.. Purchase_Orders.rst .. _purchase-orders-label: =================== 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. .. _purchase-order-info-label: 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. .. image:: graphics/portal-purchase-orders.png :width: 800 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 :ref:`purchase order details ` page. For more information about subscription tiers, see :doc:`Modes_of_Purchase`. .. _po-tab-controls: .. _po-filters-label: Modifying the Table View ------------------------------- .. include:: includes/table-controls.rst 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**. .. 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-popup-label: 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. .. image:: graphics/po-details.png :width: 800 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 :ref:`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 :ref:`resellers ` and :ref:`distributors ` if their associated customers are using :ref:`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. .. _po-dist-column-headings: .. _po-resell-column-headings: 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 :ref:`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).