Learn about the fields and actions available on the Buyers page.
The Buyers page, located under Settings > Buyers, displays all buyers in your account.
On this page, you can view the following buyer information:
Buyer - Displays the buyer's name and their unique identifier on the Marketplace platform.
Tax number - Displays the tax identifier for the buyer, if available.
Address - Displays the buyer's address.
Contact Person - Displays the contact person for the buyer.
Seller - Displays the name of the SoftwareOne legal entity that the buyer can procure from.
Licensee - Displays the associated licensee.
Status - Displays the buyer's status in the system. Possible values include:
Enabled - The buyer has been created in the system but it hasn't been activated yet by SoftwareOne.
Active - The buyer is active and you can select it from your list of buyers when buying products.
Disabled - The buyer has been disabled and can no longer be selected when making a purchase.
Actions - Displays options that allow you to edit a buyer or enable or disable a buyer if you have access to the Account Management module.
The details page of a buyer provides all information related to the buyer. You can open the details page by clicking the name of the buyer.
When you open the details page, it shows the buyer's name, marketplace ID, and status. You can also view other information, such as account details, SoftwareOne identifier, and tax identification number.
The page also contains the following tabs that display corresponding information:
General - Displays the buyer's address and the contact person details.
Sellers - Displays the sellers linked to the buyer. Clicking a seller's name opens up the details page for the seller.
Licensees - Displays the licensee or the consumer of the product bought by the buyer.
Details - Displays the date and time information for the buyer, for example, the date and time when the buyer was created in the system.
Edit certain details of a buyer, such as the buyer's contact person information.
Follow these steps to edit buyer details:
Navigate to the Buyers page (Settings > Buyer).
Do one of the following:
Click the actions icon (•••) for the buyer you want to edit and select Edit. The Edit buyer page opens.
Click the buyer's name. When the details page of your selected buyer opens, click Edit in the upper-right section of the page. The Edit buyer page opens.
Select the Contact Person section and choose one of the following options:
None (leave unassigned) - Select to leave the contact person unassigned.
Select an account user - Select to choose an existing user from your account. When you select this option, all active user accounts are displayed.
Add contact details manually - Select to add the contact person manually. You'll need to provide the individual's first name, last name, email address, and optionally contact information.
Click Save.
A message is displayed stating that the operation is successful.
Enable or disable buyers in the Marketplace Platform account.
Before enabling or disabling a buyer, note the following points:
When you disable a buyer, they can no longer make purchases.
Disabling a buyer makes the associated licensees unavailable for future transactions.
The Enable option is shown only if the buyer was previously disabled in the system.
Follow these steps to enable or disable a buyer:
Navigate to the Buyers page (Settings > Buyers).
Click the actions icon (•••) for the buyer and select Enable or Disable. Note that only one of these options is shown depending on the current state of the buyer.
Confirm that you want to change the status of the buyer.
A message is displayed stating that the operation is successful. You can view the updated status of the buyer in the Status column on the Buyer page.
Learn about buyers and how to access the Buyers page.
A buyer refers to any organization or legal entity that procures products or services from SoftwareOne and is issued an invoice for the transaction.
The Marketplace Platform shows a list of buyers associated with your account. You can manage these buyers by enabling or disabling them, as well as updating their general information.
However, note that only SoftwareOne can add new buyers to your account.
Account administrators can access the Buyers page by navigating to the main menu of the platform and selecting Settings > Buyers.
From the Buyers page, administrators can:
View a list of buyers mapped to your account. The list displays all buyers, including active, enabled, and disabled.
Update buyers to reflect any changes to their information, including the buyer logo and contact information.
Temporarily disable a buyer account and re-enable as needed.