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Reseller Control Panel Feature: Add Custom ID
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                                                                                              Reseller Control Panel Feature: Custom ID

This Document will provide the following steps required to add i) a Custom ID to an End Customer Account, ii) a Custom ID during Customer Creation through Cloud Marketplace, iii) a Custom ID during Customer Creation through Reseller Control Panel, iv) a Custom ID to an Existing Customer Account & v) an External Customer ID to Billing Reports.

                                                                                                                                                           

How to Add a Custom ID to an End Customer Account: 2

Adding Custom ID During Customer Creation (Marketplace). 2

Adding Custom ID During Customer Creation (Reseller Control Panel). 4

Adding a Custom ID to an Existing Customer Account. 9

How to Add External Customer ID’s to Billing Reports: 12

 

 

How to Add a Custom ID to an End Customer Account:

 

Adding a custom ID to an end customer account can be done in two ways. This can be done either at the time you create the customer account or it can be added to an existing customer account. Perhaps in your internal systems you already have a customer ID for a client. You can add this information into the custom ID field. This detail will then be available in your Reseller Control Panel and can be added to Billing Reports.

 

 

 

Adding Custom ID during Customer Creation (Marketplace)

 

While creating a new customer account through your Cloud Marketplace you have the option to add a custom ID to the account. Below are the steps that outline how this is done.

 

1.      Log into Ingram Micro Cloud Marketplace. Start an order for the service you’d like to place. At the point in the order where you assign the service to a customer, select the ‘New Customer’ option.

 

 

 

2.      As you fill out the form you will encounter a ‘Custom Account ID’ field. This is where you would add the custom information about this customer.

 

 

3.      Continue with your order and the custom account ID information will be included as the customer account is created. That’s all there is to it.

 


 

 

Adding Custom ID during Customer Creation (Reseller Control Panel)

 

A customer account can be created through the Reseller Control Panel. This process has been updated to include a feature to allow for a custom ID to be added. Below is the process of how this can be done.

 

 

1.      Log into your Reseller Control Panel and switch to the ‘Billing’ side.

 

 

 

2.      Click on the ‘Customers’ link under the ‘Operations’ section.

 

 

 

3.      Click on ‘New Customer Account’ button.

 

 

 

4.       Select if the account is ‘Business’ or ‘Personal’ and set a sales person or branch if needed. Click on ‘Next’ button to continue.

 

 

 

5.      Enter the customer’s contact details (Address, Email, Phone) and click on ‘Next’ button.

 

 

 

6.      Enter the ‘Customer Account ID’ and click on ‘Next’ button.

 

 

 

7.      Enter the logon name and password for the administrative user and then click on ‘Finish’ button.

 

 

 

 

 

8.      That’s all there is to it. The custom ID is visible from the ‘Additional Information’ tab under the newly created customer.

 

 


 

Adding a Custom ID to an Existing Customer Account

 

The ability to list an external custom ID on a customer account was added in January 2018. Any customers on your account created before then would not have this information already entered. It is something that you can add to the older accounts. Follow these steps to add an external customer ID to an existing customer account.

 

 

1.      Log into your Reseller Control Panel and switch to the ‘Billing’ side.

 

 

 

2.      Click on the ‘Customers’ link under the “Operations” section.

 

 

 

3.      Locate the customer account that you want to add a custom ID. Click on the account name to select the customer.

 

 

 

 

 

 

4.      Click on the ‘Additional Information’ tab.

 

 

 

5.      Click on ‘Edit’ button.

 

 

 

6.      Enter the external customer ID information into the ‘Customer Account ID’ field and then click on ‘Save’ button.

 

 

 

 

 

 

7.      That’s all there is to it.  The ID is saved to the customer’s account.

 

 

 


 

How to Add External Customer ID’s to Billing Reports:

 

If an external customer ID has been added to a customer account it can be added into the on-demand and periodic Billing Reports. The following steps will guide you through the process of including this information into your reports.

 

 

1.      Log into your Reseller Control panel and then click on the ‘My Subscriptions’ link on the top right side.

 

 

 

2.      Then click on the ‘Custom Reports’ tab.

 

 

 

 

3.      You then have the option to create an on-demand report or a periodic (scheduled) report. For our example we’ll use the on-demand option. Click on the ‘Add New Report’ button.

 

 

 

 

4.      Set a name for the report and choose the settings you want. By default, all reportable fields are included in the report. This includes the ‘Custom Account ID’ information.  Click on ‘Create’ button to finish building the report. That’s all there is to it.