Web Store Configuration

A Web Store (Store) is associated with a reseller and is essentially a branded catalog of services selected by the reseller from the Marketplace and made available for purchase by customers. Each reseller Web Store can have multiple customer organizations registered and transacting from the same Web Store. The Web Store may be setup by the Marketplace owner i.e. the Master Reseller or Master Agent, on behalf of the reseller or by the reseller themselves.

The primary purpose of the Web Store is to provide a self-service portal that customers can use to browse the list of services offered by the reseller, view additional published information about each service including data sheets, white papers, discounts and any promotional offers. In order to purchase any services customers must register on the Web Store. Once registered, customers are provided login accesses to the Service Management Console (SMC) – a portal where they may purchase services, manage existing orders and access previously purchased services.

As an administrator, you can customize your store account. This section describes how to customize your store, by defining store branding, store policies, e-mail notifications preferences and configuring billing and invoice settings.

  1. Ability to create a white labeled store
  2. Personalized /customized branding option and an option to upload Company Logo with link to customized URL.
  3. Security settings / Access policies can be specified for a store
  4. Ability configure the content layout
  5. The following content are supported in JSDN:
    • Static HTML Content
    • HTML Widgets
    • Custom Dynamic Content
    • RSS Feeds
    • JSR168 Port let standard content
  6. The content displayed on the home page depends on the role (Admin, End-user)
  7. Ability to Enable/Restrict Content down the channel
  8. The content module is totally configurable
  9. The content module provides Integration to other Portals
  10. Ability to Display multimedia content
  11. Login screen can be customized using content modules

Reseller Store Setup

Before you setup your store, make sure you have the following information in place:

  1. A store or company logo should of 300 X 75 in dimensions available either in GIF or JPEG format.
  2. Privacy Policy and Security Statements in HTML format or links to existing policies on your company Web site. Optionally, you can also link to, or upload the About Us and Contact Us pages.
  3. Support information (e-mail or phone) which you can add to a content module on the Store Login page or Member Home page.

Enterprise Store Setup

Before you setup your store, make sure you have the following information in place:

  1. A store or company logo should of 300 X 75 in dimensions available either in GIF or JPEG format.
  2. Privacy Policy and Security Statements in HTML format or links to existing policies on your company Web site. Optionally, you can also link to, or upload the About Us and Contact Us pages.
  3. Support information (e-mail or phone) which you can add to a content module on the Store Login page or Member Home page.

Steps are same for creating Reseller store or Enterprise store, but make to defile the store type as reseller or enterprise.

Step:1

For store creation, navigate to Administration > Member Management > Stores tab and click ADD button.

Step:2

Provide below details as per the IG and click Save.

Step:3

Now, navigate to Company Request page to approve the store request.

The company request can either be approved directly from the above page, by selecting the check box beside the company created and click on “Approve Selected” button.

Or, the MP admin can Review it first by clicking on the Review link, make changes if required and then approve it by clicking on Approve button as displayed below:

Step:4

Once the company request is approved, click the Review link to complete the store branding.

After completing the store branding only we can approve the store request.

Step:5

Here the MP admin can lay down the rules for billing, store admin privileges, add various files like contact us, about us, logo, make changes to email templates etc branding, here the store URL, Logo, Redirection URL can be updated.

Step:6

Regional Settings

Set the regional settings as per the requirement.
Note: The Time Zone/Date format which are enabled in Target Marketplace Regional settings only visible for store regional settings. To enable more time zone you need to enable it in Target marketplace settings.

Step:7

Store Policies:

Once the same is updated, click Save and Next. The application will navigate to Store Policies Page.

Update the below fields with HTML file or URL (Use dummy html for Source Marketplace)

(Privacy Policy, Security Policy, About us, Contact Us). ClickSave and Next.

Below screen shot displays both Link to File and Upload a file options selected. This is just for reference to display that a link can be updated, where in upon clicking on Security Statement link, the application will navigate to the web page entered or if a HTML file is uploaded, the application displays a pop up in which the details can be viewed.

Click Save.

