The Marketplace Platform is a solution designed for software procurement. It includes a comprehensive set of modules and features that streamline purchasing processes for businesses of all sizes.

The platform simplifies the complexity of managing relationships by creating a digital business network that connects clients and SoftwareOne partners with vendors. Key features of the platform include standardized billing management, streamlined procurement, and robust vendor management.

The platform’s functionality is further enhanced by public APIs and SDKs that enable automation, providing developers and system integrators with programmatic access to the platform's functionalities.

Why choose the Marketplace Platform?

The Marketplace Platform operates as a two-sided platform, offering distinct advantages for clients, partners, and vendors alike.

For clients

The platform redefines the procurement experience for clients and partners through its user-friendly Client Portal. This portal digitizes workflows and significantly enhances the efficiency of the purchasing process. Key features for clients include:

• Access to product catalog - Discover a wide range of products from the world's leading software vendors and find everything you need in one centralized location.

• Order management - View, track, and manage your orders while getting extended information about each order on the order detail page.

• Subscription management - Take control of your subscriptions with self-management features. Easily handle terminations and renewals, and buy more licenses or reduce the number of licenses for your subscription.

For partners

SoftwareOne partners have access to all features and functionalities designed for clients, as well as additional tools to enhance their experience. Key features for partners include:

• Software purchasing capabilities - Explore the full range of products available for resale to your clients.

• Visibility into customer subscriptions - Gain clear visibility into all your customer subscriptions. Easily filter and sort subscriptions by renewal dates to ensure you never miss an expiration.

• Centralized order tracking - View all your customer orders in one centralized location.

For vendors

The Marketplace Platform offers several benefits to vendors looking to enhance their reach and streamline operations. Key features for vendors include:

• Product definition and configuration - Configure products manually or use integrations to set up product parameters. Easily sell your products globally to over 65,000 SoftwareOne clients and partners across various industries.

• Catalog management - Maintain product data in one place, and enhance your product listings and messaging templates to attract potential clients.

• Product and price management - Update product pricing directly within the platform, ensuring that clients always have access to the most accurate and current pricing.

The Marketplace Platform allows an individual to be linked to several accounts and switch between those accounts without signing out of the platform. Switching can be done through your profile menu.

Switching accounts

To switch between your accounts:

1. Sign in to your account, then select your profile menu in the upper right. All accounts you belong to are displayed under Switch account.

1. Select the account you want to switch to. Use the Search field to find the required account easily. You can search by the account name or its identifier.

Your account is switched, giving you access to the modules and settings linked to your profile.

Your profile contains the information associated with your account, including your name, email address, and preferences. You can edit your profile to keep your information accurate and up to date.

Managing your profile

To update your profile:

1. Select your profile menu in the upper right, then choose My profile.

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 certain key concepts and terminology.

Our Getting Started video provides the foundation for you to quickly get started with the platform. It offers a brief overview of the platform and its interface, followed by in-depth information about some of the core concepts.

The SoftwareOne Marketplace Platform is a comprehensive digital marketplace that connects a diverse range of vendors, clients, and partners. It's designed to offer a variety of software solutions while ensuring that the needs of our clients and partners align effectively with the capabilities of vendors using our platform.

Marketplace Platform is a catalyst for accelerating digital transformation and enhancing operational efficiency. It empowers clients and partners to easily discover, compare, and buy software licenses from multiple vendors in one convenient location, and allows vendors to extend their global reach.

Explore our documentation to learn more about the platform and how you can use it for software procurement, subscription management, license renewals, order fulfillment, and more.

Featured Resources

Other Resources

Developer Resources

Help and Support

The Billing module within the Marketplace Platform is your primary entry point for accessing billing documents for your account.

The module simplifies financial management by allowing you to view and download your invoices. You can also access your financial statements, containing a detailed list of charges and your orders. Additionally, you can use the Billing module to access and manage your credit memos.

Before starting, we recommend reading Understand Your Billing Documents. This page provides an overview of billing documents and explains how your Marketplace invoices and statements are structured and how to interpret them correctly.

To get started, see the following links:

To view your active software subscriptions, current spending, or your entire spending, including subscriptions:

1. Navigate to the Inventory > Software Assets page.

2. Use the search options to view your software asset inventory list. You can either enter your PO number or reference number in the Reference field or use the filters to narrow down the search results.

3. Review the details on the Software Assets and Financial Transactions tabs.

   • The Software Assets tab displays your active software subscriptions and current spending only. It doesn't display your past payments.

   • The Financial Transactions tab displays your entire spending across all software, including subscriptions and your past transactions.

The Marketplace is your entry point for accessing and managing your organization's purchases. It gives you end-to-end visibility and control over your transactions within the platform.

It provides access to several key features, including agreements, entitlements, orders, subscriptions, and more.

To get started, see the following links:

Our entitlement services allow you to import your software assets into the Client Portal, even those not purchased through SoftwareOne.

For information on entitlement services and how to import your assets to the Client Portal, contact us.

The Marketplace Platform is a SaaS application with three user interfaces, each catering to specific user types. These interfaces ensure that all actors can interact with the platform according to their specific business requirements.

The platform provides three distinct user interfaces, namely the Client Portal, Vendor Portal, and Operations Portal.

• Client Portal - Accessed by our clients and partners for software procurement.

• Vendor Portal - Used by vendors for setting up and configuring products.

• Operations Portal - Used by internal SoftwareOne associates for administration-related activities.

Accessing the interface

You can access the platform from an up-to-date desktop or mobile browser. For a list of supported browsers, see .

To access the Marketplace Platform user interface (UI):

1. Navigate to the sign-in page: .

2. Enter the email address associated with your account and select Continue.

3. Enter your password and select Continue. If the sign-in is successful, the Home page is displayed.

If you provide inaccurate credentials, an error message is displayed.

