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- Subscriptions
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- Billing
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Accounts
Manage your end customer
Accounts > Customers > List
To view and manage end customer accounts please the following path: Accounts > Customers > List...
Accounts > Customers > Add
This is an option if the end customer does not want to actively register on your Marketplace, or ...
Accounts > Import Customers
If you have several end customers for whom you would like to import the data into the Marketplace...
Subscriptions
here you can find information about the subscriptions tab in your partner marketplace menu bar
Subscriptions > All
Get an overview of all subscriptions, use the following path: Subscriptions > All Unde...
Subscriptions > Suspended Subscriptions
The following function has been activated for you, but this function is not yet intended for th...
Subscriptions > Terminated Subscriptions
The following function has been activated for you, but this function is not yet intended for th...
Marketing
Here, you can find help for the marketing tab in the menu bar at the partner portal.
Marketing > Email Templates > List
Emails are generated from the Marketplace for a wide range of activities. These emails have alr...
Marketing > Email Templates > Email Format
Here you can define the design for the header and footer of certain emails. To create a new E-M...
Marketing > Email Templates > Assign Email Templates
The Assign Email Templates function is used to assign previously created email templates to a spe...
Billing
here you can find information about the Billing tab in your partner marketplace menu bar
Billing > Orders > List
To get an overview of all your orders, select the following path: Billing > Orders > List ...
Billing > Orders > Create Order
To place an order on behalf of your end customer, use the following path: Billing > Orders > Cr...
Billing > Orders > Approve an Order
As soon as an order has been placed by the customer, it must be confirmed accordingly. To call ...
Billing > Orders > Edit End Customer Order
You have the following options of editing an end customer's order before approval. Change Qua...
Billing > Invoices (Order Summary)
There are no invoices in the Marketplace, invoices are created in the partner's ERP system. There...
Support
here you can find information about the processes of the rab "Support" in the menu bar of your pa...
Support > Tickets > List
To view all tickets use the following path: Support > Tickets > List To find a ticket,...
Support > Tickets > Create
You can create a ticket on behalf of the end customer. As soon as the Customer ID / Username fi...
Support > Tickets > Change Ticket Status
To change the Ticket Status, please use the following path: Support > Tickets > List Sele...
Support > Tickets > Move ticket to another department
To move tickets to another department, please use the following path: Support > Tickets > List ...
Support > Tickets > Assign ticket to a person
To assign Tickets to another user/admin, please use the following path: Support > Tickets > Lis...
Support > Tickets > Merge tickets
To get to Merge Tickets, please use the following path: Support > Tickets > List Merge Tickets...
Reports
Here you will find information on the report process tabs in the menu bar of your partner marketp...
Reports > Accounts > Customers
If you would like to analyze information about your customers you can use the following link: R...
Reports > Billing > Invoices (Order Summary)
There are no invoices in the Marketplace, invoices are created in the partner's ERP system. There...
Reports > Billing > Orders
To get an evaluation of all your orders, use the following path: Reports > Billing > Orders ...
Reports > Subscriptions
Here you can report all subscriptions. Would you like to analyze more information about your subs...
Reports > Support > Ticket Report
Would you like to analyze more information about your support tickets? Then you can do this under...
Settings
Settings > Company Settings
To change your company settings use the following path: Settings > Company Settings The...
Marketplace CMS > Pages
Use the following path to get an overview of all functions for the creation of your own homepag...
Marketplace CMS > Add Page/Category
To Add a Page/Category, please follow the path below as shown in the picture. Settings > Marke...
Marketplace CMS > Header & Footer Configuration
To get to the settings for the header and footer configuration, please follow the path below as...
Marketplace CMS > Style & CSS Management
Now change the design of your previously created homepage or your header & footer. Use the foll...
Marketplace CMS > Navigation Management
With the following settings you can personalize your menu bar according to your wishes and easily...
Marketplace CMS > Cookie Consent Management
When does a website need cookie banners?If personal data is collected or stored and passed on to ...
Settings > Offers > Basic Configuration
Using the Getting Started Wizard, you have already selected which offer group you would like to s...
Settings > Offers > Basic Configuration > Offer Group > Set a markup on the entire offer group
Click on the three dots under Action and then select Edit. Under Markup, enter the corr...
Settings >Offers > Basic Configuration > Offer Group > Offer Name
Click on the link under offer group to get to the overview of all articles. In terms of...
Settings >Offers > Basic Configuration > Offer Group > Offer Name > Set markup or price on single product
In terms of the overview, you again have various options to come to product details or to the p...
Settings >Offers > Basic Configuration > Offer Group > Offer Name > Export & Import Pricing
Perhaps it is easier for you to work with an excel table. Therefore, we will first show you how...
Settings >Offers > Basic Configuration > Offer Group > Offer Name > Bulk Update
With the bulk update option, you can make items visible or invisible on the Marketplace. Click ...
Settings > Offers > Basic Configuration > Request Product
In the best case, you have already made this setting/request in the Getting Started Wizard. How...
Settings >Billing > Currency Settings
The first currency stored in the marketplace cannot be deleted. The default setting is €. If yo...
Settings >Billing > Payment Gateways
Use the following setting to offer your end customers certain payment methods. In the Getting Sta...
Settings > Billing > Order Settings
You can assign the setting for the document format of your order numbers here. The variable {NUMB...
Settings > Billing > Invoice Settings (Order Summary)
No payments are currently processed via the Marketplace. You can now find the order summary under...
Settings > Support > Ticket Department
The predefined departments are controlled from the Admin Panel. The partner cannot create or dele...
Settings > Support > Ticket Title
With titles, tickets can be further assigned for specific departments, so therefore the problem o...
Settings > Communication > Knowledgebase URL
You can link your own wiki for endcustomers or a manual for specific products to sell to the cu...
Settings >User Management > Roles
If you can already view predefined user roles, then these have already been preset by the Prianto...
Settings >User Management > Users
Have you already created a role? Then you can now create additional users if you have not alrea...