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Get started as a client using the Marketplace Platform.
Use this section to complete common Marketplace tasks as a client.
Start with buying products. Then, use the related tutorials to filter orders, update subscriptions, order more licenses, split billing, and manage invoice currency.
See the quickstart guide and tutorials for the Marketplace Platform.
Learn the essentials with the quickstart, explore client-focused tutorials to understand how to use the Marketplace, or follow partner tutorials to discover how to use the Marketplace as a partner.
Change the number of licenses for your subscription.
This tutorial describes how to change license quantities for an existing subscription.
Start from the subscription
Go to Marketplace > Subscriptions.
Select the required subscription. Ensure that the subscription is active.
On the subscription details page, select Edit.
Change the license quantities
In the Edit subscription flow, do the following:
Update the New qty value, then select Next.
Add or update the reference ID and your comments. Select Next
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.
Use the different types of filters to find and view your orders.
This tutorial describes how to use filters to quickly find specific orders.
The Marketplace offers several filter options to help you find orders. You can apply a single filter or create a combination of filters by selecting different fields, operators, and values.
To filter orders by status, such as Draft:
Go to Marketplace > Orders.
Select the Filter icon.
Select Add another condition.
Define the filter:
In the first field, select Status.
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:
Go to Marketplace > Orders.
Select the Filter icon, then define the filter:
In the first field, select Order ID.
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:
Go to Marketplace > Orders.
Select the Filter icon.
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.
Learn about Partner Management and how it works.
SoftwareOne is a global provider of software and cloud technology solutions.
Our Partner Program helps companies that sell cloud-based products and services expand their businesses by accessing new markets worldwide.
The program supports partners, including Value-Added Resellers (VARs), System Integrators (SIs), and Managed Service Providers (MSPs), as well as other businesses such as Cloud Solutions Providers (CSPs), Direct Marketing Resellers (DMRs), and Retailers, to grow their revenue and scale their market presence. Our program equips partners with the tools, training, and support to accelerate growth, reach new clients, and build long-term relationships while minimizing the risks associated with competitive solutions.
Marketplace Platform and Partner Management
Marketplace Platform's Partner Management feature allows partners to access features designed to support resale activities.
Unlike clients, who procure software or services for self-use, partners can procure SaaS products for their own use and resale to their end customers.
This is managed at the licensee level within the platform. Licensees are the end-users or consumers of a license, and they are linked to agreements in the platform. Partners can create new licensees through self-service and configure them as resale licensees. When a licensee is marked for resale, it becomes available during the ordering process, indicating that the purchase is intended for resale.
Partner enrollments and certificates
Through Partner Management, partners can also enroll in various programs, complete certifications, and apply those certifications when ordering products to access the benefits associated with those programs.
To learn more, see the following links:
Verify the information, then select Place order. Select Next.
Select View details to open the order details page or select Close.
In the third field, select Draft.
Add more conditions if you need to narrow the results further.
In the third field, enter all or part of the order ID.
Create a licensee for resale ordering and link it to the right buyer and seller.
This tutorial describes how SoftwareOne partners can set up resale licensees.
You must mark a licensee for resale if you want to order products for resale instead of your own consumption.
Before you start, make sure you have account administrator permissions. Only admins can create new licensees.
Start the Add Licensee wizard
Go to Settings > Licensees.
Select Add.
Enter the licensee details
Complete the following steps, making sure to enter or verify the required information where necessary:
General – Enter the licensee details, then select Next:
Logo – Upload a logo or drag it into the field.
Review and create the licensee
Overview – Review the details, then select Add.
Summary – Select View details to open the licensee details page, or select Close.
After you create the licensee, you can order products for resale through the Products page. For details, see .
Add new items to your existing Marketplace agreement.
This tutorial describes how to add more items to your existing Marketplace agreement.
New items can be added using Buy more on the agreement details page. When you start from Buy more, the purchase wizard opens directly on the Items step.
Start from the agreement
Go to Marketplace > Agreements.
Select the agreement you want to update.
On the agreement details page, select Buy more.
Add the new items
In the guided Purchase flow, complete the following steps:
Select Add items.
Choose the items you want to order. Make sure to check the billing terms and duration. Select Add items.
Review and submit the order
Add or update the reference ID and your comments. Select Next.
Verify the order information, then select Place order.