If you can’t remember your password, select the Forgot password? link on the Sign-in page and then follow the instructions. For more information, see .

Navigating the interface

The platform provides a seamless and intuitive interface, allowing access to the different modules and features within those modules. This section describes how to navigate the platform.

Main navigation menu

The Home menu at the top left opens the main navigation menu, provides access to all modules enabled for your account.

Search

The Search bar lets you search for various objects in the platform, such as your orders, agreements, subscriptions, and more. You can also search for specific products and items in our catalog.

You can also use search to find user documentation. For example, you can search for "manage subscriptions" to read documentation about how to manage your subscriptions.

When performing a search, start by choosing the category you want to search across and then enter the search term. Our platform supports free text, which means you can enter all or part of the object's ID or name. For example, when searching for an agreement using its ID, select the Agreements category and then enter the full order ID (such as ‘AGR-8981-7039-6781’) or part of it (such as 6781). The platform will then display results matching your specified search term.

Help icon

The Help icon contains links to various resources, including the , product documentation, , and our legal pages.

It also contains a Support option, allowing you to easily .

Spotlight actions

The Spotlight icon opens the Spotlight widget, containing all tasks requiring your attention. To learn more about this feature, see .

Account selector and profile menu

The profile menu lets you and . It also contains the Sign out option.

The Spotlight widget on the Home page is designed to highlight key platform objects that may require your attention.

These objects include your agreements, orders, subscriptions, invoices, and more. For example, if you have any overdue invoices, they will be spotlighted so you can take the necessary action. Similarly, expiring subscriptions are also included, so you can manage the renewal on time.

The widget is displayed on the Home page by default, but you can also access it by selecting the spotlight icon in the status bar.

Within the widget, the information is organized by object type; for example, renewing and expiring subscriptions are displayed under Subscriptions, orders that may be querying for additional information are shown under Orders, and so on.

The widget also provides a total count of items for each category, so you always know how many items need your attention. By default, a maximum of five items is displayed. If there are more items in a category, you can select the view all link to view those items on the object's main page.

All object details within the section are synced periodically to ensure you stay informed and always have the latest information. You can also refresh the list manually by selecting the sync icon .

The Marketplace Platform sends notification emails based on specific events in your account. These alerts are triggered according to the notification categories enabled for your profile.

If you want to opt out of these alerts, you can update your preferences. There are two ways to do this:

• By signing in to your account and using the My profile option.

• By selecting the Manage notifications link in the footer of your notification email. This option allows you to update preferences without signing in to the platform.

You can add new items to your agreement using the Buy more option on the agreement details page.

Items can only be added to the agreements in the active state. If the agreement is not active, the Buy more option is unavailable.

When you select Buy more, the platform automatically detects the agreement and takes you directly to the Items step of the purchase wizard, where you can choose the items you want to order and place an order.

Adding items to your agreement

To add new items to your agreement:

For clients using the Marketplace Platform, we have created various topics to help you easily manage your account, order subscriptions, and manage your software purchases.

Use the following links to get started:

Additional learning resources

Additional content resources to help guide you:

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.

2. Buyers

If you use certain pages very often, you can mark those pages as your favorites. This way, you can find your most-used pages easily. Once added, favorites appear in the Favorites section of the main menu.

Adding a page to your favorites

To add a page to your favorites:

1. In the main navigation menu, navigate to the required page, for example, Agreements.

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.

The Marketplace Platform provides the following options for accessing your invoices:

• You can view all invoices on the Invoices page, located under Billing in the main navigation menu.

• To view detailed information about a specific invoice, select the ID on the Invoices page. You can then view the invoice summary on the details page.

• Additionally, you can download an invoice PDF from the invoice details page.

A statement is a billing document you receive at the end of your billing period, along with your invoice PDF.

Statements are provided in the XLSX format and contain a detailed view of your invoice data, including individual charges, subscriptions, and orders for the billing period.

You can view your billing statements on the Statements page in the platform.

The page shows all statements generated for your account and properties, such as statement ID, the total amount due, status, and more.

For each statement, you can also view the type. A Debit type means that the total amount is positive or zero, and a Credit type means that the total amount is negative.

The Marketplace Platform is designed to simplify the complex process of software licensing and procurement. It aims to simplify your buying journey by making it easier for you to find and compare products from multiple software vendors in one place.

Ordering products from the SoftwareOne Marketplace involves a series of steps, depending on the product's vendor. This topic describes these steps at a high level.

Buying products from the Marketplace

The Marketplace Platform provides the following options for accessing your statements:

• You can view all statements on the Statements page, located under Billing in the main navigation menu.

• You can view detailed information about a specific statement by selecting the statement ID on the Invoices page.

• To view all statements for an agreement, select the Statements tab within the agreement's details page.

The Marketplace Platform gives you the flexibility to upsize or downsize your licenses at any time.

If you need more licenses, you can alter the subscription to add additional licenses. You can also lower the number of licenses if you no longer require all of your ordered licenses.

When reducing the number of licenses, the following rules apply:

• If your subscription contains only one item, you can't lower its quantity to zero. In this case, you must terminate the subscription.

• If your subscription contains multiple items, at least one item must have a quantity greater than zero. You can't change the quantity of all items to zero.

The Attachments tab on the agreement details page displays all files that have been added to your agreement by the vendor or SoftwareOne.

Attachments can include PDFs and license keys. The same attachments are also available on the Attachments tab within the order details page.

Viewing and downloading attachments

To view and download attachments:

Information cards are small, interactive cards that display the key properties of an object within the platform.

These cards appear when you hover over an object's name. For instance, if you hover over an agreement, you'll notice that an information card appears and it shows you more information about that agreement.

Information cards make it easy to access information quickly. They display all the key attributes in one place, allowing you to learn more about the object without navigating to its details page.

