions/microsoft-cloud-solution-provider/additional-resources). {% endhint %} {% endstep %} {% endstepper %} ### Next steps After you place the order, we verify the order details and start processing it. You can track the current status in the **General** tab on the **order details** page. If action is required, the order details page shows the issue and the next step. # How to filter orders Use the different types of filters to find and view your orders. This tutorial describes how to use filters to quickly find specific orders. The Marketplace offers several filter options to help you find orders. You can apply a single filter or create a combination of filters by selecting different fields, operators, and values. ### Filter by status To filter orders by status, such as **Draft**: 1. Go to **Marketplace** > **Orders**. 2. Select the Filter **Filter** icon.
Orders page with the filter panel open

Open the filter panel to narrow the list of orders.

3. Select **Add another condition**. 4. Define the filter: 1. In the first field, select **Status**. 2. In the second field, select the operator. For this example, leave it set to **Equal**. 3. In the third field, select **Draft**. 5. Add more conditions if you need to narrow the results further. The list of orders refreshes automatically when you apply the filter. ### Filter by order ID To find an order by ID: 1. Go to **Marketplace** > **Orders**. 2. Select the Filter **Filter** icon, then define the filter: 1. In the first field, select **Order ID**. 2. In the second field, choose the operator. For this example, leave it set to **Contains**. 3. In the third field, enter all or part of the order ID. The list of orders refreshes automatically. ### Search orders Use **Search query** to find matching records across orders, agreements, and related details. To search for an order: 1. Go to **Marketplace** > **Orders**. 2. Select the Filter **Filter** icon. 3. Enter the desired search term. The list of orders refreshes automatically to show matching records. To clear all filters and return to the default view, select **Reset filters**. # How to increase or reduce licenses Change the number of licenses for your subscription. This tutorial describes how to change license quantities for an existing subscription. {% hint style="warning" %} When reducing licenses, these rules apply: * If the subscription contains one item, you cannot reduce the quantity to zero. Terminate the subscription instead. * If the subscription contains multiple items, at least one item must remain above zero. {% endhint %} ### Increase or reduce licenses {% stepper %} {% step %} **Start from the subscription** 1. Go to **Marketplace** > **Subscriptions**. 2. Select the required subscription. Ensure that the subscription is active. 3. On the subscription details page, select **Edit**. {% endstep %} {% step %} **Change the license quantities** In the **Edit subscription** flow, do the following: 1. Update the **New qty** value, then select **Next**.
Edit subscription wizard showing the New qty field for license changes

Change the New qty value to increase or reduce licenses.

2. Add or update the reference ID and your comments. Select **Next**. 3. Verify the information, then select **Place order.** Select **Next**. 4. Select **View details** to open the order details page or select **Close**. {% endstep %} {% endstepper %} ### Next steps After you place the order, a change order is created and sent to the vendor for processing. You can also see it on the **Orders** page. While the change order is in progress, the subscription and agreement status change to **Updating**. No further orders can be placed under that agreement until processing is complete. # How to add more items to an agreement Add new items to your existing Marketplace agreement. This tutorial describes how to add more items to your existing Marketplace agreement. New items can be added using **Buy more** on the agreement details page. When you start from **Buy more**, the purchase wizard opens directly on the **Items** step. {% hint style="warning" %} You can add items only to active agreements. If the agreement is not active, the **Buy more** option is unavailable. {% endhint %} ### Add new items to an agreement {% stepper %} {% step %} **Start from the agreement** 1. Go to **Marketplace** > **Agreements**. 2. Select the agreement you want to update. 3. On the agreement details page, select **Buy more**.
Agreement details page with the Buy more action

Select Buy more to add new items to your agreement.

{% endstep %} {% step %} **Add the new items** In the guided **Purchase** flow, complete the following steps: 1. Select **Add items**. 2. Choose the items you want to order. Make sure to check the billing terms and duration. Select **Add items**.
Select items window showing products available for the agreement

Select the items you want to add to the agreement.

3. In the **New Qty** field, update the quantity of licenses. 4. Select **Next**. {% endstep %} {% step %} **Review and submit the order** 1. Add or update the reference ID and your comments. Select **Next**. 2. Verify the order information, then select **Place order**. 3. Select **View details** to open the order details page or select **Close**. {% endstep %} {% endstepper %} ### Next steps After you place the order, a change order is created for the agreement and sent to the vendor for fulfillment. The agreement status also changes from **Active** to **Updating**. While the agreement is updating, you cannot place more orders under that agreement. You can track the order on the **Orders** page or in the **Orders** tab on the agreement details page. # How to split billing across buyers Divide subscription costs across buyers in your account. Split billing is a feature that allows you to divide the cost of a subscription across different buyers in your account. If your organization has multiple legal entities, split billing can be used to distribute costs effectively. To learn more, see [Split Billing](/modules-and-features/billing#split-billing). In the SoftwareOne Marketplace, the split billing process begins by activating the feature from the user interface (UI), selecting buyers for allocation, and then specifying each buyer's allocation percentage or license count. This tutorial describes how to complete all of these steps. In this tutorial, an agreement named *Adobe VIP Marketplace for Stark Industries* contains three subscriptions. Currently, 100% of the billing for these subscriptions is assigned to a single buyer named *Stark Industries*. We'll activate split billing, add two new buyers named *Stark Industries II* and *Stark Industries* *III*, and specify the allocation percentage for these buyers. ### Split billing across buyers {% stepper %} {% step %} **Activate split billing** Split billing can only be activated at the agreement level. To activate split billing: 1. On the **Agreements** page, select an active agreement. 2. On the agreement details page, select the dropdown arrow :chevron-down:, then choose **Split billing**. 3. Select the checkbox, then select **Save**.

Select the checkbox to enable split billing.

Split billing is activated, and the **Split billing** tab appears on the agreement details page. {% endstep %} {% step %} **Configure buyers** In this tutorial, *Stark Industries* is the **Owner** buyer who has been allocated 100% of the billing. We will configure *Stark Industries II* and *Stark Industries III* as additional buyers and divide costs across buyers. To configure buyers: 1. On the agreement details page, select the **Split billing** tab. 2. Select **Edit**. 3. In the **Split billing** dialog, select the required buyers, then select **Save**.

Choose buyers for allocating billing.

*Stark Industries II* and *Stark Industries III* are added as buyers and displayed on the **Split billing** tab. You are now ready to allocate billing to these buyers.

The newly assigned buyers on the Split billing tab.

{% endstep %} {% step %} **Allocate percentage** Billing can be allocated by specifying percentages for each buyer. You can also specify the estimated license count. Both of these options are linked, meaning that changing one automatically updates the other, although only the allocation % is used during billing (see [Split billing rules](/modules-and-features/billing#split-billing-rules) to learn more). To start configuring the split for each buyer: 1. In the **Actions** column for the **Owner** buyer, select **Details**. 2. Find the required subscription, then select **Edit**. The example agreement contains three subscriptions, but we will only configure allocation for the first subscription, called *Creative Cloud All Apps with Adobe Stock*.

The Edit option for the subscription.

3. Under **Allocation%**, enter the allocation percentage for each buyer. Then, select **Save**. In this example, 50% of the billing is allocated to *Stark Industries* (owner buyer) and the remaining 50% to *Stark Industries II*. No split billing percentage is assigned to *Stark Industries III.*

The option to allocate percentages for buyers.

4. The allocation is updated and displayed on the **Split billing details** page. By default, the allocation for the owner buyer is displayed:

The split billing details page.

Use the Buyer menu at the top to view the allocation for the other buyers (*Stark Industries II* in this example):

The option to switch betwen buyers.

5. Select **Close**. You are returned to the **Split billing details** tab. {% endstep %} {% endstepper %} ### Next steps Repeat the same steps if you have additional subscriptions and want to split the billing for those subscriptions. You can also edit the split at any time. For details, see [Edit split billing](/modules-and-features/billing/split-billing/edit-split-billing). # How to set or change billing currency Learn how to choose a currency for your Marketplace invoices. This tutorial describes how to choose the billing currency for a Marketplace agreement. SoftwareOne issues invoices at the agreement level. It means that invoices are generated for specific agreements. Therefore, currency selection must be done at the agreement level. There are two ways to choose a billing currency. You can select it when creating a new agreement. Alternatively, you can change it after the order is placed. {% hint style="info" %} * If your billing currency differs from your base currency, invoice amounts use the exchange rate in effect when the invoice is generated. * If you don't see the option to change the currency, it means the seller doesn't offer additional billing currencies. {% endhint %} ### Set currency for a new agreement {% stepper %} {% step %} **Start a new purchase** 1. Go to **Catalog** > **Products**. 2. Select the product you want, then select **Buy now**. The purchase flow starts. 3. Under **Select agreement**, select **Create agreement**. 4. Continue through the steps until you reach the **Billing currency** step. {% endstep %} {% step %} **Choose the billing currency** 1. From the **Billing currency** list, select your preferred currency for future invoices. 2. Select **Next**. 3. Complete the remaining steps to finalize your order.
Purchase wizard showing the Billing currency step for a new agreement

Select the billing currency for the new agreement.

{% endstep %} {% endstepper %} ### Change currency for an existing agreement Changing the billing currency affects future invoices only. Past invoices remain in the original currency. {% stepper %} {% step %} **Open the agreement** 1. Go to **Marketplace** > **Agreements**. 2. Select the agreement whose currency you want to update. 3. On the agreement details page, select the dropdown arrow :chevron-down:, then choose **Billing currency**.
Agreement details page menu with the Billing currency option

Open the menu, then select Billing currency.

{% endstep %} {% step %} **Save the new currency** 1. In **Select billing currency**, choose the new currency. 2. Select **Save**. {% endstep %} {% endstepper %} ### Next steps Future Marketplace invoices are issued in your selected billing currency. You can view and manage invoices using the [Invoices](/modules-and-features/billing/invoices) page. # Marketplace for partners Learn about partner management and how it works. To use the Marketplace Platform effectively as a Partner and make the most of its functionality, it's important to understand how the platform works and be familiar with its concepts. Partner accounts include all the features and functionalities of client accounts, along with additional features to facilitate transactions and procurement within the Marketplace. To learn more, see the following video guide, or go to [How to get started](/marketplace-platform/guides-and-tutorials/marketplace-for-partners/how-to-get-started). {% embed url="" %} Watch a quick video guide explaining about partner management in the Marketplace Platform. {% endembed %}
What is partner managementLearn about partner management./pages/g17iceAUI3F0fDcqwR0G
Check if your account has partner capabilitiesVerify partner functionalities in your account./pages/65tFhVOffEmLSXGFZJWu
How to configure licensees for resaleConfigure licensees for reselling products./pages/tP0he3ZKi3lEbOr3yM1Z
How to enroll in the SWO CSP partner programEnrolling in the SWO CSP program./pages/PJmFsb3cbHNOivBcuTTw
How to enroll in the CSP partner programEnroll in the CSP Partner program./pages/g9oqbiLmeOOl1LSBn6Mj
How to order products for resaleBuy products for resale to your customers./pages/Io1usa9MHLRz9bf23ZPH
GDAP roles for CSP partner programLearn about the GDAP role assignment./pages/YOhss5CJKHo4ZLjneJwe#gdap-role-assignment-for-csp-products-purchased-for-resale
Partner FAQsFind answers to commonly asked questions./pages/JwG2DPJSN8QMTgpoSNiI
# What is partner management Learn about Partner Management and how it works. SoftwareOne is a global provider of software and cloud technology solutions. Our Partner Program helps companies that sell cloud-based products and services expand their businesses by accessing new markets worldwide. The program supports partners, including Value-Added Resellers (VARs), System Integrators (SIs), and Managed Service Providers (MSPs), as well as other businesses such as Cloud Solutions Providers (CSPs), Direct Marketing Resellers (DMRs), and Retailers, to grow their revenue and scale their market presence. Our program equips partners with the tools, training, and support to accelerate growth, reach new clients, and build long-term relationships while minimizing the risks associated with competitive solutions. **Marketplace Platform and Partner Management** Marketplace Platform's Partner Management feature allows partners to access features designed to support resale activities. Unlike clients, who procure software or services for self-use, partners can procure SaaS products for their own use and resale to their end customers. This is managed at the licensee level within the platform. Licensees are the end-users or consumers of a license, and they are linked to agreements in the platform. Partners can create new licensees through self-service and configure them as resale licensees. When a licensee is marked for resale, it becomes available during the ordering process, indicating that the purchase is intended for resale. **Partner enrollments and certificates** Through Partner Management, partners can also enroll in various programs, complete certifications, and apply those certifications when ordering products to access the benefits associated with those programs. To learn more, see the following links: * [How to Enroll in the SWO CSP Partner Program](/marketplace-platform/guides-and-tutorials/marketplace-for-partners/how-to-enroll-in-the-softwareone-csp-partner-program) * [How to Enroll in the CSP Partner Program](/marketplace-platform/guides-and-tutorials/marketplace-for-partners/how-to-enroll-in-the-csp-partner-program) * [How to Order Products for Resale](/marketplace-platform/guides-and-tutorials/marketplace-for-partners/how-to-order-products-for-resale) # How to get started Learn how to get started as a partner using the Marketplace Platform. To get started as a partner, you must have an account on the Marketplace Platform. This account must be set up as a partner account. While partner accounts have the same features and functionalities as client accounts, they also provide additional features to help you procure for your end customers and transact successfully on the Marketplace. Once you have signed in to your account, you can get started in various ways, depending on the actions you want to take. Use the following table as a guide to access the most important topics: {% hint style="info" %} We recommend starting with the key concepts and familiarizing yourself with the platform's interface and navigation. The [SoftwareOne Platform YouTube Channel ](https://www.youtube.com/@MarketplacePlatform)also contains various introductory videos to help you get started. {% endhint %}
What do you want to do?See this page for details
Familiarize yourself with the key concepts and terminology.Key Concepts
Learn how to navigate the platform and use features like data grids, object spotlight, account switcher, and more.Interface Overview
Understand the key points to establish a GDAP or a partner relationship request with SoftwareOne.GDAP and Partner Relationship Request Considerations
Enroll in the SoftwareOne CSP Partner Program (mandatory for ordering products for resale).How to enroll in the SWO CSP partner program
Order products for resale to your end customers by creating a new agreement.How to order products for resale
Order additional items using an existing agreement.How to add items to your agreement
Find answers to commonly asked questions.Partner FAQs
### Additional resources Use these additional resources to learn more about the platform: {% content-ref url="/spaces/Z5DNbniz33mXCZoO62Rm/pages/FiMhzTUlW2fNsGt8t0Lb" %} [Agreements](/modules-and-features/marketplace/agreements) {% endcontent-ref %} {% content-ref url="/spaces/Z5DNbniz33mXCZoO62Rm/pages/7dSMAgJMplRHDjdU8S22" %} [Certificates](/modules-and-features/program/certificates) {% endcontent-ref %} {% content-ref url="/spaces/Z5DNbniz33mXCZoO62Rm/pages/P7VkTHI8apdCvdDnG90H" %} [Enrollments](/modules-and-features/program/enrollments) {% endcontent-ref %} {% content-ref url="/spaces/Z5DNbniz33mXCZoO62Rm/pages/NW2AiNohwjJO5pPqKEP6" %} [Subscriptions](/modules-and-features/marketplace/subscriptions) {% endcontent-ref %} {% content-ref url="/spaces/Z5DNbniz33mXCZoO62Rm/pages/XemQPd3RMAms7wu6TD33" %} [Microsoft CSP](/extensions/microsoft-cloud-solution-provider) {% endcontent-ref %} {% content-ref url="/spaces/Z5DNbniz33mXCZoO62Rm/pages/bXms2v554wfM6M55LuA6" %} [Platform FAQs](/help-and-support/faqs) {% endcontent-ref %} # What to know about the Partner Portal sunset Learn about transitioning from the legacy One Club portal to Marketplace Platform. The One Club portal, also known as the Partner Portal, has been discontinued and is no longer accessible. All partner activities previously handled in One Club are now managed through the [SoftwareOne Marketplace Platform](https://portal.platform.softwareone.com/). ### What has been migrated All of your active [subscriptions](/modules-and-features/marketplace/subscriptions) and [agreements](/modules-and-features/marketplace/agreements) from One Club have been migrated and are available in the Marketplace Platform. You can access these resources immediately after signing in to your Marketplace account. ### What hasn't been migrated Your historical order data and billing reports weren't migrated. This means if you need to look up past orders or access historical billing information, you will not find them in the new platform. ### What are the updates to the API * **Legacy API** - The legacy One Club API has been retired and is no longer available. All API endpoints from the legacy system have been discontinued, so if you were using the old API for integrations, you must transition to the new API. * **New API** - A new, modern API is now available for the Marketplace Platform. The [new API](broken://pages/OMiosGfpPzjk7UEFqsPW) offers a modern RESTful architecture with improved security and authentication features. It also provides enhanced functionality that's fully aligned with the platform, giving you more capabilities than the legacy API. ### What to do next Now that the OneClub portal is retired, you must start using the Marketplace Platform for all your operations. Your subscriptions and agreements are already there waiting for you, so you can pick up right where you left off. If you are using APIs for integrations, take some time to review the [REST API documentation](broken://pages/c48wsZ6OnZim0prmKKFx). The new API is designed to be intuitive and well-documented, ensuring a straightforward transition. We understand that platform changes can be challenging, and we are committed to making this transition seamless. If you have any questions or require assistance, [Marketplace Platform Support ](/help-and-support/contact-support)is here to help you. ### Related resources * [REST API Documentation](broken://pages/c48wsZ6OnZim0prmKKFx) * [Getting Started Guide](/marketplace-platform/guides-and-tutorials) * [Quickstart Guide](/marketplace-platform/guides-and-tutorials/quickstart-guide) * [Partner FAQs](/marketplace-platform/guides-and-tutorials/marketplace-for-partners/partner-faqs) * [Contact Support](/help-and-support/contact-support) # How does the Partner Portal migration work Migrate from SoftwareOne's legacy Partner Portal to the Marketplace Platform. SoftwareOne's legacy Partner Portal is being transitioned to the Marketplace Platform. The Marketplace Platform offers the same self-service capabilities as the Partner Portal, but also includes several additional features that enable you (our partners) to expand your service offerings. The platform provides a more unified and streamlined experience, allowing you to take advantage of features that are specifically designed for you. This topic outlines what you can expect during the transition and steps you must take to continue transacting with us. ### Before migration Before we begin the migration process, you'll see a message in the Partner Portal indicating that your account will be migrated.

