Purchase Orders
The Purchase orders page displays the purchase orders (POs) that have been submitted for both products and delivery shipping credits.
Note
POs are generated by contacting your Yubico sales representative or your channel partner, not from the YubiEnterprise Delivery Console.
The Purchase orders page lists your order information as shown in the example below.
View the subscription tiers and number of licenses for products you currently have in inventory by clicking on the PO number to display the PO detail view (see PO Detail View). This information is also shown on the Dashboard:
The subscription tiers are listed and explained in Modes of Purchase.
Note
If you want to identify the PO that applies to a particular inventory, be aware that unless the PO is ONLY for that item, you will not be able to find it by filtering on the Status column. In other words, it is not possible to filter on the status of inventory that has been exhausted if its PO contains more than one product. For example, even if you do not have any keys left in a Backup subscription Premium tier, if that purchase is included in a PO with a Primary subscription Advanced tier that has not yet been exhausted, the PO status will be displayed as Available for shipment.
Viewing Purchase Orders
Depending on your role and the selected view - Customer, Distributor or Reseller - you will see different information when looking at the Purchase orders page.
The Customer view shows purchase orders (POs) submitted on behalf of an organization. The Distributor and Reseller views are intended for distributor and reseller types of organizations, and show purchase orders associated with a distributor or reseller respectively. Console Owners for an organization always have access to the Customer view to be able to manage organization users.
You can have multiple roles within an organization. For example, as a Console Owner for a distributor type of organization you will have access to both the Customer and the Distributor views. You will then see the following information on the Purchase orders page:
- The Customer view shows information about purchase orders submitted for your own organization, for example keys you purchased for your employees.
- The Distributor view shows information about purchase orders submitted on behalf of your associated resellers and their end customers.
Note
Distributors must first allow their resellers to view PO information associated with them. Resellers must then allow their associated end customers to view their PO information. For more information, see Roles and Permissions.
Click the view selector in the upper part of the left menu to switch between views. Use the Filters function to search for a subset of purchase orders.
Purchase Order Column Headings
Customer View
Note
Selecting the Customer view as an end customer you can only see POs from indirect sales if the reseller has granted you access to view purchase order information. You will always be able to see POs from direct sales (through Yubico).
The Customer view provides the following purchase order information:
Order date - When the order was received by Yubico.
Purchase order number (PO number) - Links to a PO Detail View showing what was purchased and existing inventory related to that specific purchase order. If you purchased from a reseller, unit prices are not shown.
Reseller - Name of reseller. This field is empty if you purchased directly from Yubico.
Contact - Name on the PO provided to Yubico.
Status - Whether available for shipping or not. As shipping requests are processed, inventory and shipping credits will be depleted.
- Available for Shipment - Indicates whether there are products available for shipment.
- Order Consumed - All products purchased have been shipped.
- Order Expired, contact sales - The PO expired before the keys were shipped, so you should contact your Yubico sales person.
YE Delivery - Indicates whether the inventory can be shipped using YubiEnterprise Delivery.
Distributor View
Distributors are organizations that sell Yubico products to resellers that in turn sell the products to end customers. For more information about Distributor view options, see Distributor View.
Purchase order information in the Distributor view includes the following:
- Purchase order number (PO number) - links to a PO Detail View showing what was purchased and existing inventory related to that specific purchase order.
- Order date - When the order was received by Yubico.
- Reseller - Name of the reseller for the PO.
- Customer - Name of the end customer for which the purchased products are intended.
- Contact - Name on the PO provided to Yubico.
- YE Delivery - Indicates whether the inventory can be shipped using YubiEnterprise Delivery.
Reseller View
Resellers are organizations that sell Yubico products to end customers. For more information about Reseller view options, see Reseller View.
Purchase order information in the Reseller view includes the following:
- Purchase order number (PO number) - links to a PO Detail View showing what was purchased and existing inventory related to that specific purchase order.
- Order date - When the order was received by Yubico.
- Customer - Name of the end customer for which the purchased products are intended.
- Distributor - Name of the distributor through whom the reseller purchased the products. If no distributor is involved in the purchase, this field is empty.
- Contact - Name on the PO provided to Yubico.
- YE Delivery - Indicates whether the inventory can be shipped using YubiEnterprise Delivery.
Purchase Order Table Controls
Columns
To determine which columns will be shown and/or to hide or show them, click on Columns in blue, below the Search field.
Filters
To determine which filters will be used, click on Filters in blue, below the Search field. The operators are contains or equals.
Density
To determine how the information on the Purchase orders page will be shown, click on Density in blue, below the Search field to select from the Compact, Standard, or Comfortable options.
Searching Purchase Orders
The Search field on the upper left of the Purchase orders page enables you to locate any element in a purchase order, even partial words or numbers. Entering search parameters instantly filters the list of purchase orders based on those parameters.
To return to viewing the list of search results after clicking into one of the list items, click Go back. The list remains available even after refreshing the browser window while on a page of search results.
Change or remove the search parameters in the Search field to reset the search.
PO Detail View
For more information about a PO, click the Purchase order number to open the Purchase order detail view.
Customer view of PO details
The following information is displayed:
- The Purchase order #
- The Order date
- The Reseller name (also for direct purchase from Yubico)
- The Reseller ID
- The product inventory. For subscriptions, this is expressed as the name of a tier.
- Number shown in bold indicates the number of subscriptions available out of the number of subscriptions purchased (number not bolded).
- If the purchase was direct (not through a channel partner), the unit price per item is shown.
Note
If a customer has purchased inventory directly from Yubico, and from a distributor, and from a reseller, that customer can see all three ‘buckets’ of inventory. Similarly, a distributor can see which resellers have purchased from it as well as the respective inventories, but the distributor would not be able to see if other distributors supply those resellers through YubiEnterprise Delivery. Each “chain” (or set of relationships) “Distributor > Reseller > Customer” is unique.
To file a support ticket for YubiEnterprise Delivery, click Support.