View purchase details

Marketplace Managers, Customer Service Representatives (CSRs), and Sales Support Representatives (SSRs) can search for and view purchases on the Purchase listing page. When they click on a purchase, additional information appears on the Purchase details page.

To view purchase details:

1. Go to Manage > Marketplace > Dashboard > BILLING | Purchases. The Purchase listing page opens.
2. Click a purchase in the Purchases table. The Purchase details page opens.

Your purchase details view includes, but is not limited to, the items purchased in the transaction, whether you or a sales agent completed the purchase, the billing information, the total value of the purchase transaction, all charges for each item in the purchase, and whether the items require provisioning, or are provisioned or did not require provisioning.

The Purchase details page includes the following information:

• Purchase information—Provides information about the entire purchase, including all digital and physical products within the purchase.
• Item-specific details—A description, details, and status for each item within the purchase. Items can include digital and physical products.

📝 Note: If a purchase includes only web products, the purchase details page is a view-only page and users cannot make any updates to purchased items. However, if the purchase includes physical goods, a user with the role of Marketplace Manager, Sales Support Representative, or Customer Service Representative needs to fulfill the product. See Fulfill physical goods purchases for more information.

Purchase information

The information for the entire purchase appears in several panes on the Purchase details page. The information that appears depends on the type of product purchased. It can include any of the following details:

• Purchase ID—System-assigned purchase identification number
• Purchase status
  • When a purchase is in In Progress status, at least one purchased item is in Open, Open–In progress, Open–Failed, or Open-Rejected status. There are outstanding tasks required to provision or fulfill those items.
  • When a purchase is in Completed status, all purchased items are in a Closed or Canceled status. All tasks required to deliver the items to the customer are complete.
• View Opportunity—Appears when the purchase was generated from an opportunity that was created on or after May 3, 2021. Click it to view the opportunity that generated the purchase. This button only appears for Marketplace Managers and SSRs (CSRs cannot view opportunities). For information about the Opportunity details page that appears, see View opportunities.
• Purchase date
• Purchase fulfillment requirement—If the Fulfill Products button is visible, the purchase includes at least one physical product that requires fulfillment. See Fulfill physical goods purchases for more information.
• Purchase details, including
  • Amount due
  • Subtotal
  • Customer company contact information
  • Transaction type
    • Self-serve checkout—The customer completed the purchase
    • Assisted sale—A sales agent completed the purchase on behalf of the customer
• Payment information, including payment type and billing address
• Shipping address (for purchases that include physical goods)

Item-specific details

The Purchase details page displays a separate pane for each of the items within the purchase.

Items are grouped by item status—Open or Closed.

Each pane displays information about the item, which can include the following details (the information that appears depends on whether the product is a digital item or a physical good)

• Product name
• Item status—An item's status depends on whether the item is a digital product or a physical good. The following table displays the statuses for digital products. For more information about statuses for physical goods, see Fulfill physical goods purchases.

Status Marketplace Manager, Customer Service Rep, and Sales Support Rep view	Status Billing or company admin view	Description
Open	Open	The product is ready to be provisioned immediately or on a future date.
Open—In Progress	Open	An attempt is being made to provision the product.
Open—Failed	Open	A provisioning attempt failed. Depending on configuration, retries might be possible.
Closed	Closed	The product was provisioned or did not require provisioning.

• Contract—Contract duration. If customized contract terms appear with a multiple, the total duration represents the contract term. For example:
  • 3 x 6 months—an 18-month contract
  • 2 x 2 years—a 4-year contract
• Description—Charge description
• Frequency—How often the charge is invoiced
• Quantity—Number of units ordered
• Unit price—Price for each unit
• Total—Total charge (Quantity x Unit price) excluding tax
• Shipper and notes to shipper
• Tracking URL
• Service type
• Delivery status
• Fulfillment ID

Additional information

To view any additional information captured during the checkout of a purchase, click the View Additional Details link. For instance, if you have entered product or vendor required data, subscription or purchase attributes during checkout (V2), you will be able to view these details on the Additional Details pop-up.