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49 changes: 33 additions & 16 deletions docusaurus/docs/vendor-center/index.mdx
Original file line number Diff line number Diff line change
Expand Up @@ -20,12 +20,27 @@ Create custom products tailored to your specific market needs with complete cont

## What's included

- **Onboarding Guides**: Complete guide to getting started as a vendor, including requirements, product creation, and best practices
- **Product Management**: Learn everything about creating and managing products, integrations, pricing, and projects
**Product management** — Create products, set pricing, configure integrations, manage projects, and work with resellers:

- [Create a product](./vendor-center-general/what-are-custom-products) — Products, editions, add-ons, and the creation workflow
- [Set your product's price](./vendor-center-general/set-your-products-price) — Fixed, variable, and Contact Sales pricing models
- [Integrate your product](./vendor-center-general/integrate-your-product) — SSO and Business App integration
- [Create projects](./vendor-center-general/create-projects) — Track fulfillment across resellers
- [Task Manager integration](./vendor-center-general/task-manager-integration) — Automate projects and event-generated tasks
- [Reseller information](./vendor-center-general/enriched-reseller-information) — Reseller tab, customizable table, Inbox
- [Reseller notifications](./vendor-center-general/reseller-notifications) — Start Selling alerts and notification settings

**Onboarding guides** — Requirements and guidelines for Marketplace vendors:

- [Operational requirements](./vendor-onboarding-guide/operational-requirements-for-marketplace-vendors) — Product structure, editions, multi-purchase, pricing
- [Technical requirements](./vendor-onboarding-guide/technical-requirements) — Integration requirements and developer resources
- [Service requirements](./vendor-onboarding-guide/service-vendor-requirements) — Reporting, file uploads, fulfillment forms, work orders
- [Marketing requirements](./vendor-onboarding-guide/marketing-requirements-guidelines-marketplace-vendors) — Product card, icon, gallery images, marketing materials
- [Order form guide](./vendor-onboarding-guide/order-form-guide) — Custom order forms and fulfillment forms

## Onboarding project

After signing your Vendor distribution agreement, you'll receive a welcome email with a link to your onboarding project. Access it anytime via [Partner Center > Tasks > Projects](https://partners.vendasta.com/task-manager/reporting). The project is a **shared checklist** with the Vendasta Vendor team that includes required tasks, integration points, and documentation links. This guide pairs with the [Vendor Operations Guide](./vendor-onboarding-guide/operational-requirements-for-marketplace-vendors.mdx).
After signing your Vendor distribution agreement, you'll receive a welcome email with a link to your onboarding project. Access it anytime via [Partner Center Tasks Projects](https://partners.vendasta.com/task-manager/reporting). The project is a **shared checklist** with the Vendasta Vendor team that includes required tasks, integration points, and documentation links. This guide pairs with the [Vendor Operations Guide](./vendor-onboarding-guide/operational-requirements-for-marketplace-vendors).

## Get started

Expand All @@ -35,24 +50,26 @@ Access Vendor Center at [vendors.vendasta.com](https://vendors.vendasta.com/) or

### 2. Add your team members

Invite team members from [Partner Center > Administration > My Team](https://partners.vendasta.com/my-team). **Service vendors:** Provide team members with the Digital Agent Role for Task Manager access. Consider adding a group email address for monitoring Reseller communications.
Invite team members from [Partner Center Administration My Team](https://partners.vendasta.com/my-team). **Service vendors:** Provide team members with the Digital Agent Role for Task Manager access. Consider adding a group email address for monitoring Reseller communications.

### 3. Browse the Marketplace

Browse the [Marketplace](https://partners.vendasta.com/marketplace/products) to see what other vendors have done and understand how your product fits.

### 4. Create your first product

- **Vendor Center:** Click `Add Product` in the top right
- **Partner Center:** Click `Create Product` at [Partner Center > Marketplace > Products](https://partners.vendasta.com/marketplace/manage-products). Click `Continue editing in Vendor Center` to publish later
- **Vendor Center:** Click **Add Product** in the top right. From Partner Center, go to **Marketplace** → **Open Vendor Center**, then **Products**.
- **Partner Center:** Go to **Marketplace** → **Products**, then click **Create product** in the top right. Click **Continue editing in Vendor Center** to publish later.

See [Create a product](./vendor-center-general/what-are-custom-products) for the full workflow.

### 5. Build your product

Review the Product Structure and Pricing Guidelines in the [Vendor Operations Guide](./vendor-onboarding-guide/operational-requirements-for-marketplace-vendors.mdx), then build your product in Vendor Center.
Review the [Operational requirements](./vendor-onboarding-guide/operational-requirements-for-marketplace-vendors) for product structure and pricing, then build your product in Vendor Center.

