Customers

How to Create a New Customer Profile
Navigation Menu: Customers TIP: For best results, use Google Chrome when working in the platform When you set up a new customer, there are settings ...
Thu, 14 Nov, 2024 at 1:08 AM
Assigning a Pricebook
Navigation:  Customer > Cloud Billing > Cloud Providers Note:  This article assumes the customer profile is created. If the customer profile needs...
Tue, 13 Aug, 2024 at 2:45 AM
Setup and Manage Customer End User Access
Navigation: Customers TIP: For best results, use Google Chrome when working in the platform   Overview: This article covers how to set up and manage ...
Tue, 20 Aug, 2024 at 1:08 AM
Customer Portal and Storefront Access
The Customer Portal is included with your Ion account. The customer portal view allows customers to see an inventory of their cloud accounts, subscriptio...
Tue, 20 Aug, 2024 at 1:32 AM
Support Plan Charges and Discounts
Navigation:  Customer > Charges and Discount Overview Support plans are custom fees assigned to customers for each cloud provider.  (Please see t...
Tue, 20 Aug, 2024 at 1:25 AM
How to Remove Cloud Accounts from the Platform
Navigation Menu: Customers Overview This article addresses how to remove, suspend, or delete accounts or subscriptions from StreamOne Ion.  To remo...
Tue, 20 Aug, 2024 at 1:27 AM
Processing Credits
Navigation: Customers > Credits TIP: For best results, use Google Chrome when working on the platform. Processing Credits in TD SYNNEX StreamOne Ion...
Fri, 27 Sep, 2024 at 7:59 PM
Detailed Billing Exports: How to Configure to AWS S3 Bucket
Navigation Menu:  Customer > Cloud Billing > Detailed Billing Exports TIP:  For best results, use Google Chrome when working in the platform   ...
Tue, 20 Aug, 2024 at 1:26 AM
How to use the platform to capture Purchase Order Information
The platform allows you to capture internal and end customer purchase order numbers associated with an account, project or subscription using the Cloud Acco...
Tue, 20 Aug, 2024 at 1:38 AM