> ## Documentation Index
> Fetch the complete documentation index at: https://docs.msportal.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Storefront

> Give clients a curated catalog of products, self-service license management, and Azure usage visibility, all under your approval controls

The **Storefront** turns your distributor catalog into a controlled marketplace for your clients. You decide which products clients can see, whether they can change their own license quantities, and which requests need your approval. Clients get a clear view of their subscriptions, available products, and Azure consumption.

The Storefront syncs from **Pax8** and/or **Sherweb**.

## Overview

The Storefront has three sections:

<CardGroup cols={3}>
  <Card title="Subscriptions" icon="layer-group">
    Manage active software licenses and subscriptions.
  </Card>

  <Card title="Catalog" icon="book-open">
    Browse available products and request new ones.
  </Card>

  <Card title="Azure Usage" icon="cloud">
    Monitor Azure consumption by company.
  </Card>
</CardGroup>

## Prerequisites

* A connected **Pax8** or **Sherweb** integration. Without one, the Storefront shows *"Connect a Pax8 or Sherweb integration in Integrations to manage your storefront."*
* **Permissions**: viewing requires read access to the storefront; requesting changes requires write access; configuring the catalog and self-service rules requires the storefront management/settings permission.
* **Azure Usage** requires Azure subscriptions synced from Pax8.

## For administrators: setting up the Storefront

Configure the Storefront under **Settings → Storefront**, which has two tabs.

### Catalog tab

This controls what clients see in the catalog.

<Steps>
  <Step title="Review synced products">
    Products synced from Pax8 (and Sherweb, if connected) appear in a table with **Product**, **Vendor**, **Category**, and **Retail Price**.
  </Step>

  <Step title="Set visibility">
    Toggle **Visible** to show or hide each product from the client catalog. Hidden products never appear to clients.
  </Step>

  <Step title="Feature key products">
    Toggle **Featured** to highlight products you want clients to notice.
  </Step>

  <Step title="Use bulk actions">
    Select multiple rows and use **Show Selected**, **Hide Selected**, **Feature Selected**, or **Unfeature Selected** to update many products at once.
  </Step>
</Steps>

### Self-Service tab

This controls who gets notified about requests and whether clients can change their own quantities.

* **Request Approvals** — choose the **Approver Role** (a company team role) whose members receive an in-app notification for every new product request or quantity change. This applies to both Pax8 and Sherweb.
* **Self-Service Settings** (Pax8) — set global defaults with **Allow Self-Service by Default** and default **Min Qty** / **Max Qty**, then use **Apply to All** to push them to every subscription, or **Save Defaults**.
* **Per-subscription overrides** — click a subscription to **Edit Settings** and control:
  * **Allow Quantity Changes** — let clients request quantity changes for this subscription.
  * **Require Approval** — require your approval before changes sync to Pax8.
  * **Minimum Quantity** / **Maximum Quantity** — the allowed range.

<Tip>
  Use per-subscription overrides to keep low-risk products fully self-service while requiring approval on expensive or sensitive licenses.
</Tip>

## For clients: using the Storefront

Clients see the three tabs (Subscriptions, Catalog, Azure Usage) but no settings.

### Subscriptions

The **Subscriptions** view lists active licenses with product, vendor, company, quantity, billing term, status, and pricing, plus summary cards for total and active subscriptions, total licenses, companies, pending requests, and monthly cost.

* Click **View Details** to see full subscription information.
* Click **Change Quantity** to request more or fewer licenses. Enter a **New Quantity** (within the allowed min/max) and optional notes:
  * If self-service is enabled, the change applies immediately.
  * If approval is required, a request is submitted and the approver role is notified.

### Catalog

The **Catalog** view shows products you've made visible.

* Click **Get Price** to see pricing for a specific company.
* Click **Request** to ask for a product to be added. Add an optional note explaining the reason; the request notifies the approver role.

### Azure Usage

The **Azure Usage** view shows Azure consumption by company and resource group for recent months. Click **View Details** on a row to drill into individual usage line items (product, date, quantity, unit, unit price, total).

## How requests flow

<Steps>
  <Step title="Client submits a request">
    A client requests a new product or a quantity change from the Catalog or Subscriptions view.
  </Step>

  <Step title="Approver is notified">
    Members of the configured **Approver Role** receive an in-app notification.
  </Step>

  <Step title="Change syncs to the distributor">
    Once approved (or immediately, if self-service is enabled), the change syncs back to Pax8.
  </Step>
</Steps>

## Troubleshooting

<AccordionGroup>
  <Accordion title="The Storefront says there's no integration">
    Connect a Pax8 or Sherweb integration under Settings → Integrations. Products appear after the next sync.
  </Accordion>

  <Accordion title="No products appear in the catalog">
    Products sync from the distributor on a schedule. On the settings Catalog tab, also confirm the products are toggled **Visible**, hidden products never reach clients.
  </Accordion>

  <Accordion title="A client can't change a quantity">
    Quantity changes require **Allow Quantity Changes** to be enabled for that subscription (or by the global default), and the new quantity must fall within the configured min/max range.
  </Accordion>

  <Accordion title="No Azure usage data shows">
    Azure consumption appears only once you have Azure subscriptions synced from Pax8.
  </Accordion>
</AccordionGroup>

## Related resources

* [Integrations](/user-guides/integrations/index) — connect Pax8 or Sherweb.
* [Licensing](/user-guides/licensing/index) — Pax8 license management.
* [Notifications](/user-guides/notifications/index) — where approvers see incoming requests.
