Viewing Customer Information

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

Procedure

Access the Customer Management page.

a) Sign in to Huawei Cloud as a partner.

b) Click Partner Center in the drop-down list of your account name in the upper right corner.

c) In the top navigation bar, select Sales > Customers > Customer Management.
Set search criteria to search for customers

You can search for customers by whether the account is automatically frozen, association type, association time, customer name, customer account, customer ID, account manager name, month-to-date expenditure, resource expiration date, mobile number, budget usage, or customer tag.
Click the account name in the customer list. On the displayed Customer Details page, you can view all information about the customer, including budget management, cash coupons, customer orders, expenditure overview, alerts to be handled, business opportunities, resources, enterprise information, and basic information. Click different tabs to view the required information.
View and handle customer overview information.
- Account manager assignment/change: 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: ***.
- Account or resource freezing/unfreezing: Click the button from the drop-down list of Account Freezing/Unfreezing to unfreeze both accounts and resources for your customers.
- Association operation record querying: Click View Association Requests to view the association operation records. You can then process the association.
- Disassociation: Click Disassociate to disassociate from the customer.
On the Overview tab page, you can view and process the customer's overview information (budget, coupons, customer orders, alerts to be handled, resources to be renewed, business opportunities, and expenditure summary).
- Budget management: On the budget management card, view the budget usage. You can click Set Budget to set a monthly or one-off budget for the customer.
- Cash coupons: On the cash coupon card, view the cash coupons of a specified customer, including available coupons and coupons that will expire in 7 days.
- Customer orders: On the customer order card, view the customer orders. You can click Request Authorization to apply for the permission to perform operations on the customer's behalf. Click the number under Unpaid Orders or All Orders to view order information. After obtaining the permission for performing operations on the customer's behalf, you can click Place Order on Customers' Behalf to place an order to purchase yearly/monthly resources for the customer associated in the reseller model.
- Customer alerts: On the customer alert card, check how many alerts you need to handle and click the number to check the list of alerts.
- Pending renewal: On the pending renewal card, view the customer's resources to be renewed. To manage resources for the customer, you can click O&M on Customers' Behalf to obtain customer authorization first and then perform operational tasks for the customer as needed. Click All Resources to view customers' yearly/monthly resources, pay-per-use resources, reserved instances, and savings plans. Click the number under Expire in 7 Days, Expire in 15 Days, or Expire in 30 Days to view the yearly/monthly resources, pay-per-use resources, reserved instances, and savings plans that will expire in 7, 15, or 30 days.
- Expenditure overview: On the expenditure overview card, you can view the expenditure, product proportion, and expenditure trend. Click View Details to view the customer's expenditures. 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 icons in Expenditures by Product and Expenditure Change to check the rankings by expenditures on different products and the different types of charts, respectively.
- Business opportunities: On the business opportunity card, you can create an opportunity for a preregistered customer or an associated customer. You can also click the number next to Opportunities to view detailed information.
Click the Resources tab to view the customer's yearly/monthly resources, pay-per-use resources, reserved instances, and savings plans.
- Yearly/Monthly resources: Click the Yearly/Monthly tab to view the information about yearly/monthly resources, including the name/ID, product type, product specifications, cloud service region, status, effective time, and expiration time. You can search for resources by product type, effective time, expiration time, and order No., and filter resources by cloud service region and status. Click Export to export all yearly/monthly resource records of a customer.
- Pay-per-use resources: Click the Pay-per-use Resources tab to view information about pay-per-use resources, including the name/ID, tag, product type, product specifications, cloud service region, status, subscription time, and payment account. You can search for resources by product type or ID and filter the resource list by subscription time or status. Click Export to export all pay-per-use resource records of a customer.
- Reserved instancesReserved Instances
- Savings plans: Click the Savings Plans tab to view the savings plan information, including the name/ID, product type, product specifications, cloud service region, status, effective and expiration time, and order number. You can search for resources by product type, effective time, expiration time, and order No., and filter resources by cloud service region and status.
Click the Basic Information tab to view the basic information and tags of the customer.
- Basic information and tags: The basic information includes the customer account ID, company name, association type, association time, industry, and customer properties.
- Historical account managers: You can click Account Manager History to view the list of historical account managers assigned to the customer.
Click the Enterprise Information tab (applicable only to enterprise customers) to learn about the enterprise in terms of overview, digital insight, and financing events.
- Basic information: You can view the cloud budget, cloud service provider, IPO status, last funding type, website, and social media accounts.
- Overview: Click the Overview tab to view the level-1 industry, level-2 industry, region where the headquarters is located, employee scale, and founder of the enterprise.
- Digital technology: Click the Digital Technology tab to view the cloud migration information, app information, patent and trademark information, and website traffic.
- Financing: Click the Finance tab to view the funding information, IPO information, and merger and acquisition.

Other operations on the Customer Management page

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

Operation	Description
Viewing association records	Click Manage Association Records to view historical association and disassociation records. For details, see Viewing Association Records and Handling Disassociation Requests.
Exporting customer information to the local PC	Click Export > Export Selected to export all the customers of the partner. NOTE: Only the administrator can export the customer list. If other operators need to export the customer list, they need to 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.
Setting budgets for customers	Click Set Budget in the Operation column or select multiple customers and click Set Budget to set the monthly budget and one-off budget for customers associated in the reseller model. For details, see Setting Monthly Budgets for Customers and Setting One-Time Budgets for Customers.
Canceling association	Click More > Disassociate to disassociate from a customer. For details, see Disassociate from a Customer..
Viewing customer orders	Click View Orders to view all orders of a customer.
Viewing customer resources	Choose More > View Resources in the Operation column to view a customer's pay-per-use and yearly/monthly resources. For details, see Viewing a Customer's Resources.
Viewing customer expenditures	Click More > Customer Spend to view all expenditure details of a customer.
Assigning an account manager to 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.
Setting discounts for customers associated in the referral model	Choose More > Create Discount to set a discount for customers. For details, see Setting Discounts for Customers.