Scansource, Inc. · NASDAQ:SCSC
Scansource — Investor Presentation (December 2024)
12 slides from Scansource's investor presentation, December 2024
Slide 1: Platform Guide: Trusted Advisor
PLATFORM GUIDE TRUSTED ADVISOR
Slide 2: Features + Functionalities
FEATURES + FUNCTIONALITIES: 1 LICENSE CATALOG 2 ADDING NEW USERS 3 MANAGING END CUSTOMERS 4 CREATING ORDERS 5 MANAGING LICENSES 6 FAQS + DEMO 7 SUPPORT CONTACTS
Slide 3: 1) License Catalog
1) LICENSE CATALOG Upon logging into Channel Exchange, partners will land on their catalog, where they can browse all available SKUs:
Slide 4: 2) Adding New Users
2) ADDING NEW USERS To add a new user to your account, select the Users tab from the navigation bar and click Enter the required information and set permissions for the user. Refer to the next slide to see a breakdown of each role and its permission levels. When the new user receives the email to ac
Slide 5: Roles and Permissions Breakdown
ROLES AND PERMISSIONS BREAKDOWN
Slide 6: 3) Managing End Customers
3) MANAGING END CUSTOMERS To navigate between the partner and end customer level, click on Select Organization in the top right corner. You will now be on the “Customer Organizations” page, where you can view and select an end customer’s account. If you need to create a NEW end customer, you must co
Slide 7: 4) Creating an Order
4) CREATING AN ORDER To create an order, select the customer for which you would like to place an order on the Select Organization tab. Using the Catalog, select the license to be ordered and follow the prompts to complete the transaction, including quantity and term duration.
Slide 8: 4) Creating an Order
4) CREATING AN ORDER Partners can add the license to their cart and continue to place the order, save it for later, or create a quote for the order and email it to the customer for approval. The quoting feature will not be available until February 1st.
Slide 9: 5) Managing Licenses
5) MANAGING LICENSES To manage customer subscriptions, navigate to the subscriptions tab at the end customer level. Select the license you’d like to manage to view options such as quantity change, upgrade options, and assigned the license to users. To edit, press the button in the bottom right corne
Slide 10: 6) FAQs and Demo
6) FAQS AND DEMO For answers to frequently asked questions, please refer to the link below: Channel Exchange FAQs Page Morgan Maxwell
Slide 11: 7) Support Contacts
7) SUPPORT CONTACTS EAST COAST: CENTRAL: ACCOUNT MANAGER ACCOUNT MANAGER EMMA SCHMIDT MIA PIERCE 864-286-4518 864-286-4617 EMMA.SCHMIDT@SCANSOURCE.COM MIA.PIERCE@SCANSOURCE.COM BUSINESS MANAGER BUSINESS MANAGER MARK SACCO ARIANA WILLS 864-286-4797 PHONE:864-286-2524 MARK.SACCO@SCANSOURCE.COM ARIANA.
Slide 12: Thank You!
THANK YOU! channel e<change