View Purchases

📝 Note: The Purchase feature is in Early Availability status. Only AppDirect can enable it. Contact your AppDirect technical representative to request it.

Reseller Managers can search for and view all assisted sales that Resellers complete, on the Purchases listing page. When you click on a purchase, the Purchase details page opens and displays additional information.

Purchases list

The Purchases listing page displays the following information for all Reseller assisted sales:

• Order placed—Order completion date and system-assigned purchase identification number
• Purchased by—Name of the reseller company and 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

Purchase details page

Two types of information appear on the Purchase details page:

• 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. Click the link to open the Company details page. Customer's name. Click link to open the User details page.
Reseller company and agent	Reseller's company name. Click the link to open the Company details page. Reseller sales agent's name. Click link to open the User details page.
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	Name of the product
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 >Purchases.

To view purchase details and the related opportunity

1. Go to the Purchases listing page at Manage > Reseller > Home > Purchases.
2. Click a purchase in the Purchases table. The Purchase details page opens.
3. (Optional) If the opportunity was created on or after May 3, 2021, click View Opportunity. The opportunity that generated the purchase appears.