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.

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.

• Read the to understand the platform's terminology.

• See to learn about accessing, signing in, navigating, and personalizing your experience.

• Go to for onboarding quickstarts and procedures.

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.

To export billing data:

1. Go to Billing > Analytics.

2. In the filters sidebar, apply your desired filters, then select

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 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.

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.

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.

You can customize Spotlight to display only the categories that are relevant to you.

Information and description cards provide a quick way to view key properties and contextual details directly within the interface.

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.

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 (

If you belong to multiple accounts, you can switch between them without signing out of the platform.

To switch between your Marketplace accounts:

1. Sign in to your account.

2. Select your profile menu.

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.

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.

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.

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 .

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.

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

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 .

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 page.

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 page.

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 page.

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 page, allowing you to view and manage them easily.

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.

You can view, track, and manage your orders from the page.

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 page in the platform.

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 page.

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 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.

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.

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.

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 area. Account admins can configure recipients and categories there, and individual users can manage their own preferences from My profile.

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 for details on how they appear in the platform.

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 .

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 .

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 .

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 .

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

Vendor-specific tutorials

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 icon.

1. Select Add another condition.

2. 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.

The list of orders refreshes automatically when you apply the filter.

To find an order by ID:

1. Go to Marketplace > Orders.

2. Select the 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

The list of orders refreshes automatically.

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 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.

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.

Sign in to the web version

To sign in to your account on the web version:

1. Open the sign-in page 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.

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 .

After signing in, start with . For onboarding guidance, see .

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

4. Close the filter box. All statements matching your specified status are displayed in the table.

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:

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.

To open analytics, go to Billing > Analytics from the main menu. To load data, apply filters.

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.

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.

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.

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.

Enroll in the SWO CSP Partner program

When the enrollment completes, a certificate is created. You can select this certificate when ordering CSP products and services.

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.

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.

Set currency for a new agreement

Changing the billing currency affects future invoices only. Past invoices remain in the original currency.

Future Marketplace invoices are issued in your selected billing currency. You can view and manage invoices using the page.

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 is enabled, you can view allocation percentage and estimated license count (ELC) details.

• Orders – Shows a list of orders for this billing period.

The Statements page shows all statements for your account.

To open this page, select Billing > Statements from the main menu.

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.

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

After you create the licensee, you can order products for resale through the Products page. For details, see .

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 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. 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 and .

If your organization doesn't yet use the SoftwareOne Marketplace and you want to sign up, to get started.

After we configure your account, you'll receive the details you need to access it.

If your account is ready, continue to the page.

After signing in, start with to learn about the key components and features.

For key concepts and onboarding guidance, see and , respectively.

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.

Use the Statements page to review all billing statements for your account. Select a statement ID to open its details.

To view your statements:

1. Go to Billing > Statements.

2. Review the list of statements.

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.

To view invoices based on status:

1. Open the Invoices page.

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 .

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.

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.

To manage notifications from My profile:

1. Sign in to your account.

2. Select your profile menu, then select My profile.

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 .

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.

The Cloud Solution Provider Partner Program allows you to partner with SoftwareOne as your indirect CSP provider. To learn about this program, see .

To enroll in the CSP partner program:

• You must have a Marketplace account with partner capabilities. For details, see .

• You must be signed up for the Microsoft Cloud Solutions Provider (CSP) program as an indirect reseller. For details, see in Microsoft documentation.

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.

You can download your billing statements from two locations: the Statements page after signing in to your Marketplace account, or the page without signing in.

To download your statement from your account:

1. Sign in to your account.

2. Go to Billing > Statements.

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.

To download an invoice PDF:

1. Go to Billing > Invoices.

2. (Optional) Use filters to find the invoice you want. For details, see .

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 .

The Invoices page shows all invoices generated for your account.

To open this page, choose Billing > Invoices from the main menu.

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:

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.

Use Catalog to browse products and items, compare pricing options, and review product and vendor profiles.

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.

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.

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.

On the Cases page, you can use the Actions

You can create a support case from any of the following locations:

• Select the help icon in the header, then choose Need help.

• Go to Helpdesk > Cases, then select Add.

• Go to Chats, then select + Support case

The Account team page displays the SoftwareOne account team responsible for managing and supporting your account.

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.

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 following table describes the different states:

Use Inventory to understand the terms and conditions of your license agreements to ensure compliance and track your software assets.

