> For the complete documentation index, see [llms.txt](https://help.supplyd.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.supplyd.co/supplyd-erp/customers/adding-customers-leads-and-customer-groups.md).
# Adding Customers, Leads & Customer Groups
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.
1. Manually add customers to Supply'd.
2. Bulk import customers to Supply'd from a CSV template.
{% hint style="success" %}
👉 For instructions on how to bulk import customers, see the [Bulk Importing of Customers](/supplyd-erp/customers/bulk-importing-of-customers.md) document.
{% endhint %}
This document will guide you through manually adding customers, including:
* [#the-customers-page](#the-customers-page "mention")
* [#adding-a-customer](#adding-a-customer "mention")
* [#leads](#leads "mention")
* [#requests-1](#requests-1 "mention")
* [#customer-groups](#customer-groups "mention")
***
## 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.
{% hint style="success" %}
**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 .
{% endhint %}
**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](#leads "mention") 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](#customer-groups "mention") below.
{% hint style="success" %}
You can view all the information about a particular customer by selecting them from the list.
{% endhint %}
***
## Adding a Customer
{% stepper %}
{% step %}
#### Go to the Customers Page
Select **Customers** from the main menu. The **Customers** page will open, showing a list of all your customers.
***
{% endstep %}
{% step %}
#### Click Add +
To add a new customer, click the **Add +** button in the top right.
The **Add Customer** form will appear.
{% hint style="success" %}
To open or close the sections on this form click the little arrows to the right of the titles (as circled in red above).
{% endhint %}
Complete the fields as per the guidelines below:
***
{% endstep %}
{% step %}
#### **Company Details**
**Company Name\* \[required field]**
Enter the trading name of your customer's business.
{% hint style="success" %}
If while typing, the system finds a match in Supply'd, it will automatically suggest connecting to that customer instead of creating a custom one.
👉 See [#connecting-to-a-supplyd-customer](#connecting-to-a-supplyd-customer "mention") below for full details.
{% endhint %}
**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**
Select any customer **Groups** you would like to assign to this customer.
👉 See [#customer-groups](#customer-groups "mention") below for more information on **Customer Groups**).
**Account Number**
Enter an optional account number for this customer.
**ABN**
Add the customer's company ABN.
**Website**
Enter the customer's company/business website address. If they don't have a website you can use a Facebook or Instagram URL.
***
{% endstep %}
{% step %}
#### Custom Fields
Complete any custom field data for this customer.
{% hint style="success" %}
**Custom Fields** are extra fields you can create in [Customer Settings](/supplyd-erp/settings/customer-settings.md) to store extra information that isn’t included by default, so you can track details that matter to your business.
👉 See Customer > [Customer Settings](/supplyd-erp/settings/customer-settings.md#custom-fields) for information on adding these.
{% endhint %}
***
{% endstep %}
{% step %}
#### Address
The customer's address details.
**Billing Address**
Enter the customer's street address for billing.
**Billing Suburb**
Enter the customer's suburb for billing.
**Billing State/Province**
Enter the customer's state for billing.
**Billing Postcode**
Enter the customer's postcode for billing.
**Billing Country**
Select the customer's country for billing.
***
{% endstep %}
{% step %}
#### Contact
The primary contact details for the customer.
**First Name**
Enter the first name of a representative/contact for the customer's business/company.
**Last Name**
Add the last name/surname of a representative/contact for the customer's business/company.
**Role/Department**
Enter the contact’s role or department (eg. Store Manager, Accounts).
**Email**
Enter a contact email for the customer.
**Mobile**
Add a contact mobile phone number for the customer.
**Phone**
Add a contact phone number for the customer.
***
{% endstep %}
{% step %}
#### Settings
Additional settings for the customer.
**Payment Terms**
This defines the payment terms applied to the customer’s invoices. Leave blank to use the default terms set in your [Supplier Settings](/supplyd-erp/settings/supplier-settings.md).
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.
