TD SYNNEX StreamOne Ion

Platform Overview & Dashboard 6

• Dashboard Navigation
• How to Submit and View Support Tickets
• StreamOne Ion and SOC 2 Compliance
• Cybersecurity Threats
• Manufacturer Part Number

View all 6

Initial Actions in StreamOne Ion 4

• Setup or Recover Your Password
• Add and Manage user access to StreamOne® Ion
• Setup your StreamOne Ion platform with MFA
• Enable Account Impersonation for TD SYNNEX staff

Customize Your Storefront (Marketplace) 3

• How to Request a Custom URL and Customize the Customer Portal
• Helpful Information Regarding Custom URL's and SSL Renewals
• Click To Run (C2R) Solution Deployment

Settings 16

• Create and Manage Platform User Access
• Email Templates: How to Customize Email Templates
• Terms: How to Define and Manage Click-Through Terms
• How to Create Budgets
• Settings: Configure Customer Sign-up Options

View all 16

Customers 9

• How to Create a New Customer Profile
• Assigning a Pricebook
• Setup and Manage Customer End User Access
• Customer Portal and Storefront Access
• Support Plan Charges and Discounts

View all 9

Billing 9

• Billing Menu Overview
• Create and Manage Custom Pricebooks
• Billing Cycles, Invoice Options and General Billing Information
• How to update the status of a Customer Billing Statement (Invoice)
• Multi-Currency Settings

View all 9

Reports 5

• Overview of the Reports Menu
• How to Create, Customize and Download Billing Reports
• How to Generate Customer Billing Statements (Invoices)
• Understanding Microsoft CSP Customer Billing Reports
• Pricebooks Allocation Report

Products 0

Other 0

Partners 4

• Partner Menu Overview
• Request access to Cloud Vendor Programs
• Reseller MPN ID Location
• Delegated Admin

Amazon Web Services (AWS) 21

• Reseller Checklist for Onboarding AWS Customers
• AWS Tasks That Require AWS Account Root User Credentials
• Discovery Questions for Customers with Existing AWS Accounts
• Request a New AWS Cloud Account
• Adding (Linking) an Existing AWS Account in Ion

View all 21

Microsoft 14

• Microsoft Products Overview
• Azure Terms You Should Know
• Associating a Microsoft Identity to a Customer
• Creating New Azure Plan
• Microsoft New Commerce Experience (NCE) - Billing Cycles

View all 14

Google 6

• Create a Google Account
• Associate Sub Billing Account to Existing Projects
• Associate a Google Cloud ID to TD SYNNEX
• Setup a GCP Service
• Create or Transfer Google Workspace

View all 6

IBM Cloud 1

• IBM Reporting and Billing

Sophos 2

• Accessing the Sophos MSP Price List for StreamOne ION
• Accessing Previous Sophos Usage Data Prior to StreamOne ION Setup

Acronis 0

BitTitan 0

2024 - October 3

• Address Verification Autocomplete Upgrade
• Surface Manufacturing Part Number in CSP Billing Reports Data
• Upcoming Webinar: StreamOne® Ion PSA Webinar- US/CA

2024 - September 4

• Important Alert: Fraud Scheme - Stay Informed and Protected
• Third Thursday StreamOne Webinars for US/ CAN
• StreamOne Ion Webinar Thu, Sep 26, 2024 for US/CAN
• Important Alert: Fraud Scheme - Stay Informed and Protected (Việt Nam)

2024 - August 7

• Asynchronous Buy Flow for Microsoft products
• Acronis Vendor Integration
• BitTitan Vendor Integration
• SaaS Support Plans
• Enhancements for Upgrades Experience in Lifecycle Management

View all 7

2024 - April 2

• Multi-Factor Authentication (MFA) – Self-service Re-configuration
• Microsoft NCE - Updated LCM actions

