Slide 1: Expert Partner Platform Guide
PLATFORM GUIDE EXPERT PARTNER
Slide 2: Features + Functionalities
FEATURES + FUNCTIONALITIES: 1 LICENSE CATALOG 2 SETTINGS OVERVIEW 3 ADDING NEW CUSTOMERS 4 ADDING NEW USERS 5 CREATING ORDERS 6 CREATING QUOTES 7 MANAGING LICENSES 8 FAQS + DEMO 9 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) Settings
2) SETTINGS Under the Settings Tab, partners have access to new features through Channel Exchange: Theme: Partners can now white label with company logo, color theme, and customer HTML blocks Integrations: Partners can now integrate software applications into our platform Terms and Conditions: Partn
Slide 5: 2) Settings
2) SETTINGS Payments: All partners will now require a Stripe account to make payments in Channel Exchange. All existing partners will automatically have a Stripe account created with their banking information. For new partners, a link to create a new Stripe account can be found underneath the Curren
Slide 6: 3) Adding a New Customer
3) ADDING A NEW CUSTOMER To add a new customer, navigate to the Select Organization tab in the top right corner and click. Select and follow the prompts: Enter an unique Registration Number (we recommend inputting their phone number as it is unique to each end customer) Once the form is complete, se
Slide 7: 4) Adding a New User
4) ADDING A NEW USER To add a new user to your account, select the Users tab 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 activate their account, t
Slide 8: Roles and Permissions Breakdown
ROLES AND PERMISSIONS BREAKDOWN
Slide 9: 5) Creating an Order
5) 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. For all Microsoft lice
Slide 10: 5) Creating an Order
5) CREATING AN ORDER For the “invoiced by” option, select “by me” An option to edit price and view markup summary will appear before adding the licenses to the 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 ema
Slide 11: 6) Creating Quotes
6) CREATING QUOTES Upon adding all licenses to the cart to be quoted, hover over the place order button, then click Create Quote. You will now be able to edit the quote and send it to the end customer. Partners have the ability to edit the days the end customer has to accept the quote in the top rig
Slide 12: 7) Manage Licenses
7) MANAGE 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 corner.
Slide 13: 8) FAQs + Demo
8) FAQS + DEMO For answers to frequently asked questions, please refer to the link below: Channel Exchange FAQs Page
Slide 14: 9) Support Contacts
9) 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 15: Thank You!
THANK YOU! channel e<change