Provider Tutorial

Updated: January 27, 2021
Contents

In this tutorial, you will get skills in performing basic provider operations in Connect. Being oriented on providers, it is also helpful for vendors and closely bound with Vendor Tutorial.

Prerequisites

Before you get started, please read Introduction and Portals first; this will get you acquainted with the overall concepts of the Connect platform and its UI.

Tutorial Structure

Note

Since every business flow requires activities from both sides (provider and vendor), during this learning course, you will change your role to Provider or Vendor and perform a required action following one or another tutorial.

The instructions in this tutorial will walk you through provider main management steps starting from initializing the provider environment to placing the first order for a product.

Initialization

As a provider, you come to Connect with your own commerce system with resellers and customers using that system. In Connect, you get vendor products and sell them through your commerce system. A commerce system must be represented in Connect with a hub and a marketplace.

Create a Hub

Information

In Connect, a hub represents a real commerce system integrated with Connect. This integration can be fully automated or managed manually. A provider can have several hubs differentiated by geographical regions or by another criterion.

In this tutorial, you will create a hub to be used for managing business flows manually.

1. Start creating a hub

Navigate to the Hubs module from the Provider Portal:

Click the Register Hub button.

2. Specify the hub properties

In the pop-up window, enter the hub properties:

  • Name: Enter a descriptive hub name.
  • Type: Select “API”.
  • Instance ID: Enter any string that uniquely identifies your hub on the provider side.
  • Description: Enter a short description of the hub.

Click Register. The new hub is now in the list of hubs:

The new hub is not bound with any marketplace yet.

Create a Marketplace

Information

A marketplace is a Connect internal object that can be bound with several hubs. Through the marketplace, vendor products are distributed to those hubs.

In the following steps, you will create a marketplace and bind it to the hub created earlier.

1. Start creating a marketplace

Open the Marketplaces module:

Click the Create Marketplace button.

2. Specify the general properties

In the pop-up window, enter the following general properties:

  • Name: Enter a descriptive marketplace name.
  • Countries: Select one or more countries that your marketplace serves.
  • Currency: Specify the currency that is used in your marketplace.
  • Upload an image: Upload an image that will represent the marketplace on the Marketplaces main window and other places.
  • Description: Enter a short description of the marketplace.

Click Next to continue.

3. Select your Hub

Fill out the following Hubs form:

  • Hubs: Select the hub that you added earlier in this tutorial. You can add more hubs to the list if necessary.
  • Tier Account External ID: Enter the ID of the account that sells products supplied through Connect on the external side. This must be an ID assigned to the account by the external system that the hub represents here.

Note

Here you build a product flow from Connect to the marketplace, then to the hub, and finally to the account on the commerce side.

Click Next to continue.

4. Specify price list attributes

At least one of the following attributes should be selected:

  • Price represents Provider’s cost (i.e., wholesale price of an item from a Vendor to a Provider).
  • Suggested T0 Price (MSRP) is Vendor’s price suggested to Retail Customer.
  • Suggested T1 Price is Vendor’s price suggested to Direct Reseller.
  • Suggested T2 Price represents Vendor’s price suggested to Reseller.
  • The Custom attributes option allows adding a custom attribute and its description.

Click Create to finalize your marketplace creation. The system will provide a summary, click Close to finish reviewing your summary.

Note

Here you build a product flow from Connect to the marketplace, then to the hub, and finally to the account on the commerce side.

As a result, your created marketplace is now in the list:

The new marketplace is not bound with any distribution contract yet. This is what you will do in the contract flow.

Next Step

Your provider environment is ready to support business flows. Prepare agreements and set contracts with a vendor following the Sign Vendor Contracts instructions.

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