Use Helpdesk to contact your account team, create and track cases, and share feedback about the Marketplace.

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.

To rename an asset:

1. Go to Marketplace > 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.

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.

To add or update the Additional Client ID:

1. Go to Marketplace > Agreements.

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 following table describes the different states:

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.

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 and Billing statements sections, respectively.

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. 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

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.

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:

Use these additional resources to learn more about the platform:

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 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 . The icon changes from empty to filled, indicating that the page has been added to your favorites.

1. 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.

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 . When it changes from empty to filled, the account is added to your favorites and displayed on the Favorites tab.

1. 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.

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.

You can activate split billing using the Split Billing option on the details page of your agreement. For instructions, see .

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 .

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.

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.

1. 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

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.

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.

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 .

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.

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 for the agreement.

2. On the Split billing tab, select Edit.

1. 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.

1. Select Save. Your newly added buyers are displayed on the Split billing tab in your agreement.

Use Billing to review invoices and statements, analyze charges, and manage split billing for your account.

Billing topics

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, 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.

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.

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.

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.

To reopen a completed case from the Chats page:

1. Go to the Chats page.

2. (Optional) Use the 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 (•••).

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 following table describes the different states:

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.

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:

Updating the allocation percentage or license count

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.

1. Save your changes. The Split billing tab displays the updated allocation details. Note that the changes only take effect in your next billing cycle.

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, 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.

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.

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.

To close a case from the Chats page:

1. Go to Chats.

2. (Optional) Use 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 (•••).

This tutorial describes how to change license quantities for an existing subscription.

Increase or reduce licenses

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.

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 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.

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 .

3. Enter the keyword you want to find (for example, invoice).

4. Browse through the highlighted matching messages.

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.

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.

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.

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.

1. Use the tabs on the feedback details page to access different types of information:

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.

1. Browse the list of products.

2. Select a product to open its details page.

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.

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.

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.

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.

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.

An order represents a transaction that starts, changes, or ends a service in Marketplace.

An order can be in one of these states: Draft, Quoted, Provisioning, Querying, Completed, Failed, or Deleted. The following diagram shows the transitions between these states:

The following table describes the different states:

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.

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.

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.

To open case details from the Cases page:

1. Go to Helpdesk > Cases.

2. (Optional) Use the Filter option to locate the desired case.

3. Select the case ID to open the case details.

To open case details from the Chats page:

1. Go to Chats.

2. (Optional) Use the Filter option in the chat list to filter support cases.

3. Select a case to open the case details.

An order represents a transaction that starts, changes, or ends a service in Marketplace.

Orders are created under an agreement, and a single agreement can contain multiple orders. The Marketplace supports the following types of orders:

• Purchase order – This type of order is created when you buy a new product or service by establishing a new agreement.

• Change order – A change order is used to modify an existing subscription, such as adding or removing licenses.

• Termination order – This order is created when you want to end an active subscription or agreement.

• Configuration order – A configuration order is used to manage renewal settings for a subscription, such as enabling auto-renewal.

Marketplace orders move through various states from creation to completion. The available actions depend on the current state of the order. For more information, see .

The Orders page displays all orders in your account. From this page, you can also manage an order, depending on its current status.

To open the page, select Marketplace > Orders from the main menu.

On the Orders page, you can view details for each order, including order ID, order type, and status.

You can also open an order to view details across several tabs, including entitlements, assets, and subscriptions, attachments and certificates, event history, and logs. For more details, see .

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.

1. 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.

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.

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 following table describes the different states:

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.

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.

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.

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.

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.

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 , 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 .

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.

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.

1. Select the file name in the Reference column to download it to your system.

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 header is always visible as you move through the platform.

The widgets on the Home page give you quick access to key information.

You can turn off notifications for a specific chat by muting it.

Muted chats are indicated by a notifications off icon 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.

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

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.

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 to narrow the list. Use to adjust the table.

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 .

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.

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

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 following table describes the different states:

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.

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.

To rename an agreement:

1. Go to Marketplace > Agreements.

2. Find the agreement you want to rename.

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 , 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.

The Entitlements page shows a list of your entitlements.

To open the page, go to Marketplace > Entitlements.

The Entitlements page shows key details for each record. This includes the item name, source, status, and estimated sales price.

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.

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.

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.

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 for the agreement and that .