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

1

Start the Add Licensee wizard

1. Go to Settings > Licensees.

2. Select Add.

The Add licensee wizard in the platform.

2

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.

3

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.

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.