Adding Customers & Customer Groups
Customers and customer groups makes it easy to organise and manage your customers. Centralise your customers in Supply'd.
Last updated
Customers and customer groups makes it easy to organise and manage your customers. Centralise your customers in Supply'd.
Last updated
This document will guide you through:
Adding Customer Groups
Selecting Customers from the main menu will open the Customers page showing a list of your customers. To add a new customer to Supply'd, click Add + in the top right corner.
The Add Customer 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:
Details about the company.
The trading name of your customer's business.
Upload the customer's company logo. It is recommended to use a PNG image with a transparent background. Square images work best if available at least 500px wide. Wider images can be used as well. JPG images are also accepted.
Any customer Groups you would like to assign to this customer (see below for more information on Customer Groups).
An optional account number for this customer.
The customer's company ABN.
The customer's company/business website address. If they don't have a website you can use a Facebook or Instagram URL.
Address details for the customer.
The customer's street address for billing.
The customer's suburb for billing.
The customer's state for billing.
The customer's postcode for billing.
The customer's country for billing.
Primary contact details for the customer.
The first name of a representative/contact for the customer's business/company.
The last name/surname of a representative/contact for the customer's business/company.
The role or department of the contact, eg. Store Manager, Accounts, etc.
A contact email for the customer.
A contact mobile phone number for the customer.
A contact phone number for the customer.
Additional settings for the customer.
Enter the payment terms to apply to this customer's invoices. Leave blank to use the default terms set in your supplier settings.
Set specific Shipping Zones that are allowed for this customer. Leave blank to not restrict zones. See the Shipping Zones & Rules document for more information about zones.
Assign a sales representative to this customer.
Any notes about this customer. For internal reference only, this is not visible to customers
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If not set, the Contact ID will automatically be matched to the using the customer name or ABN. To locate the Contact ID, navigate to the contact in Xero. When on the contact page, in the URL bar after "contact/" will be the Contact ID. Do not include the forward slash ( / ) before or after. The contact is the URL in the bolded position as per the example below (it will be longer than this: xero.com/XX/contact/xxxx-xxxx-xxxx/activity/
Advanced settings for this customer.
An internal alert to show when creating an order for this customer. This alert is not visible to customers.
The invoice template to use when generating invoices for this customer.Select "Custom"
Use Default: To use the default template set for this account.
Custom: To use a custom invoice template that you have created. See the Templating document for information on how to create custom templates.
System: To use a system template.
Customer Groups allows you to group your customers for easy filtering, group pricing and more. Create a group then you can assign customers to the group when editing a group.
To add a Customer Group to Supply'd, select Customers from the main menu, then click on the Groups tab, and click Add +.
The Add Customer Group form will open. Simply add type name in the Group Name* (required field) field.
When a group is selected, the Members tab will show you a list of any members you have assigned to the group. Clicking on the three dots on the top right-hand corner will give you the following options:
Allows you to change the group name.
Allows you to export the customers sales data for comparison.
Selecting this will open the Export Customer Product Sales Report form.
Date Range: The date range to export. Clicking on the field will open a calendar where you can select your dates.
Comparison Periods: What periods would you like to compare. Select from Weeks, Months or Years from the drop-down menu.
Comparison Field: What data field would you like to compare.
Allows you to remove the group. You will be asked to confirm.
The Pricing tab will show any special pricing or discounts that have been applied to this group of customers.
To set specific customer discounts or price overrides for the members of this group, click on either the Add Pricing button or Add+ on the top right-hand corner and follow the instructions in the Customer Specific Pricing document.
Any custom field data for this customer. See Customer > for information on adding these.
Click to save all the customer's details. The new customer will show in the Customers list.
Click and the new customer group will show in the Customer Groups list.