The information displayed within a card might vary depending on the object, but each card contains general details, such as the object's name and ID, as well as the created and updated dates.

Information cards also contain quick links to the related objects. Selecting these links redirects you to the details page of the related object. For instance, if you select the licensee name, the details page of the licensee opens.

You can close a card by selecting Close in the upper right or by selecting anywhere outside the card. Alternatively, pressing the Esc key also closes the card.

With Software Asset Spend Management, you can efficiently oversee and manage your software asset spending across your organization. You can 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, navigate to the main menu and select Inventory > Software Assets.

The Catalog module within the Marketplace Platform centralizes all features related to catalog management, making it easier to make purchasing decisions by consolidating product data, prices, and items.

You can access a catalog of software products, view a list of purchasable items available to your organization, and explore detailed pricing structures based on your organization's buying entities and the authorized SoftwareOne sellers.

To get started, see the following link:

Certain concepts and terms are central to the functionality and design of the Marketplace Platform. We recommend that you understand the terminology because it's often referred to in our platform and documentation. Understanding the terminology will make it easier for you to interact with the platform and maximize its use.

Actors

The Marketplace Platform seamlessly brings together various actors to facilitate the buying, selling, provisioning, and billing of software products.

Actors represent different entities that interact with the platform for procurement and fulfillment-related activities, as well as other operations specific to the platform.

The following are the key actors in our platform:

Vendors - A vendor is a company or person from whom SoftwareOne buys software solutions. Vendors develop and sell their products and services. Examples include Microsoft, Dropbox, and more.

Distributors - A distributor is an entity that resells software solutions sourced from multiple vendors to resellers. Distributors facilitate software procurement in cases where direct relationships with vendors are not feasible.

Associates - Associates are internal SoftwareOne associates who administer the business network. Our associates are involved in various processes throughout your journey with both SoftwareOne and the Marketplace Platform.

Partners - Partners represent entities or businesses that buy products or services from SoftwareOne for resale to other businesses.

Clients - A client is a company or organization that uses our platform to buy software products for their own use or direct consumption.

Developers and system integrators - Developers and system integrators represent entities involved in building integrations within the business network.

Users, Accounts, and Groups

Users - Users represent individuals or persons who can sign in to the platform using their credentials and perform all operations associated with their permissions. To learn more, see .

Account - An account is an object that represents a company or an organization utilizing the Marketplace Platform. Three types of accounts exist in the platform: Client account, Vendor account, and Operations account.

• Client account - A client account is used by our clients and partners to establish agreements and procure software solutions for their enterprises.

• Vendor account - A vendor account is used by vendors to define the product structure and make those products available for ordering through the marketplace.

• Operations account - An operations account is used by SoftwareOne associates.

In the Marketplace Platform, an account can contain one or multiple users:

Additionally, users are not restricted to a single account. They can belong to multiple accounts and without signing out of the platform.

Group - A group is an object that facilitates permissions in the scope of an account. Groups contain users, and all users in the group have the same permissions. Permissions are assigned at the group level, rather than at the individual user level.

Users can also be a part of multiple groups, much like users can belong to multiple accounts. For details on how to manage groups, see .

Sellers, Buyers, and Licensees

Seller - A seller is a SoftwareOne entity (for example, SoftwareOne Canada) that buys software solutions from vendors (like Microsoft) and sells those solutions to clients.

Sellers are responsible for generating issues and issuing them to the buyer entities of clients. They act as an intermediary in the transaction process.

Buyers - Buyers represent an entity that engages in commercial activities with the SoftwareOne reselling entity (known as Sellers).

Buyers are the recipients of invoices issued by SoftwareOne, and they are essential for creating orders, agreements, and subscriptions. For details on how to manage buyers, see .

Licensees - Licensees are the entities that consume the software products or services procured by the buyer. Licensees are critical in establishing agreements alongside buyers and sellers.

Client account users can view licensees and manage them through the platform. To learn more, see .

Agreements

An agreement is an object outlining the relationship between the seller, buyer, and licensee. They are the foundation for placing orders and creating subscriptions in the platform.

They also establish the terms and conditions under which transactions occur. Without an agreement, orders cannot be placed through the marketplace.

For more details on agreements and how to manage them, see .

Orders and Subscriptions

Orders - An order is an object that signifies a business transaction under the framework of an established agreement.

The Marketplace Platform supports various types of orders to support different scenarios and the requirements of our clients and partners. The following order types exist in the platform:

• Purchase order - Purchase orders are created when you buy a new product or service by creating a new Marketplace agreement.

• Change order - Change orders are created when you modify your agreement or change the subscription quantity, such as downsizing the license quantity or buying additional resources.

• Terminate order - Terminate orders are created when you terminate your agreement or subscription with SoftwareOne.

For details on how to manage your orders, see .

Subscriptions - Subscriptions are linked to an agreement and represent service provisioned over a set period. An agreement can contain one or more subscriptions.

Subscriptions can be changed only through the order. For example, to terminate a subscription, you must place a termination order. Similarly, to add more licenses, a change order must be placed. It’s not possible to modify a subscription directly without placing an order.

For details on subscription management, see .

Products, Items, and Parameters

Products - Products are the solutions or services offered by vendors through the marketplace. They contain various items and parameters, which are also defined by vendors.

• Items - Represent the individual stock-keeping units (SKUs). A product can contain one or more items, each with its specific name and price.

• Parameters - Parameters represent structured data used by vendors to collect information from clients during the ordering process. Examples of this information might include contact details, address information, domain name, and more. Parameters can also be used by vendors to pass information to clients during provisioning.

Price List

A Price List is an object that holds key pricing details of each item within the product.

Vendors can define the price lists for different regions. These price lists are linked to specific sellers and are organized through an object called Listing.

