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Opportunities pricing

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.

Opportunity pages display product prices in columns. The columns shown on reseller-owned Opportunities depend on the billing relationship:

  • Direct billing—Opportunities display Unit Wholesale Price, Unit Selling Price, and Total Selling Price.
  • Indirect billing—Opportunities display MSRP and Unit Wholesale Price. The Unit Selling Price column is hidden, and the total is labeled Total Wholesale Price.

All opportunities users can view prices.

Resellers can view MSRP and wholesale prices on reseller-owned Opportunities in read-only mode, regardless of billing relationship. Resellers cannot edit wholesale prices; only Marketplace Managers, Reseller Managers, and Sales Support Representatives can set opportunity-specific wholesale prices.

Reseller Managers and Resellers can edit unit selling prices—the prices that customers pay—if Marketplace Managers grant them permission. Edited prices only apply to the opportunity; they do not affect the product price for other opportunities or other customers.

On direct-billing Opportunities, a product row may display a lightning icon (⚡) next to the Unit Wholesale Price to indicate that a custom wholesale price has been applied. Hover over the icon to view a tooltip with context about the override.

Unit wholesale price

The Unit Wholesale Price column displays the price that the reseller pays for the products. It is set by the marketplace and shown to Resellers in read-only mode. If a Marketplace Manager, Reseller Manager, or Sales Support Representative has applied an opportunity-specific wholesale price to a product, the row displays a lightning icon (⚡) with a tooltip indicating that a custom wholesale price is in effect.

MSRP (indirect billing)

On reseller-owned Opportunities with an indirect billing relationship, the MSRP column displays the manufacturer's suggested retail price for each unit of product. MSRP is visible to Resellers in read-only mode. The Unit Selling Price column is hidden on indirect-billing Opportunities.

Unit selling price

The unit selling price is the price that customers are charged for each unit of product. This column appears on direct-billing Opportunities; it is hidden on indirect-billing Opportunities.

The default unit selling price for opportunities that Resellers create is the Marketplace sale price.

The prices that appear on each opportunity are the currently configured product prices until users edit them. Custom prices apply to and appear on the opportunity regardless of other price changes that occur in the system. For example:

  • January 1: A sales agent creates an opportunity when the product price is $10, and the price that appears on the opportunity is $10.
  • January 2: The Developer changes the product price to $15.
  • January 3: The agent opens the opportunity, and the price that appears is $15. The agent changes the price to $20.
  • January 4: The Developer changes the product price to $18.
  • January 5: The agent opens the opportunity, and the price that appears is $20.
Total selling price / Total wholesale price

On direct-billing Opportunities, Total Selling Price is equal to quantity multiplied by unit selling price.

On indirect-billing Opportunities, the total is labeled Total Wholesale Price and is equal to quantity multiplied by unit wholesale price.

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