Customers Page

Note

The account billing functionality for resellers and managed service providers (MSPs) is currently available only for AWS.

The Customers page is only available to reseller and MSP partners with a Pro license. The page provides a list with the name of each customer sub-account, the data sources associated with the customer, and the average number of VMs used by the customer.

Tip

VM average is based on use from the first of the current month to the current date.

When you click on a customer name, a slideout displays further details about that customer account. The slideout contains a Cost Summary tab and a Mark Up Rules tab.

If a customer's account is not yet configured with a Cloud Service Provider (CSP) integration, you will see text indicating that the Customer integration has not been configured. To include this customer, you must link the sub-account to the parent account from the parent configuration page under Settings>Integrations>Cloud Providers. If a customer is missing from the list, contact Virtana and request that the customer be added.

Example of the Optimize Customers page

Customer Preferences

You can edit settings associated with a customer account by clicking a customer name in the Optimize Customers table. The Customer Preferences slideout displays details about the selected customer account.

Cost Summary Tab

This tab includes the Current Month Total Cost for all entity types, before any markup. This view also shows the total cost before and after any markup, as well as the margin in US dollars and as a percentage.

The After Markup or After Discount values are based on the settings you select on the Mark Up Rules tab.

Examples of the Customer Preferences slideout showing the Summary tab

Tip

The cost summary is computed once daily. Newly configured or modified rules are applied at the next daily computation. Also, values are based on the current month, and display data for the previous day. Therefore, there will not be data for the first day of the month, until the second day.

Mark Up Rules Tab

From this tab you can view and modify the Default Mark Up Rules and any Custom Rules. These rules determine what the customer will see for their account, if they have access to account information. These choices are also reflected on the Cost Summary tab.

Default Mark Up Rules allow you to specify whether any discounts you receive from AWS will be passed directly to the customer. Alternatively, you can apply the public on-demand price. You can also set a markup or discount amount to be applied to all resources in the selected customer's account.

If some resources in the customer's account get a different markup or discount than the default you set, you can use Custom Rules to manage those entities. Custom Rules allow you to identify a specific subset of entities to which a discount or markup should apply.

Example: Assume the majority of a customer's resources are hosted in the AWS region us-east-1. However, some resources are in eu-central-1 to be closer to the customer's European clients for better SLA. If the eu-central-1 resources cost more, you might want to apply a markup just to those instances.

There is no limit to the number of rules you can configure. However, if you create more than one for a given customer, you must select the priority order in which the rules will be applied. The rule identified as Priority 1 is the first rule to be applied. If the requirements for that rule are not met, then the second rule is applied, and so on.

Tip

If you have more than one rule configured, be sure to select the the order in which you want the rules applied.

Default Mark Up Rules Settings

RI Discounts (reserved instance)

  • Apply RI discounts

  • Replace with public on-demand price

Savings Plan Discounts

  • Apply savings plans discounts

  • Replace with public on-demand price

Extra Discounts/Markups

  • No discounts, no markups

  • Apply Discount

  • Apply Markup

  • Percentage of markup or discount

Examples of the Customer Preferences slideout showing the Default Passthrough Rules on the Reservations Passthrough tab

Custom Rules Settings

More than one rule can be assigned to the same entities. If the primary rule is not applicable in a specific circumstance, the second rule will apply, and so forth. You must therefore put the custom rules in priority order on this page. The rule with the lower number, that is, positioned higher in the list, will be the rule first in effect.

There are no minimum or maximum limits on the number of rules that can be created. If no custom rules are set, the default rules are applied.

Cloud/Data Source

  • Select from the dropdown menu the data source to which the rule applies

  • Reduce the scope of entities impacted by these rules by selecting one or more tags, attributes, or both. Using tags and attributes you can identify a more specific subset of entities within your data source to which the custom rule will apply.

Rules to Apply

  • RI Discounts (reserved instance)

    • Apply RI discounts

    • Replace with public on-demand price

  • Savings Plan Discounts

    • Apply savings plans discounts

    • Replace with public on-demand price

  • Extra Discounts/Markups

    • No discounts, no markups

    • Apply Discount

    • Apply Markup

    • Percentage of markup or discount

Examples of the Customer Preferences slideout showing the Custom Rules on the Reservations Passthrough tab

Related Topics

Account Billing in Optimize

Account Billing for Resellers and MSPs