Adding Customers, Leads & Customer Groups
Customers, Leads and Customer Groups makes it easy to organise and manage your customers. Centralise your customers in Supply'd.
Adding customers to Supply’d is a key step in setting up your sales workflow. Whether you're managing wholesale accounts, retail clients, potential customers (leads) or custom groups, Supply’d makes it easy to create and organise customer profiles. You can input essential details such as contact information, pricing tiers, delivery preferences, and payment terms, ensuring a smooth ordering process tailored to each customer’s needs.
There are 2 ways to add customers to Supply'd.
Manually add customers to Supply'd.
Bulk import customers to Supply'd from a CSV template. 👉 For instructions on how to do this, see the Bulk Importing of Customers document.
This document will guide you through manually adding customers, including:
The Customers Page
Selecting Customers from the main menu will show you a list of all your customers, who their sales rep is, when their next sales rep visit or call is scheduled, when they placed their last order with you in Supply'd, and their current status.
You will see 4 tabs on the page.
Customer Statuses
Customer statuses help you quickly see where a customer stands in terms of setup, activity, and connection with your business. These statuses are shown as colour-coded tags beside customer names.
– Indicates the customer is already using Supply’d. 
– Means the customer was manually added to your Supply’d account and is not on Supply’d.
If a customer’s credit terms have been paused or blocked, their status will show as 
.
Customers
The Customers tab lists all your customers. You can manage all your active customers for sales, marketing, and order tracking, and view contact details, call history, and account activity in one central place.
Leads
The Leads tab show any leads that have been added. A Lead represents a potential customer who has expressed interest but hasn’t yet placed an order or been fully onboarded.
👉 For more details, see Leads below.
Requests
See all customer connection requests that are awaiting your approval, allowing you to quickly manage new customer relationships and grant access as needed.
Groups
Customer Groups allows you to group your customers for easy filtering, group pricing and more.
👉 For more details, see Customer Groups below.
You can view all the information about a particular customer by selecting them from the list.
Adding a Customer
Company Details
Company Name* [required field]
The trading name of your customer's business.
Company Logo
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.
Groups
Any customer Groups you would like to assign to this customer (see Customer Groups below for more information on Customer Groups).
Account Number
An optional account number for this customer.
ABN
The customer's company ABN.
Website
The customer's company/business website address. If they don't have a website you can use a Facebook or Instagram URL.
Custom Fields
Any custom field data for this customer.
Custom Fields are extra fields you can create in Customer Settings to store extra information that isn’t included by default, so you can track details that matter to your business.
👉 See Customer > Custom Fields for information on adding these.
Address
The customer's address.
Billing Address
The customer's street address for billing.
Billing Suburb
The customer's suburb for billing.
Billing State/Province
The customer's state for billing.
Billing Postcode
The customer's postcode for billing.
Billing Country
Select the customer's country for billing from the drop-down menu.
Contact
The primary contact details for the customer.
First Name
The first name of a representative/contact for the customer's business/company.
Last Name
The last name/surname of a representative/contact for the customer's business/company.
Role/Department
The role or department of the contact, eg. Store Manager, Accounts, etc.
A contact email for the customer.
Mobile
A contact mobile phone number for the customer.
Phone
A contact phone number for the customer.
Settings
Additional settings for the customer.
Payment Terms
The payment terms to apply to this customer's invoices. Leave blank to use the default terms set in your Supplier Settings.
Enter the number of days and then select one of the following:
Days: The number of days after the invoice date that payment is due.
Days EOM: Payment is due a set number of days after the EOM (end of the month) in which the invoice was issued.
Days EOW: Payment is due a set number of days after the EOW (end of the week) in which the invoice was issued.
Pre-paid: The payment must be made in advance, before the goods are delivered.
Credit Limit
Enter the maximum amount this customer can have on unpaid invoices. Leave blank to not apply a credit limit.
Sales Rep
Select a sales representative to assign to this customer.
Sales Rep Can Call
Select the products that the sales representative is authorised to sell to this customer.
All Products: A sales rep can create orders for any product that is set to sell, or allocated, to this customer.
Only Items In Pantry List: A sales rep can create orders only with products from this customers pantry list.
Shipping Zones
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.
Notes
Any notes about this customer. For internal reference only, this is not visible to customers
QuickBooks & MYOB
These sections - Quickbooks & MYOB - will only appear if you have those platforms integrated with Supply'd.
👉 See the Integrations document for more information.
QuickBooks
QB "Test" Contact
Enter the customer’s name, and matching results from QuickBooks will appear. ("Test" will be the name you have chosen for your QuickBooks integration.)
Myob
Enter the customer’s name, and matching results from MYOB will appear. ("Test" will be the name you have chosen for your MYOB integration.)
Advanced: Order Alert & Invoice Template
Order Alert
An internal alert to show when creating an order for this customer. This alert is not visible to customers.
Invoice Template
The invoice template to use when generating invoices for this customer.
Use Default: To use the default template set for this account.
