Assisted sales

Depending on your AppReseller configuration and business model, you might perform assisted sales for your customers. In other words, you might purchase products on behalf of end users. For example, if you negotiate purchase terms with customers, you might perform assisted sales so that you can customize prices for them.

📝 Note: You can only purchase products on behalf of users that are members of a different company. For example, if you are a member of two companies, company A and company B, the following is true:

• You can purchase products on behalf of users in company B if you are purchasing from company A.
• You cannot purchase products on behalf of users in company A if you are purchasing from company A.

Marketplace Managers configure settings that affect assisted sales. For example, they can give users permission to change prices or manage payment information for customers.

To determine which assisted sales documentation applies to your AppReseller configuration, go to Manage > Reseller > Operations > Orders:

• If a New Lead or Purchase button appears in the upper-right corner, see Opportunities.
• If a Make Purchase button appears, see Purchase products on behalf of customers.