Partner purchase: choose the customer

Select the exact customer company before preparing a plan purchase. This is step 1 of the partner purchase workflow.

Example: customer-selection screen with four filters, customer row and Choose plan action — Example: Customer, license counts and dates; this is the customer-selection screen.

Find the company

Open Partner tools → Open plan calculator, or start a purchase from Partners. Customer management requires an active reseller or partner membership and administrator access.
Enter part of the company name or its exact numeric company ID in Name or company ID. The search accepts up to 150 characters.
Choose Plan category: All plans, Paid or Free. Choose Expiry: Any expiry, Within 7 days, Within 30 days or Expired. Expiry filters apply to paid plans; the day ranges select upcoming expiries.
Choose Account: All accounts, Active or Inactive, and select Filter.
Check Customer, Plan & status, Seats, Expiry and Activity. Compare purchased seats with active CRM users; check company ID and currency to distinguish similar names. The name opens customer details.
Select Choose plan on the intended customer to open step 2: Plan & licenses.

Use Previous and Next where available to move through matching customers. If no customers match, broaden a filter. Add customer opens the creation form; check for an existing company first. An inactive account may appear in the list, but purchases require an active associated customer.

Example: filter for Example Co with Paid and Within 30 days, check its expiry, then choose its plan to prepare a renewal. Selecting a row or opening a quote does not confirm payment.