Updated on 2024-03-13 GMT+08:00

Querying Customers

A partner can query all the associated customers' current estimate and basic information.

Huawei Cloud Partner Service Provider can also query all the customers associated with its cloud solution providers and view the customers' used budget and basic information.

Procedure

  1. Use your partner account to log in to Huawei Cloud.
  2. Click Partner Center in the drop-down list of your account name.
  3. Select Sales > Customer Business > Customer Management on the top navigation bar.
  4. Set search criteria to search for customers

    You can search for customers by the frozen status, association type, association time, customer name, account manager name, expenditure in this month, resource expiration date, mobile number, or customer tag.

    • Click Manage Association Records to view historical customer associations and disassociation.

  5. Click an account name to view customer details.

    • You can click Assign Account Manager to assign an account manager for the customer. If you need to change the account manager for a customer, you can click Account Manager: ***.
    • You can click Unfreeze Account or Freeze Account to unfreeze or freeze the account and resources for the customer after required permissions have been granted to you.
    • You can click Association Management and select View Association Requests from the drop-down list to view association records and manage association relationships for the customer. You can also click Disassociate from the drop-down list to disassociate from the customer.
    • You can click Request Authorization to request permissions for performing operations on the customer's behalf.
    • On the Overview tab, you can view budget usage. You can also click Set Budget to set a monthly budget or one-time budget for the customer.
    • On the Overview tab, you can view the customer's cash coupons, including available coupons and coupons that will expire in 7 days.
    • On the Overview tab, you can view the customer's orders, including unpaid and paid orders. You can also click Place Order on Customers' Behalf to place orders for the customer.
    • On the Overview tab, you can view the customer's resources to be renewed. To manage resources for the customer, you can click Perform O&M Operations on Customers' Behalf to obtain customer authorization first and then perform operational tasks for the customer as needed. You can view all resources, such as yearly/monthly resources, pay-per-use resources, reserved instances, and savings plans, by clicking All Resources, or view resources that are going to expire in 7days, 15 days, and 30 days.
    • On the Overview tab, you can view expenditure analysis and product rankings. You can click View Expenditure to view expenditure details. You can click Month-to-Date Expenditure to view expenditure details of this month, and Expenditure Last Month to view expenditures of last month. You can click the icon next to Expenditure Change to view expenditure analysis.
    • On the Overview tab, you can click Add Opportunity to create an opportunity for a preregistered customer or an associated customer. You can also click the number next to Opportunities to view detailed information.
    • On the Resources tab, you can view and export yearly/monthly resources, pay-per-use resources, and savings plans.
    • On the Basic Information tab, you can click Account Manager History to view the list of historical account managers assigned to the customer.

Other Operations

A partner can perform the following operations on the Customer Management page:

  • Choose Export > Export Selected to export all the customers of the partner.

    Only the administrator can export the customer list. If other operators need to export the customer list, contact the administrator.

  • Choose Export > Export History. On the Export History page, click Download in the Operation column to download and query the customer records in the Completed status.
  • Click Set Monthly Budget to set the monthly budget for customers of the reseller model. For details, see Setting Monthly Budgets for Customers.
  • Choose More > Create Discount to set a discount for customers. For details, see Setting Discounts for Customers.
  • Choose More > Issue Coupon to issue coupons for customers.
  • Choose More > View Orders to view all orders of a customer.
  • Choose More > View Resources to view a customer's pay-per-use and yearly/monthly resources. For details, see Viewing a Customer's Resources.
  • Choose More > View Expenditure to view all expenditure details of a customer.
  • Choose More > Assign Account Manager to assign an account manager to a customer. For details, see Assigning an Account Manager for a Customer.
  • Operations, such as setting monthly budgets, freezing or unfreezing accounts, and placing orders or performing O&M on customers' behalf for customers associated with cloud solution providers of Huawei Cloud Partner Service Provider, are performed by Huawei Cloud Partner Service Provider. To perform these operations, select Customers or Resellers' Customers as required first and then perform operations as needed.