Note: For PLM terminology, refer to the Glossary.
Important: An extensive product portfolio and wide distribution chain exceeding 1000 resellers may affect the reseller synchronization performance. If this is your case, please contact your Account Manager to check if there is a solution.
Sharing with Operating Units or Direct Resellers
As a Contract owner, you can configure plans to share them with resellers before publishing these plans to prepare products for distribution in advance. You can share a plan in PLM through an Excel file or through the plan settings screen in UX1 for:
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Your operating units (For configuration through an Excel file, use ServicePlans > OpUnit_<CountryCode> columns),
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Your direct resellers (For configuration through an Excel file, use ServicePlans > ResellerGroupName_N columns).
When choosing resellers, you can choose a reseller group (see Limitations).
Sharing with Indirect Resellers
As a Contract owner, you can configure plans to share them with resellers before publishing these plans to prepare products for distribution in advance. You can share a plan for Resellers that are configured under operating units through an Excel file using OpUnitServicePlans > ResellerGroupName_N columns.
When choosing resellers, you can choose a reseller group (see Limitations).
If you share a plan with resellers configured under an operating unit, you must share the plan with this operating unit as well. Such a configuration is checked for consistency.
You can share an existing plan (not only a newly created plan) with operating units or their resellers.