A message stating that your account is going to be migrated.

At this stage of the process, you don't need to take any action. However, we recommend that you become familiar with the terminology and experience of the new Marketplace: * [Key Concepts](/marketplace-platform/platform-overview/key-concepts) - This page describes the key concepts and the terminology used within the Marketplace Platform. * [Platform Interface](/marketplace-platform/getting-started/interface) - This page describes how to navigate and use the platform. ### During migration We plan and execute the entire migration process. It means you don't need to take any action. ### After migration When your account has been migrated, we'll send you an email. You'll also see a message within the Partner Portal confirming that your account has been migrated.

A message stating that your account has been migrated.

When the migration has completed, the Partner Portal will switch to **Archive** mode. Additionally, you'll receive an invitation to join the new Marketplace account. For details on how to accept the invitation and complete account registration, see [Respond to Invitations](broken://pages/arVYLFkjfl6NXnh26bwF). After accepting the invitation, you can sign in and access your [agreements](/modules-and-features/marketplace/agreements), [subscriptions](/modules-and-features/marketplace/subscriptions), and customers (known as [licensees](/modules-and-features/settings/licensees)). ### Next steps After joining the account, you must enroll in the SoftwareOne Cloud Solution Provider Partner Program (**SWO CSP Partner Program**). This enrollment is required to transact with all CSP products in the platform. For enrollment instructions, see [How to enroll in the SoftwareOne CSP Partner Program](/marketplace-platform/guides-and-tutorials/marketplace-for-partners/how-to-enroll-in-the-softwareone-csp-partner-program). Once you are enrolled and have your certificate, you can start transacting. If you need assistance, [contact Marketplace Platform Support](/help-and-support/contact-support). # How to verify if your account has partner capabilities Verify if your Marketplace account is enabled for partner use. There are three ways to verify whether your account is configured as a partner account in the Marketplace Platform. You can check this through the following pages, available under **Settings** in the main navigation menu: 1. **Accounts** – The [Accounts](/modules-and-features/settings/account) page displays general information about your account. If you are set up as a SoftwareOne partner, you'll see a field labeled **Partner program** with the value **Yes** in the **Additional Data** section on the **General** tab. This field does not appear for client accounts. 2. **Buyers** – The [Buyers ](/modules-and-features/settings/buyers)page lists all entities or organizations that have been configured for your Marketplace account. For partner accounts, this page displays all organizations that receive invoices from SoftwareOne. 3. **Licensees** – On the [Licensees](/modules-and-features/settings/licensees) page, partners can view their own organizations as well as third-party organizations. The **Resale** column indicates whether a licensee is procuring for self-consumption or reselling. If the value in the **Resale** column is **Yes**, it means the licensee is ordering products and services for resale purposes. # How to configure licensees for resale Create a licensee for resale ordering and link it to the right buyer and seller. This tutorial describes how SoftwareOne partners can set up resale licensees. You must mark a licensee for resale if you want to order products for resale instead of your own consumption. ### Prerequisites Before you start, make sure you have account administrator permissions. Only admins can create new licensees. ### Configure licensees for resale {% stepper %} {% step %} **Start the Add Licensee wizard** 1. Go to **Settings** > **Licensees**. 2. Select **Add**.

The Add licensee wizard in the platform.

{% endstep %} {% step %} **Enter the licensee details** Complete the following steps, making sure to enter or verify the required information where necessary: 1. **General** – Enter the licensee details, then select **Next**: 1. **Logo** – Upload a logo or drag it into the field. 2. **Licensee name** – Enter a name for the licensee. This can be your company name, department name, or username. 3. **Resale licensee** – Select this checkbox to use the licensee for resale ordering. 4. **External reference** – Enter your internal reference or identifier for the licensee. 5. **Licensee description** – Add a short description. 2. **Buyers** – Select the buyer to link to the licensee, then select **Next**. A licensee can link to one buyer only. 3. **Sellers** – Select the seller to order from, then select **Next**. 4. **Address** – Use the same address as the buyer or enter a new one, then select **Next**. {% endstep %} {% step %} **Review and create the licensee** 1. **Overview** – Review the details, then select **Add**. 2. **Summary** – Select **View details** to open the licensee details page, or select **Close**. {% endstep %} {% endstepper %} ### Next steps After you create the licensee, you can order products for resale through the **Products** page. For details, see [How to order products for resale](/marketplace-platform/guides-and-tutorials/marketplace-for-partners/how-to-order-products-for-resale). # How to enroll in the SWO CSP partner program Enroll in the SoftwareOne CSP partner program. The SoftwareOne CSP Partner Program is for SoftwareOne partners to ensure compliance with our established terms and conditions. All SoftwareOne partners must enroll in this program to obtain a compliance certificate. This enrollment is required to order products for resale. To learn more about this program, see [Partner programs](/extensions/microsoft-cloud-solution-provider/products-and-programs/partner-programs). ### Prerequisites Make sure your account has been set up as a partner account. For details, see [How to verify if your account has partner capabilities](/marketplace-platform/guides-and-tutorials/marketplace-for-partners/how-to-verify-if-your-account-has-partner-capabilities). ### Enroll in the SWO CSP Partner program {% stepper %} {% step %} **Open the SWO CSP Partner Program details page** To open the details page: 1. Go to **Program** > **Programs**. 2. Select **SWO CSP Partner Program**.

The details page of the SWO CSP Partner Program.

{% endstep %} {% step %} **Start the Add Certificate wizard** To start the wizard: 1. On the **program details** page, select the **Certificates** tab. 2. Select **Add**. {% endstep %} {% step %} **Complete the enrollment** 1. **Certificant** – Choose the buyer you want to enroll, then select **Next**. 2. **Overview** – Review the details, then select **Add**. 3. **Summary** – Select **View details** to open the enrollment details page, or select **Close**. {% endstep %} {% endstepper %} ### Next steps When the enrollment completes, a certificate is created. You can select this certificate when ordering CSP products and services. # How to enroll in the CSP partner program Enroll in the Cloud Solution Provider partner program. The **Cloud Solution Provider Partner Program** allows you to partner with SoftwareOne as your indirect CSP provider. To learn about this program, see [Partner Programs](/extensions/microsoft-cloud-solution-provider/products-and-programs/partner-programs). ### Prerequisites To enroll in the CSP partner program: * You must have a Marketplace account with partner capabilities. For details, see [How to verify if your account has partner capabilities](/marketplace-platform/guides-and-tutorials/marketplace-for-partners/how-to-verify-if-your-account-has-partner-capabilities). * You must be signed up for the Microsoft Cloud Solutions Provider (CSP) program as an indirect reseller. For details, see [Enroll as an indirect reseller](https://learn.microsoft.com/en-us/partner-center/enroll/enrolling-in-the-csp-program) in Microsoft documentation. * You must be signed up for the SWO CSP Partner Program. For details, see [How to enroll in the SWO CSP partner program](/marketplace-platform/guides-and-tutorials/marketplace-for-partners/how-to-enroll-in-the-softwareone-csp-partner-program). * You must have the Microsoft Partner Network (MPN) ID and email address for your Microsoft partner account. To find the ID, go to Microsoft Partner Center, select the **Settings** (gear) icon > **Account settings** > **Organization Profile** > **Identifiers**. Look for PartnerID with the **Type Location** that matches the country/region of your CSP account. ### Enroll in the CSP Partner program {% stepper %} {% step %} **Open the CSP Partner Program details page** To open the details page: 1. Go to **Program** > **Programs**. 2. Select **Cloud Solution Provider Partner Program**.

The details page of the Cloud Solution Provider Partner Program.

