Overview The Forms Management module enables Distributors to create and manage custom forms on the CloudBlue Connect platform. These forms are used to collect additional information from Vendors to perform the following operations: Request additional data before a Vendor enrolls a Distribution Agreement. Acquire Product-level information before a Vendor submits a listing request. Get additional…
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Lead Forms The following describes the Lead Forms (named Forms) section within the Leads module. In this area, users of the Vendor Portal within CloudBlue Connect are able to create and manage different Lead Forms that is used to generate Leads. Vendor Portal Vendors can manage their Lead Templates by accessing the Leads management module. Any Forms-related…
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Introduction Formulas allow you to perform mathematical and logical operations on columns and context variables using the jq programming language. You can add several formulas to one transformation rule. For example, first, you may need to get price multiplied by 12 and then price multiplied by 13 – you can make this calculation using two…
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Introduction The fulfillment request (also called subscription request or asset request) processing represents an operation that manages the product purchases, product provisioning by Vendors, and other involved businesses flows, such as collecting or providing information. In general, Vendors are required to process fulfillment requests and specify whether these requests are Approved or Failed. Some Vendor’s…
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Overview Fulfillment requests (also called subscription requests) are generated in case your customers purchase a product that is defined on the Connect platform and listed within a specified marketplace. These requests are generated in case customers decide to cancel their order, if items or their quantity is changed, in case parameter data should be changed…
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Introduction The following describes general product attributes, such as a product name, category, id, and description. Furthermore, note that presented general attributes are versioned and localized. The General section of your selected product profile page allows configuring the following attributes: Name This attribute represents a product name. The system prompts Vendors to select a name…
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The General section of the Settings module allows specifying general information (name and description), company overview, and additional information (website, country, etc.). Furthermore, this section enables Connect users to upload media content, such as images or videos. Use the provided interface to introduce your organization and specify other essential information or media that help your…
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Introduction CloudBlue Connect (shortly, Connect) represents 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…
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Access the Groups menu to create a new group of users, manage group permissions, add existing users to a group or delete groups from the account. By default, the system provides a group that is called “Administrators”. This group includes all permissions that can be manually adjusted. Group permissions define what Connect modules are available…
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The Helpdesk section of the Account module allows switching the helpdesk modes (built-in and external). In addition, this section is also used to adjust the case auto-close time setting in case the built-in mode is selected. In case the federated (external) mode is selected, this section is also used to edit the helpdesk instructions. The…
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The Helpdesk module enables Partners (Vendors, Distributors, or Resellers) that have at least one active Contract on the CloudBlue Connect platform with each other to address troubleshooting and support management by creating Cases. Cases represent support tickets or issues that are submitted in regard to a specific product or any other business/technical problem. Therefore, Cases…
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