Select View details
After you place the order, a change order is created for the agreement and sent to the vendor for fulfillment.
The agreement status also changes from Active to Updating. While the agreement is updating, you cannot place more orders under that agreement.
You can track the order on the Orders page or in the Orders tab on the agreement details page.
Learn about partner management and how it works.
To use the Marketplace Platform effectively as a Partner and make the most of its functionality, it's important to understand how the platform works and be familiar with its concepts.
Partner accounts include all the features and functionalities of client accounts, along with additional features to facilitate transactions and procurement within the Marketplace.
To learn more, see the following video guide, or go to How to get started.
Enroll in the SoftwareOne CSP partner program.
The SoftwareOne CSP Partner Program is for SoftwareOne partners to ensure compliance with our established terms and conditions.
All SoftwareOne partners must enroll in this program to obtain a compliance certificate. This enrollment is required to order products for resale. To learn more about this program, see Partner programs.
Make sure your account has been set up as a partner account. For details, see How to verify if your account has partner capabilities.
Open the SWO CSP Partner Program details page
To open the details page:
Go to Program > Programs.
Select SWO CSP Partner Program.
Start the Add Certificate wizard
To start the wizard:
On the program details page, select the Certificates tab.
Select Add.
Complete the enrollment
Certificant – Choose the buyer you want to enroll, then select Next.
Overview – Review the details, then select Add.
When the enrollment completes, a certificate is created. You can select this certificate when ordering CSP products and services.
Enroll in the Cloud Solution Provider partner program.
The Cloud Solution Provider Partner Program allows you to partner with SoftwareOne as your indirect CSP provider. To learn about this program, see Partner Programs.
To enroll in the CSP partner program:
You must have a Marketplace account with partner capabilities. For details, see How to verify if your account has partner capabilities.
You must be signed up for the Microsoft Cloud Solutions Provider (CSP) program as an indirect reseller. For details, see Enroll as an indirect reseller in Microsoft documentation.
You must be signed up for the SWO CSP Partner Program. For details, see .
You must have the Microsoft Partner Network (MPN) ID and email address for your Microsoft partner account. To find the ID, go to Microsoft Partner Center, select the Settings (gear) icon > Account settings > Organization Profile > Identifiers. Look for PartnerID with the Type Location that matches the country/region of your CSP account.
Open the CSP Partner Program details page
To open the details page:
Go to Program > Programs.
Select Cloud Solution Provider Partner Program.
The enrollment takes a few minutes to complete as we verify the details.
When it completes, a certificate is created. You can use this certificate when placing your order.
Verify if your Marketplace account is enabled for partner use.
There are three ways to verify whether your account is configured as a partner account in the Marketplace Platform.
You can check this through the following pages, available under Settings in the main navigation menu:
Accounts – The Accounts 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.
Buyers – The page lists all entities or organizations that have been configured for your Marketplace account. For partner accounts, this page displays all organizations that receive invoices from SoftwareOne.
Licensees – On the page, partners can view their own organizations as well as third-party organizations. The Resale column indicates whether a licensee is procuring for self-consumption or reselling. If the value in the Resale column is Yes, it means the licensee is ordering products and services for resale purposes.
Access the product catalog, discover products, and submit your order.
This tutorial describes how to order products from the SoftwareOne Marketplace using the purchase wizard.
The exact steps depend on the product and vendor. This page covers the common flow.
Review the product
Go to Catalog > Products.
Select a product, for example, Microsoft 365 Business, Enterprise & Apps-Commercial.
Review the information, including product details, features, and more.
Start the order
On the product details page, select Buy now.
The purchase flow starts automatically and guides you through each step.
Review and submit the order
The ordering steps and required details vary by product and vendor. Most orders follow this flow:
Select agreement – Select an existing agreement or create a new one. The option you select in this step determines the next step. For example, if you create a new agreement, the Select licensee step is displayed. However, if you select an existing agreement, the Select items step appears.
Select licensee – Choose an existing licensee or create a new one.
After you place the order, we verify the order details and start processing it. You can track the current status in the General tab on the order details page.
If action is required, the order details page shows the issue and the next step.
Divide subscription costs across buyers in your account.
Split billing is a feature that allows you to divide the cost of a subscription across different buyers in your account. If your organization has multiple legal entities, split billing can be used to distribute costs effectively. To learn more, see .