Step:7

Budgeting/Store Type

Here you will define whether the store will be Reseller or Enterprise store, by selecting the radio button and click Save.
Note: You cannot change this setting later, once you approve the store so make sure you have selected the proper store type.

Step:7.1

Reseller Store

Step:7.2

Enterprise Store

You can enable the budgeting feature later but you cannot disable the feature once configured.

Step:8

Identity Management(AD setup)

Follow the AD setup configuration to enable AD, you can also enable AD setup once completed the store branding,

Step:9

Available Services

Step:9

Customer Email Notifications

The application navigates to Customer email notifications page. Here the user can update who within the store will receive the email notifications and also the email signature can be updated here

Note: The emails for various activities performed in store can be modified as per requirement in the Notification Templates tab, which is available beside the Notification Preferences tab.

Step:10

Billing Options

Click Save and Next.
Note: Once you set the default currency, all the transaction within the store will be in this currency only. And you cannot change it later in UI. To have other payment method (like Credit card / Paypal) you have deploy it with the help of engineering team.

Click Save and Next.

Step:10

The application navigates to Preferences page, where in perform any of the activities based on the options selected below (Significance for each check box is given below:)

Click Save and Next.

Step:11

The application navigates to Invoice branding page, here the invoice logo and other details can be updated (the scope of this will be covered in another process document)

Step:12

Click Save and Next. The application navigates to Search Preferences page (the scope of this will be covered in another process document).

Click Finish.

Step:13

Finish store setup pop-up will be displayed, click Submit for approval. The store setup is completed and has been submitted for approval

Upon clicking on Submit for approval, the application displays the confirmation pop-up.

You can close this window or click on any button to complete the Store Branding.

Now, Upon clicking on Click Here link, the application will store proxy and navigates back to the MP login and will be in New Store requests page.

Step:14

The store setup is complete, click the check box beside the store is activated. The user can select the check box and click on Approve.

Upon doing this, an approval confirmation pop will be displayed; click on “Yes” button, now the store is approved and activated

Please use valid email ID to create Store. You will receive a email notification with a link to access the store and update the password for the store you have created. Click the link it will take you to below page and updated the password.

End User Company Creation for Reseller Store

  1. Login to the Reseller Store.
  2. Click the Sign Up link and fill in the details for the user and save the page. This user will be End Customer Admin for the company created.

  3. Please use valid email ID to create End Company. You will receive a email notification with a link to access the store and update the password for the end company you have created. Click on the link it will take you to below page and updated the password.

Department Creation for Enterprise Store

  1. Login to pivot path with “root” user credentials.
  2. Navigate to Administration > Member Management search for the Enterprise store and click Proxy.

  3. Once you proxy to the store, now navigate to Organization Administration it will take you to group page. In group page click Add group.

  4. Provide a group name and code, and select Default for Parent Group and click Save to create.

  5. Click Save to complete.

  6. Click Move User to assign the users to a particular Department/Group.

  7. Select Default from Move Users From drop-down list and select the Department which you want move the user from Move Users To drop-down list.

  8. Select the user and click Add and click Save.

  9. Click OK to continue.

  10. Click Exit to complete.

Budgeting for Enterprise Store

  1. Login to the Enterprise store with using your admin credentials and, navigate to Manage > Manage Budget page and click the Download Sample Template link. (Budget Template will download)

  2. Save the Budget Template excel file. And open the file to edit the template. You can change the Budget code, Budget period (define the Month/Date/Year), Budget Description and Amount.
    Note: If you Budget period only for the month January, budget wont work for next month (February). You have to update budget period every month in the Manage budget.
  3. Once you updated the template click Browse and upload the updated template.

Manage Catalog

When you resell the service to the Enterprise store you cannot see the service in store catalog. To make it available in the store catalog follow the below steps,

  1. Login to Enterprise store with admin.
  2. Navigate to Manage > Catalog page.

    Here you will see the departments what we have created before, and the users will associated the one particular departments.

    The store admin can restrict what are all the service to be available for the department, and the users can only view or consume the services which are available to them.

    Before doing this make sure the service is resold and updated in catalog. (If not refer Reselling flow)

  3. Click Actions and View details.

  4. Now navigate to the store catalog to view the services.