Getting Started

Introduction

CloudBlue Connect (shortly, Connect) is an automation platform that enables partners to build complex supply chain applications and integrate those into various business scenarios. Therefore, the Connect platform is used to boost efficiency, speed time to revenue and establish a scalable business quickly.

The following introduces and describes key concepts on Connect, such as actors, portals, accounts, and users. Furthermore, the following outlines business flows within the Connect platform.

Connect Actors

As mentioned above, the Connect platform is a comprehensive solution for streamlining supply chain implementation. A supply chain represents a system of organizations, people, information, and resources involved in moving a product or service from a supplier to a customer.

While similar in their nature, the aforementioned systems and actors have different names and form different hierarchies across various regions and industries. Thus, the following terms are used to refer to different actors of a supply chain:

• Vendors represents manufacturer or developer. In other words, where products and services are originating from.
• Distributors are elements of the supply chain involved in the distribution of Vendor’s products and services downstream to Resellers and Customers.
• Resellers are elements of the supply chain involved in reselling products rather than consuming or using them.
• Customers represent the last mile of the supply chain process. Namely, these are the consumers of products and services.

Portals, Accounts, and Users

There are three types of Portals in Connect; one for each role in the supply chain excluding customers (i.e., Vendor, Distributor and Reseller Portals). It is important to outline the difference between portals, accounts and users:

• Portal is a comprehensive platform that implements a set of related business scenarios for Vendors, Distributors, and Resellers.
• Account is a ‘container’ object that consist of Users and Groups. In general, Accounts represent organizations, companies, or corporations. Groups are usually represent various departments (e.g., legal department, finances, etc.). Users, as the name implies, are individuals that can access Accounts and that belong to one or several Groups. The following introduces Account types on Connect:
  • Distributor account type that enables its users to procure products either directly from Vendors.
  • Reseller account type allows procuring products from other Distributors (via syndication). Resellers also list those products within their own marketplaces.
  • Vendor account type that defines product on Connect and manages fulfillment processes. Vendors can list their products in marketplaces of one or multiple Distributors/ Resellers.

Diagrams and instructions within the Community page often use terms, such as Vendors, Resellers, Distributors, or collectively Partners, to refer to corresponding account types and its users. Furthermore, note the Connect platform supports scenarios, in which one user can access several accounts.

For example, Vendors (Vendor account) and Distributors (Distributor account) may include a user that can access both portals as schematically illustrated below:

Business Flows

Connect implements four primary business supply chain flows (scenarios) between Vendors, Resellers and Distributors as schematically illustrated and described below:

1. Contract Flow
   This flow requires partners to establish business relationship via the following stages:
   1. Distributor define an overall framework of collaboration with Vendors and Resellers by creating agreements.
   2. Vendors or Resellers accept terms of their agreements to access the Connect platform.
2. Product Flow
   This flow includes product definition and product listing processes:
   1. Vendors on-board their products and send a listing request to Distributors.
   2. Distributors review and accept listing requests. Therefore, Distributors make products available for Customers and Resellers.
3. Order Flow
   The order flow, as the name suggests, requires partners to process product orders:
   1. Once specific product items are bought, Distributors/ Resellers (or their commerce systems) send a subscription requests to corresponding Vendors.
   2. Vendors process pending subscription requests in their fulfillment queue and either accept or reject them.
4. Usage Flow
   This flow is available if your product features corresponding capabilities. Thus, this flow contains the following stages:
   1. Vendors generate product usage reports and submit them to Distributors.
   2. Distributors (or Resellers) review and accept incoming usage files and use that information to bill their customers.

Tutorials and Use Cases

In case you are new to the CloudBlue Connect platform, it is strongly recommended to familiarize yourself with the following tutorials and use cases scenarios:

• Portals Interface
• Distributor Tutorial
• Vendor Tutorial
• Reseller Tutorial

If you need to update your knowledge on a certain flow or an operation, navigate to the required article by using the left-hand navigation panel.