Custom: To use a custom invoice template that you have created.
System: To use a system template.
👉 See the Templating document for information on how to create custom templates.
Leads
Here’s how Leads are used and managed in Supply’d:
What is a Lead? A Lead represents a potential customer who has expressed interest but hasn’t yet placed an order or been fully onboarded.
Purpose: Leads help your sales teams keep track of prospects, follow up with them, and nurture relationships until they become active customers.
Managing Leads in Supply’d:
You can add new leads manually in the system by entering their contact info and details.
Leads appear in the Leads tab under Customers for easy tracking.
You can update lead status, add notes, and record communications.
When a lead becomes a confirmed customer (eg. after their first order), you can convert or move their record into the active Customers list.
Benefits:
Keeps your sales pipeline organised.
Helps ensure no potential customer is overlooked.
Streamlines communication and follow-up.
Provides insights into customer acquisition and sales progress.
Selecting Customers the main menu, then clicking the Leads tab you can view a list of leads you may have added.
Adding a Lead
To add a new lead to Supply’d, click Add + in the top right corner.
Click Add +
To add a new lead, click the Add + button in the top right corner.
The Add Lead form will open.
Compete the Company Details, any Custom Fields, Address, Contact and Settings sections as above for Adding a Customer.
Once a lead is added, you can manage it just like a customer. This includes logging all communications, adding detailed notes, updating contact information, and tracking any interactions or follow-ups. Managing leads this way helps ensure no opportunity is missed and keeps your sales process organised and efficient.
Converting a Lead to a Customer
When a lead is ready, they can be quickly and easily converted into a customer.
Select the lead you would like to convert.
Click on the 3 dots in the top right corner and select Actions then Convert to Customer from the menu.
Click 
to confirm.
The customer will be moved from the Leads list to the Customers list under the Customers tab. You can then add any additional details as required, following the guidelines for Adding a Customer above.
Removing a Lead
To remove a lead:
Select the lead you would like to remove
Click on the 3 dots in the top right corner and select Remove Lead. You will be asked to confirm.
Requests
See all customer connection requests that are awaiting your approval, allowing you to quickly manage new customer relationships and grant access as needed.
Clicking on the customer’s name will open a page with their details and allow you to either approve or reject them.
You will be asked to confirm.
Once approved, the customer will appear in the list under the Customers tab.
Customer Groups
Customer Groups let you organise your customers for easier filtering, group pricing, and other management tasks. The Customer Groups tab shows any groups you’ve already created. Once a group is created, you can assign customers to it by editing the group.
For example, you might create separate groups for wholesale and retail customers to apply different pricing or manage orders more efficiently.
Adding Customer Group Members
Customers can be added to Customer Groups when first creating the customer in Supply’d or later by editing their details and selecting the group from the Groups field.
Customer Group Additional Options
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:
Edit Group
Allows you to change the group name.
Export > Product Sales Report
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.
Remove Group
Allows you to remove the group. You will be asked to confirm.
Customer Group Pricing
Customer Group Pricing in Supply’d allows you to set specific pricing for groups of customers rather than individual accounts. By assigning a customer to a group (e.g., wholesale, retail, VIP), the system automatically applies the group’s pricing rules to their orders. This makes it easier to manage discounts, special rates, or tiered pricing for multiple customers at once, ensuring consistent and efficient pricing management.
The Pricing tab shows any special pricing or discounts applied to the customer group. You can also set new group pricing here.
Adding Customer Group Pricing
Adjustment
Adjustment Type
Select the type of price adjustment.
Discount % / Discount $ / Increase % / Increase $ / Price Override
This field will depend on what is selected in the Adjustment Type field. Enter either the percentage or dollar amount for the decrease or increase in pricing, or a specific price for an item when Price Override is selected.
Apply Adjustment
Where to apply the adjustment.
Apply Adjustment To* [required]
Whether you would like to apply the adjustment on all products or just select products for this customer. Select either All Products or Select Products from the drop-down menu.
Categories
The categories you would like to apply the discount to. Leave blank to not apply to any categories. Clicking or typing in the field will bring up a list of your categories to select from.
Products
The specific products you would like to apply the discount to. Clicking or typing in the field will bring up a list of your products to select from.
You can apply pricing adjustments to both entire categories and individual products at the same time. This is useful when the same adjustment applies to a full category and also to specific items from other categories. You don’t need to filter by category first - just select the category and any individual products you want, regardless of where they belong.
Editing Customer Group Pricing
Select the group:
Select Customers from the main menu.
Go to the Groups tab.
Click on the group you'd like to edit the pricing for.
The Edit Group Pricing form will open.
Make any changes required following the guidelines above for Adding Customer Group Pricing.
Click 
to save to update the pricing.
Removing Customer Group Pricing
Select the group:
Select Customers from the main menu.
Go to the Groups tab.
Click on the group you'd like to remove the pricing for.
The Edit Group Pricing form will open.
Click on the 3 dots in the top right and select Remove Pricing. You will be asked to confirm.
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