{% endstep %} {% step %} **Start the Add Certificate wizard** To start the wizard: 1. On the **program details** page, select the **Certificates** tab. 2. Select **Add**. {% endstep %} {% step %} **Use the Add Certificate wizard to enroll** 1. **Certificant** – Choose the buyer for this certificate, then select **Next**. 2. **Partner details** – Do the following, then select **Next**: 1. Authorize SoftwareOne as your indirect provider. You must select a country that is within your region. For regional markets, see [Microsoft Regions](https://learn.microsoft.com/en-us/partner-center/enroll/regional-authorization-overview). 2. Enter the email address associated with your Microsoft partner account. We will use this email address to link your CSP customers with your Microsoft reseller account. 3. Enter the Microsoft Partner Network ID associated with your Microsoft partner account. We'll associate your Microsoft subscriptions with the MPN ID. 3. **Details** – Enter a certificate name, then select **Next**. 4. **Overview** – Review the details, then select **Add**. 5. **Summary** – Select **View details** to open the enrollment details page or select **Close**. {% endstep %} {% endstepper %} ### Next steps The enrollment takes a few minutes to complete as we verify the details. When it completes, a certificate is created. You can use this certificate when placing your order. # How to order products for resale Order software products for reselling to your end customers. This tutorial describes how to order Microsoft products for resale from the SoftwareOne Marketplace. ### Prerequisites Before starting this tutorial, make sure you have the following: * An active licensee configured for resale. For details on setting up a resale licensee, see [How to configure a licensee for resale](/marketplace-platform/guides-and-tutorials/marketplace-for-partners/how-to-configure-licensees-for-resale). Licensee selection is required when setting up a new agreement. * Company details of your client, including the company name, registration ID, and address. These details are required for creating a new Microsoft tenant. ### Order products for resale {% stepper %} {% step %} **Start the order** To start the order: 1. Go to **Catalog** > **Products**. 2. Select the desired Microsoft 365 product, for example, **Microsoft 365 Business, Enterprise & Apps - Commercial**. 3. On the product details page, review the information, then select **Buy now**. {% endstep %} {% step %} **Create a new agreement and choose items** To create a new agreement and add items to your order: 1. **Select agreements** – Select **Create agreement**. 2. **Select licensee** – Choose a licensee. Ensure that the **Resale** column shows **Yes**, then select **Next**. 3. **Select certificate** – Select a certificate. If the certificate you want to use isn't displayed, use **Add certificate** to add it. When done, select **Next**. 4. **Create agreement** – Choose whether you want to create a new Microsoft tenant or connect an existing cloud account. 5. **Microsoft details** – Do the following depending on the selection in the previous step: * For a new cloud account, provide a new domain name, then provide the following details: 1. Company name. 2. Company registration ID or tax number. 3. Company address, including city and zip/postal code. 4. Contact details of the person managing your account. * For an existing cloud account, enter your existing domain name and your Microsoft account details. 6. **Special qualifications** – Select the checkbox if the organization is a [state-owned](https://www.microsoft.com/en-us/legal/compliance/anticorruption/criteria) entity. Otherwise, leave it clear. A company is classified as state-owned if it is either controlled by the government or performs functions that the government considers its own. 7. **Support contacts** – Enter the contact details of your support administrator and choose your preferred support language. Select **Next**. 8. **Items** – Complete the following steps, then select **Next**. 1. Read and understand the attestation: "*By clicking **Next**, I confirm that my organization is acting as an indirect partner when choosing a reseller and as a direct partner in the absence of selecting a reseller".* 2. Select **Add items** to choose the items you want to order. 3. Review and adjust the item quantity. {% endstep %} {% step %} **Review and submit your order** To review and submit your order: 1. **Details** – Provide reference details for the order, then select **Next**. 2. **Review order** – Review the order details, go through the terms and conditions, then select **Place order**. 3. **Summary** – Review your order summary, then select **View details** to open the order details page or select **Close**. {% endstep %} {% endstepper %} ### Next steps After you place the order, we verify the order details and start processing it. You can track the current status in the **General** tab on the **order details** page. # Partner FAQs Find answers to all frequently asked questions for partners. ### Certificates
My certificate has expired. Can I renew it? If your certificate has expired, it's no longer valid and cannot be used for transactions. You can renew an expired certificate by re-enrolling in the program.
Why is my certificate pending? A certificate will remain pending if there are issues with your enrollment. For example, if the MPN ID you provided during enrollment is invalid. If your certificate is pending, the **General** tab on the certificate details page will describe the steps you need to take so we can process your enrollment.
I am encountering error messages when creating certificates. The platform displays an error during the certificate creation process if specific requirements are not met. For further information, see [I'm getting errors when creating certificates or CSP orders](/extensions/microsoft-cloud-solution-provider/additional-resources/faqs/im-getting-errors-when-creating-certificates-or-csp-orders).
### Orders
Where can I see my orders? You can view your order history on the **Orders** page. To view the details for a specific order, select the order. For information on accessing and managing orders, see [Orders](/modules-and-features/marketplace/orders).
What are the different types of orders in the Marketplace Platform? The Marketplace Platform supports the following types of orders: * **Purchase orders** - An order to buy a new product or service by establishing a new agreement. * **Change orders** - An order to change the quantity, such as downsizing the quantity of licenses or ordering additional licenses. * **Termination orders** - An order to terminate an active subscription or an agreement. * **Configuration orders** - An order to enable or disable the automatic renewal of a subscription. For more details, see [Orders](/modules-and-features/marketplace/orders).
What can cause an order to not complete processing as expected? An order can remain **Querying** due to issues with the ordering parameters, such as the domain name, or if a required action has not been completed. If there's an issue with your order, the **General** tab on the order details page will highlight the issue and the steps you must take to ensure your order moves to the next stage. For example, if the GDAP relationship request needs to be accepted or the domain name needs updating, the **General** tab will guide you through the next steps.
How do I add or update the domain name or tenant ID in a purchase order? If the domain name or tenant ID needs adding or updating, follow these steps: 1. Go to **Marketplace** > **Orders**. 2. Select the required order. 3. On the order details page, select the **Parameters** tab. 4. In the **Ordering** section, select **Edit**. Then, add or update the **Existing domain name** or **Primary domain name** fields as necessary. 5. Select **Save**. 6. Select **Process** in the upper right to resume order processing. {% hint style="info" %} When updating the name, make sure that your primary domain name or tenant ID matches the details in the Microsoft 365 Admin Center or Microsoft Azure Management Portal. {% endhint %}
Where can I view my Microsoft Partner Network (MPN) and Indirect Reseller IDs in the platform? Your MPN and Indirect Reseller IDs are displayed on the **Parameter** tab within the certificate details. To view these IDs, follow these steps: 1. Open the **Certificates** page. 2. Select the desired certificate. 3. On the certificate details page, select the **Parameters** tab. The MPN ID is displayed under **Ordering** parameters, and the Indirect Reseller ID is shown under **Fulfillment** parameters. {% hint style="info" %} An incorrect MPN or Indirect Reseller ID prevents your Marketplace order from moving to the next stage. If the IDs need to be updated, [contact Marketplace Platform Support](/help-and-support/contact-support). {% endhint %}
### Partner Programs
How can I become a SoftwareOne partner? For information about SoftwareOne Partner Programs, visit and complete the contact form. A SoftwareOne representative will then contact you.
I am an existing partner, and my account has been migrated from the Partner Portal to the Marketplace Platform. What do I need to know to get started? If your account has been recently migrated, sign in to the SoftwareOne Marketplace and complete these steps: 1. [Enroll in the SoftwareOne CSP partner program](/marketplace-platform/guides-and-tutorials/marketplace-for-partners/how-to-enroll-in-the-softwareone-csp-partner-program). Once the enrollment is completed, you receive a certificate. This certificate must be selected when ordering CSP products from the Marketplace. 2. [Configure licensees for reselling products to your end customers](/marketplace-platform/guides-and-tutorials/marketplace-for-partners/how-to-configure-licensees-for-resale). Licensees are the end-users or consumers of the product. To order products from the Marketplace and resell them to other organizations, you must set up these licensees as resale licensees. Licensee selection is required during the ordering process.
What is the SoftwareOne CSP Partner Program? The SoftwareOne CSP Partner Program is for SoftwareOne partners to ensure compliance with our terms and conditions. All SoftwareOne partners must enroll in this program to obtain a compliance certificate, which is linked to all CSP products in the Marketplace. Enrollment must be completed before placing an order. Once you are enrolled, a compliance certificate is generated. You must select this certificate when ordering CSP products and services.
What happens if I don't enroll in the SoftwareOne CSP Partner Program? Enrolling in the SoftwareOne CSP Partner Program is mandatory to ensure compliance with all terms and conditions. If you don't complete the enrollment, you won't be able to order CSP products for resale to your customers.
### Platform Administration
How do I set up a resale licensee? You can set up a resale licensee from the **Licensees** page. For details, see [How to configure licensees for resale](/marketplace-platform/guides-and-tutorials/marketplace-for-partners/how-to-configure-licensees-for-resale).
Can I invite users to my account? Account administrators can add new users from the **Users** page, available under **Settings** in the main menu. To invite someone, you'll need their first and last name and their email address. For details, see [Add new users](/modules-and-features/settings/users/add-new-users).
How can I manage notifications? Individual users can manage notifications for their profile through the **My profile** option in their account. For details, see [Manage notification preferences](/marketplace-platform/getting-started/manage-notification-preferences). Account administrators can configure and manage notifications at the account level from the **Notifications** page. For details, see [Enable or disable categories](/modules-and-features/settings/notifications/enable-or-disable-categories).
### Pricelists
Can I create or manage pricelists? You cannot create or manage price lists. You can only view them. All price lists are available on the **Catalog** > **Price lists** page. Price lists are also available under the **Pricing** section on the details page of a product.
### Purchasing Process
How do I view products in the SoftwareOne Marketplace? You can view products by selecting **Catalog** > **Products** from the main menu.
How do I buy software for my customers? To buy products for resale to your customers: 1. Open the **Products** page. 2. Select the product you want to buy. Then, select **Buy Now**. 3. Follow the steps in the purchase wizard. Make sure to create a new agreement or select an existing one, select a preconfigured resale licensee, and choose your certificate. 4. Complete the remaining steps in the wizard to place your order. For detailed instructions, see [How to order products for resale](/marketplace-platform/guides-and-tutorials/marketplace-for-partners/how-to-order-products-for-resale).
What should I do if my resale licensee is not showing up during the ordering process? Make sure your account is properly configured and that your resale licensee information is correctly set up. For details, see the following links: * [How to verify if your account has partner capabilities](/marketplace-platform/guides-and-tutorials/marketplace-for-partners/how-to-verify-if-your-account-has-partner-capabilities) * [How to configure licensees for resale](/marketplace-platform/guides-and-tutorials/marketplace-for-partners/how-to-configure-licensees-for-resale) If you still face issues, contact [Marketplace Platform Support](/help-and-support/contact-support).
How do I create a new domain or add an existing one for my CSP customer? When placing an order, you can either add an existing Microsoft account domain or create a new one. If you connect an existing account, a global administrator for the Microsoft account must accept the relationship request.
What happens if I use an existing Microsoft tenant across agreements or Marketplace accounts? The Marketplace Platform doesn't allow using an existing domain or tenant name across agreements or multiple accounts. If you enter a name that's already in use within an agreement or by another Marketplace client, the **General** tab on the order details page will indicate that the domain is already in use and needs to be updated. A message is also displayed in the **Ordering** section under the **Parameters** tab stating that the domain is already in use.
Are there any restrictions for CSP products in the Marketplace? The following restrictions apply to CSP products: * You cannot create new agreements using the same CSP domain across multiple clients. * Creating agreements using the same CSP tenant, product, and licensee is also not allowed. If an agreement already exists, you must update that agreement to request new subscriptions, instead of creating a new one.
Do I need to provide a Company Registration ID when ordering CSP subscriptions? According to Microsoft, a company registration ID is required when purchasing subscriptions for customers in specific countries/regions. For details, see the [Microsoft Partner Center documentation](https://learn.microsoft.com/en-us/partner-center/account-settings/reg-number-id). In the Marketplace, a registration ID is required only when creating a new cloud account for a new customer when placing an order. If you are purchasing additional licenses for an existing customer or making modifications to an agreement, a registration ID is optional.
My customer doesn't have a Company Registration ID. If your end customer is an individual without a Company Registration ID, you can collect an equivalent tax identification number. To see which countries or regions require a registration ID number, see the [Microsoft Partner Center documentation](https://learn.microsoft.com/en-us/partner-center/account-settings/reg-number-id).
### Subscriptions
How do I upsize or downsize a subscription? You can adjust the number of licenses by placing a change order. Certain restrictions apply when adjusting the quantity. For details, see [How to increase or reduce licenses](/marketplace-platform/guides-and-tutorials/marketplace-for-clients/adjust-subscription-quantity).
How do I track subscription renewals? Use the following methods to track upcoming renewals: * Use the **Renewal date** column on the **Subscriptions** page. * Apply the **Renewal date** filter in the data grid. You can also sort subscriptions based on their renewal date. * Open an individual subscription to check the renewal date. Marketplace subscriptions renew automatically unless you disable automatic renewal.
Can I disable auto-renewal for a subscription? Yes, you can disable the auto-renewal by placing a configuration order. For details, see [Manage automatic renewals](/modules-and-features/marketplace/subscriptions/manage-automatic-renewals).
Can I rename a subscription? Yes, SoftwareOne partners managing multiple subscriptions can rename subscriptions for easier identification. For details, see [Edit subscription name](/modules-and-features/marketplace/subscriptions/rename-a-subscription).
How do I terminate a subscription? Subscriptions can be terminated by placing a termination order. * To cancel all subscriptions in an agreement, place a termination order for the entire agreement. For details, see [Terminate agreement](/modules-and-features/marketplace/agreements/terminate-agreements). * To cancel specific subscriptions in an agreement, place a termination order for the subscription. For details, see [Terminate subscription](/modules-and-features/marketplace/subscriptions/terminate-a-subscription).
# Billing Access invoices, statements, analytics, and split billing. Use Billing to review invoices and statements, analyze charges, and manage split billing for your account. ### Billing topics
Understand your billing documentsLearn how invoices and statements relate./pages/nxqLk4kMQvgF3gu9wtLJ
AnalyticsAnalyze billing activity, charges, and trends./pages/GQLgKoLkooWcZvqcLbxU
InvoicesReview invoice details and download PDFs./pages/hhYj0N3rPkEh3PIKXFoB
StatementsAccess and download your statement files./pages/ihl26hCOzEGNKstS0wet
Split billingSet up and manage split billing for your account./pages/deFrxw3INGEMlSvZPyts
# Understand your billing documents Learn how to read and interpret your Marketplace invoices and statements. For many cloud-based services, such as Microsoft Azure and Adobe VIP Marketplace, usage-based billing can result in multiple charge lines. When these charges are listed individually on a single invoice, the information can be difficult to read and interpret. To simplify your billing experience, the Marketplace Platform provides the following documents: * **Invoice** – An invoice PDF contains subscription charges and usage recorded during the previous calendar month. Invoices are issued monthly based on a specific Marketplace agreement. * **Statement** – A statement Excel file contains a detailed breakdown of charges on an invoice, including individual charge lines and usage details. Statements are also issued monthly. To learn more about these documents, continue reading or watch the video guide: {% embed url="" %} Watch this video guide explaining invoices and statements in recurring billing. {% endembed %} ### Billing invoices Invoice PDFs contain general invoice information, subscription details, and charges for the items within the subscription. You can access and download your invoices using the [Invoices](/modules-and-features/billing/invoices) page. #### Invoice types We provide two types of invoices: * **Compact invoice** – A compact invoice is a summarized invoice issued for statements containing a large number of charges (typically 42 or more). In a compact invoice, all charges for a product or service are grouped into summarized invoice lines, and quantities are shown as `1` to represent the aggregate charge for each item. * **Detailed invoice** – A detailed invoice is issued for statements containing a limited number of charges (typically 41 or fewer). This type of invoice lists each charge on a separate line, allowing you to see exactly what you are being billed for, line by line. This means you don't need to refer to another statement for transaction details. The invoice type is indicated in the **Description** column of your invoice PDF. For more details, see [Invoice line item details](#invoice-line-item-details). #### Invoice header The invoice header contains general information, such as the creation date, your customer number, and contact details. It also includes your invoice number and addresses. The following are key fields:
FieldDescription
PO No. (purchase order number)

This is the Client Additional ID that you specify for the agreement. The value comes from the Details tab on the agreement details page.

  • If the value you specify exceeds 20 characters, only the first 16 characters are shown on the invoice, followed by 3 dots (...).
  • If the value is blank, a dash (—) is displayed on the invoice.

To add or update the value, see Add or update additional client ID.

External document number

This is the ID of the agreement for which the invoice was issued.

The ID is assigned by the platform and can't be changed.

Your reference

This is the ID of the statement linked to the invoice.

Statement IDs are assigned by the platform and can't be changed.

#### Invoice line item details The line item details section contains all subscriptions and items for which you are billed. It contains multiple columns and may span multiple pages. The following are key columns:
ColumnDescription
Pos

Displays the line number for the item being billed.

The value starts from 10 and continues by +10 for each billing item. It means if 5 items are being billed, the POS begins from 10 and ends at 50.

No.Displays the item number from SoftwareOne's ERP system.
Description

This is the main column listing subscriptions and items. It includes:

  • The invoice type and a secure URL to download the statement using the invoice and statement IDs. For more details, see Download statements.
  • Agreement information, including agreement ID and name, product details, and licensee details.
  • Subscription information (subscription ID and name). You can also view the additional client ID mapped to the subscription and the vendor ID. If no value exists, a dash is displayed.
  • Allocation percentage, if split billing is enabled.
  • Total number of items within the subscription, but only if the subscription is active at the time of billing (for example, 'Qty 20 of ITM-XXXX-XXXX-XXXX / 65325070CA'). If the subscription is inactive, the item is shown as 'ITM-XXXX-XXXX-XXXX / 65325070CA' instead.

Start date - end dateDisplays the duration of the charge.
QtyDisplays the item quantity. On compact invoices, this value is shown as 1 because charges are consolidated. For the actual item quantities, see your billing statement.
Unit priceDisplays the unit price used to calculate the line amount.
VAT %The VAT percentage applicable to the item.
Total excl. VATThe subtotal without taxes.
Total incl. VATThe total amount due including VAT.
#### VAT amount specification This section contains a breakdown of taxes. It shows how VAT is calculated and applied to the total amount. #### Payment instructions This section outlines the payment terms according to your contract and the payment due date. It may also contain bank account information for electronic payments. ### Billing statements A statement is a detailed record of charges for each invoice. Unlike invoice PDFs that summarize charges, statements provide a comprehensive breakdown of all charges. Statements are issued as Excel (`.xlsx`) files and typically contain the following tabs: * **Summary** – Contains objects associated with the statement (for example, agreement, licensee, and orders) with links to view them in the platform. * **Charges** – Contains charges and subscriptions for the billing period. You can also see items within subscriptions, their quantities, and prices. If [split billing](/modules-and-features/billing/split-billing) is enabled, allocation percentage and estimated license count (ELC) details are also displayed. * **Orders** – Contains all orders placed during the billing period, including order type, order date, and related details. You can download your statements from the **Statements** page or use the [Billing Statement Download](https://mystatements.platform.softwareone.com/) page if you cannot access your account. For details, see [Download statement](/modules-and-features/billing/statements/download-statements). # Billing FAQs Find answers to frequently asked questions about invoices and statements. ### Invoices
What's the difference between a compact invoice and a detailed invoice? A compact invoice is issued for statements with a large number of charges. All charges for a product or service are grouped into summarized invoice lines, and quantities are shown as `1` to represent the aggregate charge for each item. In contrast, a detailed invoice is for statements with fewer charges. Each charge is shown as a separate line. For more information, see [Understand your billing documents](/modules-and-features/billing/understand-your-billing-documents).
How do I access my invoice? You can access your invoice from the **Invoices** page in the platform. For details, see [View and download invoices](/modules-and-features/billing/invoices/download-invoices).
How can I identify the type of invoice I have? The type of invoice you receive is specified in the [description column on the invoice](/modules-and-features/billing/understand-your-billing-documents#invoice-line-item-details). * If you have a detailed invoice, it will state: *“See statement for this DETAILED invoice at:”* * If you have a compact invoice, the message will read: *“See statement for this COMPACT invoice at:”* Both invoice types include a link to the relevant statement, so you can download a complete breakdown of the charges if necessary.
Can I set or change the billing currency of my invoices? You can set the currency while creating a new agreement for a purchase order. You can also change the currency of your existing agreements to receive invoices in that currency. For more information, see [How to set or change your billing currency](/marketplace-platform/guides-and-tutorials/marketplace-for-clients/how-to-set-or-change-billing-currency).
Why does my invoice show a single line per item with a quantity of 1? On [compact invoices](#billing-invoices), the quantity shows `1` to consolidate all charges at the item level. This is done to simplify the invoice and prevent complexity. For actual item quantities and charges, see your billing statement.
How do I display a purchase order number on the invoice? You can include a purchase order number by entering it in the **Additional ID** field, located on the **Details** tab within the agreement details page. For more information, see [How do you handle purchase order numbers in subscription-based models?](/help-and-support/faqs/how-do-you-handle-purchase-order-numbers-in-subscription-based-models) and [Add or update additional client ID](/modules-and-features/marketplace/agreements/edit-agreement-id).
Can I request a detailed invoice even if I have a high number of transactions or charges? Currently, detailed invoice formatting is determined automatically by the number of charges. For high-volume billing, the platform uses the compact format by default to ensure compatibility with standard accounting practices and technical limits.
Where can I find my invoice ID? You can find the ID in the [invoice header](/modules-and-features/billing/understand-your-billing-documents#invoice-header).

The invoice header contains your invoice ID.

What is the difference between an invoice and a statement? Invoices and statements are both billing documents, but they serve different purposes. The following table lists the key differences between these documents: | **Purpose** | Provides a high-level summary of the charges. | Provides a full record of the charges from the vendor. | | ------------------- | ------------------------------------------------------------------------- | ---------------------------------------------------------- | | **Format** | PDF | Excel | | **Level of detail** | Contains aggregated lines, such as per item, per subscription, and so on. | Can have hundreds or thousands of lines for precise usage. | | **Use case** | Used as an official billing and record-keeping document. | Used for reconciliation, in-depth audits, and analysis. | | **Quantity** | May displays the quantity as 1 if multiple lines are consolidated. | Each line shows the actual quantity of items. |
### Statements
Can I download statements without signing in to my account? Yes, if you don’t have access to your account, you can download a statement from the [Billing Statement Download](https://mystatements.platform.softwareone.com/) page. You'll need to provide your Invoice ID and Statement ID. To learn more, see [Download statements](/modules-and-features/billing/statements/download-statements).
How do I get a detailed breakdown of charges if I'm only seeing summarized lines? You can get a breakdown using the statement link at the top of your invoice. This allows you to download or view the full, itemized breakdown.
Where can I find my statement ID? You can find the ID in the [invoice header](/modules-and-features/billing/understand-your-billing-documents#invoice-header).

The invoice header contains your statement ID.

# Invoice fields mapping Understand the key invoice fields and how they map to the platform. Your Marketplace invoice includes various details that are pulled from the platform and displayed on the invoice. This topic provides information on all such fields, helping you understand where the information comes from and how it corresponds to your invoice PDF. If you want to learn about the structure of your Marketplace invoices and statements, see the [Billing invoices](/modules-and-features/billing/understand-your-billing-documents#billing-invoices) and [Billing statements](/modules-and-features/billing/understand-your-billing-documents#billing-statements) sections, respectively. {% hint style="info" %} To see a larger version of the images on this page, select the image. To download a sample PDF, see [Billing invoices](/modules-and-features/billing/understand-your-billing-documents#billing-invoices). {% endhint %}
Invoice PDF FieldInvoice LocationPlatform UI
PO No.Invoice header

Mapped from the Additional Client ID in your agreement details.

External Document No.Invoice header

Mapped from the agreement ID.

Your ReferenceInvoice header

Mapped from the statement ID.

AgreementInvoice line item details

Mapped from the agreement details page.

ProductInvoice line item details

Mapped from the agreement details page.

LicenseeInvoice line item details

Mapped from the agreement details page.

SubscriptionInvoice line item details

Mapped from the subscription details page.

Client ID/Vendor IDInvoice line item details

Mapped from the Details tab on the subscription details page.

