Managing profile of a customer

Owned by Dhanraj Tijare (Unlicensed)
Last updated: Jan 27, 2021
6 min read

Once you add a customer, you can perform the following tasks to manage the profile of a customer:

  • Define address details of customer’s organization that should be included in the bills

  • Billing contact details of the customer employees who will be responsible for approving bills and renewing subscriptions

  • Create user accounts for the users with the required permissions to view the usage details based on the customer approved bills

  • Create a group for the required customers to effectively group resources for billing

  • Define Purchase Order (PO) details for the customers to track their orders effectively

This topic explains you to:

Manage Organization Details of a customer

  1. On the side navigation bar, select the CUSTOMER PROFILE tab, and click Customers.
    Aquila Clouds displays the Customers page.

  2. For the required customer, select the following icon and click Edit.

    Aquila Clouds displays the Profile page of the selected page.

     

  3. In the Organization Detail section, click Edit.
    Aquila Clouds displays the fields to edit the organization details for the selected customer.

     

  4. Enter the following details and click the following icon:

    • Organization Name: Enter the name of the organization.

    • Industry Vertical: Enter the industry vertical of this customer.

    • Website: Enter the URL of the website of this customer.

    • Business Turnover: Enter the business turnover of the customer.

    • Account Type: Type the name of the cloud service provider for the selected customer.

  5. Enter the following details and click the following icon:

    • Address 1: Type the required address of the office.

    • Address 2: Type the additional address details of the office.

    • Address 3: Type the additional address details of the office.

    • Landmark: Type the details of the landmark near the office.

    • City: Type the city in which the office is located.

    • State: Type the state in which the office is located

    • Pincode: Type the pin code of the area in which the office is located.

    • Country: Type the country in which the office is located.

    • Phone Number: Type the phone number of the office.

    • Fax Number: Type the fax number of the office.

  6. Enter the following details for the billing address and click Save:

    • Address 1: Type the required address of the office.

    • Address 2: Type the additional address details of the office.

    • Address 3: Type the additional address details of the office.

    • Landmark: Type the details of the landmark near the office.

    • City: Type the city in which the office is located.

    • State: Type the state in which the office is located

    • Pincode: Type the pin code of the area in which the office is located.

    • Country: Type the country in which the office is located.

    • Phone Number: Type the phone number of the office.

    • Fax Number: Type the fax number of the office.

Manage contact details of a end-customer’s contact person

  1. On the side navigation bar, select the CUSTOMER PROFILE tab, and click Customers.
    Aquila Clouds displays the Customers page.

  2. For the required customer, select the following icon and click Edit.

    Aquila Clouds displays the Profile page of the selected page.

     

  3. In the Contact List section, click Add Contact.
    Aquila Clouds displays the Add Contact page.

     

  4. Enter the following details and click Apply.

    • First Name: Type the first name of the contact person in the customer’s organization.

    • Last Name: Type the last name of the contact person in the customer’s organization.

    • Designation: Type the designation of the contact person in the customer’s organization.

    • Email: Type the email address of the contact person in the customer’s organization.

    • Phone Number: Type the phone number of the contact person in the customer’s organization.

    • Mobile Number: Type the mobile number of the contact person in the customer’s organization.

    • User Type: Select the required type of user of the contact person in the customer’s organization.

    • Subscription Preferences: Select the Billops Alerts check box to send alerts to the contact person’s email address.

Aquila Clouds adds the contact details of the selected customer.

Create a user account for end-customer’s contact person

  1. On the side navigation bar, select the CUSTOMER PROFILE tab, and click Customers.
    Aquila Clouds displays the Customers page.

  2. For the required customer, select the following icon and click Edit.

    Aquila Clouds displays the Profile page of the selected page.

     

  3. In the Contact List section, click Create/Update User Accounts.
    Aquila Clouds displays the Create/Update User Accounts page.

  4. Select the check box for the required members from the list to create a user account for them and click Apply.

Aquila Clouds BillOps creates user accounts for the selected users. This enables the selected users to login to the Aquila Clouds BillOps’ customer dashboard and view the usage analytics of cloud resources based on their organization’s approved bills. By default, the username and password of new user accounts is set to the email address of the user. It is recommended that users reset the password using the Forgot Password option after their first login.

Adding a group

  1. On the side navigation bar, select the CUSTOMER PROFILE tab, and click Customers.
    Aquila Clouds displays the Customers page.

  2. For the required customer, select the following icon and click Edit.

    Aquila Clouds displays the Profile page of the selected page.

     

  3. In the Group List section, click Add Group.
    Aquila Clouds displays the Add Group page.

  4. Enter the following details.

    • Name: Type the required name for the group.

    • Attributes: Type the required attribute for the group.

    • Tags: Select the required tag from the list.

  5. Click Apply.

Aquila Clouds creates the required group and assigns it to the selected customer.

Adding a purchase order

  1. On the side navigation bar, select the CUSTOMER PROFILE tab, and click Customers.
    Aquila Clouds displays the Customers page.

  2. For the required customer, select the following icon and click Edit.

    Aquila Clouds displays the Profile page of the selected page.

     

  3. In the PO List section, click Add PO.
    Aquila Clouds displays the Add PO page.

  4. Enter the following details and click Save.

    • Name: Type the required name for the purchase order.

    • Annual Value: Type the annual value of the purchase order.

    • Current Status: Type the current status of the purchase to indicate whether it is active, inactive, expired or still in discussion.

    • Provider Type: Select the required provider type from the list such as AWS, Microsoft Azure or Microsoft Azure Stack etc.

    • Start Date: Select the start date from which the purchase order becomes effective.

    • Expiry Date: Select the expiry date till when the purchase order remains effective.

    • Renewal Date: Select the renewal date by when the purchase order should be renewed.

    • Consumption Start Date: Select the date on which the actual consumption started. This date may be the same or after the start date of the purchase order.

    • Consumption Base Value: Type the consumption base value indicating the lump sum amount of consumption for the purchase order that was consumed before the tracking started in Aquila Clouds BillOps.

    • Contract Period: Type the period in the number of days for which the contract would remain active.

    • Currency: Select required currency that is used for the purchase order.

    • Comment: Enter the required comment.

Aquila Clouds add the purchase order for the selected customer with the required details.