Purchase Orders

The following describes how to view purchase orders (POs) that have been submitted for an organization. Through different views you can view POs both as a customer for your own organization, as well as a distributor and reseller for the organizations to which you are selling.

Note

POs are generated by contacting your Yubico sales representative or your channel partner. When the PO is added to the Yubico systems, it will appear in your Customer Portal.

Viewing Purchase Orders

To view purchase orders for your organization, in the Customer Portal left menu, click Inventory > Purchase orders in the left menu to open the Purchase orders page. To locate a specific purchase order, use the search bar at the top, click Filters to filter the list of purchase orders by one or more fields.

_images/portal-purchase-orders.png

The Purchase orders page provides the following information:

  • Purchase order number - The unique number of the PO.
  • Order date - Date on which the PO was received by Yubico.
  • Reseller - Name of the reseller, if reseller was involved in the purchase.
  • Contact - Name of the contact for the PO, if available.
  • Deliver - Indicates whether inventory can be shipped using the Delivery service.

To view the subscription tiers and number of licenses for products associated with a purchase order, click the purchase order number to display the purchase order details page. For more information about subscription tiers, see Purchasing Models.

Modifying the Table View

You can modify the appearance of the table and the data displayed using the controls at the top of the page.

  • Columns - Determine which columns will be shown in the table. Click Columns and select or deselect the desired columns. Click Reset to return to a previous selection. You can also drag and drop the columns to place them in a desired order on the page.
  • Filters - Filter data to be displayed. Click Filters, select an Operator and a Value, and click Apply. Available filter fields depend on the data in the table of the Console page you are working with. Click Clear all to remove the selected filters.
  • Density - Determine the space between rows in the table, for example “Compact”.

Searching Purchase Orders

The Search field at the top of the Purchase orders page lets you 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. Change or remove the search parameters in the Search field to reset the search.

To locate a specific purchase order, you can perform advanced searches by combining search with Filters to drill down further into the list of purchase orders.

Example: To locate a purchase order from a reseller named “Resell Inc.” where the contact is “Jane”, first enter “Jane” in the Search field to filter out purchase orders with this name. Then apply a filter where Reseller name contains “Resell” and click Apply.

To return to viewing the list of search results after clicking a list item, click Back. The list remains available even after refreshing the browser window while on a page of search results. To remove all filters, click Clear all.

Viewing Purchase Order Details

To view the details for a PO, click the desired Purchase order number in the Purchase orders page to open the Purchase order details page.

_images/po-details.png

The Purchase order details page provides the following information:

  • Purchase order number and contact information for the PO, and if Delivery service is included.
  • Order date - When the order was received by Yubico.
  • Reseller - Name of reseller for PO (also for direct purchase from Yubico).
  • Reseller ID - ID of the reseller (1 for Yubico).
  • Products - For subscriptions, product is expressed as the name of a tier.
  • Quantity remaining - Number of keys remaining out of the number of purchased keys.
  • Quantity purchased - Total number of keys in the original purchase.
  • Cost per item - If the purchase was direct (not through a channel partner), the unit price per item is shown.
  • Customization ID/Customization label - Unique ID and its friendly name representing a specific type of key customization and its status. Customization IDs and Customization labels on POs are visible also to resellers and distributors if their associated customers are using custom keys.
  • Customization status - The status of the Customization ID (if applicable), for example “Active” if the customization is in use.

Note

If you as a customer have purchased inventory directly from Yubico as well as from a reseller, you will be able to see both those “buckets” of inventory.

Channel Partner PO Views

Resellers and distributors have specific views in the Customer Portal from where they can view purchase order information, and provide access to customers and resellers to view their associated purchase orders. For more information, see Channel Partners.

The following applies when viewing purchase order pricing information:

  • For direct sale, the end customer can see prices.
  • For sale through a reseller, only the reseller can see prices (not the end customer).
  • For sale through a distributor, only the distributor can see prices (not the reseller or end customer).