# Analytics View and analyze billing insights. The Analytics feature gives you insight into billing data from your invoices. It provides a read-only view of this data through interactive dashboards, charts, and tables to help you monitor spending, forecast budgets, and manage costs across your organization. With Analytics, you can analyze and compare billing data using different dimensions. This allows you to view overall billing trends or focus on spending across agreements, subscriptions, and other key categories. All data is read-only. Visualizations are driven by filters and update automatically when filters are applied. No data is displayed until filters are selected. ### Features Analytics currently supports the following features: * **Cost analysis** – Analyze billing data using interactive charts, tables, and drill-down capabilities. * **Filtering** – Refine what data is displayed by selecting relative or custom date ranges and granularity settings. * **Grouping** – Organize billing data by dimensions such as buyer, licensee, agreement, and subscription to analyze spending trends across different categories. * **Export data** – Export filtered and grouped data to an Excel file for offline analysis and sharing. * **Currency display** – View billing data in multiple currencies using daily updated exchange rates. ### Using Analytics To open analytics, go to **Billing** > **Analytics** from the main menu. To load data, apply filters.

Use Analytics to visualize your billing data.

The filter bar is located on the left side of the page, and it defines what data is displayed. Once filters are applied, the page updates automatically. The Analytics page includes a chart that displays billed charges over time. The table below the chart provides a structured view of billing data. Table columns adjust automatically based on the selected granularity, and include a total column for summary values and quick reference. When data is grouped, the chart shows the top 10 entities based on the selected grouping. All remaining entities are combined under a single category called **Others**. ### Currency display Billing amounts are shown in your standard billing currency. You can select a different currency using the **Currency** filter in the sidebar. When you choose a new currency, the platform automatically applies the relevant exchange rates and converts all billing data. When a conversion is applied, a note appears at the bottom of the data table indicating that an exchange rate was used, for example: An exchange rate was applied for the selected currency. ### Related topics {% content-ref url="/spaces/Z5DNbniz33mXCZoO62Rm/pages/6NVY8uBdygIMllfrbxgt" %} [Customize analytics using filters](/modules-and-features/billing/analytics/customize-analytics-using-filters) {% endcontent-ref %} {% content-ref url="/spaces/Z5DNbniz33mXCZoO62Rm/pages/TiE2DredeaAZTWCrr5Rd" %} [Export billing data](/modules-and-features/billing/analytics/export-billing-data) {% endcontent-ref %} # Customize analytics using filters Use filters to customize Analytics. On the **Analytics** page, you can use filters to focus on specific information. You can select a time period, granularity, and grouping dimensions to adjust how data is displayed. You can group data by dimensions such as Agreement, Asset, Buyer, Client, and Document type. When grouping is applied, the chart shows the top 10 entities based on the selected grouping. All remaining entities are combined into a single category called **Others / Unmatched**. ### Customize analytics using filters To customize the data in Analytics: 1. Go to **Billing** > **Analytics**. 2. In the **Filters** sidebar, apply the following customization as necessary: 1. **Date range** – Select a relative or custom period to define the timeframe. 2. **Granularity** – Adjust how the data is grouped over time. You can choose **Daily**, **Monthly**, or **Yearly**. * **Daily** – Shows data for each day. * **Monthly** – Shows data grouped by month. * **Yearly** – Displays totals grouped by year. 3. **Group by** – Choose one primary category to group the data. For example, to group by vendor, select **Vendor**, then choose specific vendors you want to include. 4. **Filter by** – Select the required filters and entities within categories. You can apply multiple filters at the same time. 5. **Filter conditions** - Select the desired **And** or **OR** operator. * **And** – If you select this operator, the results are displayed only if all conditions are met. * **Or** – If you select this operator, only one condition needs to be met for the results to be displayed. 6. **Currency** – Select the currency in which you want to view billing data. 3. Select **Show results**. After applying filters, both the visual chart and the table reflect your customized view. If you want to download your data, use the **Export** option. For more details, see [Export billing data](/modules-and-features/billing/analytics/export-billing-data). # Export billing data Download your billing data. The **Export** option on the **Analytics** page allows you to download your billing data as an Excel file, so you can share it with others by email or other methods. While the visual chart within **Analytics** displays only your top 10 grouped entities, the Excel file provides you with a complete and unfiltered dataset. ### Export billing data To export billing data: 1. Go to **Billing** > **Analytics**. 2. In the filters sidebar, apply your desired filters, then select **Show results**. 3. Under **Analytics dashboard**, select **Export** to download the file.

Use the Export option to download your billing data.

# Save and manage views In **Analytics**, you can save your view containing filters and other settings for easy access to your frequently used insights. You can define a name for the view and choose whether you or anyone within your account should have access to this view. You can create multiple views. Saved views appear under the **View** list in the left sidebar. After creating a view, you can manage it by editing the group name and description and adjusting visibility. You can also delete a view permanently if it's no longer needed. Additionally, you can reset or save a copy of the view. ### Save your current view To save a view: 1. Navigate to the **Billing** > **Analytics** page. 2. Apply filters and other customizations as necessary. 3. Select the **Settings** icon , then choose **Save**. 4. In the **Save view** dialog, do the following: 1. **Name** - Enter a name for the view. 2. **Description** - Provide a brief description of the view. 3. **Visibility** - Choose whether you want to restrict the visibility or allow others within your account to have access to this view. 4. Select **Save**.

Save a view in Analytics to access it later.

### Edit or delete saved views To edit or delete a saved view: 1. Navigate to the **Billing** > **Analytics** page. 2. Under **Views** in the sidebar, select a view from the list. 3. Do the following as necessary: * To edit the view, select **Edit**, then update the name, description, and visibility. * To permanently delete the view, select **Delete**. ### Select a saved view To open a saved view: 1. Navigate to the **Billing** > **Analytics** page. 2. Under **Views** in the sidebar, select the required view. # Invoices Manage and review your Marketplace invoices. An invoice is a billing document issued at the end of a billing period. It summarizes subscription details and consolidated charges for items within each subscription. Invoices are generated according to your billing terms, typically on a monthly cycle. An invoice includes a total amount due for the billing period, a breakdown of charges, and metadata, such as issue date and due date. For a list of fields on your invoice and how to interpret them, see [Understand your billing documents](/modules-and-features/billing/understand-your-billing-documents). ### Invoices page The **Invoices** page shows all invoices generated for your account. To open this page, choose **Billing** > **Invoices** from the main menu.

The Invoices page in the platform.

Each invoice row shows the invoice ID, total amount, posting date, due date, and current status. An invoice can be in one of these states: * **Issued** – The invoice has been generated but has not yet been settled. * **Paid** – The invoice has been fully paid. * **Overdue** – The invoice has surpassed its due date and requires payment. You can also select an invoice ID to open its details. Use the detail view to review: * A list of subscriptions and items included in the invoice. * Official invoice PDFs. * Invoice metadata and events. ### Related topics {% content-ref url="/spaces/Z5DNbniz33mXCZoO62Rm/pages/AGpCg0WkjhaRVgfPZMaL" %} [Find specific invoices using filters](/modules-and-features/billing/invoices/filter-invoices) {% endcontent-ref %} {% content-ref url="/spaces/Z5DNbniz33mXCZoO62Rm/pages/yYM8wDOwY9RmdaCakl2r" %} [View and download invoices](/modules-and-features/billing/invoices/download-invoices) {% endcontent-ref %} # Find specific invoices using filters Use different types of filters to find and view your invoices. The **Invoices** page displays all invoices generated for your account, allowing you to track and manage them. The page includes filters that help you locate specific invoices based on criteria such as status, dates, and balance due. This topic explains how to use the two most commonly used filters: **Status** and **Due date**. ### Filter invoices by status To view invoices based on status: 1. Open the **Invoices** page. 2. Select the **Filter** option. 3. In the **Filters** box, select **Add another condition**, then define the conditions as follows: 1. Select **Status**. 2. Set the condition to **Equal**. 3. Choose one of these conditions as needed: **Overdue**, **Issued**, or **Paid**.

Finding invoices based on the invoice status.

4. Close the filter box. All invoices matching your specified status are displayed in the table. ### Filter invoices by due date To view invoices based on due date: 1. Open the **Invoices** page. 2. Select the **Filter** option. 3. In the **Filters** box, select **Add another condition**, then define the conditions as follows: 1. Select **Due date**. 2. Set the condition to **Greater, Is null**, or **Lesser** to narrow down the invoices. * Use **Greater** to include invoices with a due date after the specified date. * Use **Lesser** to include invoices with a due date before the specified date. 3. Enter the date in the **DD/MM/YYYY** format, or select the calendar icon <svg xmlns="http://www.w3.org/2000/svg" height="24px" viewBox="0 -960 960 960" width="24px" fill="#1f1f1f"><path d="M200-80q-33 0-56.5-23.5T120-160v-560q0-33 23.5-56.5T200-800h40v-80h80v80h320v-80h80v80h40q33 0 56.5 23.5T840-720v560q0 33-23.5 56.5T760-80H200Zm0-80h560v-400H200v400Zm0-480h560v-80H200v80Zm0 0v-80 80Z"/></svg> to choose a date.

Finding invoices based on the due date.

4. Close the filter box. All invoices matching your specified criteria are displayed. # View and download invoices Access and download your Marketplace invoice PDFs. You can open invoice details from **Billing** > **Invoices** or from an agreement's **Invoices** tab. From the invoice details page, you can review invoice information and download the invoice PDF. ### Download an invoice To download an invoice PDF: 1. Go to **Billing** > **Invoices**. 2. (Optional) Use filters to find the invoice you want. For details, see [Find specific invoices using filters](/modules-and-features/billing/invoices/filter-invoices). 3. Select an invoice ID to open the invoice details page. 4. Select the **Attachments** tab. 5. Under **Actions**, select **Download**. The invoice downloads as a PDF file. {% hint style="info" %} If the **Attachments** tab is empty, no downloadable invoice PDF is available for that invoice yet. {% endhint %}

Attachments tab on the invoice details page

### View invoice details The invoice details page shows the main invoice information in separate tabs. To open invoice details: 1. Go to **Billing** > **Invoices**. 2. (Optional) Use filters to find the invoice you want. 3. Select an invoice ID. Use these tabs to review the invoice:
TabDescription
EntitiesShows extended information for records linked to the invoice.
AttachmentsShows downloadable invoice files, including the PDF.
DetailsShows reference fields, additional IDs, and timestamps.
Audit trailShows the invoice activity history. For details, see Audit trail.
### View invoices from an agreement You can also open invoices directly from an agreement. 1. Open the agreement details page. 2. Select the **Invoices** tab. 3. Select an invoice ID to open the invoice details page. From there, you can review the invoice tabs or download the PDF from **Attachments**. For help reading invoice fields and charges, see [Understand your billing documents](/modules-and-features/billing/understand-your-billing-documents). # Sales orders Access your perpetual license orders. The **Sales Orders** page allows you to access your perpetual license orders. You can access this page from the main navigation menu by selecting **Billing** > **Sales Orders**. {% hint style="info" %} This topic only relates to perpetual license orders. For subscription-based orders, see the [Orders](/modules-and-features/marketplace/orders) page (available under **Marketplace** in the main navigation menu). To learn about the difference between perpetual license and subscription-based orders, and how to track these orders, see the following video. {% endhint %} {% embed url="" %} Watch a video guide about perpetual license and subscription-based orders in the platform. {% endembed %} ### Searching for a perpetual license order If you are looking for an order, you can use the search options to find the order easily. Different search options are available; for instance, you can search for an order based on its purchase order or reference number, address, and more. When searching, you can also increase the **Search Result Limit** by choosing the required number of results to be returned. If you want to reset the search criteria, you can do this by selecting **Reset**. ### Adding or removing columns You can add new columns and remove non-essential ones by selecting **Customize**. Selecting **Customize** opens a new menu, allowing you to choose the required columns as necessary. You can also resize the columns by clicking between them.

The Customize option in the table.

### Filtering or sorting orders Use the filter icon in the column header to apply filters. To sort the data for a column, select the column header, or select the filter icon and then select **Sort** **Ascending** or **Sort** **Descending**.

The different sort options in the table.

### Individual order actions For each order, the **Actions** column lets you open the order details page by selecting **View**. The details page displays in-depth information for your selected order, including item details, pricing, tax information, and more. You can also export the order information by selecting the actions icon (**•••**) and choosing one of these options: **Export to PDF**, **Export to Excel (CSV),** or **Export to Excel (XLSX)**.

The options to export an invoice.

# Statements Manage and review your Excel billing statements. A statement is a billing document you receive at the end of your billing period, along with your invoice PDF. Statements are issued as Excel files. They contain a detailed view of your invoice data, including individual charges, subscriptions, and orders for the billing period. An Excel statement contains the following tabs: * **Summary** – Shows objects associated with the statement (for example, agreement, licensee, and orders) with links to open them in the platform. * **Charges** – Shows charges and subscriptions for the billing period. You can also see individual items, quantities, and prices. If [split billing](/modules-and-features/billing/split-billing) is enabled, you can view allocation percentage and estimated license count (ELC) details. * **Orders** – Shows a list of orders for this billing period. ### Statements page The **Statements** page shows all statements for your account. To open this page, select **Billing** > **Statements** from the main menu.

Use the Statements page to view your billing statements.

Each row shows the statement ID, creation date, estimated sales price, current status, and more. You can also select a statement to view detailed information. Use the detail view to review: * A list of charges and subscriptions for the billing period. * Statement metadata and events. ### Related topics {% content-ref url="/spaces/Z5DNbniz33mXCZoO62Rm/pages/H38ZNu7svuhfWpGY2l5P" %} [View statements](/modules-and-features/billing/statements/view-statements) {% endcontent-ref %} {% content-ref url="/spaces/Z5DNbniz33mXCZoO62Rm/pages/NsNrykNAzkGwUTQaTy8T" %} [Filter statements](/modules-and-features/billing/statements/filter-billing-statements) {% endcontent-ref %} {% content-ref url="/spaces/Z5DNbniz33mXCZoO62Rm/pages/rsfihtFl82gN1jRj6Dj5" %} [Download statements](/modules-and-features/billing/statements/download-statements) {% endcontent-ref %} # View statements Review billing statements and open statement details. Use the **Statements** page to review all billing statements for your account. Select a statement ID to open its details. ### View the statements list To view your statements: 1. Go to **Billing** > **Statements**. 2. Review the list of statements. 3. Check the statement ID, total amount due, status, and type. **Debit** means the total amount is zero or positive. **Credit** means the total amount is negative.

Use the Statements page to view your statements.

### Open statement details The statement details page shows more information for a specific statement. Some fields are read-only. Some fields include links to related records. To view statement details: 1. Go to **Billing** > **Statements**. 2. (Optional) Use filters to find the statement you want. For details, see [Filter statements](/modules-and-features/billing/statements/filter-billing-statements). 3. Select a statement ID to open the statement details page.

Use the details page to view detailed information for a statement.

4. Use these tabs on the statement details page:
TabDescription
ChargesShows the charges and subscriptions for the billing period.
AttachmentsShows the statement files you can open or download. For details, see Download statements.
DetailsShows reference fields, additional IDs, and timestamps.
Audit trailShows the statement activity history. For details, see Audit trail.
### Review statement charges The **Charges** tab shows the individual charges for the billing period. These charges are used to calculate the statement total and invoice. You can also review the same charge data in the downloaded Excel statement. For details, see [Download statements](/modules-and-features/billing/statements/download-statements). To review charges on a statement: 1. Open the statement details page. 2. Select the **Charges** tab. 3. Review the individual charges and related subscriptions. 4. To open more information for a charge, select **View details** in the **Actions** column. # Filter statements Quickly find the billing statements you need with filters. The **Statements** page in the platform shows all statements that have been created for your account. If you are looking for a specific statement, you can use filters to locate it easily. You can find a statement using criteria, such as statement ID, type (debit or credit), the date it was created, and status. You can also use other filters, such as agreement name, total sales price, and more. This topic describes how to apply the two commonly used filters, including **Type** and **Status**. ### Filter statements by type To view statements based on their type: 1. Go to **Billing** > **Statements**. 2. Select the **Filter** option in the table. 3. In the **Filters** box, select **Add another condition**, then define the conditions as follows: 1. Select **Type**. 2. Set the condition to **Equal**. 3. Choose the type of statement: **Debit** or **Credit**. 4. Close the filter box. All statements matching your specified status are displayed in the table.

Use the statement type filter to easily find a statement.

### Filter statements by status To view statements based on their status: 1. Go to **Billing** > **Statements**. 2. Select the **Filter** option. 3. In the **Filters** box, select **Add another condition**, then define the conditions as follows: 1. Select **Status**. 2. Set the condition to **Equal**. 3. Choose the required status from the list. Options include **Error**, **Generated**, **Generating**, **Issued**, **Pending**, or **Queued**. 4. Close the filter box. All statements matching your specified status are displayed in the table.

