Adding a Customer
Adding customers to Supply’d allows you to manage their details, orders, invoicing, and account information in one central place, making it easier to process and track sales.
Adding customers to Supply’d allows you to create and maintain a centralised record of the businesses and contacts you work with. A complete and accurate customer record provides a reliable source of information that can be used throughout the system, helping your team manage customer relationships and day-to-day operations more efficiently.
There are several ways to add customers to Supply’d, depending on whether the customer is new to the platform or already has a Supply’d account:
Manually add customers to Supply’d.
Bulk import customers from a CSV template. 👉 See the Adding Customers in Bulk document.
Connect with an existing Supply’d customer by sending a connection request. 👉 See the Connecting with a Supply'd Customer document.
Accept connection requests from customers who are already using Supply’d and have requested to connect with your business. 👉 See the Customer Requests document.
Connecting with an existing Supply’d customer allows you to establish a direct connection between the two businesses without needing to manually create a duplicate customer record.
Customers who are already using Supply’d will have a 
status displayed beside their name, while customers that you manually add to your account will have a 
status.
This document explains how to manually add a new customer to Supply’d and provides guidance on the information that can be entered and maintained within the customer record.
Adding a Customer
Go to the Customers Page
Select Customers from the main menu. The Customers page will open, showing a list of all your customers.
👉 The The Customers Page document provides further details about this page and its features.
Company Details
Company Name* [required field]
Enter the trading name of your customer's business.
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 with a Supply'd Customer for full details.
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.
ABN
Add the customer's company ABN.
Legal Name
Enter the company's official registered name as recorded with the relevant government authority (for example, ASIC in Australia). It is the name used on legal documents, contracts, tax records, and invoices, and may differ from the company's trading or business name.
Groups
Select any customer Groups you would like to assign to this customer.
👉 See the Customer Groups document for more information.
Account Number
Enter an optional account number for this customer.
Website
Enter the customer's company/business website address. If they don't have a website you can use a Facebook or Instagram URL.
Custom Fields
Complete 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 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.
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).
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.
Settings
Additional settings for the customer.
Order Minimums
Specify the minimum order this customer must place.
Use Default: Applies the default minimum order settings configured for the business. No customer-specific minimums will be enforced.
Minimum Spend: Requires the customer to meet a specified minimum order value before they can place an order.
Minimum Carton Qty: Requires the customer to order at least the specified number of cartons before they can place an order.
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.
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.
When To Generate Invoices
Select when to generate invoices for this customer's sales orders:
Manually: You explicitly generated invoices for these orders.
When Shipped: Invoices will be generated for each Sales Order when they're shipped.
Daily: A consolidated invoice will be generated for this customer's shipped orders at the end of each day.
Weekly: A consolidated invoice will be generated for this customer's shipped orders at the end of each week.
Monthly: A consolidated invoice will be generated for this customer's shipped orders at the end of each month.
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 Settings 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.
MYOB
This section will only appear if you have MYOB integrated with Supply'd.
👉 See the MYOB document for more information.
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
This section will only appear if you have Xero integrated with Supply'd.
👉 See the Xero document for more information.
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.
👉 See the Templating document for information on how to create custom templates.
👉 Once a customer has been added, they can be managed as outlined in the Managing Customers documents.
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