Buy domains and bundles on behalf of customers

This topic is applicable to marketplaces for which the Opportunities feature is enabled.

📝 Note: If the AppDirect logo appears in the upper-left corner of the page, when Manage > Marketplace appears in this topic, click the grid icon > Switch to | Store, instead.

The Opportunities feature is enabled when a New Lead or Purchase button appears in the upper-right corner of the page at Manage > Marketplace > Orders.

❗ Important: Only AppDirect can enable the Opportunities feature. Contact your AppDirect technical representative to request it.

Although sales agents cannot use opportunities to complete assisted sales that include domains or bundles, Marketplace Managers can enable the checkout workflow for those sales. For more information, see Configure assisted sales. When it is enabled, the Continue with Checkout button appears after Marketplace Managers and Sales Support Representatives (SSRs) complete steps 1 and 2 in the following procedure.

Some of the features and options referenced in this topic might not appear, depending on marketplace, role, and company configuration.

To buy domains, bundles, and tiered-price products on behalf of customers

1. Go to one of the following locations:

   • Manage > Marketplace > Users
   • Manage > Marketplace > Users > User name
   • Manage > Marketplace > Companies
   • Manage > Marketplace > Companies > Company name
   • Manage > Marketplace > Orders
   • Manage > Marketplace > Opportunities

2. Click New Lead or Purchase. The purchase setup page opens and displays two panes: a Customer pane on the left, and a Product pane on the right. Depending on marketplace configuration, the Continue to Checkout button for purchases that contain domains or bundles, might appear; if it does not appear you cannot complete this purchase or procedure. Depending on the page you were on when you clicked New Lead or Purchase, some information might already be selected:

   • If you clicked New Lead or Purchase from a user details page, the selected user and the user's company appear in the Customer pane. Skip the next two steps.
   • If you clicked New Lead or Purchase from a company details page, the company appears in the Customer pane, as well as a list of users who are members of the company. Skip the next step.

3. In the User search field, search for all or part of a user or company name. The search results include users that either match the user name or who are members of the company for which you searched.

4. Select a user from the search results. The user and associated company are added to the purchase setup.

5. Search for a product that the customer wants to buy.

6. Select a product from the search results. It appears in the upper-right pane.

7. Click Continue to Checkout. A dialog appears.

8. Do one of the following:

   • If you have the customer's approval to make the purchase, select I have customer approval (skip approval process).
   • If you do not have the customer's approval to make the purchase, select I do no have customer approval. Before you can complete this purchase, the customer receives an email with a link they use to approve the purchase (see later step in this procedure). The checkout page opens.

   📝 Note: To purchase a Microsoft product you must have the customer's approval and enter the date that the customer approved the purchase. See the previous step.

9. (Optional) Choose purchase options. Depending on the product, you may have options to change the edition and quantity, modify the price, change from a free trial to a purchased version of the product (or the reverse), and apply a discount code.

   📝 Note: If you are not ready to place the order, you can click Save as Quote and complete the order later. For information about quotes, see View and edit quotes.

10. (Optional) Purchase an add-on. (Add-ons are not available with all products.)

    1. Scroll down to the Choose Add-ons section to select an add-on.
    2. If the pricing is tiered, from the Select Period drop-down list, select a recurring billing period.
    3. (Optional) If there is a Number of units field, enter a quantity.

11. (Optional) Modify product and add-on prices for this purchase only.

    1. Click the price. The Change Sale Price dialog appears. It displays the following information:
       • Marketplace sale price—The price customers currently pay if they purchase the product themselves. This price appears on the marketplace.
       • Wholesale price—The price that Resellers pay.
       • Sale price—The price the customer pays for this purchase. If you are permitted to change the sale price for the customer, the sale price that appears by default is a reference for you as you decide on the price to set. One of the following default sale prices appears, depending on the marketplace configuration (to confirm the configuration for your marketplace, contact your AppDirect technical representative):
         • The current Developer price for the product.
         • The current marketplace sale price for the product.
    2. Enter a sale price for the product in the Sale Price field.
    3. Click Update. The Fee due at checkout and other totals automatically update.