{% hint style="info" %}
The credit limit can function on its own or alongside **Credit Hold**, which is managed under [Customer Settings](/supplyd-erp/settings/customer-settings.md).
{% endhint %}
**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 Settings](/supplyd-erp/settings/shipping-settings.md) document for more information about zones.
**Notes**
Add any internal notes about this customer. These are for internal use only and are not visible to the customer.
***
{% endstep %}
{% step %}
#### MYOB
{% hint style="warning" %}
This section will only appear if you have MYOB integrated with Supply'd.
👉 See the [MYOB](/supplyd-erp/integrations/accounting-integrations/myob.md) document for more information.
{% endhint %}
Enter the customer’s name, and matching results from MYOB will appear. ("Test" will be the name you have chosen for your MYOB integration.)
***
{% endstep %}
{% step %}
#### Xero
{% hint style="warning" %}
This section will only appear if you have Xero integrated with Supply'd.
👉 See the [Xero](/supplyd-erp/integrations/accounting-integrations/xero.md) document for more information.
{% endhint %}
***
{% endstep %}
{% step %}
#### Advanced: Order Alert & Invoice Template
**Order Alert**
Add an internal alert to show when creating an order for this customer. This alert is not visible to customers.
**Invoice Template**
Select 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.
{% hint style="success" %}
👉 See the [Templating](/supplyd-erp/templating.md) document for information on how to create custom templates.
{% endhint %}
***
{% endstep %}
{% step %}
#### Save
Click to save all the customer's details.
The new customer will show in the **Customers** list.
{% endstep %}
{% endstepper %}
***
### Connecting to a Supply'd Customer
If while typing in a Company's name when adding a customer, the system finds a match in Supply'd, it will automatically suggest connecting to that customer instead of creating a custom one.
{% hint style="success" %}
A company can also add itself as a customer. This is useful for franchises or businesses with multiple stores ordering from a single production facility.
If you add yourself as a customer, you will automatically be added as a supplier, so there’s no need to add yourself separately as both a customer and a supplier.
{% endhint %}
To connect with this customer, click . The customer's details will open.
In the **Connect to stores** field, you can select which stores you would like this customer to connect with.
{% hint style="info" %}
All your stores are listed by default. To remove a store, click the **"X"** next to its name. Alternatively, to remove a store from a customer’s list (after requesting a connection), click the **three dots** beside the customer’s name and select **Disconnect** to unlink the customer from the store.
{% endhint %}
Click . You will be asked to confirm.
The customer will appear on your **Customers** list with the status as .
The customer will need to accept your connection request for you to begin trading.
***
## 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.
{% stepper %}
{% step %}
#### Go to the Customers Leads Page
Select **Customers** from the main menu. The **Customers** page will open, showing a list of all your customers.
Go to the **Leads** tab to see any leads you may have previously added.
***
{% endstep %}
{% step %}
#### 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](#adding-a-customer "mention").
{% hint style="success" %}
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.
{% endhint %}
{% endstep %}
{% endstepper %}
***
### Converting a Lead to a Customer
When a lead is ready, they can be quickly and easily converted into a customer.
{% stepper %}
{% step %}
Select the lead you would like to convert.
{% endstep %}
{% step %}
Click on the 3 dots in the top right corner and select **Actions** then **Convert to Customer** from the menu.
{% endstep %}
{% step %}
Click to confirm.
{% endstep %}
{% endstepper %}
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](#adding-a-customer "mention") above.
***
### Removing a Lead
To remove a lead:
{% stepper %}
{% step %}
Select the lead you would like to remove
{% endstep %}
{% step %}
Click on the 3 dots in the top right corner and select **Remove Lead**. You will be asked to confirm.
{% endstep %}
{% endstepper %}
***
## 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.
{% stepper %}
{% step %}
#### Go to the Customers Groups Page
Select **Customers** from the main menu. The **Customers** page will open, showing a list of all your customers.
Go to the **Groups** tab to see any groups you may have previously added.