The Listing object is established by SoftwareOne associates after reviewing products. It links the product price list with the seller, ultimately making the product available for our clients in the SoftwareOne Marketplace.

The Settings module includes functionalities that administrators can use to manage various aspects of the account. Admins can access the module from the main menu.

Account setting options

In your account settings, you'll find various options enabling you to review your basic account details and manage users, licensees, groups, and other properties.

Use the following links to learn about these options and how to use them:

• - Update the account information for your organization, such as your account name and logo, company contact information, and address.

• - Create API tokens to access the modules programmatically and manage your existing tokens as needed.

• - Track all activity within your account and view the audit records.

• - View a list of buyers mapped to your account and enable, disable, or edit buyer details.

• - View a list of groups in your account. Add or remove groups and edit groups as needed to easily manage the access permissions for each group of users.

• - Create new licensees and manage your licensees by updating the licensee information and enabling or disabling licensees.

• - Configure recipients and manage notifications and categories for your account.

• - View a list of SoftwareOne entities linked to your account.

• - Add or remove users from the account, resend invitation links, and edit groups to which the user has access.

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.

Filtering statements by type

To view statements based on their type:

1. On the Statements page, select the Filter option in the table.

2. 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

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

Filtering statements by status

To view statements based on their status:

1. On the Invoices page, select the Filter option in the grid.

2. In the Filters box, select Add another condition, then define the conditions as follows:

   1. Select Status.

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

In the Marketplace Platform, change orders are created when you add more licenses to your subscription and place an order through the platform.

If split billing is active for your agreement, you can select buyers and assign billing to those buyers when placing the order.

To split billing when ordering additional licenses:

1. Open the details page of the subscription and select Edit in the upper right. Make sure that for the agreement and .

2. Increase the quantity as needed in the New Qty field and select Next. In the following image, the quantity is updated from 30 to 40 for one of the items in the subscription.

1. Select the buyer you want to allocate the billing to.

   • Choosing None allocates the billing based on the configured split percentages for this subscription.

   • Choosing a buyer allocates the billing according to the percentage set for this buyer.

1. Enter the reference information for this order, then select Next.

1. Review the information on each tab and select Place order to finalize.

1. Select View Order to navigate to the order details page. Otherwise, select Close.

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 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 only select 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 will be displayed on the Split billing tab in your agreement.

You can access your invoices by navigating to Billing > Invoices in the main navigation menu.

The Invoices page displays all invoices generated for your Marketplace account, allowing you to manage and track them easily. The page also contains filters to help you locate the invoice you want to view. You can find an invoice using criteria, such as invoice status, dates, balance due, and more.

This topic describes how to apply the two commonly used invoice filters: Status and Due date.

Filtering invoices by status

To view invoices based on their status:

1. On the Invoices page, select the Filter option in the table.

2. In the Filters box, select Add another condition, then define the conditions as follows:

   1. Select Status.

1. Close the filter box. All invoices matching your specified status are displayed in the table.

Filtering invoices by due date

To view invoices based on their due date:

1. On the Invoices page, select the Filter option in the grid.

2. In the Filters box, select Add another condition, then define the conditions as follows:

   1. Select Due date.

1. Close the filter box. All invoices matching your specified criteria are displayed in the table.

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've signed in to your account, there are various ways to get started, depending on the actions you want to take. Use the following table as a guide to access the most important topics:

Additional resources

Use these additional resources to learn more about the platform:

This tutorial describes how SoftwareOne partners can set up resale licensees within the platform.

Licensees are the entities that use the software products or services procured by the buyer. Partners who wish to order products from the Marketplace and resell them to other organizations must configure these licensees as resale licensees.

A resale licensee is defined as a licensee that engages in resale activities, specifically ordering products for resale rather than for their self consumption.

Prerequisites

Make sure you have permissions to create new licensees. Only account administrators can create and manage licensees in the platform.

Configuring licensees for reselling products

Next steps

After you have configured the licensee, you can order products for resale through the Products page in the platform. See for details on how to start the ordering process.

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.

Activate split billing

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 .

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 around the world.

The program supports partners such as Value-Added Resellers (VARs), System Integrators (SIs), and Managed Service Providers (MSPs), and other businesses like 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 Partners Management

The Marketplace Platform includes a Partner Management feature, which 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 Partners Management, partners can also enroll in various programs, complete certifications, and apply those certificates when ordering products to access the benefits associated with those programs.

To learn more, see the following links:

An order can have several states from the time it's created until its completion.

The following diagram shows how an order's state can change during its lifecycle:

Your Marketplace billing statements include all the charges used to generate an invoice for the specified billing period.

Each charge on your statement corresponds to a transaction related to the subscriptions in your agreement. You can use the list of charges to understand the composition of your invoice and verify each charge.

Viewing charges

You can view the charges in two ways:

• On the Charges tab in your Excel statement. To download or view a sample Excel statement that shows how the charges appear, see the section.

• On the statement details page in the platform.

To view the charges in the platform:

1. Navigate to the Statements page.

2. (Optional) Refine your list of statements by applying filters. For details, see .

3. Find the statement you want, then select the link in the ID column. The statement details page opens, and all individual charges are displayed on the Charges tab.

4. To view the extended information for a specific charge, select

In some cases, you may need to provide additional information if your order information is incorrect or incomplete, or if specific steps must be completed before we can process your order.

Orders that require your attention are marked as Querying in the platform. When you open a querying order, the General tab on the details page shows what needs to be corrected and how to address the issue.

Once you have completed the necessary steps, you must update the order's status from Querying to Processing. Changing the status informs SoftwareOne and the vendor that the order is ready for their review and further processing.

Setting a Querying order to Processing

To move an order from Querying to Processing:

1. Navigate to the Orders page.

2. Select the desired purchase order in the Querying state. If you have several orders, use the or to quickly locate your order.