2024 - March 1

• PSA Connectors - ConnectWise and Autotask

2024 - February 1

• Manufacturer Part Number updates

2024 - January 1

• Commerce APIs - Ordering and Order Management

2023 - December 2

• IBM Reporting & Billing
• Google Workspace - New Offer ID Notifications

2023 - November 0

2023 - September 4

• AWS Free Tier
• New Datapoints available in reports!
• MSRP as a base for Charges & Discounts calculation
• Cross-Country Purchasing

2023 - August 1

• Azure Reservations display improvements

2023 - July 1

• Microsoft Azure Savings Plan Billing enablement

2023 - June 2

• Pre-filtering expired subscriptions from Manage Products page
• Azure Marketplace 3rd Party billing in StreamOne Ion

2023 - May 7

• New Order Status in Admin Console
• Impersonation of Partners
• Accessing the StreamOne Ion platform using MFA
• Google Workspace (GWS) – Special Offers Support
• Role Based Access Control

View all 7

2023 - April 3

• Microsoft CSP RI Inventory Customers Report
• E-Mail Notifications for Ordering & Provisioning Errors
• Support for Purchase Order Numbers

2023 - March 2

• Microsoft Co-Terminosity Support
• AWS retires IAM command *aws-portal*

StreamOne Ion Essentials Platform Specialist Training 13

• Manage Customer/User Info: How to Create a New Customer
• Dashboard Landing Page
• Manage Customer/User Info: How to Create a New User
• Customizing Reports & Generating Invoices
• Price Management

View all 13

StreamOne Ion Essentials Microsoft Vendor Platform Specialist Training 10

• Modern Workplace (MWP) Experience DISCONTINUED
• New Commerce Experience (NCE)
• Microsoft NCE Standalone Add-Ons
• Click-2-Run Solutions for Microsoft Azure
• Purchasing & Provisioning Azure Plan

View all 10

StreamOne Ion Microsoft Migration Specialist Training 21

• Introduction to Setting Up My Business Course
• Setting up My Business - Benefits of Managing Your Business on StreamOne Ion
• Setting Up My Business - Microsoft Management Changes on SCM
• Setting Up My Business - First Steps When Accessing StreamOne Ion
• Setting Up My Business - Quick Reference Guide for StreamOne Ion

View all 21

StreamOne Ion Essentials AWS Vendor Platform Specialist Training 1

• Setting Up and Managing your AWS Business on StreamOne Ion

StreamOne Ion IBM Vendor Platform Specialist Training 2

• IBM User Journey
• IBM J2X User Journey

StreamOne Ion Independent Software Vendor (ISV) Specialist Training 4

• Sophos Reseller Configuration & User Journey
• BitTitan Reseller Configuration & User Journey
• AvePoint Reseller Configuration & User Journey
• Acronis Reseller Configuration & User Journey

StreamOne Ion Advanced Platform Specialist Training 8

• Billing My Customers: Currency Conversion
• Billing My Customers: Charges, Discounts & Taxes
• Billing My Customers: Adding Custom & Cloud Account Fields
• Billing My Customers: Customizing Reports & Generating Invoices
• PSA Connectors

View all 8

Flattening 360 Enhancements 0

Overview - StreamOne® Ion Unified Customer Management 1

• Overview - StreamOne® Ion Unified Customer Management

Dashboard Module - StreamOne® Ion Unified Customer Management 1

• Dashboard Module - StreamOne® Ion Unified Customer Management

Customers Module - StreamOne® Ion Unified Customer Management 1

• Customers Module - StreamOne® Ion Unified Customer Management

Marketplace Module - StreamOne® Ion Unified Customer Management 1

• Marketplace Module - StreamOne® Ion Unified Customer Management

Orders Module - StreamOne® Ion Unified Customer Management 1

• Orders Module - StreamOne® Ion Unified Customer Management

Subscriptions Module - StreamOne® Ion Unified Customer Management 1

• Subscriptions Module - StreamOne® Ion Unified Customer Management

Quotes Module - StreamOne® Ion Unified Customer Management Enhancements 0

Subscriptions Price Over-ride -StreamOne® Ion Unified Customer Management Enhancements 0

