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 a Customer
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:
Company Details
Details about the company.
Company Name* [Required]
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 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. See Customer > Custom Fields for information on adding these.
Address
Address details for the customer.
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
The customer's country for billing.
Contact
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.
Email
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
Enter the payment terms to apply to this customer's invoices. Leave blank to use the default terms set in your Supplier Settings.
Credit Limit
Enter the maximum amount this customer can have on unpaid invoices. Leave blank to not apply a credit limit.
The credit limit can function on its own or alongside Credit Hold, which is managed under Customer Settings.
Sales Rep
Assign a sales representative to this customer.
Sales Rep Can Call
Define what products the rep is able 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
The following sections - Quickbooks, MYOB & Xero - 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.)
Xero
Enter the customer’s name, and matching results from Xero will appear. ("Test" will be the name you have chosen for your Xero integration.)
Advanced: Order Alert & Invoice Template
Advanced settings for this customer.
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. See the Templating document for information on how to create custom templates.
System: To use a system template.
Save
Click 
to save all the customer's details. The new customer will show in the Customers list.
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.
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.
Select 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 forAdding a Customer.
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.
Customer Groups
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.
Click 
and the new customer group will show in the Customer Groups list.
Customer Group Members
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
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.
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