Customer Settings
Default customer settings in Supply’d ensure consistency, reduce errors, and improve efficiency for a seamless ordering experience.
Last updated
Default customer settings in Supply’d ensure consistency, reduce errors, and improve efficiency for a seamless ordering experience.
Last updated
In Customer Settings you can set defaults for:
You also have the ability to set custom fields for any other details your company may require.
These defaults will be applied to all customers unless overridden at a customer level. See the Managing Customers document for information on how to do this.
To set or edit your Customer Settings, click on your company name in the top right and select Settings.
Scroll and select Customer Settings from the Settings menu.
The Customer Settings form will open.
To open or close the sections on this form click the little arrows to the right of the titles (as circled in red above).
Complete the fields as per the guidelines below:
Choose your default settings for customers on Supply'd.
Tick whichever payment type you would like to accept from this customer.
Credit Card is required and cannot be unticked.
Whether or not to apply a minimum order requirement to customers purchasing on Supply'd. Select one of the following from the drop-down menu.
No Minimums - There is no minimum amount of products customers need to order from you.
Minimum Spend - Customers need to spend a certain amount to order from you. When selected an extra field will show for you to enter then minimum spend amount.
Minimum Carton Qty - Customers need to purchase a minimum number of cartons to order from you. When selected an extra field will show for you to enter then minimum number of cartons..
Whether or not to on-charge credit card fees. Select from the drop-down menu.
If on-charged the customer will see the additional credit card fees at the checkout.
Set default settings for invoices created by Supply'd.
Enter the default payment terms to apply to customer invoices. This will apply from the date of order creation and can be overridden at a customer level if on an applicable plan. Enter the number of days and select either Days or Days EOM (End of Month) from the drop-down menu.
Whether or not to show the shipping line on invoices that have free shipping. Select Yes or No from the drop-down menu.
Enter the payment details you would like to show on invoices. For example, Bank deposit details, if applicable.
Send automatic follow-ups to customers to remind them to order from you or pay outstanding invoices.
Whether or not to send payment reminder for outstanding invoices. For this to work you should ensure orders are marked as paid in Supply'd either via an accounting integration or manually for each order. Select Yes or No from the drop-down menu.
After a subscriber adds you as one of their suppliers, or joins after being invited by you, we will follow up to encourage them to place their first order with you. Select Yes or No from the drop-down menu.
Send emails to customers at a set interval to see if they require a re-order. Be realistic, setting too short for your sell through will frustrate customers and encourage them to unsubscribe.
Select an interval from the drop-down menu, ranging from 7 days to 365 days.
Set your default configuration for generating price lists.
The products to include in the price list. Select from the drop-down menu.
Whether or not items on the price list should be broken up into categories. Select Yes or No from the drop-down menu.
The fields you would like to include in the price list. Clicking on the field will bring up a list to select from. Scroll and select all that you would like to include. To remove a field, simply click the cross beside it.
Set your default configuration for customer pantry lists.
Select the view which you would like to show by default on the customer pantry tab. Select from Pantry or Recently Ordered from the drop-down menu.
How many orders should be used to show in the recently ordered screen.
Set whether or not credit hold should be automatically manage by Supply'd.
Whether or not credit hold should be applied when a customer becomes out of their terms. Specify a timeframe of when the credit hold should occur. Select Never, Once Overdue or a specified number of days ranging from 1 day to 90 days.
Whether or not a customers credit hold should be automatically released once they have paid all overdue invoices. Select Yes or No from the drop-down menu.
The default operating hours for locations. Will also be used for the default opening hours for orders not assigned to customers for deliveries.
Select the default hours for locations on each day from the drop-down menus. This is used to set when deliveries can happen to this location.
Add custom fields to Customers to store and manage specific information.
To add a custom field, click the Add Field button. A Custom Field form will appear.
A name for the custom field. This will be displayed as the label on the production screen for this field.
The type of field for this custom field. Select Short Text, Long Text or Drop Down from the drop-down menu.
The default text to pre-fill this field. Leave blank to not pre-fill this field.
Whether or not the field is required, ie. the field must be completed. Select Yes or No from the drop-down menu.
Repeat the steps above for any other custom fields you would like to create.
To remove a custom field, click the X beside the field name.
Click to apply your settings.