3. On the General tab, review the action required message. The following example message indicates that there's an issue with the parameters, and they must be updated using the Parameters tab.

1. Take the action as necessary, then select Process. Note that this button becomes available only after you have addressed the issue.

Your order's status changes to Processing, and the Process option becomes unavailable again.

Account administrators can invite new users to the account from the Users page in the platform. The page is available under Settings in the main menu.

Admins can invite individuals who may already have an account, as well as individuals who don't yet have an account. When an administrator invites someone, an invitation email is sent. It's important to take action once the invitation has been emailed. Account invitations are valid for only 7 days from the send date. After 7 days, invitations expire and will need to be resent.

Inviting users to your account

Administrators can invite users through the Add option on the Users page. See for instructions.

When creating the invitation, you must provide details, such as name, email address, and contact information of the individual. You'll also need to select all the groups that the individual should belong to.

When ordering a product, the Marketplace Platform provides an option to add comments or instructions, allowing you to include information that you may want to link to the order.

After the order is submitted, any notes you entered are displayed on the Notes tab within the order details page. If you need to update these notes, you can use the Edit option on the Notes tab. You can also use the same option to add new notes if you didn't add them when the order was originally placed.

Notes can be added or updated at any time, regardless of the order's status.

Managing your order notes

To add or update the notes for an order:

1. Navigate to the Orders page, then select the desired order.

2. On the order details page, select the Notes tab.

3. Select Edit.

1. In the Edit notes dialog, add or update the notes as necessary. A maximum of 300 characters is allowed.

2. Select Save to save the information. The details are updated and displayed immediately on the Notes tab.

The SoftwareOne (SWO) CSP Partner Program is designed 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 must be done before ordering products for resale. To learn more about this program, see Partner Programs.

Prerequisites

You can enroll in the SWO CSP Partner Program if your account has been set up as a partner account. For details on how to check this, see How to Verify If Your Account Has Partner Capabilities.

Enrolling in the SWO CSP Partner program

Next steps

Upon successful enrollment, a certificate will be created. You'll need to select this certificate when ordering CSP products and services through the platform.

When you update your request, for example, by attaching documents, it's important to change the request status to Processing and send the request back to the vendor. This action informs the vendor that you've replied to their query and the request is now ready for their review.

Before changing the status of your request, note the following points:

• You can change the status of your request to Processing only if the current status is Querying. If the request is already in Processing or Completed state, the option to change the status is unavailable.

• Only change the status of your request to Processing once you've provided all the information and the request is ready for the vendor's review.

Changing a request's status to Processing

To change the status of your request:

1. On the Requests page, select the required request. The request details page is displayed.

2. Make changes as necessary and then click Process.

3. In the Process request dialog, add your comments, and then select Process.

The status of your request changes from Querying to Processing. If you added comments in the Process request dialog, your comments are displayed and visible to everyone on the Activity tab.

The Export option on the Software Assets page enables you to download your software asset inventory in various formats.

Additionally, through the Exports option, you can also create quick reports and export your data in the commonly configured format (column names/order) for several Software Asset Management (SAM) tools, such as:

• Aspera

• Miss Marple

• Snow

• Flexera

• ServiceNow

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.

Enable software assets

To enable the Software Assets module:

1. Sign in to your account as an account administrator.

2. From the main navigation menu, navigate to Cloud Tenant Setup.

3. On the Cloud Tenant Setup page, select Activate in the Actions column.

Once the module is activated, your account will be visible in the other Cloud modules (such as Budgets, Resources, Chargebacks, and Consumption) within 24 hours.

Disable software assets

To deactivate the module:

1. Navigate to the Cloud Tenant Setup page.

2. In the Actions column, select Manage.

1. Select Disable Software Assets. Your software assets are removed from all the Cloud modules.

Note that the Remove duplicate transactions option is enabled by default. It means that transactions relating to Azure or Office 365 won't be visible in the Resources, Budgets, and Consumption modules. If you disable the option, the changes take effect after 24 hours.

The Additional Client ID field on the agreement details page lets you enter a purchase order number that will be displayed on your invoice.

When you create an agreement, the Additional Client ID field is initially empty. You can update this field with a value for billing and invoicing purposes.

Updating the additional client ID

To update the Additional Client ID field:

1. Navigate to the Agreements page.

2. Select the link for the agreement in the Agreement column.

3. On the agreement details page, select the Details tab. Then, select Edit.

1. In the Edit ID dialog, enter the new client ID and select Save.

The updated ID is displayed as a Client ID within the Additional IDs section on the page. This same ID is also displayed on your invoice as the PO number.

Note that if the value you enter exceeds 20 characters, only the first 16 characters are shown on the invoice, followed by 3 dots (...). For more information, see

If you require personalized assistance or have queries regarding a product, you can contact the vendor or SoftwareOne directly through the marketplace.

You can contact a vendor only if the vendor has enabled the option. If the option is available, you'll see an Enquire Now, Contact Us, or a similar button on the Products page.

Creating a new request

To create a new request:

1. Navigate to the Products page.

2. Select the product you wish to inquire about.

3. On the product details page, select the option to contact the vendor.

1. In the Request details step, provide the details of your request, then select Next.

1. In the Review Request step, review the information. When done, select Submit Request.

Your request is submitted, and a Processing status is assigned to it. Select View request to view the request details page. Otherwise, select Close.

In the Marketplace Platform, a product refers to a software solution or services offered by a vendor. Each product may contain one or more items (SKUs) available for purchase.

Products also contain parameters that are used to gather essential information during the ordering process. These parameters may include details about the agreement, contact person details, item quantity, and more.

