TD SYNNEX StreamOne Ion

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

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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

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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

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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

Partners 4

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