Querying Customers

Procedure

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

   You can search for customers by customer name, account manager name, expenditure in this month, resource expiration date, mobile number, and customer tag.

   

   

   • Click Manage Association Records to view historical association and disassociation records.
   • 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 emails.

5. Click the account name of the customer you want to view. Then, on the displayed page, view the 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 Request Authorization to apply for permissions to perform operations for the customer.
   • 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 customer budget usage. You can click Set Budget to set a monthly or one-off budget for the customer after required permissions have been granted to you.
   • On the Overview page, 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 click the number under Unpaid Orders or All Orders to view order information. You can click Place Order on Customers' Behalf to place orders for resale customers after required permissions have been granted to you.
   • On the Overview tab, you can view the customer's resources to be renewed. 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 after required permissions have been granted to you. 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 page, 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 Resources page, 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 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.
• 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.