Customers Page
Note
The account billing functionality for resellers and managed service providers (MSPs) is currently available only for AWS and Azure.
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 the Default Billing 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.
Customer Preferences
You can edit settings associated with a customer account by clicking a customer name in the Cloud Cost Management (CCM) Customers table. The Customer Preferences slideout displays details about the selected customer account.
Tip
The cost summary is computed once daily. Newly configured or modified rules are applied at the next daily computation, while right-sizing results are updated with the next weekly run.
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.
Default Billing Rules Tab
From this tab you can view and modify the Default Billing 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.
Tip
If you are an administrator of a parent organization but not its child organization, you will not be able to see or modify the mark-up rules for the customer.
Default Billing Rules allow you to specify whether any discounts you receive from AWS or Azure 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 AWS Billing Rules Settings
RI Discounts (reserved instance)
Apply RI discounts: Applying reseller billing discounts refers to reduce rates provided by a reseller when purchasing products.
Replace with public on-demand price: This functionality offers a range of choices for resellers of cloud services and their clients to identify potential cost-saving opportunities. It also allows resellers to tailor their billing approaches and compute revenue margins based on their specific requirements.
Savings Plan Discounts
Apply savings plan discounts: This offers significant savings compared to pay-as-you-go pricing by providing a discount in exchange for a commitment to a consistent amount of usage.
Replace with public on-demand price: This functionality offers a range of choices for resellers of cloud services and their clients to identify potential cost-saving opportunities. It also allows resellers to tailor their billing approaches and compute revenue margins based on their specific requirements.
Extra Discounts/Markups
No discounts, no markups: It indicates that the product or service is offered at its standard rate without any deductions or increases.
Apply Discount: "Apply discounts" means the process of incorporating reductions or deductions from the standard or original price of a product or service.
Apply Markup: "Apply markup" refers to increasing the selling price of a product or service above its original cost or base price.
Default Azure Billing Rules Settings
RI Discounts (reserved instance)
Apply RI discounts: Applying reseller billing discounts refers to reduce rates provided by a reseller when purchasing products.
Replace with public on-demand price: This functionality offers a range of choices for resellers of cloud services and their clients to identify potential cost-saving opportunities. It also allows resellers to tailor their billing approaches and compute revenue margins based on their specific requirements.
Savings Plan Discounts
Apply savings plan discounts: This offers significant savings compared to pay-as-you-go pricing by providing a discount in exchange for a commitment to a consistent amount of usage.
Replace with public on-demand price: This functionality offers a range of choices for resellers of cloud services and their clients to identify potential cost-saving opportunities. It also allows resellers to tailor their billing approaches and compute revenue margins based on their specific requirements.
Enterprise Discount
Replace with public on-demand price: This functionality offers a range of choices for resellers of cloud services and their clients to identify potential cost-saving opportunities. It also allows resellers to tailor their billing approaches and compute revenue margins based on their specific requirements.
Apply enterprise discount: Applying an enterprise discount involves implementing this reduced pricing structure for eligible enterprise clients during purchases or transactions.
Extra Discounts/Markups
No discounts, no markups: It indicates that the product or service is offered at its standard rate without any deductions or increases.
Apply Discount: "Apply discounts" means the process of incorporating reductions or deductions from the standard or original price of a product or service.
Apply Markup: "Apply markup" refers to increasing the selling price of a product or service above its original cost or base price.
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: Applying reseller billing discounts refers to reduce rates provided by a reseller when purchasing products.
Replace with public on-demand price: This functionality offers a range of choices for resellers of cloud services and their clients to identify potential cost-saving opportunities. It also allows resellers to tailor their billing approaches and compute revenue margins based on their specific requirements.
Savings Plan Discounts
Apply savings plan discounts: This offers significant savings compared to pay-as-you-go pricing by providing a discount in exchange for a commitment to a consistent amount of usage.
Replace with public on-demand price: This functionality offers a range of choices for resellers of cloud services and their clients to identify potential cost-saving opportunities. It also allows resellers to tailor their billing approaches and compute revenue margins based on their specific requirements.
Extra Discounts/Markups
No discounts, no markups: It indicates that the product or service is offered at its standard rate without any deductions or increases.
Apply Discount: "Apply discounts" means the process of incorporating reductions or deductions from the standard or original price of a product or service.
Apply Markup: "Apply markup" refers to increasing the selling price of a product or service above its original cost or base price.
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