Use the statement status filter to find statements based on status.

# Download statements Download your billing statements in XLSX format. You can download your billing statements from two locations: the **Statements** page after signing in to your Marketplace account, or the [Billing Statement Download](https://mystatements.platform.softwareone.com/) page without signing in. ### Download a statement from your account To download your statement from your account: 1. Sign in to your account. 2. Go to **Billing** > **Statements**. 3. (Optional) Use filters to find the statement you want. You can filter statements using criteria, such as status, type, ID, and more. For details, see [Filter billing statements](/modules-and-features/billing/statements/filter-billing-statements). 4. Select the statement ID. 5. On the statement details page, select the **Attachments** tab, then do one of the following: * Select the link in the **Reference** column. * Select the actions icon (**•••**) and choose **Download**. ### Download a statement without signing in If you can't access your account, you can still download your statement from the [Billing Statement Download](https://mystatements.platform.softwareone.com/) page. This page is publicly available, allowing you to download your statement using your unique invoice ID and statement ID. To download your statement: 1. Open your invoice. Then, note down the statement ID and invoice ID.

Your invoice ID and statement ID is available in the header of your invoice.

2. Go to the [Billing Statement Download](https://mystatements.platform.softwareone.com/) page. 3. Enter your **Invoice ID** and **Statement ID** exactly as shown on the invoice, then select **Download Billing Statement**.

Use the Billing Statement Download page to download your statement.

4. When the download is ready, select **Download Now**. After downloading the file, you can view detailed charges, subscriptions, and orders placed during the billing period. # Split billing Split billing is a feature that allows you to divide the billing for your subscriptions among different buyers in your account. Designed for organizations with multiple legal entities, split billing lets you select buyers and allocate billing for your subscriptions to different buyers. This enables cost-sharing and accurate tracking of consumption. It also ensures that each buyer is accountable for a share of the subscription cost based on usage. You can divide the subscription costs easily by specifying percentages or estimated license count (ELC) for each buyer. Once defined, these details are used during invoicing to generate separate invoices for each entity. In cases where split billing is enabled but the split hasn't been defined, 100% of the billing is allocated to the default buyer in your agreement, also known as the **Owner** buyer. The platform also lets you allocate billing when ordering additional subscription licenses. It means when creating a change order for an increase in subscription quantity, you can select buyers and allocate billing to those buyers. ### Split billing rules In the Marketplace Platform, the following rules apply to split billing: * Split billing must be activated at the agreement level. Once activated, this feature cannot be deactivated. * After activating split billing, new purchases under the agreement are invoiced based on the allocation percentage or the specific buyer you've allocated the subscription billing to. * The ELC is indicative only. The Split billing feature is designed around allocation percentages, which means the platform always considers percentages during billing. * You can modify the allocation for your active subscriptions at any time. However, the changes will only take effect in your next billing cycle. * Buyers can only be removed from split billing if they have no configured allocation percentage. The platform doesn't allow you to remove buyers if an allocation percentage exists for those buyers. ### Activate split billing {% hint style="warning" %} Currently, only Adobe VIP Marketplace supports split billing. {% endhint %} You can activate split billing using the **Split Billing** option on the details page of your agreement. For instructions, see [Activate split billing](https://docs.platform.softwareone.com/modules-and-features/billing/pages/nI0cJvOVNPe0XLCnpEfS#id-1.-activate-split-billing).

Split billing option on the agreement details page

Once activated, the **Split billing** tab appears on the agreement’s details page. By default, the buyer associated with the agreement is set as the **Owner** buyer, and 100% billing is allocated to the Owner buyer. You can configure additional buyers using the **Edit** option. For more information, see [Configure Buyers for Split Billing](/modules-and-features/billing/split-billing/configure-buyers-for-split-billing).

Close option on the Split billing details tab

### Related topics {% content-ref url="/spaces/Z5DNbniz33mXCZoO62Rm/pages/sZloUFlsB6qHsbn394j7" %} [Configure buyers for split billing](/modules-and-features/billing/split-billing/configure-buyers-for-split-billing) {% endcontent-ref %} {% content-ref url="/spaces/Z5DNbniz33mXCZoO62Rm/pages/hlauAQCBizjaAYvEHI5n" %} [Set up split billing allocation](/modules-and-features/billing/split-billing/set-up-split-billing-allocation) {% endcontent-ref %} {% content-ref url="/spaces/Z5DNbniz33mXCZoO62Rm/pages/B0hEuHiys98YWBunBdaa" %} [Edit split billing](/modules-and-features/billing/split-billing/edit-split-billing) {% endcontent-ref %} {% content-ref url="/spaces/Z5DNbniz33mXCZoO62Rm/pages/aaHL8Kr8qeSd5vpL3gOy" %} [Split billing for change orders](/modules-and-features/billing/split-billing/split-billing-for-change-orders) {% endcontent-ref %} {% content-ref url="/spaces/Z5DNbniz33mXCZoO62Rm/pages/qCiwxvX9cdCxJSYYsnMU" %} [Review split billing configuration](/modules-and-features/billing/split-billing/review-split-billing-configuration) {% endcontent-ref %} {% content-ref url="/spaces/Z5DNbniz33mXCZoO62Rm/pages/xV1XyRA692RmEBb1HE4X" %} [Specify PO numbers for split billing](/modules-and-features/billing/split-billing/specify-po-numbers-for-split-billing) {% endcontent-ref %} # Configure buyers for split billing Define buyers and split subscription costs across those buyers. When split billing is activated, the platform assigns 100% of the billing to the default buyer in your agreement, known as the **Owner** buyer. You can configure additional buyers and distribute subscription costs across those buyers using the **Edit** option on the agreement details page.

The Edit option on the Split billing tab within the agreement.

## Configuring buyers for split billing When selecting buyers, there's no limit to the number of buyers you can select, meaning you can choose as many buyers as necessary to divide costs effectively. To configure buyers: 1. Open the details page of your agreement. Make sure that [split billing has been activated](/modules-and-features/billing#activate-split-billing) for the agreement. 2. On the **Split billing** tab, select **Edit**.

The Edit option on the Split billing tab.

3. In the **Split billing** dialog, select the buyers you wish to add. You can select only those buyers who are linked to the seller of this agreement. Additionally, the **Owner** buyer is selected by default, and you can't change it.

Select all buyers for split billing.

4. Select **Save**. Your newly added buyers are displayed on the **Split billing** tab in your agreement. {% hint style="info" %} **Need to add more buyers or remove a buyer?** Use the **Edit** option on the **Split billing** tab to manage buyers as necessary. For instructions, see [Edit split billing](/modules-and-features/billing/split-billing/edit-split-billing). {% endhint %} # Set up split billing allocation Set up percentage allocation for split billing. If you have [configured buyers](/modules-and-features/billing/split-billing/configure-buyers-for-split-billing), but have not defined the split breakdown yet, 100% of the subscription billing is allocated to the **Owner** buyer in your agreement. You can update the split to include additional buyers and allocate billing to those buyers. There are two ways to do this. You can configure the allocation from the subscription details page or the agreement details page. ### Configuring split billing (from the subscription details page) The **Split billing** tab on the subscription details page displays the allocation for all buyers and allows you to divide the billing across different buyers in your account. To set up allocations: 1. On the **Split billing** tab, select **Edit**. The **Edit** **split billing** dialog opens.

Edit split billing dialog

2. Enter the allocation percentage or estimated license count for the required buyers and select **Save**. Make sure that 100% of the cost is allocated.
The updated split details are displayed on the **Split billing** tab of your subscription. ### Configuring split billing (from the agreement details page) The **Split billing** tab within the agreement details page displays the allocation for your assigned buyers. Use the **Details** option for each buyer to adjust the billing percentage or the estimated license count. To split the billing: 1. On the **Agreements** page, select the required agreement. Ensure that [split billing is activated](/modules-and-features/billing#activate-split-billing), and [buyers are configured](/modules-and-features/billing/split-billing/configure-buyers-for-split-billing). 2. Select the **Split billing** tab. Your selected buyers are displayed. 3. Select the **Details** option for the buyer for whom you want to update the allocation.

Split billing tab

4. In the **Split billing** **details** dialog, select the **Edit** option corresponding to the required subscription.

Split billing details

5. In **Edit split details**, choose whether you want to update the allocation % or the estimated license count. The **allocation %** option is selected by default, but you select **ELC** if required. 1. **Allocation %** - Select this option to split the subscription billing based on the percentage. For example, you can split the total allocation percentage of 100% between two buyers as 30% and 70% respectively. 2. **ELC** - Select this option to split the billing based on the license count. For example, if you have 12 subscription licenses, you can split these between two buyers as 8 and 4 licenses, respectively. 6. Enter a value based on the split percentage or license count and click **Save**. Make sure that 100% of billing or all licenses are allocated. Otherwise, the platform displays a message.

Edit split billing

The allocation is updated for your selected buyer. Use the **Buyer** menu in the highlights panel to view allocation details for other buyers.

Buyers menu

7. Select **Close** to return to the **Split billing** tab. {% hint style="info" %} **Do you want to make modifications to the split allocation?** Allocation percentages can be modified using the **Edit split billing** dialog. For instructions, see [Edit split billing](/modules-and-features/billing/split-billing/edit-split-billing). {% endhint %} # Edit split billing Manage buyers and adjust their allocation percentages. If you need to update the list of buyers and adjust their allocation percentages after setting up split billing, you can easily do so through the interface. ### Adding or removing buyers After you've set up split billing, you can add new buyers and remove existing buyers as needed using the **Edit** option on the **Split billing** tab of your agreement.

Edit option on the Split billing tab

When removing buyers, only those without an allocation percentage can be removed. This means you'll need to assign the allocation percentage to another buyer before removing them from split billing. If an allocation exists for the buyers you wish to remove, the buyer checkbox is unavailable, as shown in the following image:

List of split billing buyers

### Updating the allocation percentage or license count {% hint style="info" %} This section describes how to update the allocation percentage using the subscription details page. You can also update the allocation via the agreement details page. {% endhint %} If you need to make any modifications to the allocation percentage for any of the buyers, you can edit the split billing details at any time. Follow these steps to edit the allocation percentage for a buyer: 1. Open the details page of the required subscription. 2. On the **Split billing** tab, click **Edit**. 3. In the **Edit split billing** dialog, make the necessary changes to the allocation percentage or license count. Make sure that 100% is allocated across buyers.

Edit split billing dialog

4. **Save** your changes. The **Split billing** tab displays the updated allocation details. Note that the changes only take effect in your next billing cycle. # Split billing for change orders Split billing when ordering additional licenses. In the Marketplace Platform, change orders are created when you add more licenses to your subscription and submit the order. If split billing is active for the agreement under which you are ordering additional licenses, you can select buyers and assign billing to those buyers when placing the order. {% hint style="info" %} Note that this method of split billing only works for certain products in the platform. {% endhint %} To split billing when ordering additional licenses using an existing agreement: 1. Navigate to the **Subscriptions** page. Then, select the desired subscription. 2. On the subscription details page, select **Edit**. Ensure that [split billing is activated](/modules-and-features/billing#activate-split-billing) for the agreement and that [buyers are configured](/modules-and-features/billing/split-billing/configure-buyers-for-split-billing). 3. Under **New Qty**, enter the new quantity, then select **Next**.

Items section

4. In the **Split billing** step, select the buyer to whom you want to allocate billing. * Select a buyer from the list to allocate billing according to the percentage you have set for the buyer. * Choose **None** to allocate billing based on the configured split percentages for this subscription.
5. Enter reference information as necessary, then select **Next**. 6. Review the information on each tab, then select **Place order** to submit your order. 7. Select **View Order** to navigate to the order details page. Otherwise, select **Close**. {% hint style="info" %} After you've submitted the change order, you might need to review your billing allocations. For instructions, see [Review Split Billing Configuration](/modules-and-features/billing/split-billing/review-split-billing-configuration). {% endhint %} # Review split billing configuration Review your configuration for split billing. The **Review** status on the **Details** tab of a change order indicates that a change has been made to the subscription. When you see this status, it means that you need to review the split billing configuration for the subscription, as it may need adjustment.

Review status and Edit option

You can review the allocation by clicking **Edit**. When the **Edit** dialog opens, review the details. If any changes are needed, you can update the split as necessary and then save your changes. # Specify PO numbers for split billing Specify purchase order numbers for additional buyers configured for split billing. In the Marketplace Platform, you can enter additional IDs or purchase order (PO) numbers when ordering a new subscription or adjusting license quantities. Once you've provided the number, it appears on your invoice. For information, see [How can I enter a purchase order number](/help-and-support/faqs/how-do-you-handle-purchase-order-numbers-in-subscription-based-models#client-guidance-on-po-numbers-and-invoices). Within the marketplace, the PO number is also displayed as Client ID on the **Details** tab of the agreement:

PO number/Client ID on the Details tab

When split billing is activated for the agreement and more buyers are added, the platform assigns the specified client ID to the Owner buyer. By default, no ID is assigned to the additional split billing buyers. If you want to assign IDs to additional buyers in your agreement, follow these steps: 1. Open the required agreement. Make sure that [split billing is activated](/modules-and-features/billing#activate-split-billing) and [buyers are configured](/modules-and-features/billing/split-billing/configure-buyers-for-split-billing). 2. On the agreement details page, select the **Split billing** tab. The buyers you've configured for the agreement are displayed.

Split billing tab

3. Select the actions icon (**•••**) for the desired buyer and select **Client ID**.

Client ID option under Actions

4. In the **Edit** dialog, enter the new ID or purchase order number and click **Save**.

Edit client ID dialog

The value is then updated and displayed as **Client ID** on the **Split billing** tab. This same value is also included on the buyer's invoice in your next billing cycle. If you are specifying a client ID for more buyers in the agreement, repeat the same steps for each buyer. You can also use the same steps to update the ID, including the client ID for the Owner buyer. # Catalog Browse products and items, and view product and vendor profiles. Use Catalog to browse products and items, compare pricing options, and review product and vendor profiles. ### Catalog topics
ItemsView purchasable items and available options./pages/M9jH30Z4EWpfh0EHiqbk
ProductsBrowse products available in the catalog./pages/ZOUqUEvh4Y3kblja8M8J
Product profilesReview product details and related information./pages/jBin8fFQ8E67obKh6fYN
Vendor profilesReview vendor details for products in the catalog./pages/VR9iCiG4FxXt0nQQ2ThM
# Items Browse individual items in the Marketplace. An item is an individual stock-keeping unit (SKU) within a product. ​Each item has its own specific name, billing model, commitment term, and billing period. A product can contain one or more items. For example, a Microsoft 365 product may include multiple subscription options with different billing and commitment terms. ### View items in the Marketplace ​To view all items in the catalog: 1. Go to **Catalog** > **Items**. 2. Browse the list of purchasable items. 3. Use filters and column customization options to refine the list and display the information most relevant to you.
### Review item details To view additional information, select an item name from the list. The item details page includes a full item description, associated pricing information, related product information. ### Order items Items cannot be ordered individually from the **Items** page. To order an item, start a purchase order or change order workflow. During the item selection step, available items are displayed so you can add them to your order. ### Related topics {% content-ref url="/spaces/Z5DNbniz33mXCZoO62Rm/pages/ZOUqUEvh4Y3kblja8M8J" %} [Products](/modules-and-features/catalog/products) {% endcontent-ref %} {% content-ref url="/spaces/Z5DNbniz33mXCZoO62Rm/pages/jBin8fFQ8E67obKh6fYN" %} [Product profiles](/modules-and-features/catalog/product-profiles) {% endcontent-ref %} {% content-ref url="/spaces/Z5DNbniz33mXCZoO62Rm/pages/VR9iCiG4FxXt0nQQ2ThM" %} [Vendor profiles](/modules-and-features/catalog/vendor-profiles) {% endcontent-ref %} # Products Browse purchasable software products in the Marketplace. A product is a software solution or service offered by a vendor. Each product includes one or more purchasable items, also called SKUs. Products can also include parameters that collect required order details, such as agreement data, contact details, and quantity. The **Products** page allows you to browse software products available in the Marketplace catalog. You can review product details, pricing information, available items (SKUs), and vendor information before starting a purchase. ### View products in the Marketplace To view the available products: 1. Go to **Catalog** > **Products**. The page displays a list of products available to your organization.

Use the Products page to view available products.

2. Browse the list of products. 3. Select a product to open its details page. ### Review product details The product details page provides additional information about the selected product, including associated items, pricing, and purchasing options. Depending on the product configuration, additional resources or related information may also be available. ### Order a product To start a purchase, open a product details page and select **Buy now**. The purchase wizard guides you through the ordering process, including: * Agreement selection * Licensee information * Item selection * Order review The available ordering steps may vary depending on the vendor and product configuration.

The purchase wizard containing a series of ordering steps.

