The Ingram Micro Cloud Reseller Starter Guide was created for Ingram Micro Cloud Solutions resellers to help them set up their reseller account and understand how to use it. We recommend that you read through the entire document and follow the instructions to set up your account, and then continue to use this document as a reference for using the various tools to manage your Ingram Micro Cloud Solutions customers.
Further information can be found at the Ingram Micro Cloud Service Desk knowledge base: https://ingrammicro-assist.freshdesk.com/
- Creating Your Ingram Micro Cloud Reseller Account
- Setting Up Your Reseller Control Panel
- Placing Customer Orders Through the Cloud Marketplace
- Customer Control Panel
- Advanced Reseller Control Panel Use
Creating Your Ingram Micro Cloud Reseller Account
The first important step in becoming an Ingram Micro Cloud Solutions Reseller is to set up your Cloud Reseller Account, which gives you access to your Reseller Control Panel. Your account is created when you place your first order through the Cloud Marketplace. See the link below for detailed instructions on how to create your reseller account.
Activating Your Ingram Micro Cloud Reseller Account
Setting Up Your Reseller Control Panel
Once you create your reseller account by placing your first order, you will have access to your Reseller Control Panel. You should follow the six steps below to make sure that your RCP is customized and set up, before you place any customer orders.
First, see this Introduction to the Reseller Control Panel.
Then, follow these four steps to set up your Reseller Control Panel:
Step 1: Customizing Your Notification Email Templates
Step 2: Managing Service Plan Settings
Step 3: Setting Pricing for Individual Plans and Resources
Step 4: Setting Up and Managing Sales Branches and Staff in Reseller Control Panel
Once you have completed the four steps above, you are ready to begin placing orders for your end customers’ subscriptions.
Placing Customer Orders
The easiest way to place orders for your end customers is through the Cloud Marketplace. You used the Marketplace to create your Ingram Micro Cloud Reseller Account – if you need instructions on setting up your account, please see that link.
Now that your account has been set up, you will need to know how to place further orders. As a reminder, signing up existing end customers for additional services is optional – instead, you can direct them to sign up using their Customer Control Panel. See this article for instructions.
Click here for instructions to use the Ingram Micro Cloud Marketplace to order subscriptions for your end customers.
Customer Control Panel
The Customer Control Panel is a rich tool to help you and your end customers manage the products and services offered at the Ingram Micro Cloud Marketplace. You should have an understanding of how to use the Customer Control Panel so that you can assist your end customers with using the solutions.
See this article for an introduction to the Customer Control Panel.
We recommend that you do not grant your end customers full access to the Customer Control Panel, but rather that you create an admin user with access to everything but financial documents and ordering. This will allow you to more easily keep track of your customers’ orders and bill them accordingly. See the link below for a step-by-step guide to set up the new admin user.
Creating Admin Users With Limited Customer Control Panel Access
If you do decide to grant your end customers full access to place orders through their customer control panel, please see the link below for instructions.
Placing Orders Through the Customer Control Panel
After following the instructions in the links above, you should have a basic understanding of how to use the Customer Control Panel. Please see our knowledge base at https://ingrammicro-assist.freshdesk.com/en/support/home for more in-depth information.
Advanced Reseller Control Panel Use
Earlier in this guide we showed you how to create your end customers’ accounts by placing the first order for them through the Ingram Micro Cloud Marketplace. However, you also have the option of creating your end customer accounts manually through the Reseller Control Panel. See the link below for step-by-step instructions
Creating Customer Accounts Through the Reseller Control Panel
Similarly, we have shown you how to order subscriptions on behalf of your customers through the Marketplace. Alternatively, you can direct your customers to place their own orders through the Customer Control Panel. The final option for placing customer orders is to do so through the Reseller Control Panel. See the link below for a step-by-step guide.
Ordering Subscriptions with the Reseller Control Panel
This guide has provided instructions for the basic setup and use of the three main tools for an Ingram Micro Cloud Reseller: the Solutions Marketplace, the Reseller Control Panel and the Customer Control Panel. For more in-depth information, see our knowledge base at https://ingrammicro-assist.freshdesk.com/en/support/home.