View Purchases
On the Purchases listing page, Resellers can search for and view all assisted sales that Resellers in their company complete. When you click on a purchase, the Purchase details page opens and displays additional information.
Purchase information
The Purchases listing page displays the following information for all assisted sales that you and Resellers in your company completed:
- Order placed—Order completion date and system-assigned purchase identification number
- Purchased by—Name of the reseller sales agent who completed the purchase
- Customer—Customer's company name and the customer's name
- Total—Amount invoiced at the time of purchase including shipping (if applicable) and tax
- Status—Purchase status
- In progress—Some or all of the items in the purchase are still being provisioned or fulfilled
- Completed—All items in the purchase are provisioned or fulfilled, or canceled
Item-specific details
The Purchase details page displays two types of information:
- Purchase information panes—Information about the purchase
- Item detail panes—Information about each item in the purchase
Purchase information panes
Purchase information panes contain information that relates to the entire purchase:
Purchase information pane content
Field | Description |
---|---|
Purchase ID | System-assigned purchase identification number |
Status | Purchase status: In progress—Some or all of the items in the purchase are still being provisioned or fulfilled Completed—All items in the purchase are provisioned or fulfilled, or canceled |
View Opportunity button | 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. |
Order date | Date the purchase occurred |
Customer | Customer's company name |
Purchase totals | Purchase amount—Total invoiced at the time of purchase including shipping, when applicable, and tax. Subtotal—Excludes tax. Includes shipping, when applicable. Tax |
Customer | Customer's company name Customer's name |
Transaction type | Assisted sale—A sales agent completed the purchase on behalf of the customer |
Billing details | Payment method and billing address used for the purchase |
Shipping | Shipping address Price—Excluding tax Shipping method type |
Item detail panes
The information that appears in item detail panes depends on whether the item is a digital product or a physical good. It can include any of the following details:
Item detail pane content
Field | Description |
---|---|
Product name | |
Status | Item status: Open—Provisioning or fulfillment is in progress Closed—Item was provisioned or fulfilled Canceled—Item was removed from the purchase. The reason for cancellation is displayed. |
Activation date | Subscription start date |
Billing date | First day for which the customer is charged |
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 |
Physical good details | See Physical good details table |
Charge details | See Charge details table |
Physical good details (when applicable)
Field | Description |
---|---|
Tracking URL | |
Service type | Type of shipping service |
Shipping status | |
Fulfillment ID |
Charge details
Field | Description |
---|---|
Description | Charge description |
Frequency | How often recurring charges are invoiced |
Quantity | Number of units ordered |
Unit price | Price for each unit |
Total | Total charge (Quantity x Unit price) excluding tax |
To view and locate purchases,
Go to the Purchases listing page at Manage > Reseller > Home > HOME | Purchases.
To view purchase details and the related opportunity,
- Go to the Purchases listing page at Manage > Reseller > Home > HOME | Purchases.
- Click a purchase in the Purchases table. The Purchase details page opens.
- (Optional) If the opportunity was created on or after May 3, 2021, click View Opportunity. The opportunity that generated the purchase appears.
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