### Related topics {% content-ref url="/spaces/Z5DNbniz33mXCZoO62Rm/pages/M9jH30Z4EWpfh0EHiqbk" %} [Items](/modules-and-features/catalog/items) {% endcontent-ref %} {% content-ref url="/spaces/Z5DNbniz33mXCZoO62Rm/pages/jBin8fFQ8E67obKh6fYN" %} [Product profiles](/modules-and-features/catalog/product-profiles) {% endcontent-ref %} {% content-ref url="/spaces/Z5DNbniz33mXCZoO62Rm/pages/VR9iCiG4FxXt0nQQ2ThM" %} [Vendor profiles](/modules-and-features/catalog/vendor-profiles) {% endcontent-ref %} # Product profiles Review broader product information and related resources. The **Product profiles** page provides detailed information about software products in the catalog. It consolidates key product details and supporting resources in one location, making it easier to evaluate products and explore related information. Each product profile can include product description, features and benefits, supporting documentation, related products, and resources. ### View product profiles To open the **Product profiles** page, select **Catalog** > **Product profiles** from the main menu. The page displays product profile cards and filters in the left sidebar. You can select a card to open the full profile and view details.

A list of Product Profiles in the SoftwareOne Marketplace.

### Filter product profiles Use filters to narrow the list of available profiles. You can combine multiple filters to refine your search. Available filters include: * **Category** – Filter by specific software categories, such as Accounting, Human Resources, Content Management Systems, and more. * **Industry** – Filter by business sectors or markets, such as Education, Hospitality, and more. * **Segment** – Filter by organization size. Common segments include Small Business, Mid-Market, Enterprise, and Startups. * **Vendor profile** – Filter profiles by vendors, such as Adobe, Microsoft, and more. To apply filters: 1. Select a filter type under **Filter by**. 2. Choose one or more filter values. 3. Select **Apply**. ### Related topics {% content-ref url="/spaces/Z5DNbniz33mXCZoO62Rm/pages/M9jH30Z4EWpfh0EHiqbk" %} [Items](/modules-and-features/catalog/items) {% endcontent-ref %} {% content-ref url="/spaces/Z5DNbniz33mXCZoO62Rm/pages/ZOUqUEvh4Y3kblja8M8J" %} [Products](/modules-and-features/catalog/products) {% endcontent-ref %} {% content-ref url="/spaces/Z5DNbniz33mXCZoO62Rm/pages/VR9iCiG4FxXt0nQQ2ThM" %} [Vendor profiles](/modules-and-features/catalog/vendor-profiles) {% endcontent-ref %} # Buy products from product profiles After reviewing a product profile, you can start the ordering process directly from within the profile. ### Buying products from product profiles To order products: 1. Go to **Catalog** > **Product profile**. 2. (Optional) Apply filters in the left sidebar to find the profile you want. 3. Select the profile to open its details page, then select **Buy now.** 4. Under **Select product**, choose the product you want to buy.
5. Choose **Select** to start the Purchase Wizard. 6. Complete the guided steps in the wizard to finalize and submit your purchase order. The steps may vary depending on the product and its vendor. # Vendor profiles Access vendor profiles to learn about all vendors in the SoftwareOne Marketplace. The **Vendor profiles** page provides detailed information about software vendors in the catalog. They consolidate key vendor information in one place, making it easier to evaluate vendors and explore their products and offerings. Each vendor profile may include a full vendor description, product portfolio, contact details, and supporting resources. ### View vendor profiles To open the **Vendor profiles** page, select **Catalog** > **Vendor profiles** from the main menu. The page displays vendor profile cards and filters in the left sidebar. You can select a card to open the full profile and view details.

A list of all vendor profiles in the SoftwareOne Marketplace.

{% hint style="info" %} * If you see any issue with a vendor profile, such as an outdated description or branding, incorrect or missing contact information, contact your SoftwareOne account manager or [Marketplace Platform Support](/help-and-support/contact-support). * Only profiles that are published by SoftwareOne or vendors can be viewed in the Marketplace. If you can't find the vendor you are looking for, it may be because they either don't have a profile yet or the profile isn't available for viewing. If you notice a missing vendor profile, contact your SoftwareOne account manager or [Marketplace Platform Support](/help-and-support/contact-support). {% endhint %} ### Related topics {% content-ref url="/spaces/Z5DNbniz33mXCZoO62Rm/pages/M9jH30Z4EWpfh0EHiqbk" %} [Items](/modules-and-features/catalog/items) {% endcontent-ref %} {% content-ref url="/spaces/Z5DNbniz33mXCZoO62Rm/pages/ZOUqUEvh4Y3kblja8M8J" %} [Products](/modules-and-features/catalog/products) {% endcontent-ref %} {% content-ref url="/spaces/Z5DNbniz33mXCZoO62Rm/pages/jBin8fFQ8E67obKh6fYN" %} [Product profiles](/modules-and-features/catalog/product-profiles) {% endcontent-ref %} # Chat Chat with users within your account or your SoftwareOne account team. Chat lets you start a conversation with other users in your Marketplace account and your SoftwareOne account team. It is available when the Helpdesk module is enabled for your account. The following chat types are supported: * **Direct chat** – Represents a one-to-one conversation with another user. * **Group chat** – Represents a conversation with multiple users. * **Case chat** – Represents a chat that is created automatically for a support case. Chat conversations are limited to active users within the same account. External users or users who are not part of an account cannot be added to a conversation. All chats stay saved, so you can return to them at any time. ### Chat topics
Start a direct chatSend a direct message to another user./pages/knDF1ll3nBRITkEXk7ob
Start a group chatStart a conversation with a group of users. /pages/bLArgFIJdmUp1vHiUYWi
Manage group chatsAdd participants, leave chat, & more. /pages/TvNbMdDTGWKluD4hVH2D
Mute or unmute chatsMute or unmute a chat. /pages/z0lvtbvUkFpSPKBbAu2d
Search for chat messagesFind messages in a chat./pages/kvKL74HtoRR37TsEg2gu
Edit or delete messages in chatUpdate or delete specific messages./pages/NZi8FLUWOBSqTj6mVj8B
# Start a direct chat Start a conversation with another user or a member of your SoftwareOne account team. A direct chat allows you to message any user in your account. You can also use it to reach a member of your SoftwareOne account team. When sending a message, you can format it using options, such as bold, italics, and underline. You can also use styles and lists to organize your message and add links or images. Additionally, you can use rich text formatting or switch to source code (HTML editor). ### Start a chat with a user in your account To start a direct chat: 1. Go to the **Chats** page. 2. Do one of the following: * Select **New chat**, then choose **Chat**. * In the left sidebar, select<svg xmlns="http://www.w3.org/2000/svg" height="24px" viewBox="0 -960 960 960" width="24px" fill="#666666"><path d="M440-440H200v-80h240v-240h80v240h240v80H520v240h-80v-240Z"/></svg>, then choose **Chat**. 3. In **Add chat**, select the person you want to chat with, then select **Add**. 4. Type your message in the chat message field. 5. Select **Send**. ### Start a chat with your account team You can send a message to a member of the SoftwareOne account team only if they have enabled the chat option. If chat is not enabled, messaging is unavailable. To start a chat: 1. Do one of the following: * On the **Home** page, look for the **Account team** widget. Then, select the chat icon for the person you want to chat with. * Go to **Helpdesk** > **Account team**. Then, under **Actions**, select **Chat**. 2. In the open chat window, type your message in the text field. 3. Select **Send**. # Start a group chat Start a group chat with multiple users. You can start a group chat with specific users in your account. When setting up the group chat, you can also add a group name and upload a logo. ### Start a group chat To start a group chat: 1. Go to the **Chats** page. 2. At the top of your chat list in the left sidebar, select<svg xmlns="http://www.w3.org/2000/svg" height="24px" viewBox="0 -960 960 960" width="24px" fill="#666666"><path d="M440-440H200v-80h240v-240h80v240h240v80H520v240h-80v-240Z"/></svg>, then choose **Group chat**. 3. In **Add group chat**, do the following: 1. Select the people you want to add to the chat, then select **Next**. 2. Enter a name for the group and, optionally, upload a photo. 4. Select **Add**. A new chat conversation window opens. 5. Type your message in the text box and select **Send** or press **Enter** to send your message. # Manage group chats Add participants, edit the chat name, or leave a group chat. ### Add a member to an existing chat If you are in a chat conversation, you can quickly add someone from your account to the chat. New users added to the chat can view all previous messages from the beginning of the chat. To invite participants to a chat: 1. On the **Chats** page, open the desired chat conversation. 2. Select the actions icon (**•••**), then choose **Add participant**. 3. In **Add participant**, select the user you want to invite. You can select multiple users. When done, select **Add**. ### Edit the chat name or logo To edit the chat name or logo: 1. On the **Chats** page, open the desired chat conversation. 2. Select the actions icon (**•••**), then choose **Edit**. 3. In **Edit group chat**, edit the chat group name and upload a new image as necessary. 4. Select **Save**. ### Leave a group chat To leave a group chat: 1. On the **Chats** page, open the desired chat conversation. 2. Select the actions icon (**•••**), then choose **Leave**. 3. In the **Leave chat** confirmation, select **Leave** to confirm. # Mute or unmute a chat Mute or unmute notifications for a chat. You can turn off notifications for a specific chat by muting it. Muted chats are indicated by a notifications off icon <svg xmlns="http://www.w3.org/2000/svg" height="24px" viewBox="0 -960 960 960" width="24px" fill="#666666"><path d="M160-200v-80h80v-280q0-33 8.5-65t25.5-61l60 60q-7 16-10.5 32.5T320-560v280h248L56-792l56-56 736 736-56 56-146-144H160Zm560-154-80-80v-126q0-66-47-113t-113-47q-26 0-50 8t-44 24l-58-58q20-16 43-28t49-18v-28q0-25 17.5-42.5T480-880q25 0 42.5 17.5T540-820v28q80 20 130 84.5T720-560v206Zm-276-50Zm36 324q-33 0-56.5-23.5T400-160h160q0 33-23.5 56.5T480-80Zm33-481Z"/></svg>in your chat list. Once you've muted a chat, you'll continue to receive messages, but you won't receive notifications. You can also unmute a previously muted chat if you change your mind. ### Mute a chat To mute a chat: 1. On the **Chats** page, open the desired chat conversation. 2. Select the actions icon (**•••**) in the right pane, then select **Mute.** 3. In the **Mute notifications** confirmation, select **Mute**. You'll no longer receive any alerts for new messages. ### Unmute a chat To unmute a chat: 1. Go to the desired chat, then select the actions icon (**•••**). 2. Select **Unmute**. 3. In the **Unmute notifications** confirmation, select **Unmute**. The chat is unmuted, and you start receiving alerts again. # Search for chat messages Find specific chats or messages in a chat. There are two ways to use the search feature in Chat: * You can use the **Search** option in the left sidebar to locate a specific chat or group. * Additionally, you can use the magnifying glass icon <svg xmlns="http://www.w3.org/2000/svg" height="24px" viewBox="0 -960 960 960" width="24px" fill="#666666"><path d="M440-440H200v-80h240v-240h80v240h240v80H520v240h-80v-240Z"/></svg> within a specific chat to find what you are looking for. ### Find a chat from the chat list To find a chat in your list of chats: 1. Open the **Chat** page. 2. In the left sidebar, type a keyword in the **Search** box. You can find a chat by chat ID, name, or specific message. All chats that meet your search criteria are displayed. 3. Select the chat to open it. ### Search for a message inside a specific chat To search for a specific message within a chat: 1. On the **Chats** page, open the desired chat conversation. 2. Select the magnifying glass icon <svg xmlns="http://www.w3.org/2000/svg" height="24px" viewBox="0 -960 960 960" width="24px" fill="#666666"><path d="M440-440H200v-80h240v-240h80v240h240v80H520v240h-80v-240Z"/></svg>. 3. Enter the keyword you want to find (for example, invoice). 4. Browse through the highlighted matching messages. 5. Select **Close** to close the search bar. # Edit or delete messages in chat Manage your messages in a chat conversation. You can edit or delete any messages you have sent in a chat conversation. This applies to both direct chats and group chats. Only the messages that you sent can be edited or deleted. You cannot edit or delete messages sent by others. Once a message is deleted, it cannot be recovered. Deleted messages show this text: *This message was deleted.* There's no limit to the number of times you can edit a message. Edited messages include the word *edited*. ### Edit or delete a message To edit or delete a message: 1. Open the **Chats** page. 2. Select the required chat conversation. 3. Find the message you want to edit or delete. 4. Select the actions icon (**•••**) at the top of the message. 5. Do the following: * To edit the message, select **Edit**. Type the new message in the text field, then select **Confirm** to send it. * To delete the message, select **Delete**. In the **Delete message** confirmation, select **Delete** to confirm. # Helpdesk Contact your account team, manage support cases, and share product feedback. Use Helpdesk to contact your account team, create and track cases, and share feedback about the Marketplace. ### Helpdesk topics
Account teamFind the SoftwareOne contacts for your account./pages/mkYCiuKddObunkT2yH66
CasesView and manage support cases./pages/pFlfx4GGRB2O42d1BKeu
FeedbackShare ideas and product feedback with us./pages/lGZa3fJ6yy5WlrC7rCWU
# Account team View your SoftwareOne account team members in the platform. The **Account team** page displays the SoftwareOne account team responsible for managing and supporting your account. ### View your account team To view your SoftwareOne account team, select **Helpdesk** > **Account team** from the main menu. This page shows the names of individual team members and enables you to start a chat conversation with them. You can also send an email or contact them by phone, based on their preferred communication methods.

Account team page in the Marketplace Platform.

# Cases Learn about cases and how to manage them in the SoftwareOne Marketplace. A case is a support request or inquiry created when you need more information or help with an issue. Cases allow you to communicate with SoftwareOne and track the progress of your request. Each case includes important details, such as the case ID, reporter, assignee, status, and the conversation between you and the assignee or individual handling your case. As the issue is reviewed, the case status is updated so you can monitor its progress. In the SoftwareOne Marketplace, each case includes a conversation thread, also called case chat, that lets you communicate with the assignee handling your case. ### Cases page You can view and track your cases through the **Cases** page. From this page, you can also add a case using the **Add** option. To open the page, choose **Helpdesk** > **Cases** from the main menu.

Use the Cases page to add, view, and manage cases.

On the **Cases** page, you can use the **Actions** column to mark a case as completed. You can also select a case ID to view its full case details and perform case‑management actions. ### Related topics {% content-ref url="/spaces/Z5DNbniz33mXCZoO62Rm/pages/RQbBsq7E39OIZYkcZNvN" %} [Case states](/modules-and-features/helpdesk/cases/case-states) {% endcontent-ref %} {% content-ref url="/spaces/Z5DNbniz33mXCZoO62Rm/pages/W2kKHl0SQ8yTO4ZSO4b6" %} [Create case](/modules-and-features/helpdesk/cases/create-case) {% endcontent-ref %} {% content-ref url="/spaces/Z5DNbniz33mXCZoO62Rm/pages/mUna5UXgiYpvRbL4er4j" %} [View cases](/modules-and-features/helpdesk/cases/view-cases) {% endcontent-ref %} {% content-ref url="/spaces/Z5DNbniz33mXCZoO62Rm/pages/BXREGZxMUdCcJWf5Lty1" %} [Reopen case](/modules-and-features/helpdesk/cases/reopen-case) {% endcontent-ref %} {% content-ref url="/spaces/Z5DNbniz33mXCZoO62Rm/pages/XegxwQn6bx4mvXyD6Yiq" %} [Complete case](/modules-and-features/helpdesk/cases/complete-case) {% endcontent-ref %} # Case states Learn about the different states of a case. A case represents a request, incident, or inquiry exchanged between reporters and assignees in the Marketplace Platform. A case can currently exist in these states after it has been created: **Processing**, **Querying**, or **Completed**. The following diagram shows the transitions between these states:

The state transition diagram of a case.

