ON THIS PAGE
About the Customer Inventory Page
Paragon Automation allows a service provider to create and manage an inventory of their customers. Customer here refers to a user or an organization that utilizes a service from a service provider. The Customer Inventory page lists customers by name, customer ID, the service instances provisioned for the customer, customer reference number, and description.
After you enter your customer details in the customer inventory, you can reference the customer name from the inventory when you create a service instance.
To access the Customer Inventory page, click Orchestration > Customers on the navigation menu.
Tasks You Can Perform
You can perform the following tasks on the Customer Inventory page:
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View customer details—The customer table displays the name, reference number, and a description of the customer; see Table 1 for details.
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Add a new customer to the customer inventory; see Add a Customer.
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Modify or delete customer details from the customer inventory; see Edit and Delete Customers.
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Note:
You cannot delete a customer if you have services provisioned for the customer. You must deprovision services before deleting a customer associated with the service.
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View services provisioned for a customer—To see the services instances you have provisioned for a customer, select the customer and click View Instances under the Service Instances header. You are directed to the Service Instances page that displays the service instances that you provisioned for the customer.
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Filter the data displayed in the table—Click the filter icon (funnel) and select whether you want to show or hide advanced filters. You can then add or remove filter criteria, save criteria as a filter, apply or clear filters, and so on. The filtered results are displayed on the same page.
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Search by using keywords—Click the search icon (magnifying glass), enter the search term in the text box, and press Enter. The search results are displayed on the same page.
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Sort, resize, or re-arrange columns in a table (grid).
Note:Sort functionality is available only for the Names column.
Field Descriptions
Table 1 lists the fields on the Customer Inventory page.
Field |
Description |
---|---|
Name |
Name of the customer. |
Customer ID |
Unique alphanumeric ID automatically assigned to a customer after you enter your customer details in the customer inventory. |
Service Instances |
Click the View Instances hyperlink to view the service instances provisioned for the customer. |
Reference Number |
Unique number that you (service provider) assign a customer. This number might be internally referenced from the Customer Relationship Management (CRM) system. |
Description |
Description about the customer. |