StreamOne Enterprise Solutions GDPR Q&A 1

• StreamOne Enterprise Solutions GDPR Q & A

Norway 1

• TD SYNNEX Norway AS Innspurten 1 A, Oslo 0663, Norway

Sweden 1

• TD SYNNEX Sweden AB Gustav III:s Boulevard 32, 16973 Solna, Sweden, VAT : SE556231453301

Finland 1

• TD SYNNEX Finland OY Sokerilinnantie 11 C, Espoo, 02600, Finland

Denmark 1

• TD SYNNEX Denmark ApS Bregnerødvej 144, 3460, Birkerød, Denmark, Company No: CVR 71260216

United Kingdom 1

• TD SYNNEX UK Limited Maplewood, Crockford Lane, Chineham Park, Basingstoke, Hampshire RG24 8YB, United Kingdom

Netherlands 1

• TD SYNNEX Netherlands B.V. Tolnasingel 2, 2411PV, Bodegraven, Netherlands, Company No: 30128649 NL005363184B0

Belgium 1

• TD SYNNEX Belgium B.V. Tragel 47, 9300 Aalst, Belgium

Germany 1

• TD SYNNEX Germany GmbH & Co. OHG Kistlerhofstrasse 75 München 81379 Germany

Poland 1

• TD SYNNEX Poland sp. z o.o. ul. Aleje Jerozolimskie 212, 02-486 Warsaw, Poland

Czech Republic 1

• TD SYNNEX Czech s.r.o. Líbalova 2348/1, Chodov, Praha 4, 14900, Czech Republic

Austria 1

• TD SYNNEX Austria GmbH EURO PLAZA, Gebäude K, Kranichberggasse 6, 1120 Vienna, Austria

Switzerland 1

• TD SYNNEX Switzerland GmbH Birkenstrasse 47, CH-6343 Rotkreuz, Switzerland, Company No: CH.170.4.004.325-1

France 1

• TD SYNNEX France S.A.S. 5 Avenue de l'Europe, 77600 Bussy-Saint-Georges, France

Spain 1

• TD SYNNEX Spain S.L.U. Avenida de la Vega 1, 28108 Alcobendas, Spain

Portugal 1

• TD SYNNEX Portugal, Lda Avenida da Boavista, nº 3.265, piso 7, sala 2, 4100-137 Porto, Portugal

Italy 1

• TD SYNNEX Italy s.r.l. Via Tolstoj 65 cap, 20098 San Giuliano Milanese, Italy

Croatia 1

• TD SYNNEX Croatia d.o.o. - Avenija Dubrovnik 16/5, Zagreb, Croatia

Turkey 1

• TD SYNNEX Turkey Bilgi Teknolojileri Anonim Şirketi - Burak Mah. Sani Konukoğlu Blv. 223, Şehitkamil / Gaziantep, Turkey

Hungary 1

• TD SYNNEX Kft. Budafoki út 91-93, IP West Irodaház ép., Budapest 1117, Hungary

Romania 1

• TD SYNNEX Czech S.R.O. Praga Sucursala Bucuresti (branch) 133 Serban Voda Road, Central Business Park, Building A, Ground Floor, Section A.P.13

Ireland 1

• TD SYNNEX Ireland Limited - Riverside One, Sir John Rogerson's Quay, Dublin 2, Ireland

Microsoft 1

• Program Guide

Tech Data Solutions Factory 17

• Tech Data RedHat OpenShift on Azure Program Guide
• Tech Data File Sharing on Azure Program Guide
• Tech Data Archiving on Azure
• Tech Data Azure Active Directory Domain Services
• Tech Data Azure SQL Database

View all 17

AWS - Scope of Work & Service Guide 1

• ATS Managed Service Reference Documentation