.. Purchase_Orders.rst .. _purchase-orders-label: =============== 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. .. image:: graphics/console-purchase-orders2.png :width: 800 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 :ref:`purchase-order-popup-label`). This information is also shown on the Dashboard: .. image:: graphics/dashboard-with-1000-50-250.png :width: 800 The subscription tiers are listed and explained in :doc:`Modes_of_Purchase`. .. RFE-1518 .. 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**. .. _purchase-order-info-label: 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 :ref:`user-permissions-label`. Click the view selector in the upper part of the left menu to switch between views. Use the :ref:`po-filters-label` 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 :ref:`purchase-order-popup-label` 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. .. _po-dist-column-headings: 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 :ref:`distributor-view-label`. .. image:: graphics/po-dist-view.png :width: 800 Purchase order information in the **Distributor** view includes the following: * **Purchase order number** (PO number) - links to a :ref:`purchase-order-popup-label` 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. .. _po-resell-column-headings: Reseller View ------------- Resellers are organizations that sell Yubico products to end customers. For more information about Reseller view options, see :ref:`reseller-view-label`. .. image:: graphics/po-resell-view.png :width: 800 Purchase order information in the **Reseller** view includes the following: * **Purchase order number** (PO number) - links to a :ref:`purchase-order-popup-label` 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. .. _po-tab-controls: 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. .. image:: graphics/po-column1.png .. _po-filters-label: Filters ------- To determine which filters will be used, click on **Filters** in blue, below the **Search** field. The operators are ``contains`` or ``equals``. .. image:: graphics/po-filters1.png 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. .. image:: graphics/po-density1.png 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. Advanced Search ~~~~~~~~~~~~~~~ You can perform advanced searches by using Filters. You can also use Search in combination with Filters to drill down further into the list of purchase orders. For more information, see :ref:`po-filters-label`. .. _purchase-order-popup-label: PO Detail View =============== For more information about a PO, click the **Purchase order** number to open the **Purchase order detail** view. .. image:: graphics/po-detail-view-customer.png :width: 800 *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 :ref:`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 `_.