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.
Order software products for reselling to your end customers.
This tutorial describes how to order Microsoft products for resale from the SoftwareOne Marketplace.
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 . 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.
Learn how to choose a currency for your Marketplace invoices.
This tutorial describes how to choose the billing currency for a Marketplace agreement.
SoftwareOne issues invoices at the agreement level. It means that invoices are generated for specific agreements. Therefore, currency selection must be done at the agreement level.
There are two ways to choose a billing currency. You can select it when creating a new agreement. Alternatively, you can change it after the order is placed.
Start a new purchase
Go to
Learn how to get started as a partner using the Marketplace Platform.
To get started as a partner, you must have an account on the Marketplace Platform. This account must be set up as a partner account.
While partner accounts have the same features and functionalities as client accounts, they also provide additional features to help you procure for your end customers and transact successfully on the Marketplace.
Once you have signed in to your account, you can get started in various ways, depending on the actions you want to take. Use the following table as a guide to access the most important topics:
Licensee name – Enter a name for the licensee. This can be your company name, department name, or username.
Resale licensee – Select this checkbox to use the licensee for resale ordering.
External reference – Enter your internal reference or identifier for the licensee.
Licensee description – Add a short description.
Buyers – Select the buyer to link to the licensee, then select Next. A licensee can link to one buyer only.
Sellers – Select the seller to order from, then select Next.
Address – Use the same address as the buyer or enter a new one, then select Next.
In the New Qty field, update the quantity of licenses.
Select Next.
Start the Add Certificate wizard
To start the wizard:
On the program details page, select the Certificates tab.
Select Add.
Use the Add Certificate wizard to enroll
Certificant – Choose the buyer for this certificate, then select Next.
Partner details – Do the following, then select Next:
Authorize SoftwareOne as your indirect provider. You must select a country that is within your region. For regional markets, see .
Enter the email address associated with your Microsoft partner account. We will use this email address to link your CSP customers with your Microsoft reseller account.
Enter the Microsoft Partner Network ID associated with your Microsoft partner account. We'll associate your Microsoft subscriptions with the MPN ID.
Details – Enter a certificate name, then select Next.
Overview – Review the details, then select Add.
Summary – Select View details to open the enrollment details page or select Close.
Agreement details – Complete agreement details, such as your company name, address, and more.
Select items – Select the items you want to order and adjust quantities.
Additional information – Add reference details, like internal order or agreement IDs, if needed.
Review order – Review the order details, go through the terms and conditions, and then submit your order.
Summary – Review your order summary to ensure everything is correct.
Split billing can only be activated at the agreement level. To activate split billing:
On the Agreements page, select an active agreement.
On the agreement details page, select the dropdown arrow , then choose Split billing.
Select the checkbox, then select Save.
Split billing is activated, and the Split billing tab appears on the agreement details page.
Configure buyers
In this tutorial, Stark Industries is the Owner buyer who has been allocated 100% of the billing. We will configure Stark Industries II and Stark Industries III as additional buyers and divide costs across buyers.
To configure buyers:
On the agreement details page, select the Split billing tab.
Select Edit.
In the Split billing dialog, select the required buyers, then select Save.
Stark Industries II and Stark Industries III are added as buyers and displayed on the Split billing tab. You are now ready to allocate billing to these buyers.
Allocate percentage
Billing can be allocated by specifying percentages for each buyer. You can also specify the estimated license count. Both of these options are linked, meaning that changing one automatically updates the other, although only the allocation % is used during billing (see Split billing rules to learn more).
To start configuring the split for each buyer:
In the Actions column for the Owner buyer, select Details.
Find the required subscription, then select Edit. The example agreement contains three subscriptions, but we will only configure allocation for the first subscription, called Creative Cloud All Apps with Adobe Stock.
Under Allocation%, enter the allocation percentage for each buyer. Then, select Save. In this example, 50% of the billing is allocated to Stark Industries (owner buyer) and the remaining 50% to Stark Industries II. No split billing percentage is assigned to Stark Industries III.
The allocation is updated and displayed on the Split billing details page. By default, the allocation for the owner buyer is displayed:
Use the Buyer menu at the top to view the allocation for the other buyers (Stark Industries II in this example):
Select Close. You are returned to the Split billing details tab.