The following table describes the different states:
StateDefinition
ProcessingThe case has been submitted. It has been assigned and is being worked on by the assignee.
QueryingThe assignee has requested additional information or clarification from the reporter to proceed further.
CompletedThe case has been resolved and closed by either the reporter or the assignee. You can reopen a close case at any time.
# Create case You can create a support case from any of the following locations: * Select the help icon :circle-question: in the header, then choose **Need help**. * Go to **Helpdesk** > **Cases**, then select **Add**. * Go to **Chats**, then select **+ Support case**. Regardless of where you start, the same **Add case** wizard opens. ### Create a case To create a case: 1. Open the **Add case** flow from one of the available entry points. 2. In the guided **Add case** flow, complete the following steps: 1. Select the area you need help with, then select **Next**. 2. Review the available self-help resources. If you still need assistance, select **Next** to continue. 3. Provide details about your request or issue. 4. Select **Add** to submit the case. After you submit the case, it is routed to the appropriate team based on the information you provide. You can view your submitted case on the **Cases** page. For more details, see [View cases](/modules-and-features/helpdesk/cases/view-cases). # View cases You can view your support cases on the **Cases** page, including cases that are **processing**, **querying**, or **completed**. ### View your cases To view your cases: 1. Go to **Helpdesk** > **Cases**. 2. Review the list of all cases. The list includes key information such as the case ID, reporter, assignee, creation date, and current status. ### Open case details There are two ways to view detailed information for a case, including messages, parameters, attachments, and more. You can do this from the **Helpdesk** > **Cases** page, or directly from the **Chats** page. #### From the Cases page To open case details from the **Cases** page: 1. Go to **Helpdesk** > **Cases**. 2. (Optional) Use the <svg xmlns="http://www.w3.org/2000/svg" height="24px" viewBox="0 -960 960 960" width="24px" fill="#5f6368"><path d="M400-240v-80h160v80H400ZM240-440v-80h480v80H240ZM120-640v-80h720v80H120Z"/></svg>**Filter** option to locate the desired case. 3. Select the case ID to open the case details. #### From the Chats page To open case details from the **Chats** page: 1. Go to **Chats**. 2. (Optional) Use the <svg xmlns="http://www.w3.org/2000/svg" height="24px" viewBox="0 -960 960 960" width="24px" fill="#5f6368"><path d="M400-240v-80h160v80H400ZM240-440v-80h480v80H240ZM120-640v-80h720v80H120Z"/></svg>**Filter** option in the chat list to filter support cases. 3. Select a case to open the case details. # Complete case Complete (or close) a case chat if your issue is resolved. You can mark a case as **Complete** when your issue has been resolved and no further assistance is needed. Completing a case closes it. Any user in the account can close a case, regardless of who created it. If additional assistance is required later, you can reopen the case. For more information, see [Reopen case](/modules-and-features/helpdesk/cases/reopen-case). ### Complete a case from the Cases page To close a case from the **Cases** page: 1. Go to **Helpdesk** > **Cases**. 2. (Optional) Use filters to find the desired case. 3. Select the case ID. 4. In the details pane, select the actions icon (**•••**). 5. Under **Case**, select **Complete**. 6. Confirm that you want to complete the case. The case status changes to **Completed**. ### Complete a case from the Chats page To close a case from the **Chats** page: 1. Go to **Chats**. 2. (Optional) Use <svg xmlns="http://www.w3.org/2000/svg" height="24px" viewBox="0 -960 960 960" width="24px" fill="#5f6368"><path d="M400-240v-80h160v80H400ZM240-440v-80h480v80H240ZM120-640v-80h720v80H120Z"/></svg>**Filters** at the top of your chat list to find the desired case. 3. Select the case. 4. In the chat window, select the actions icon (**•••**). 5. Under **Case**, select **Complete**. 6. Confirm that you want to complete the case. The case status changes to **Completed**. # Reopen case Reopen a closed case from the Chats page. You can reopen a completed support case at any time if the issue remains unresolved. When a case is reopened, its status changes from **Completed** to **Processing**. By default, the case is reassigned to the last assignee who handled it. You can reopen a completed case from either the **Cases** page or the **Chat** page. ### Reopen a case from the Cases page To reopen a completed case from the **Cases** page: 1. Go to **Helpdesk** > **Cases**. 2. (Optional) Use filters to find the desired case. 3. Select the case ID. 4. In the case details pane, select the actions icon (**•••**), then choose **Reopen**. 5. Confirm that you want to open the case. The case status changes to **Processing**. ### Reopen a case from the Chats page To reopen a completed case from the **Chats** page: 1. Go to the **Chats** page. 2. (Optional) Use the <svg xmlns="http://www.w3.org/2000/svg" height="24px" viewBox="0 -960 960 960" width="24px" fill="#5f6368"><path d="M400-240v-80h160v80H400ZM240-440v-80h480v80H240ZM120-640v-80h720v80H120Z"/></svg>**Filter** option at the top of your chat list to find the desired case. 3. Select the case. 4. In the chat window, select the actions icon (**•••**). 5. Under **Case**, select **Reopen**. 6. Confirm that you want to open the case. The case status changes to **Processing**. # Feedback Share your ideas and feedback with SoftwareOne. The **Feedback** page lets you share comments, suggestions, and ideas for improving SoftwareOne Marketplace. Your feedback helps us improve the platform. We welcome all feedback about your experience, including both positive and negative experiences. ### Submit feedback You can provide feedback by selecting the help icon in the header or through the **Feedback** page. * To submit feedback using the help icon, select :circle-question:, then choose **Share Feedback**. * To submit feedback from the **Feedback** page, go to **Helpdesk** > **Feedback**, then select **Share Feedback**. When submitting feedback, you can add your comments, attach files, and rate your experience. For guidance on what information to include, see [Share feedback](/help-and-support/share-feedback).

Rate your experience and describe your feedback.

### Related topics {% content-ref url="/spaces/Z5DNbniz33mXCZoO62Rm/pages/S1Y6ETVdhoG3fTRbtoUL" %} [Feedback states](/modules-and-features/helpdesk/feedback/feedback-states) {% endcontent-ref %} {% content-ref url="/spaces/Z5DNbniz33mXCZoO62Rm/pages/LiuGvckgssSSBSmzyqTT" %} [Share feedback](/help-and-support/share-feedback) {% endcontent-ref %} {% content-ref url="/spaces/Z5DNbniz33mXCZoO62Rm/pages/cA8K4B9wTbHW8bHPkq0N" %} [View feedback](/modules-and-features/helpdesk/feedback/view-feedback) {% endcontent-ref %} {% content-ref url="/spaces/Z5DNbniz33mXCZoO62Rm/pages/33kBvLsV9288qfyZBxh7" %} [Edit or delete feedback](/modules-and-features/helpdesk/feedback/edit-or-delete-feedback) {% endcontent-ref %} # Feedback states Learn about the different states of a feedback item. Feedback represents your experience, comments, and suggestions about the SoftwareOne Marketplace and how we can improve it. A feedback item can be in one of these states: **Submitted**, **Reviewed**, or **Deleted**. The following diagram shows the transitions between these states:

The state transition diagram of a feedback item.

The following table describes the different states:
StateDefinition
SubmittedThe feedback has been submitted, but it's yet to be reviewed by SoftwareOne.
ReviewedSoftwareOne has reviewed your feedback. If it's valid and actionable, we will handle it according to our project roadmap.
DeletedThe feedback is removed and no longer exists.
# View feedback This topic describes how to view a list of feedback items you have submitted, as well as details about a specific feedback item. ### View submitted feedback To view submitted feedback: 1. Go to **Helpdesk** > **Feedback**. 2. View the list of all submitted feedback items displayed on the page. 3. Review information such as **rating**, **status**, and other fields.

Use the Feedback page to view and manage your submitted feedback.

### Open feedback details The feedback details page shows more information for a specific feedback. To view details: 1. Go to **Helpdesk** > **Feedback**. 2. (Optional) Use filters to find the desired feedback. 3. Select the feedback ID to view information, such as the account under which the feedback was created, the individual who created it, and the rating.

Use the feedback details page to view additional details.

4. Use the tabs on the feedback details page to access different types of information:
TabDescription
GeneralShows the subject and description of the feedback.
AttachmentsShows all files attached to the feedback. To add more files, select Add.
NotesShows any comments that SoftwareOne added to the feedback.
Audit trailShows the audit trail for the feedback.
# Edit or delete feedback Manage the feedback you've shared with SoftwareOne. If you picked the wrong rating by mistake or want to update your comments or suggestions, you can edit the feedback you've created. You also delete the feedback if you changed your mind or no longer want to share your experience. Feedback can only be edited or deleted if it's yet to be reviewed by SoftwareOne. If the feedback is already in a **Reviewed** state, it cannot be modified. ### Edit feedback To update your feedback item: 1. Go to **Helpdesk** > **Feedback**. 2. (Optional) Use filters to locate the desired feedback. 3. Select the feedback. 4. On the feedback details page, select the dropdown arrow , then choose **Edit**. 5. In **Edit feedback**, do the following: 1. Change your feedback rating and description as necessary. 2. Select **Save**.

Edit your submitted feedback.

### Delete feedback {% hint style="warning" %} Deleted feedback cannot be recovered. {% endhint %} To delete your feedback permanently: 1. Go to **Helpdesk** > **Feedback**. 2. (Optional) Use filters to locate the desired feedback. 3. Select the feedback. 4. On the feedback details page, select the dropdown arrow , then choose **Delete**. 5. In **Delete feedback**, select **Delete**.

Delete your feedback permanently.

# Inventory Access your license agreements and software assets. Use Inventory to understand the terms and conditions of your license agreements to ensure compliance and track your software assets. ### Inventory topics
License agreementsView your license agreements, create alerts for true-ups, renewals, and expiring contracts./pages/OGGJnXH8IrZvpBAXFQBQ
Software assetsManage your software asset spending across your organization./pages/wkqY6p5lMc9K6JclB4nI
# License agreements A license agreement is a contract that outlines the conditions and terms under which an organization can use a specific software. Using the Client Portal's License Agreements module, you can easily view and manage your license agreements and gain visibility into the entitlement data associated with those agreements. You can also create alerts for true-ups, renewals, and expiring contracts. Watch the following video guide on how to work with license agreements: {% embed url="" %} Watch a quick video guide showing how to use license agreements. {% endembed %} ## Searching for your agreements The License Agreements page contains filters to help you find the agreement you want to view or manage. You can search using filters, including agreement or enrollment number, publisher, start/expiration date, status, and more. To find an agreement: * Specify the search parameters, then select **Search**. A list of agreements matching the criteria is displayed. You can then view detailed information or export the agreement to any of the available formats. ## Using the grid and timeline view By default, the License Agreements page displays the agreement data in a Grid View. You can customize the data to show selected columns and rearrange them in the order you wish. You can also change the view and select **Timeline View** to view your agreements as a timeline. The timeline view allows you to track and visualize your expiring agreements. By selecting **Export to PDF**, you can export the timeline view to a PDF file. Note that you must have a PDF reader installed on your system to view the exported PDF document. ## Exporting license agreement reports You can export an individual license agreement or all of your agreements. To export an individual license agreement: 1. On the **License Agreements** page, find the contract you want to export. 2. Select the actions icon (•••) and choose **Export to PDF**, **Export to CSV**, or **Export to Excel**. Your report is queued for processing, and a confirmation message is displayed. To export all of your license agreements: 1. On the **License Agreements** page, hover over the **Exports** option and select **Contracts**. The **Create New Report - Contracts** page opens. 2. Choose the format for your report, schedule frequency, and specify the start and the expiration date of your contract. 3. Select a template and provide a name for your report. If you don't want to use any template, choose **None** from the list. 4. Choose the delivery method, then select **Run** or **Create**, depending on whether you are creating a run-once or a scheduled report. Once your export is complete, you can view it by hovering over **Exports** and selecting **Go to My Reports**. This link will take you directly to your generated reports page. Alternatively, select the main menu of the Client Portal and navigate to **Analyze** > **Reports**. To learn more about reports and their features, see [Reports](/modules-and-features/other-tools/reports). ## Exporting the expiration date to Outlook You can export an agreement expiration date to Outlook to keep track of your expiring agreements. Note that Outlook reminders can only be set for contracts that have an end date specified. If the contract doesn't have an end date, a message is displayed. To set up a reminder in Outlook: 1. On the License Agreements page, search for your agreement. 2. Do one of the following: * Select the Actions icon and choose **Outlook Export**. * Open the agreement and select **Outlook Export** in the upper right. 3. When the download completes, open the downloaded file in Outlook. 4. Verify the agreement details and save the event in your calendar. ## Viewing agreement details You can view the details of your agreement by selecting it from the License Agreements page. When the License Agreement Details page opens, the following information is displayed:
FieldDescription
DescriptionThe name of the agreement.
PublisherThe publisher of the software for which the agreement is created.
SoftwareOne Contract No.A unique number assigned to your agreement by SoftwareOne.
Contract Duration

The start and expiration date of the agreement. The duration also shows the agreement status:

  • Red indicates that your agreement has expired.
  • Yellow indicates that your agreement is expiring soon.
  • Green indicates that your agreement is active.
License ModelThe licensing model that applies to your contract.
Agreement No.A unique number assigned to your agreement by the publisher.
Remaining DaysThe number of days remaining before your contract expires.
Customer NameThe name of the customer.
Contract TypeThe type of contract.
Enrollment No.The enrollment number assigned to your contract by the publisher.
Anniversary DateThe renewal date of the agreement.
CurrencyThe currency of the agreement.
LevelThe price level of the agreement.
CommentsOption to add and save your comments.
The details page also contains tabs that you can use to view and manage specific details. {% tabs %} {% tab title="Keys" %} Displays a list of products associated with the agreement and their license keys. You can also add new license keys or delete existing keys. **Adding keys** You can add a new license key by selecting **Add License Key** and providing the product name and the license key. **Deleting keys** You can delete a key by selecting **Delete** from the **Actions** column. {% endtab %} {% tab title="Documents" %} Displays a list of documents associated with the agreement, such as license certificates and purchase orders (if applicable)*.* You can add, download, and delete these documents. **Adding new documents** You can add new documents by selecting **Add a Document** and then uploading the document. To upload, select the file from your system or drag the file into the location. **Deleting documents** You can delete a document by selecting **Delete** from the **Actions** column. Note that deleted documents cannot be recovered. **Downloading documents** You can download a document by either clicking the filename or by selecting **Open** from the **Actions** column. {% endtab %} {% tab title="Companies" %} Displays the company/entity that is associated with the agreement. Note that you cannot modify any information on this tab. {% endtab %} {% tab title="Alerts" %} Displays all alerts for the agreement and allows you to create and delete alerts. **Adding new alerts** You can add a new alert by selecting **Add Alert**. When the Add Alert page opens, add a subject line and then specify the email address to which the alert should be sent. Note that you can add three email addresses separated by a semicolon. Next, choose the alert type (**Agreement Expiration**, **True Up**, or **Renewal**) and specify how frequently you wish to be notified. You can select the frequency from the list or enter a date. **Delete alerts** You can delete an alert by selecting **Delete** from the **Actions** column. {% endtab %} {% tab title="Related Documents" %} Displays transactions, such as quotes, orders, invoices, and credit memos associated with the agreement. You can view the transaction details and export the information to PDF or Excel. **Viewing details** You can view the details by selecting the row or by selecting **View** from the **Actions** column. **Exporting files** You can export the information by selecting the actions icon (•••) and choosing **Export to PDF**, **Export to Excel (CSV)**, or **Export to Excel (XLSX)**. {% endtab %} {% endtabs %} # Software assets With Software Asset Spend Management, you can oversee and manage your software asset spending across your organization. You can also export your software assets to other Software Asset Management (SAM) tools and import software assets, including those not procured through SoftwareOne. The Software Assets module, offered as part of Cloud Managed Services, allows you to manage your software assets and inventory for software purchased through SoftwareOne. To access this module, select **Inventory** > **Software Assets** from the main menu. {% embed url="" %} Watch this video guide showing how to use the Software Assets module in the Marketplace. {% endembed %} # View software assets The **Software Assets** page provides an overview of your active software subscriptions, current spending, and total spending. To view software assets: 1. Go to **Inventory** > **Software Assets**. 2. Use the search options to view your software asset inventory list. You can search using a purchase order number or reference number. You can search by purchase order number or reference number. Additionally, you can apply available filters or expand **Show more options** to access advanced filters. 3. Review details on two tabs: Software Assets and Financial Transactions. * The **Software Assets** tab allows you to view only your active software subscriptions and current spending. Please note that it does not show past payments. * The **Financial Transactions** tab provides a comprehensive view of your total spending on all software, including both subscriptions and past transactions. # Export and import software assets The **Export** option on the **Software Assets** page enables you to download your software asset inventory in various formats. You can use these exports to create quick reports and organize your data in the commonly configured format (including column names and order) compatible with several Software Asset Management (SAM) tools, such as Aspera, Miss Marple, Snow, Flexera, and others. To export software assets: 1. Go to **Inventory** > **Software Assets**. 2. Hover over the **Export** option. 3. Select your preferred export format. 4. In **Create New Report**, fill out the required fields. 5. Select **Run** to initiate the export. {% hint style="info" %} Depending on your SAM Tool setup, the standard reporting templates might require some adjustments. To learn about the reporting templates, see [Reports](/modules-and-features/other-tools/reports). {% endhint %} ### Import software assets Our entitlement services allow you to import your software assets into the Marketplace Platform, even those not purchased through SoftwareOne. For information on entitlement services and how to import your assets, [contact support](/help-and-support/contact-support). # Marketplace Manage agreements, orders, subscriptions, assets, and entitlements in Marketplace. Marketplace provides access to agreements, orders, subscriptions, assets, and entitlements. Use the topics in this section to learn about these areas and perform common management tasks. ### Marketplace topics
AgreementsView, manage, and terminate agreements./pages/FiMhzTUlW2fNsGt8t0Lb
AssetsTrack and manage one-time purchases./pages/rBG9axQ8MNU3PoVRDqot
EntitlementsReview your entitlements./pages/SBIcGObEmLvlxJEwneoK
OrdersAccess, manage, and track your orders./pages/L2wO8yMmPeVF1pEzzT8H
SubscriptionsEdit, update, and review your subscriptions./pages/NW2AiNohwjJO5pPqKEP6
# Agreements An agreement establishes the terms and conditions of a transaction in the Marketplace. It defines the relationships among buyers, sellers, and licensees, and is required for placing orders and creating subscriptions. Marketplace agreements can include one or more subscriptions. Each subscription contributes to the total agreement value based on its type (quantity‑based or usage‑based). For information on these subscription types, see [Subscription models](/modules-and-features/marketplace/subscriptions#subscription-models). ### Agreements page The **Agreements** page displays a list of your agreements and allows you to manage them. To open the page, choose **Marketplace** > **Agreements** from the main menu.

