Purchase products on behalf of customers

Resellers can perform assisted sales for end users. In other words, they can purchase products on behalf of customers.

This topic explains one of two assisted sales methods that might be configured on your AppReseller instance. You use this method if a New Lead or Purchase button does not appear in the upper-right corner of the page at Manage > Reseller > Home > Orders.

📝 Note: If a New Lead or Purchase button appears in the upper-right corner of the page at Manage > Reseller > Home > Orders, the Opportunities feature is enabled for you to perform assisted sales. See Opportunities.

For Resellers to purchase products on behalf of customers, the customers must be members of a company to which the Reseller is connected. To connect them, Reseller Managers associate reseller companies with customer companies (see Link reseller companies to customer companies) and then Resellers can join the customer companies (see Join user companies).

Although Marketplace Managers can limit customers to purchases of a maximum total value per day and per 30 days, those limits do not apply to Resellers when they purchase on behalf of end users.

Some of the features and options referenced in this topic might not appear, depending on marketplace, role, and company configuration.

To purchase products on behalf of customers,

1. Go to Manage > Reseller > HOME | Users > userName. The selected user's details page opens.
2. Click Make Purchase. The Choose a Product to Purchase dialog appears.
3. Select the product that you want to purchase on behalf of the customer. Details about the selected application appear in the right pane.
4. Do one of the following:
   • If you have the customer's approval to make this purchase, do the following:
     1. Click Additional Options to expand the dialog box.
     2. Select the Already Received Approval checkbox.
     3. If you select a Microsoft product, a date field appears. This is a Microsoft requirement. Select the date on which the customer approved the purchase. Skip the next step.
   • If you do not have the customer's approval, proceed to the next step to continue preparing the purchase. Before you can complete this purchase, however, the customer receives an email with a link that they use to approve the purchase.
5. Click Start Purchase. A purchase confirmation page opens.
6. (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.

2. (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.
3. 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.
4. 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.
5. Click Continue. The Purchase Confirmation page appears and displays an order summary.
6. 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.