Repeat the same steps if you have additional subscriptions and want to split the billing for those subscriptions.
You can also edit the split at any time. For details, see Edit split billing.
Start the order
To start the order:
Go to Catalog > Products.
Select the desired Microsoft 365 product, for example, Microsoft 365 Business, Enterprise & Apps - Commercial.
On the product details page, review the information, then select Buy now.
Create a new agreement and choose items
To create a new agreement and add items to your order:
Select agreements – Select Create agreement.
Select licensee – Choose a licensee. Ensure that the Resale column shows Yes, then select Next.
Select certificate – Select a certificate. If the certificate you want to use isn't displayed, use Add certificate to add it. When done, select Next.
Create agreement – Choose whether you want to create a new Microsoft tenant or connect an existing cloud account.
Microsoft details – Do the following depending on the selection in the previous step:
For a new cloud account, provide a new domain name, then provide the following details:
Company name.
Company registration ID or tax number.
Special qualifications – Select the checkbox if the organization is a entity. Otherwise, leave it clear. A company is classified as state-owned if it is either controlled by the government or performs functions that the government considers its own.
Support contacts – Enter the contact details of your support administrator and choose your preferred support language. Select Next.
Items – Complete the following steps, then select Next.
Read and understand the attestation: "By clicking Next, I confirm that my organization is acting as an indirect partner when choosing a reseller and as a direct partner in the absence of selecting a reseller".
Select Add items to choose the items you want to order.
Review and submit your order
To review and submit your order:
Details – Provide reference details for the order, then select Next.
Review order – Review the order details, go through the terms and conditions, then select Place order.
Summary – Review your order summary, then select View details to open the order details page or select Close.
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.
Select the product you want, then select Buy now. The purchase flow starts.
Under Select agreement, select Create agreement.
Continue through the steps until you reach the Billing currency step.
Choose the billing currency
From the Billing currency list, select your preferred currency for future invoices.
Select Next.
Complete the remaining steps to finalize your order.
Changing the billing currency affects future invoices only. Past invoices remain in the original currency.
Open the agreement
Go to Marketplace > Agreements.
Select the agreement whose currency you want to update.
On the agreement details page, select the dropdown arrow , then choose Billing currency.
Save the new currency
In Select billing currency, choose the new currency.
Select Save.
Future Marketplace invoices are issued in your selected billing currency. You can view and manage invoices using the Invoices page.
Learn how to navigate the platform and use features like data grids, object spotlight, account switcher, and more.
Understand the key points to establish a GDAP or a partner relationship request with SoftwareOne.
Enroll in the SoftwareOne CSP Partner Program (mandatory for ordering products for resale).
Order products for resale to your end customers by creating a new agreement.
Order additional items using an existing agreement.
Find answers to commonly asked questions.
Use these additional resources to learn more about the platform:
Familiarize yourself with the key concepts and terminology.
Learn about partner management.
Verify partner functionalities in your account.
Configure licensees for reselling products.
Enrolling in the SWO CSP program.
Enroll in the CSP Partner program.
Buy products for resale to your customers.
Learn about the GDAP role assignment.
Find answers to commonly asked questions.
Find answers to all frequently asked questions for partners.
Company address, including city and zip/postal code.
Contact details of the person managing your account.
For an existing cloud account, enter your existing domain name and your Microsoft account details.
Use this quickstart to get started in the Marketplace, place your first order, and manage your subscription.
This quickstart guide explains how to get set up in the SoftwareOne Marketplace, make your first purchase, track orders, and self-manage your subscription.
The page is split into tasks. Each task contains information and further links to detailed instructions.
After signing in, set up your profile and define preferences, including your name, profile picture, account language, and time zone.
If you are an account administrator, you can perform additional account setup tasks, such as creating user groups and inviting users to your account.
When you’re ready to make your first purchase, browse the catalog to view the available products, then place your order.
After placing the order, use the Orders page to view detailed information and check the status.
After your order is provisioned, manage your subscription from the Subscriptions page. This includes increasing or reducing the number of licenses and managing your subscription's renewal.
On the registration page, do the following:
Enter your first name and last name.
Enter a new password and then confirm that your new password matches the one you entered in the Password field.
Select the terms of use.
Select Accept invitation.
Sign in to your account using your email address and password.
