Direct Enrollment

If you have a direct agreement with a vendor, you will have to follow these steps to complete the enrollment process:

1. Create a Program Agreement in the Distributor Portal. A program agreement includes a legal document with agreement details created and verified by the distributor’s legal department.

2. Create a Distribution Agreement in the Distributor Portal: Within a program agreement, you can create several distribution agreements that specify mutual rules for supplying and reselling products through specific marketplaces.

3. Go to the CloudBlue Connect Catalog.

   1. If the product is listed in the catalog with this icon , click the product, go to the Direct Agreements tab and click Enroll. Then, select the corresponding agreement, type a message for the vendor, accept the agreement terms and click Enroll.

   2. If the product is not listed in the catalog with this icon , you will need to create a Program Contract in the Distributor Portal. A program contract sets a partnership between a distributor (contract initiator) and a vendor. Once you have created the program contract, send the obtained activation link to the vendor so that they can accept the distribution agreement on the Vendor Portal.

      Note: The Partners module in CloudBlue Connect allows you to add and manage associated partners (vendors and distributors), contracts and agreements. For further information, refer to the Creating Partners section in the CloudBlue Connect documentation.

       

   Note: At this point, you will need to wait until the vendor accepts the contract by making an enrollment request.

4. Approve the vendor’s marketplace enrollment request.

5. Activate a product listing. Once you have approved the marketplace enrollment request, the vendor will be able to configure products in the Vendor Portal. When this configuration is completed, the vendor will make a request to have their products listed on your marketplace. This is known as a Product Listing in CloudBlue Connect.

   You can see the product listings in the Distributor Portal. When a listing is marked as “deploying” you will be able to complete the product configuration in your commerce system. Once the products are deployed on your marketplace, you can mark the product listing as completed.

6. Configure a connection in CloudBlue Connect to link the product to a hub. For further information, refer to the CloudBlue Connect documentation.

Note: To obtain information on how to deploy and configure a product on CloudBlue Commerce, refer to the CloudBlue Commerce Configuration Guide.