Viewing products

To view products in the Marketplace:

1. In the main navigation menu, select Catalog > Products.

2. On the Products page, browse the list of available products. The list is organised by vendor name and vendor ID.

1. Select a product to open its detail page, where you can view the full description, associated assets, items (SKUs), and pricing or licensing details.

Ordering products

To order a product:

• On the product details page, select the Buy now button. The purchase wizard then launches and guides you through the steps to place your order.

Purchase wizard steps

These steps may vary depending on the product. At a high level, you’ll go through the following process:

1. Select agreement - Choose an existing agreement or create a new one. The option you select determines the next step. For example, if you choose “Create new agreement”, the Select licensee page appears; if you choose an existing agreement, the Select items page appears.

2. Select licensee - Choose an existing licensee or create a new one.

3. Agreement details - Complete the contact information form.

The following diagram shows the possible states of a subscription and the transition between these states:

You can attach a file to your request at any time, regardless of the request's status. You can also delete any files you have previously added.

Make sure that the file you want to upload is in one of these formats: .pdf, .pptx, .doc, or .xlsx.

Adding an attachment

To add a file to your request:

1. Navigate to the Requests page and select the required request.

2. On the details page, select the Attachments tab. Then, select Add.

1. In the Add attachments dialog, do the following:

   1. In the Name field, provide a file name.

   2. In the Description field, add a brief description of the file you are adding.

   3. In

Editing or deleting an attachment

To edit or delete an attachment, go to the same Attachment tab where you originally added the file. Select the actions icon (•••) next to the file, and then select Edit or Delete as needed.

If you choose Edit, upload the new attachment in the Edit Attachment section and save your changes.

If you choose Delete, a confirmation message will appear. Select Delete in this message to confirm the action.

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.

Within the marketplace, the PO number is also displayed as Client ID on the Details tab of the agreement:

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 and buyers are configured.

2. On the agreement details page, select the Split billing tab. The buyers you've configured for the agreement are displayed.

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

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

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.

In the Marketplace Platform, an agreement goes through multiple states (also known as statuses).

The following diagram shows the possible states and the transitions between these states:

The Marketplace Platform supports various types of orders, including change, purchase, configuration, and termination orders. All orders are displayed on the Orders page.

If you need to find a specific order, you can use the filter option to search for it. There are several filter options to help you narrow down the list. You can apply a single filter or create a combination of filters by selecting different fields, operators, and values. This topic describes how to use these filters.

Using filters to find an order

To find an order using a filter, such as status:

1. Navigate to the Orders page, then select the Filter option.

1. Select Add another condition to open a menu of conditions.

2. Define the conditions:

   1. In the first field, choose the property. For example, to filter your orders by their status, select Status.

   2. In the second field, choose the search operator. Different operators are displayed depending on the condition you selected in the first field. For this example, leave the value set to

Your list of orders is refreshed according to the filters. To reset the filters and revert to the default view, select Reset filters in the filter box.

Viewing your order's details

To view detailed information for an order, select the ID in the Order column. You can then view basic order information and specific order details such as items, subscriptions, and more.

From the order details page, you can complete these additional tasks:

• .

• .

• .

An invoice is a billing document you receive at the end of your billing period.

Invoices contain a summary of charges and other details associated with your account. Invoice PDFs also include subscription details and the consolidated charges for all items within the subscription. See Understand Your Billing Documents to learn more.

In the Marketplace Platform, you can view your invoices on the Invoices page. The page is available under Billing in the main navigation menu.

The main Invoices page displays a list of invoices and properties associated with each invoice, such as invoice ID, the total amount due, the date of issue, and the due date. The page also displays invoice status, including:

• Paid - Indicates that the invoice has been paid in full. No further action is required.

• Overdue - Indicates that the invoice is past due. Invoices in this state require immediate action to prevent service disruptions. Note that overdue invoices may attract penalties, interest, or both, depending on your terms and conditions.

• Issued - Indicates that the invoice has been issued, but it hasn't been settled yet.

Viewing invoice details

You can view detailed information for an invoice by selecting the invoice ID on the Invoices page.

The top of the details page contains links to the business objects associated with the invoice.

You can also view details, such as the due date, the currency you have been invoiced in, and the invoice amount. The details page also contains the following tabs, providing additional information:

A request in the Marketplace Platform represents a pre-sale inquiry. This can include queries about products, subscriptions, pricing, billing, product availability, and more.

Client account users can create new requests through the Products page and track existing queries through the Requests page. The page displays all requests, including requests that are raised by other members in your account.

You can view and manage your requests from the Requests page in the platform.

Viewing request details

The details page of a request gives you in-depth information about the request. To open the details page, select the request on the Requests page.

On the request details page, you can view the request's general information, including the product for which you raised the request and the request status.

The details page also contains these tabs:

Additional actions

From the details page, you can complete the following tasks:

In some cases, you might need to change the display name of a subscription so you can find it easily in your list of subscriptions.

Subscriptions can be renamed using the Rename option on the subscription details page. You can rename only the subscriptions in the Active and Updating states.

Editing a subscription's name

To rename a subscription:

1. Navigate to the Subscriptions page.

2. Select the subscription you want to rename.

3. On the subscription details page, select the arrow and choose Rename.

1. In the Rename dialog, enter the new name and select Save.

The subscription is renamed, and the new name is visible across all pages that feature the subscription within the platform.

If your account contains multiple agreements, you can rename those agreements.

Agreements can be renamed as long as they are active. When choosing a new agreement name, we recommend that you enter a name that will help you easily search for or locate the agreement in your list of agreements.

Additionally, when renaming an agreement, make sure that the new name is not blank. Otherwise, the platform will display an error message.

Renaming an agreement

To update an agreement's name:

1. Navigate to the Agreements page.

2. Find the agreement you want to rename.

3. On the agreement details page, select the arrowand choose Rename.

4. In the Rename dialog, enter the new name and select Save. The agreement's name is updated and displayed across all pages featuring the agreement within the platform.

