Querying Customers

Procedure

1. Sign in to Huawei Cloud as a partner.
2. In the drop-down list of your account name, click Partner Center to go to the Partner Center.
3. In the top navigation bar, select Sales > Customers > Customer Management.
4. Set search criteria to search for customers

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

   

   

   • Click Manage Association Records to view historical customer associations and disassociation.
   • Click the eye icon next to a header to view complete contents in the column. For example, you can click the eye icon next to Email to view complete email addresses.

   • A distributor can choose Customer Management > Customers to view their own customers or choose Customer Management > Resellers' Customers to view customers of their resellers.

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 the buttons in the Account Freezing/Unfreezing drop-down list to freeze or unfreeze the account or both the account and resources.
   • 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 7 days, 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 View Details next to Month-to-Date Expenditures or Expenditure Last Month to view expenditure details of this month or 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.

  When using the export function of Partner Center, please note that any sensitive information, such as customer names, mobile numbers, and email addresses, will be anonymized.

• Click Export > View Export. On the Export History page, click Download in the Operation column to download and view the exported customers.
• Click Set Budget to set a monthly or one-time budget for customers associated in the reseller model. For details, see Setting Monthly Budgets for Customers and Setting One-Time Budgets for Customers.
• Choose More > Create Discount to set a discount for customers. For details, see Setting Discounts for Customers.
• Click 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.
• Click More > Customer Spend 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.