### 6. Set up integrations

Configure SSO, fulfillment settings, order forms, and reseller notifications. Integrate with Task Manager if providing services.
Configure SSO, fulfillment settings, order forms, and reseller notifications. See [Integrate your product](./vendor-center-general/integrate-your-product), [Order form guide](./vendor-onboarding-guide/order-form-guide), and [Task Manager integration](./vendor-center-general/task-manager-integration) if you provide services.

## Platform overview

Expand All @@ -70,7 +87,7 @@ Business App is the SMB portal where clients access purchased products. Use it t

### Task Manager

Task Manager is Vendasta's project management tool. **Service vendors must use Task Manager for fulfillment tracking.** Access via **Partner Center** > **Fulfillment** > **Open Task Manager**. Add team members as "Digital Agent" under Administration > My Team for access.
Task Manager is Vendasta's project management tool. **Service vendors must use Task Manager for fulfillment tracking.** Access via **Partner Center** **Fulfillment** **Open Task Manager**. Add team members as **Digital Agent** under **Administration** → **My Team** for access.

## Important requirements

Expand All @@ -84,11 +101,11 @@ Task Manager is Vendasta's project management tool. **Service vendors must use T

## Product fulfillment

Vendasta's project management platform enables collaboration between Vendors, Resellers, and end clients. Receive interactive order forms, communicate via Inbox, and share Project Tasks.
Vendasta's project management platform enables collaboration between Vendors, Resellers, and end clients. Receive interactive order forms, communicate via Inbox, and share Project Tasks. See [Create projects](./vendor-center-general/create-projects) and [Task Manager integration](./vendor-center-general/task-manager-integration) for fulfillment workflows.

## Post product release

Some features unlock after your first product is released. **Find your product at Marketplace > Products > My Products** (not Discover Products). Your product shows as $0/Free in your Partner Center.
Some features unlock after your first product is released. Find your product at **Marketplace** → **Products** → **My Products** (not Discover Products). Your product shows as $0/Free in your Partner Center.

### Making changes to a released SKU

Expand All @@ -100,15 +117,15 @@ Webhooks are excluded from versioning and go live immediately — test on a sand

## Building your reseller network

Resellers appear in your Vendor Center Resellers tab after they find your product in Discover Products and click `Start Selling`. This makes the SKU available for their Store. **Monitor and respond to Reseller communications via Platform Inbox** (click the speech icon in Vendor Center). The Vendor Accounts List shows all Resellers and Accounts using your product, with account status (Active/Inactive) and active product counts.
Resellers appear in your Vendor Center Resellers tab after they find your product in Discover Products and click **Start Selling**. This makes the SKU available for their Store. **Monitor and respond to Reseller communications via Platform Inbox** (click the speech icon in Vendor Center). See [Reseller information](./vendor-center-general/enriched-reseller-information) and [Reseller notifications](./vendor-center-general/reseller-notifications) for details on managing your reseller network.

## Common workflows

**Product Creation**: Create a product with editions and add-ons, configure pricing and billing terms, add marketing materials, set up integrations, and publish to the Marketplace.
**Product creation** — Create a product with editions and add-ons, configure pricing and billing terms, add marketing materials, set up integrations, and publish to the Marketplace. See [Create a product](./vendor-center-general/what-are-custom-products) and [Set your product's price](./vendor-center-general/set-your-products-price).

**Product Management**: Update product information, modify pricing and editions, manage order forms, track orders and projects, and communicate with resellers.
**Product management** — Update product information, modify pricing and editions, manage order forms, track orders and projects, and communicate with resellers. See [Order form guide](./vendor-onboarding-guide/order-form-guide).

**Vendor Operations**: Set up team members with appropriate roles, create projects for order fulfillment, integrate with Task Manager, and manage reseller relationships.
**Vendor operations** — Set up team members with appropriate roles, create projects for order fulfillment, integrate with Task Manager, and manage reseller relationships. See [Create projects](./vendor-center-general/create-projects), [Task Manager integration](./vendor-center-general/task-manager-integration), and [Reseller information](./vendor-center-general/enriched-reseller-information).

## Frequently asked questions

Expand Down Expand Up @@ -136,7 +153,7 @@ To approve the Vendor product, follow these steps:
<details>
<summary>Why is "Automatic Activation" not available for my vendor/custom product?</summary>

If the order form in Vendor Center is toggled on, the toggle for automatic activation upon account creation will not be available in **Marketplace > Products > Product info.**
If the order form in Vendor Center is toggled on, the toggle for automatic activation upon account creation will not be available in **Marketplace** → **Products** → **Product info**.

![Order form toggle setting preventing automatic activation](./img/partner-center/vendor-center-faqs/automatic-activation/order-form-toggle.jpg)

Expand Down
Original file line number Diff line number Diff line change
Expand Up @@ -3,66 +3,66 @@ title: Operational Requirements for Marketplace Vendors
sidebar_label: Operational requirements
---

# Operational Requirements for Marketplace Vendors
# Operational requirements for Marketplace Vendors

As a vendor on Vendasta's Marketplace, you have a responsibility to meet or exceed the operational requirements below before your product or service is in a position of general availability.
You must meet or exceed these operational requirements before your product or service reaches general availability.