Use the Agreements page to view and manage agreements.

On the agreements page, you can view various details for an agreement, including the agreement ID, entities (such as buyers and sellers) for the agreement, estimated agreement value, status, and more. You can also select an agreement to view detailed information organized across several tabs. The information available includes a list of entitlements, assets, and subscriptions, file attachments and certificates, and more. For details, see [View agreements](/modules-and-features/marketplace/agreements/view-agreements). ### Estimated values Agreements display estimated values to indicate expected costs. The estimated values are indicative, and the final billed amount is always confirmed in the invoice. * **Estimated agreement value** – Represents the total estimated value for all subscriptions included in the agreement. * For quantity‑based subscriptions, the estimated value is based on the number of licenses within the agreement. * For usage‑based subscriptions, estimated values appear only if provided by the vendor. If no estimate is available, the agreement value might be partial or empty. As a result, agreements that include usage‑based subscriptions might not show a complete total value. * **Estimated subscription value** – Represents an estimate of the expected total cost for the subscription. It's an optional value provided by the vendor and applies to usage‑based subscriptions. It is for informational purposes only and is not used for billing. For more information, see [Subscriptions](/modules-and-features/marketplace/subscriptions). Estimated values, when available, are displayed on both agreements and agreement details pages, as well as subscriptions and subscription details pages. If a value is unavailable, the corresponding field displays an em dash “—”.
Example: Estimated agreement value with usage-based subscriptions The following image shows an agreement that includes usage-based subscriptions along with the estimated value.

The estimated value appears under SPx (agreement estimated sales price).

Example: Estimated subscription values for usage-based subscriptions The following image shows a usage-based subscription where the estimated value is not provided:

The em dash (“—”) indicates no estimated value is provided.

The following image shows a usage-based subscription where the estimated value is provided:

When the vendor provides an estimated value, it appears under Subscription SPx.

### Related topics {% content-ref url="/spaces/Z5DNbniz33mXCZoO62Rm/pages/nxThoYUyK3Q6X3DkbVLf" %} [Agreement states](/modules-and-features/marketplace/agreements/agreement-states) {% endcontent-ref %} {% content-ref url="/spaces/Z5DNbniz33mXCZoO62Rm/pages/ksdLQTfCL09Pj8dW3JTj" %} [View agreements](/modules-and-features/marketplace/agreements/view-agreements) {% endcontent-ref %} {% content-ref url="/spaces/Z5DNbniz33mXCZoO62Rm/pages/n8X7v7obSTrxUntDta7A" %} [Terminate agreement](/modules-and-features/marketplace/agreements/terminate-agreements) {% endcontent-ref %} {% content-ref url="/spaces/Z5DNbniz33mXCZoO62Rm/pages/2xkmaJUWiQP9eKRDCAEC" %} [Rename agreement](/modules-and-features/marketplace/agreements/rename-an-agreement) {% endcontent-ref %} {% content-ref url="/spaces/Z5DNbniz33mXCZoO62Rm/pages/5l77WnT24ta5oAAl1YRp" %} [Add or update additional client ID](/modules-and-features/marketplace/agreements/edit-agreement-id) {% endcontent-ref %} {% content-ref url="/spaces/Z5DNbniz33mXCZoO62Rm/pages/5XkAERkzvcF4qnqTvbvT" %} [View or download agreement files](/modules-and-features/marketplace/agreements/view-and-download-attachments) {% endcontent-ref %} # Agreement states Learn about the different states of an agreement. An agreement is a record that establishes the terms and conditions of a transaction in the Marketplace. An agreement can be in one of these states: **Draft**, **Deleted**, **Provisioning**, **Failed**, **Active**, **Updating**, or **Terminated**. The following diagram shows the transitions between these states:

The state transition diagram of an agreement.

The following table describes the different states:
StateDefinition
DraftThe agreement is saved as a draft because the purchase order is saved for later during the ordering process.
DeletedThe draft agreement is deleted because the draft purchase order associated with the agreement is deleted.
ProvisioningThe agreement is sent to the vendor and is pending fulfilment.
FailedThe agreement has failed because the vendor or SoftwareOne canceled the purchase order.
ActiveThe vendor has completed the purchase order, and the agreement is active. Active agreements have at least one active subscription and no open orders.
UpdatingA business transaction or a change order is in progress for at least one subscription within the agreement.
TerminatedThe agreement is terminated. It no longer contains an active subscription.
# View agreements This topic describes how to view your agreements, as well as details about a specific agreement in the Marketplace. ### View the agreement list To view your agreements: 1. Go to **Marketplace** > **Agreements**. 2. View the list of all agreements displayed on the page. 3. Check key details, such as the agreement name, related product, agreement status, estimated sales price, and more.

Use the Agreements page to view and manage agreements.

### Open agreement details On the agreement details page, you can view detailed information for the agreement. Some information is read-only, while others include links that allow you to navigate to further details. To view agreement details: 1. Go to **Marketplace** > **Agreements**. 2. Select the agreement you want to view. The agreement details page opens. 3. Use the tabs to view different types of information:
TabDescription
GeneralShows the most up-to-date information for the agreement.
SubscriptionsShows all subscriptions that exist within the agreement and the details of those subscriptions.
AssetsShows your one-time purchases. One-time purchase items are non-subscription items where you own the license indefinitely.
EntitlementsShows your purchased items along with their details, including quantity, pricing, status, and more.
ParametersShows the ordering and fulfillment parameters.
EntitiesShows the entities linked to the agreement, including licensees, buyers, and sellers.
OrdersShows all orders within the agreement. Select an order to view the order details page.
Split billingShows buyers configured for split billing, if enabled. For details, see Configure buyers for split billing.
AttachmentsShows all files attached to the agreement.
TermsShows the terms associated with the agreement, and displays when they were accepted and by whom.
DetailsShows reference details, additional IDs, and timestamps.
Audit trailShows the audit trail for the agreement.
# Terminate agreement Cancel an active Marketplace agreement. You can terminate an agreement by submitting a termination order. When you terminate an agreement, all subscriptions with the agreement are cancelled. Once terminated, the agreement can't be restored or used when ordering new subscriptions. However, it can still be accessed within the platform. ### Before you begin Before terminating an agreement, note the following points: * You can only terminate an active agreement. * Creating a termination order doesn't immediately cancel your agreement. An agreement is terminated only after approval by the vendor. ### Terminate an agreement To terminate an agreement: 1. Go to **Marketplace** > **Agreements**. 2. (Optional) Use filters to find the required agreement. 3. Select the agreement. 4. On the agreement details page, select the dropdown arrow , then choose **Terminate**.

Use the Terminate Agreement wizard to submit a termination order for the agreement.

5. In the guided **Terminate agreement** flow, do the following: 1. **Items** – Make sure the new item quantity is displayed as 0. Then, select **Next**. 2. **Order details** – Add or update the additional ID and notes as needed. When done, select **Next**. 3. **Review order** – Check the order details, then select **Place order** to submit your order. 4. **Summary** – Select **View order** to open the details page or select **Close**. Once the termination order is submitted, the status of the agreement changes from **Active** to **Updating**. When the order has been processed and all subscriptions in the agreement are canceled, the status changes to **Terminated**. # Rename agreement Update the agreement name. If your account contains multiple agreements, you can rename those agreements. Only active agreements can be renamed. When choosing a new agreement name, we recommend providing a name that will help you find or locate the agreement in your list of agreements. Additionally, when renaming, ensure that the new name is not blank. Otherwise, the platform displays an error. ### Rename an agreement To rename an agreement: 1. Go to **Marketplace** > **Agreements**. 2. Find the agreement you want to rename. 3. On the agreement details page, select the dropdown arrow, then select **Rename**. 4. In the **Rename** dialog, enter the new name. 5. Select **Save**. The agreement name is updated in the Marketplace.

Use the Rename dialog to edit the agreement name.

# Add or update additional client ID Add or update the additional client ID for an order. The **Additional Client ID** field is a reference number associated with an agreement. It is provided when an order is placed and, if included, appears in this field. If no number is entered at the time of ordering, you can add it manually later. This reference is shown on your invoices as the **PO number** to help you match them for billing and invoicing purposes. {% hint style="info" %} If the number exceeds 20 characters, only the first 16 characters are shown on the invoice, followed by 3 dots (...). For more information, see [Understand your billing documents.](/modules-and-features/billing/understand-your-billing-documents) {% endhint %} ### Add or update the additional client ID To add or update the Additional Client ID: 1. Go to **Marketplace** > **Agreements**. 2. Select the required agreement. 3. On the agreement details page, select the **Details** tab, then select **Edit**.

Select Edit on the Details tab to update the additional client ID.

4. In the **Edit ID** dialog, add or update the client ID, then select **Save**. # View or download agreement files Access files related to your agreement. The **Attachments** tab within the agreement details page shows all files associated with your agreement. These files can include invoice PDFs, Excel files, license keys, or any other file added by SoftwareOne or the vendor. This topic describes how you can view and download these files. {% hint style="info" %} * License keys can only be viewed and copied, not downloaded. * If the agreement is still provisioning, the **Attachments** tab will be empty. * You can only view and download agreement attachments. You cannot add new files. {% endhint %} ### View or download the agreement files To view or download agreement files: 1. Go to **Marketplace** > **Agreements**. 2. Select the required agreement. 3. On the agreement details page, select the **Attachments** tab.

Use the Attachments tab to view and download files.

4. Select the file name in the **Reference** column to download it to your system. # Assets Assets are one-time purchase items or perpetual licenses. ​Unlike subscription items that require ongoing payments to keep the license active, a perpetual license remains valid indefinitely and doesn't require recurring payments. This means assets do not renew. You buy them once, then keep access based on the purchase terms. ​Use the **Assets** page to review your assets, open asset details, and track related orders, agreements, and activity. ### Assets page The **Assets** page shows all assets available to your organization. To open the page, choose **Marketplace** > **Assets** from the main menu. The list shows key details such as the asset name, agreement number, order number, estimated sales price, and status. Use [sort and filter options](/marketplace-platform/getting-started/customize-the-data-grid) to narrow the list. Use [show or hide specific columns](/marketplace-platform/getting-started/customize-the-data-grid#managing-columns) to adjust the table.

Use the Assets page to view and manage your one-time purchased items.

### Open asset details Select any asset to open its details page. On the asset details page, you can view detailed information. Some information is read-only, while others include links that allow you to navigate to further details. To open details for an asset: 1. Go to **Marketplace** > **Assets**. 2. Select the asset you want to view. The asset details page opens. 3. Use the tabs to view different types of information:
TabDescription
GeneralShows the most up-to-date information for the asset.
EntitlementsShows the purchased items, quantities, status, unit price, and estimated sales price (SPx1). For details, see Entitlements.
ParametersShows the parameters associated with the asset.
OrdersShows the purchase order for the asset.
DetailsShows reference details such as additional IDs and timestamps. Use Edit to update the additional client ID.
Audit trailShows the record of events for the asset. For details, see Audit Trail.
{% hint style="info" %} For assets, the billing model is always **one-time**. Assets do not include commitment terms or billing periods. For more information, see [What billing models does Marketplace support for items?](/help-and-support/faqs/what-billing-models-does-marketplace-support-for-items). {% endhint %} ### Related topics {% content-ref url="/spaces/Z5DNbniz33mXCZoO62Rm/pages/7r47jhKKq5VdPltQnUMx" %} [Rename asset](/modules-and-features/marketplace/assets/rename-asset) {% endcontent-ref %} {% content-ref url="/spaces/Z5DNbniz33mXCZoO62Rm/pages/fGqHpke8ZsgJ7uw3XiiP" %} [Asset states](/modules-and-features/marketplace/assets/asset-states) {% endcontent-ref %} # Asset states Learn about the different states of an asset. An asset is a one-time purchase item or a perpetual license within the Marketplace Platform. An agreement can be in one of these states: **New**, **Draft**, **Active**, or **Terminated**. The following diagram shows the transitions between these states:

The state transition diagram of an asset.

The following table describes the different states:
StateDefinition
New This is the initial status of an asset or one-time item when it's added to the order during the ordering process. The status appears in the purchase wizard only while creating the order.
DraftThe status applies to an asset during the fulfillment phase of the order. It means the asset has been created as a result of a purchase order, but it's not active yet.
ActiveThe asset is now active because the associated purchase order has been completed.
TerminatedThe asset has been cancelled by the vendor.
# Rename asset Rename your one-time purchase item. You can rename your one-time purchased item from the asset details page. Only the assets in the **Active** state can be renamed. When selecting a new name, we recommend choosing a name that makes it easier to search for or locate the asset quickly in your list. Additionally, ensure that the new name is not blank; otherwise, the platform displays a message. ### Rename an asset To rename an asset: 1. Go to **Marketplace** > **Assets**. 2. Select the asset you want to rename. 3. On the asset details page, select **Rename**. 4. In the **Rename** dialog, enter the new name, then select **Save**. The name is updated in the Marketplace.

Use the Rename dialog to update the asset name.

# Entitlements An entitlement refers to the item you have purchased, along with the quantity you are allowed to use. Entitlements can include subscription items that renew at predefined intervals unless canceled, as well as your [assets](/modules-and-features/marketplace/assets), which are one-time purchases. Each entitlement includes the item itself and the allowed quantity. For example, if you purchase 25 Microsoft 365 licenses, your entitlement allows you to use that product for up to 25 users. Within the platform, each entitlement is associated with either a subscription or a one-time purchase and is linked to a specific agreement and order under which it was purchased. ### Entitlements page The **Entitlements** page shows a list of your entitlements. To open the page, go to **Marketplace** > **Entitlements**.

Use the Entitlements page to view list of entitlement.

The **Entitlements** page shows key details for each record. This includes the item name, source, status, and estimated sales price. Use the **Source** column to see whether the entitlement comes from a subscription or an asset. ### Open entitlement details Select any entitlement to open its details page. The details page shows more information and links to related objects. Use those links to move to the connected agreement, order, subscription, or asset. To open entitlement details: 1. Go to **Marketplace** > **Entitlements**. 2. Select the entitlement you want to review. 3. Use the tabs to view different types of information: 1. **Description** shows the item description. 2. **Price lists** shows price lists linked to the item. ### Related topics {% content-ref url="/spaces/Z5DNbniz33mXCZoO62Rm/pages/IUQXT0LqDJBpQB4o9nmQ" %} [Entitlement states](/modules-and-features/marketplace/entitlements/entitlement-states) {% endcontent-ref %} {% content-ref url="/spaces/Z5DNbniz33mXCZoO62Rm/pages/NW2AiNohwjJO5pPqKEP6" %} [Subscriptions](/modules-and-features/marketplace/subscriptions) {% endcontent-ref %} {% content-ref url="/spaces/Z5DNbniz33mXCZoO62Rm/pages/rBG9axQ8MNU3PoVRDqot" %} [Assets](/modules-and-features/marketplace/assets) {% endcontent-ref %} {% content-ref url="/spaces/Z5DNbniz33mXCZoO62Rm/pages/FiMhzTUlW2fNsGt8t0Lb" %} [Agreements](/modules-and-features/marketplace/agreements) {% endcontent-ref %} {% content-ref url="/spaces/Z5DNbniz33mXCZoO62Rm/pages/L2wO8yMmPeVF1pEzzT8H" %} [Orders](/modules-and-features/marketplace/orders) {% endcontent-ref %} # Entitlement states Entitlement refers to the item you have purchased, along with the quantity you are allowed to use. An entitlement can be in one of these states: **Active** or **Terminated**. These states indicate whether the entitlement is currently valid or has been cancelled in the Marketplace Platform.

The state transition diagram of an entitlement.

The following table describes the different states:
StateDefinition
ActiveThe entitlement is created as a result of a purchase order, and it's now available for use. This is the default state for entitlements that are currently in effect.
TerminatedThe entitlement is terminated and no longer valid. This can happen if the agreement or subscription associated with the entitlement is canceled. Once the entitlement moves to Terminated, it can’t return to Active.
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