12. Click Continue. One of the following two pages opens:

    • Billing Details—Continue to the next step.
    • Additional Information—If this page opens, do the following:
      1. Enter the information needed to purchase this product. The required information varies. For example, depending on vendor requirements or a defined custom attribute.
      2. Click Continue. If another Additional Information page opens, return to the previous step and repeat. If the Billing Details page opens, proceed to the next step.

13. Select one of the following payment methods on the Billing Details page:

    • PayPal—Enter the user's credentials to complete the purchase.
    • Credit card—Select this method and the saved credit card details, or enter or update the customer’s credit card information.
    • Bank Account—Select this method and the saved bank account details, or enter or update the customer’s bank account information to support Automated Clearing House (ACH) transactions. This option appears when marketplaces support Automated Clearing House (ACH) transactions. For more information, see Payment gateways.
    • Pay by check (or Manual payment) and Mark Invoice as Paid—This option appears when Marketplace Managers enable manual payments for customer companies (see Enable pay by check for companies). The payment takes place outside of the AppDirect platform. If you mark it paid, it is your responsibility to coordinate payment directly with the customer. Do one of the following:
      • Select Mark Invoice as paid if the customer has paid. Checkout generates an invoice in Paid status.
      • Clear Mark Invoice as paid if the customer has not paid. Checkout generates an invoice in Unpaid status unless AppDirect has enabled an option to generate the first invoice associated with a purchase in Paid status. After you collect the off-platform payment, manually mark the invoice as paid. For more information, see Add or edit off-platform payments.

    📝 Note: Some marketplaces require billing information for all orders, including those for free trials and 100%-discounted products. If the marketplace does not require billing information when an order is placed, the Billing Details page does not open.

    After you select a payment method, corresponding billing information fields appear, which you must complete to proceed with the purchase.

    📝 Note: When you enter Bank Account information, Business Checking and Business Savings accounts require the Company Name.

    When users previously purchased products, the Complete Billing Details page displays with the payment method they previously used automatically selected. When there is no change in billing details, it is not necessary to re-enter all the information shown above. However, if users want to use a different credit card than one previously used, they must update the credit card information from within their own accounts.

14. Click Continue. The purchase confirmation page opens. It contains order details such as product name and price. The appearance of the page and the next step in the purchase process differ depending on whether or not the purchase was pre-approved (described in step 4).

15. Perform one of the following actions:

    • If the purchase is pre-approved, a Place Order button appears at the bottom right of the page. Select the terms and conditions checkbox and click Place Order. The user receives a confirmation email, the completed purchase appears in the Orders list on the user's details page. The user receives a purchase receipt through email.
    • For purchases that are not pre-approved, click Send Approval Email. The customer receives an email that contains a purchase approval link. The customer must click the link to access the order confirmation page, click the Purchase Approval and Terms and Conditions checkboxes, and then click Place Order to complete the product purchase.
      A record of the purchase appears in the Orders list and also in the Pending Purchases list on the customer's details page, and the customer receives a purchase receipt by email.

    Note the following considerations regarding purchasing applications on behalf of users:

    • Some marketplaces do not attempt auto-payments for purchases and subscription renewals, even if they collect billing information during the order process or billing information is saved for customers. After the order or automated subscription renewal process, customers receive an unpaid invoice.
    • In some cases, when a product is purchased, you can include licenses or seats for additional users. In those cases, the initial user, for whom the product was purchased, is able to use the service immediately, but you must assign the application to the additional users before they can access it. For more information, see Assign applications.
    • ACH payments remain in the Pending state until the financial institution confirms that they are successful or have failed, usually one to five business days. For more information, see Payments.
    • Marketplace Managers can limit customers to purchases of a maximum total value per day and per 30 days. However, those limits do not apply to Marketplace Managers, SSRs, and Resellers when they purchase on behalf of end-users.