## Product and Service Structure

**Category**: Operational requirements
**Importance**: Required
## Product and service structure

![Product and Service Structure](./img/partner-center/vendor-onboarding-guide/product-service-structure.jpg)

Each product in Vendasta's Marketplace must have at least one paid tier. That being said, products are allowed to have multiple paid pricing tiers. Each pricing tier is known as an "Edition" in the Marketplace. Depending on pricing strategy, some vendors offer 3 different paid editions at different price points with feature differences bundled between them.
Each product must have at least one paid tier.

You can offer multiple paid tiers; each tier is an **Edition** in the Marketplace.

Products can also have free tiers such as trials, freemium, or premium and may include Add-Ons, which allow for flexible upsell and feature add-on opportunities.
- Vendors often use three **editions** (e.g., Bronze, Silver, Gold) with different price points and feature sets.
- Products can also include **free tiers** (trials, freemium, or premium) and **Add-ons** for upsells and optional features.

**To create a product you must add the following information:**
### Required information when creating a product

![Product Creation](./img/partner-center/vendor-onboarding-guide/product-creation.jpg)

1. Basic info: name, category, vertical, description, etc.
2. Integration settings: SSO, Fulfillment, etc.
1. **Basic info:** name, category, vertical, description, etc.
2. **Integration settings:** SSO, Fulfillment, etc.

![Integration Settings](./img/partner-center/vendor-onboarding-guide/integration-settings.jpg)

3. Editions: feature list, price, minimum, term, etc.
4. Content: logos, screenshots, documents, videos, etc.
5. Visibility: approval status
3. **Editions:** feature list, price, minimum, term, etc.
4. **Content:** logos, screenshots, documents, videos, etc.
5. **Visibility:** approval status

**Multi-purchase Settings:**
### Multi-purchase

![Multi-purchase Settings](./img/partner-center/vendor-onboarding-guide/multi-purchase.jpg)

Multi-Purchase can be turned on or off per Edition of your product or service. Multipurchase basically means that a customer can purchase your product or service multiple times for different locations that they are managing for end customers. For example, they might be managing 10 locations for a customer and want to purchase your product 10 times - once for each location.
You can turn multi-purchase on or off per edition. When enabled, customers can purchase your product multiple times for different locations they manage. For example, a reseller managing 10 locations for a client can purchase your product 10 times, once per location.

**Pricing and Trials**:
### Pricing and trials

![Pricing and Trials](./img/partner-center/vendor-onboarding-guide/pricing-trials.jpg)

Each vendor determines the pricing of their products and services, as well as the trial period (if applicable). There are a range of different options for setting this up and Vendasta will guide you through the best practices for your category and product type. Below are some examples of how pricing can be configured, including wholesale and margin options.
You set your own pricing and trial periods. Vendasta supports various configurations, including wholesale and margin options. Your Vendor Success Manager can guide you on best practices for your category and product type.

**Setting up your Product Editions:**
### Product editions

![Product Editions](./img/partner-center/vendor-onboarding-guide/product-editions.jpg)

There are a lot of options for how you want your product or service to be presented to partners and sold to customers. The image above represents one approach for how you can configure your product with different Editions (pricing tiers).
You can configure editions (pricing tiers) to control how your product is presented to partners and sold to customers. The image above shows one example configuration.

**Add-on Multi-purchase Setting:**
### Add-on multi-purchase

![Add-on Multi-purchase](./img/partner-center/vendor-onboarding-guide/addon-multi-purchase.jpg)

Similar to your main product, each Add-On can be configured with Multi-Purchase settings.
Each add-on can use the same multi-purchase settings as your main product.

## Use Case Examples
## Use case example

### Digital Advertising
### Digital advertising

![Digital Advertising](./img/partner-center/vendor-onboarding-guide/digital-advertising.jpg)

The Digital Advertising use case example is one approach to illustrate how a product can be structured in the Marketplace. In this example, the vendor offers three pricing tiers: Bronze, Silver, and Gold, each with increasing feature sets and price points. Additionally, they provide add-ons for enhanced services that can be purchased separately.
This example shows one way to structure a product: three editions (Bronze, Silver, Gold) with different price points and feature sets, plus optional add-ons for enhanced services.

## Help and Support
## Help and support

If you have questions about how to structure your product for Vendasta's Marketplace, please contact your Vendor Success Manager. They can provide guidance on best practices, pricing strategies, and help you optimize your product's presentation in the Marketplace.
Contact your Vendor Success Manager for guidance on product structure, pricing strategies, and Marketplace presentation.
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