***
{% endstep %}
{% step %}
#### Click Add +
To add a new group, click the **Add +** button in the top right corner.
The **Add Customer Group** form will open.
***
{% endstep %}
{% step %}
#### Name the Group
Enter a name for your group in the **Groups Name\*** (this is a required field) field.
{% hint style="info" %}
Use clear, descriptive names (eg. “Wholesale Customers - East Region”) so groups are easy to identify later.
{% endhint %}
***
{% endstep %}
{% step %}
#### Click Save
Click to create the group.
The new customer group will show in the **Customer Groups** list.
{% endstep %}
{% endstepper %}
***
### 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.
{% stepper %}
{% step %}
#### Select the Customer
From the **Customers** page, select the customer you would like to add to the group.
The customers page will open showing all their details.
***
{% endstep %}
{% step %}
#### Select Edit Customer
Click in the 3 tops in the top right and select **Edit Customer**.
The **Edit Customer** form will open.
***
{% endstep %}
{% step %}
#### Select the Group
On the **Edit Customer** form, click the **Groups** field and select the desired group. This will assign the customer to that group.
In our example, we are adding the customer called "My Company" to the group we named "Local Customers".
***
{% endstep %}
{% step %}
#### Click Save
Click to add the customer to the group.
The customer will appear on the **Local Customers Members** list.
{% hint style="success" %}
To view a group's members list:
1. Select **Customers** from the main menu.
2. Go to the **Groups** tab.
3. Select a group to view the group's members.
{% endhint %}
{% endstep %}
{% endstepper %}
***
### 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:** Select the periods would you like to compare - **Weeks**, **Months** or **Years**.\
\
* **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
{% stepper %}
{% step %}
#### Select the Group
Select the group you would like to apply the pricing for:
1. Select **Customers** from the main menu.
2. Go to the **Groups** tab.
3. Select the group.
***
{% endstep %}
{% step %}
#### Go to the Pricing Tab
Go to the **Pricing** tab. If you have added any pricing for the group it will show here.
***
{% endstep %}
{% step %}
#### Click Add+
Click or **Add+** in the top right.
{% hint style="info" %}
The button will only show if no pricing has been previously added to the customer group.
{% endhint %}
The **Add Customer Pricing** form will open.
Complete the sections as follows:
***
{% endstep %}
{% step %}
#### 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.
***
{% endstep %}
{% step %}
#### 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.
{% hint style="info" %}
The next two fields will appear when **Select Products** is selected.
{% endhint %}
**Categories**
Select the categories you would like to apply the discount to. Leave blank to not apply to any categories.
{% hint style="success" %}
Clicking or typing in the field will bring up a list of your products to select from.
{% endhint %}
**Products**
Select the specific products you would like to apply the discount to.
{% hint style="success" %}
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.
{% endhint %}
***
{% endstep %}
{% step %}
#### Save
Click to apply the group pricing.
The pricing will show in the **Customer's Group Pricing** list.
{% endstep %}
{% endstepper %}
***
#### Editing Customer Group Pricing
{% stepper %}
{% step %}
Select the group:
1. Select **Customers** from the main menu.
2. Go to the **Groups** tab.
3. Click on the group you'd like to edit the pricing for.
The **Edit Group Pricing** form will open.
{% endstep %}
{% step %}
Make any changes required following the guidelines above for [#adding-customer-group-pricing](#adding-customer-group-pricing "mention").
{% endstep %}
{% step %}
Click to save to update the pricing.
{% endstep %}
{% endstepper %}
***
#### Removing Customer Group Pricing
{% stepper %}
{% step %}
Select the group:
1. Select **Customers** from the main menu.
2. Go to the **Groups** tab.
3. Click on the group you'd like to remove the pricing for.
The **Edit Group Pricing** form will open.
{% endstep %}
{% step %}
Click on the 3 dots in the top right and select **Remove Pricing**. You will be asked to confirm.
{% endstep %}
{% endstepper %}
---
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