Buy domains and bundles on behalf of customers

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

The Opportunities feature is enabled when the following elements appear at the following locations:

• For Reseller Managers: At Manage > Reseller > Opportunities, the Opportunities list displays Opportunity info, Status, Creation Date, and ID columns. If it displays different columns, the Opportunities feature that this documentation addresses is disabled (see Assisted Sales for more information).
• For Reseller Managers with the Sales Support Representative (SSRs) role: At Manage > Reseller > Opportunities, the Opportunities list displays the Opportunities that they created, as well as the Opportunities that Resellers in their marketplace created. Reseller Managers with the Sales Support Representative (SSR) roles can create, manage, and finalize opportunities. See About the Reseller Manager and SSR role combination in Opportunities.
• For Resellers: At Manage > Reseller > Home > Orders, a New Lead or Purchase button appears in the upper-right corner of the page. If a Make Purchase button appears, see Assisted sales for more information.

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

Although Resellers cannot use opportunities to complete purchases that include domains or bundles, on some marketplaces they can complete those purchases with the checkout workflow. When you can, the Continue with Checkout button appears after you 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 > Reseller > Home > Users
   • Manage > Reseller > Home > Users > User name
   • Manage > Reseller > Home > Companies
   • Manage > Reseller > Home > Companies > Company name
   • Manage > Reseller > Home > Orders
   • Manage > Reseller > Home > 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) Click Purchase Options. Depending on the product, options can include changing the edition or quantity, changing from a free trial to a purchased version of the product, or applying 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 more information, see View and edit quotes.

10. (Optional) Modify the product price for this purchase.

    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.
       • 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, Resellers can contact your your Reseller Manager and Reseller Managers can contact your Marketplace Manager):
         • The current wholesale price.
         • The current marketplace sale price.
    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.

11. Click Continue. One of the following pages appears:

    • Billing Details—Proceed to the next step.
    • Additional Information—Complete the following:
      1. Enter the information required to purchase this product.
      2. Click Continue. If another Additional Information page appears, provide the requested information. When the Billing Details page appears, proceed to the next step.

12. 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 user’s credit card information.
    • Bank Account—Select this method and the saved bank account details, or enter or update the user’s bank account information to support Automated Clearing House (ACH) transactions. This option appears when your AppReseller instance supports Automated Clearing House (ACH) transactions.
    • Pay by check (or Manual payment) and Mark Invoice as Paid—This option appears when Marketplace Managers enable manual payments for customer companies. The payment occurs outside of the AppDirect platform. It is your reseller organization's responsibility to coordinate payment directly with the user. 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 (after the customer pays, the Marketplace Manager manually marks the invoice paid) unless AppDirect has enabled an option to generate the first invoice associated with a purchase in Paid status.

13. Click Continue. The Purchase Confirmation page appears and displays an order summary.

14. Review the order summary, click the Terms and Conditions checkbox, and then click Place Order. One of the following occurs depending on whether or not the purchase was preapproved earlier in this procedure:

    • For preapproved purchases, the customer receives an order confirmation email. A record of the completed purchase appears in the Orders list and also in the Pending Purchases list on the user's details page.
    • For purchases that are not preapproved, 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 completed 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.