Enter the URL in a browser to open the login page. Log in with the username and password you entered in the Partner
A company that buys your products in bulk for a discounted price and resells them to their customers for a profit. In legal terms, a partner is a regular customer as there is no partnership agreement with Cleverbridge in place. Signup page.
Home
The Home page displays the numbers of orders and licenses for the last month through the last year.
Recent transactions display. Click the view button on a transaction to view details.
Catalog
The Catalog page displays the products you selected for this particular partner to purchase An order made by a customer and the records associated with it.. Product names, descriptions, and prices display, as well as box shot images and discounts, if configured. This page only displays if you have configured it in the Catalog section of Setting up the Partner Portal.
The partner can purchase products directly from this page, which links to a shopping cart page, when a product is selected.
History
The History page is a transaction history search engine. It has a simple tool for searching by purchase date, as shown below (click Search).
It also provides the option of exporting the search results to a CSV file (click Export).
Apart from the aforementioned, the Partner Portal has an advanced search tool for filtering transactions by reference number, purchase date, payment Exchange of money for goods and services in an acceptable amount to the customer where the payment amount has been agreed upon in advance. The customer can only pay with an accepted payment method. Each payment has an individual payment cost. date, license expiry, and licensee details.
You can select to show data for all transactions, orders only, paid orders only, and quotes.
To Search for Transactions
- Define the search parameters and click the Search button to view results.
- Click the view button to expand the search results for details.
- The detail view includes icons that indicate options available for the transaction.
Icon Descriptions
The following describes the icons:
Support
The Support page provides contact information for technical or product-related support, as well as payment and order An agreement between a seller and a buyer to exchange goods and/or services for money. An order can: - contain multiple products and quantities; - have multiple financial transactions. A preorder authorization is considered an order.-related support.
Resources
The Resources page displays additional information that you would like to include in the Partner Portal. For example, you can configure it to display important contact information, useful links, or your partner agreement. This page only displays if you have configured it in the Resources section of Partner Portal Setup in the Commerce Assistant Partner Portal Setup.
Edit Profile
By clicking My Profile, a partner can update profile information.
The partner can update the billing address, payment details, contact email address, and password.
