ZINFI UPM Guide

Marketplace Management for Channel Partners

View My Orders

Overview

The 'My Orders' section within the Accelerate module is crucial for partners engaged in the co-sell marketplace. It serves as a comprehensive log of all transactions, whether a partner has purchased a solution from another partner or sold their own solution. This visibility is essential for managing pipeline, reconciling payments, and ensuring that all marketplace interactions are transparently recorded and easily accessible.

Key Features

  • Order Tracking
  • Search & Filter Orders
  • Order Status Monitoring
  • Payment Status Display
  • Export Order Data
  • View Order Details

Accessing Your Orders

My Orders list view in Accelerate module
My Orders list view in Accelerate module

Click Accelerate → Marketplace → My Orders.

Viewing and Managing Orders

Partner marketplace orders list
Partner marketplace orders list

This screen presents a comprehensive list of orders, providing a centralized view for partners to track their transactions within the marketplace. Each entry details the order's unique identifier, type, the specific listing purchased, the buyer or seller involved, the transaction date, the total amount, its current order status, and the payment status. This view enables partners to monitor the progress and financial aspects of their marketplace activities, offering tools to search, filter, and export the order data for review and record-keeping.

Frequently asked questions

What is the purpose of the 'My Orders' feature?

The 'My Orders' feature provides partners with a centralized view to track all orders placed or received through the marketplace, including status, payment, and transaction details.

Who uses the 'My Orders' section?

This feature is primarily used by partners engaged in the co-sell marketplace to manage their transactions, whether buying or selling solutions.

What information does the 'My Orders' list display?

Each order entry displays a unique identifier, type, the listing, the buyer or seller, transaction date, total amount, current order status, and payment status.

How do partners access their orders?

Partners can access their orders by navigating to Accelerate → Marketplace → My Orders within the module.

What key functionalities are available for managing orders?

Key functionalities include order tracking, searching and filtering orders, monitoring order status, displaying payment status, exporting order data, and viewing order details.