If you want to assign a client ID to a subscription, you can do this from the subscription's details page.

Client IDs can only be added or updated for the subscriptions in the Active, Updating, Terminated, and Terminating states. For a description of these states, see Subscription States.

Editing a subscription's client ID

To update a subscription's client ID:

1. Navigate to the Subscriptions page.

2. Select the subscription you want to update.

3. On the subscription details page, select the Details tab. Then, select Edit.

1. In the Edit ID dialog, enter the new ID in the Additional ID field.

2. Select Save. The ID is updated and displayed as Client ID under Additional IDs.

If you need to modify the list of buyers or 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 will be 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 will display the updated allocation details. Note that the changes will only take effect in your next billing cycle.

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 details the 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.

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:

• - This page describes the key concepts and the terminology used within the Marketplace Platform.

• - 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.

When the migration has completed, the Partner Portal will switch to Archive mode. You'll still have access to your historical orders and invoices, but you won't be able to make new transactions.

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 .

After accepting the invitation, you can sign in and access your , , and customers (known as ).

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 .

Once you are enrolled and have your certificate, you can start transacting. If you need assistance, .

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.

Sorting 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.

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 and sections, respectively.

Searching for a quote

To search for a quote:

1. Navigate to the Quotes page.

The Quotes module in the Client Portal allows you to create a new quote and manage your existing quotes.

Creating a quote and converting it to an order

To create a quote and convert it to an order:

1. From the main menu, navigate to Procurement > Products.

If you and want to submit it for processing, you can do this through the Orders page in the platform.

After you have submitted the order, it will no longer appear as a saved order with a draft or quoted status.

Submitting a saved order for processing

To submit a saved order for processing:

Subscription management through self-service is a key feature of the Marketplace Platform, giving you the flexibility to order new subscriptions and manage the existing ones.

You can order new subscriptions through self-service, increase or decrease the number of licenses, and cancel your subscription. You can also edit the subscription name and manage renewals.

Viewing your subscription and subscription details

All subscriptions are listed on the Subscriptions page. The page displays all subscriptions, regardless of their status.

To open the details page for a subscription, select the subscription name.

The following diagram shows the possible states of a request created through the platform and the transition between various states:

These states are displayed as Status within the platform. They are also displayed beside the request name and ID on the details page.

Subscriptions can be terminated if you no longer need them or if you don't want to renew them.

As subscriptions are linked to agreements, the process for canceling a subscription varies depending on the number of active subscriptions in your agreement.

• If your agreement contains several active subscriptions and you want to cancel some, but not all, subscriptions within that agreement, you must place a termination order for the subscription. For instructions on how to place a termination order, see .

• If your agreement contains several subscriptions and you want to cancel all subscriptions, you must terminate the agreement altogether. You can terminate an agreement by placing a termination order. For instructions on how to terminate an agreement, see .

You can terminate an agreement by creating a termination order for the agreement.

When you terminate an agreement, all subscriptions with the agreement are terminated. Once terminated, the agreement can't be restored or used when ordering new subscriptions. However, you can still access and view the terminated agreement.

Before you begin

Before terminating an agreement, note the following points:

In the Marketplace Platform, an item is an individual stock-keeping unit (SKU) in a product. Items are part of a product, and they can have their own specific name, term, and commitment.

Additionally, there can be one or more items in a product. For example, the Microsoft 365 Business, Enterprise & Apps - Commercial product can include different items, such as Microsoft 365 Business Premium (1-year commitment, annual billing), Microsoft 365 Business Basic (no Teams, 3-year commitment, yearly billing), Microsoft Teams Enterprise (1-month commitment, monthly billing), and more.

SoftwareOne clients and partners can view the list of items in the platform and purchase them when placing an order.

Viewing items

To view a list of items:

If you have an order in your account that has been created but not placed yet, and you want to remind an individual about this order, you can send them an order reminder email.

The Send reminder feature triggers an email to remind the individual to take action on the order.

With this feature, you can share the order link with individuals in your account, as well as with those who have accounts on the platform but are not added to your account. Note that reminders can be sent for orders only in the Quoted status.

Sending an order reminder email

To send an order reminder email:

In the Marketplace Platform, you can order subscriptions by creating an order through the purchase wizard. The purchase wizard starts automatically when you select a product from the Products page.

The wizard is designed to guide you through the ordering process smoothly. It contains navigation buttons, a vertical progress bar with step numbers and title, and a data grid.

• The progress bar shows how far you have progressed and how many steps remain before the order can be placed. The steps are defined by vendors, so they might vary depending on the product. Additionally, the wizard might skip some steps automatically depending on the options you select.

• The is where the main content is displayed. This is where you can select different purchasing options, choose items, apply filters and sorting conditions, input your details, and so on.

When ordering a product, the Marketplace Platform provides an option to save an order and return to it later to submit it. Saved orders are displayed on the Orders page with a Quoted status.

This topic describes how you can save an order for purchasing later.

Saving a purchase order

To save a purchase order for later:

If you saved an order during the ordering process and no longer wish to continue with it, you can delete the order. Deleted orders can't be recovered, but will still be displayed in your list of orders.

You can delete orders in the Draft and Quoted statuses only. Orders in any other state can't be deleted. Additionally, when a draft purchase order is deleted, the agreement linked to the draft is also deleted.

Deleting an order

To delete an order:

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.

Watch the video guide for details on using the Marketplace Platform as a SoftwareOne partner, or see .

In the Marketplace Platform, we automatically renew subscriptions for your convenience and to prevent any service interruptions.

If you don't want your subscription to renew automatically, you can disable auto-renewal if it's supported for your specific product. By doing so, your subscription will expire at the end of the commitment period or renewal date, and you will not be billed after that.

