How to Configure Enteprise Store

Steps are same for creating Reseller store or Enterprise store, admin has to define the store type as reseller or enterprise.

To setup/configure Enterprise Store:

1. Log in to the marketplace using your administrator credentials.
2. On the Administration menu, and click Member Management tab. The Manage Members page is displayed.
3. On the Manage Members page, click Store tab. Click Add.

   Field	Description
   General Information
   Company Name	Full name of the company or organization. The maximum supported are 50 characters.
   Company Acronym	Type your company acronym. The maximum supported are 50 characters.
   Corporate URL	Corporate Web site URL. The maximum supported are 60 characters.
   Company Mailing Address
   Address Line 1	Enter your company mailing address.
   Address Line 2	Additional address fields.
   Address Line 3	Additional address fields.
   Country	Select a country. The State/Province field is populated based on the country selection.
   Select State/Province	Select your State/Province from the drop-down list.
   City	Enter your city name
   Zip/Postal Code	Enter your Postal Code. The Zip/Postal Code field will not be displayed, if the selected country does not have a Zip/Postal code.
   Sales Contact Information
   You might want to provide the name of a sales, marketing, or other business development representative that generally handles leads, quotes and other inquiries for the member company.
   First Name	First name. The maximum supported are 30 characters.
   Last Name	Last name. The maximum supported are 30 characters.
   E-mail Address	E-mail address. The maximum supported are 32 characters.
   Telephone Number	Telephone number. The maximum supported are 30 characters.
   Time Zone	Select the TimeZone from the Time Zone drop-down list. It is the default time zone for a newly added user(s) while visiting the Store.

   

4. Navigate to Company Request page to approve the store.

   

   

   Note: 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 Marketplace 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:

   

   

   Store Branding

5. Once the company request is approved, click on Review to complete the store branding. After completing the store branding only we can approve the store request.

   

6. Update the respective Store URL, Store logo & select the color theme for the store from the drop down. Click on Save & Next.

   

7. Check the language for the store. The admin can select multiple languages from the left panel but has to define the default language from the right panel. Click on Save & Add Time Zone.

   

8. Check the respective time zones for the store. The admin can select multiple time zones from the left panel but has to define the default time zone from the right panel. Click on Save & Add Date Formats.
   Note: 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.

   

9. Check the respective date formats for the store. The admin can select multiple time zones from the left panel but has to define the default time zone from the right panel. Click on Save & Continue.

   

10. The system will direct the admin to the 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)

    Note: The policies with (*) sign are mandatory.

    

11. Click on Modify/Edit option to update the HTML file or URL for the respective policies.

    

    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.

    

12. Click on Save.
13. The system will direct the admin back to Store Policies page. Once all the mandatory and required policies has been saved or uploaded, Click on Save and Next.
14. The system will direct the admin to Budgeting page where he/she can define the store as reseller or Enterprise store.
    Note: You cannot change this setting later, once you approve the store so make sure you have selected the proper store type.
15. Click on Save.
16. The admin can enable the budgeting feature for Enterprise store, but you cannot disable the feature once configured.
    Note: Steps to configure budgeting is provided in the later sections of the document.
17. Click on Save.

    

18. Check Yes or No to configure Identity Management for store if required. The admin can configure Identity Management after completing the branding processs.
19. Click on Save.

    

20. Select the services that should be available for the store created. Click on Save & Next.
    Note: If the service are not selected, the store admin will not be able to resell the services to the store.

    

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

    Update the respective email addresses & email signature. Click on Save & Next.

    

22. Select the currency, payment method, Financial Approval if required. Click on Save & Next.
    Note: Once you set the default currency, all the transaction within the store will be in this currency only and the same cannot be changed later in.
    To have other payment method (like Credit card / Paypal) you have deploy it with the help of engineering team.

    

23. The application navigates to Preferences page, where in admin can perform any of the activities based on the options selected below (Significance for each check box is given below)
24. Click on Save and Next.

    

25. The application navigates to Invoice branding page, here the invoice logo and other details can be updated.
26. Click on Upload Logo to upload the invoice logo that should be reflecting in the invoices generated.
27. The admin can define the days for overdue invoice emails from the drop down. Click on Save & Next.

    

28. The application navigates to Search Preferences page. Click on Finish.

    

29. The system will pop up Finish store setup window. Click Submit store for approval. The store setup is completed and has been submitted for approval.

    

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

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

    
31. Click on “Click Here“ link on top of the page and the application navigates back to the Store requests page at the Marketplace layer.

    

32. Select the check box for the new created store under New Store Request and click on Approve selected.

    The system will open an approval confirmation window. Click on “Yes” button and store will be in approved and in Active status.

    

33. The email address used while setting up the store will receive a notification with a link to access the store and update the password for the store you have created. Click on the link and system will direct the respective user to the store page and updated the password.
34. Click on Save & Finish after updating the new password.

    

35. The system will prompt the user to accept the End User Agreement. Click on I Agree.