L I C E N S I N G
Integrating Resellers – Two Routes , One Destination
CodeMeter License Portal is a powerful tool for managing individual users or groups of users in a smart , tiered hierarchy that can cover most of your workflows and procedures ‘ needs . Administering the licenses of large corporate clients becomes as easy as sharing educational licenses on a campus . One typical use case for this is the ability to integrate resellers and distributors in your sales processes : The better and easier this is , the happier your partners will be and the more motivated to sell your products . This article tells you more about the two fundamental ways to do so : One , with an ERP system taking the lead , or two , with CodeMeter License Portal as the system in charge .
ERP System in the Lead In this case , the licenses and the tickets required for them are created through the ERP system ; direct sales would follow the same exact workflow . In parallel , each partner is entered as a reseller in the CodeMeter License Portal , and for each reseller , a user is created with admin rights . This user can then create more users in his / her group or , depending on the hierarchy , create additional subgroups . As the admin acting for the reseller , the user has access to all data and information on his / her branch , but cannot access any other resellers or the higher branches of the hierarchy , that is , the original software vendor . that can take care of this immediately after creating the tickets . Alternatively , more conventional routes are available ( by email , delivery note , license mail etc .). In these cases , the resellers would add the tickets manually to
License Portal
Automatic Renewal
Renewal Report
Renewal invoice
their pools . Whichever option you choose for the process , the best practice recommendation holds : A separate ticket for every license .
And this would be all the effort required from
ERP
Now , the newly created licenses are assigned to the reseller ’ s pool , which would ideally be done by an automatic mechanism in the ERP system . As is the case for creating licenses , CodeMeter License Portal has an API function
Customer ISV
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