In cases where you previously disabled auto-renewal for a subscription but want to re-enable it, you can do so before the subscription expires.

Disabling or enabling automatic renewal can be done by placing a configuration order.

Disabling or enabling automatic renewal

Before disabling or enabling automatic renewal, make sure that both the agreement and subscription are active.

The tutorial describes how you can order products for resale through the Marketplace Platform.

When ordering products, there are two options for agreements:

• If you have an existing agreement, you can use that agreement. However, you'll need to make sure that the agreement is mapped to a licensee configured as a resale licensee.

• If you don't have an agreement, you can create one during the ordering process and select an existing licensee configured as a resale licensee.

Prerequisites

Before starting this tutorial, make sure you have the following:

• A resale licensee in the active state, or permission to if you don't want to use the existing one. Licensee selection is required when setting up a new agreement.

• Company details of your client, like the company name, registration ID, and address. These details are required for creating a new Microsoft tenant.

• The contact details of your client who will manage the Microsoft account.

Ordering products for resale

Next steps

When your order has been placed, we verify the order details.

If there are issues with your order, the General tab on the will provide information about the problem and the actions you must take before your order can be processed.

If you have configured buyers, 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 configure the split.

Method 1 - Using the Edit option on the subscription details page

Method 2 - Using the Details option on the Split billing tab within your agreement details

Method 1 - 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.

Follow these steps to set up allocations:

1. On the Split billing tab, select Edit. The Edit split billing dialog opens.

1. Enter the allocation percentage or estimated license count for the required buyers and click Save. Make sure that 100% of the cost is allocated.

The updated split details are displayed on the Split billing tab of your subscription.

Method 2 - 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.

Follow these steps to split the billing:

1. On the Agreements page, select the required agreement. Make sure that and .

2. Select the Split billing tab. Your selected buyers are displayed.

3. Click the Details option for the buyer for which you want to update the allocation.

1. In the Split billing details dialog, click the Edit option for the required subscription.

1. 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.

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

1. Click Close to return to the Split billing tab.

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

Prerequisites

You can enroll in this program if you meet these conditions:

• You have a Marketplace account with partner capabilities. For details, see How to Verify If Your Account Has Partner Capabilities.

• You are signed up for the Microsoft Cloud Solutions Provider (CSP) program as an indirect reseller. For details on how to enroll, see .

• You are signed up for the SWO CSP Partner Program. For details, see .

• You have the Microsoft Partner Network (MPN) ID and email address for your Microsoft partner account. To find the ID in the Microsoft Partner Center, select the Settings (gear) icon > Account settings > Organization Profile > Identifiers. Then, find the PartnerID with the Type Location that matches the country/region of this CSP account.

Enrolling in the CSP Partner program

Next steps

The enrollment takes a few minutes to complete as we verify the details. Once the enrollment is complete, a certificate is created.

When your certificate becomes active, you can use it during the ordering process. This means that when you create a new agreement using a , the certificate will be displayed. You'll need to select the certificate to associate it with your agreement.

In the Marketplace Platform, an order represents a request to buy a new product, change the number of licenses, terminate a subscription, or terminate an agreement.

There are different types of orders in the Marketplace Platform:

• 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.

• Terminate order - An order to terminate an active subscription or an agreement.

• Configuration order - An order to enable or disable the auto-renewal of a subscription.

You can view and manage your orders from the Orders page in the platform. The page is available under Marketplace in the main menu.

Viewing order details

To view the order details page, select the order on the Orders page.

At the top of the details page, you can view properties, such as the order ID and status. Other details, such as the type of order, linked agreement, and the order's currency, are also displayed.

The details page also contains tabs that display additional details. The following table lists these tabs:

Additional actions

You can perform various actions on the details page. The available actions depend on the status of the order:

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 Marketplace Platform, 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 then specify the allocation percentage for these buyers.

The Software Downloads module lets you download software packages that SoftwareOne provides, and upload your files and packages to the cloud storage. To access software downloads, navigate to the main menu of the Client Portal and select Inventory > Software Downloads.

The Client Portal contains predefined dashboards that you can use to view the data. You can also create your custom dashboards.

The dashboards mainly consist of tiles displaying different information, such as the data about your preferred statistic, such as the number of invoices, orders, quotes, and more.

Each tile can have multiple functionalities; for example, they can display data and act as a shortcut. You can also configure the size of a tile and define how data is displayed in certain tiles. If there is no data for a specific tile, a message is displayed in the tile.

Access dashboards

To access the predefined dashboards:

SoftwareOne is uniquely positioned to help businesses on their cloud journey, and with our xSimple customers in mind, we have built a complementary report for our “Simple” views.

The Cloud Journey Report gives our Simple customers a unique insight into market competitors' share of cloud services, which paints a picture of their own position compared to those competitors. By analyzing this information, you can take full advantage of improving your operations, maximizing cloud features, and optimizing your cloud cost. Market Competitors are companies of a similar size and from the same industry.

The Cloud Journey Report is divided into 4 sections:

A subscription refers to the ongoing service provision under the terms and conditions of an agreement. In the Marketplace Platform, subscriptions are mapped to agreements, and each agreement can contain one or multiple subscriptions.

You can and also manage your existing licenses. This includes ordering additional licenses and canceling the previously purchased ones.

Your subscriptions are available on the Subscriptions page. The page is available under Marketplace in the main menu.

On the Subscriptions page, you can view the key properties for each of the subscriptions, including the renewal date and status. The page also contains a Buy more option, giving you quick access to the page for ordering subscriptions.

If you created a request through the platform and wish to add a message to your interaction with the vendor or SoftwareOne, you can do this through the Add Message option on the request details page.

When adding a new message, note the following points:

• The new message you add to the conversation will be visible to all members of your account.

• You can add a message regardless of the request's status.