> 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/adding-a-customer.md).
# 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:
1. **Manually add customers** to Supply’d.
2. **Bulk import customers** from a CSV template.\
👉 See the [Adding Customers in Bulk](/supplyd-erp/customers/importing-customers-in-bulk/adding-customers-in-bulk.md) document.
3. **Connect with an existing Supply’d customer** by sending a connection request.\
👉 See the [Connecting with a Supply'd Customer](/supplyd-erp/customers/adding-customers-leads-and-customer-groups/connecting-with-a-supplyd-customer.md) document.
4. **Accept connection requests** from customers who are already using Supply’d and have requested to connect with your business.\
👉 See the [Customer Requests](/supplyd-erp/customers/adding-customers-leads-and-customer-groups/customer-requests.md) document.
{% hint style="success" %}
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.
{% endhint %}
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
{% 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.
{% hint style="success" %}
👉 The [The Customers Page](/supplyd-erp/customers/the-customers-page.md) document provides further details about this page and its features.
{% endhint %}
***
{% 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 with a Supply'd Customer](/supplyd-erp/customers/adding-customers-leads-and-customer-groups/connecting-with-a-supplyd-customer.md) 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.
**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](/supplyd-erp/customers/adding-customers-leads-and-customer-groups/customer-groups.md) 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.
***
{% 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.
**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](/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.
**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.
{% hint style="info" %}
To select the specific day of the week when invoices should be generated, go to [Sales Settings](/supplyd-erp/settings/sales-settings.md) **→** [Sales Settings](/supplyd-erp/settings/sales-settings.md#invoice-settings).
{% endhint %}
* **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.
{% 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/settings/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/settings/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/settings/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 %}
{% hint style="success" %}
👉 Once a customer has been added, they can be managed as outlined in the [Managing Customers](/supplyd-erp/customers/managing-customers.md) documents.
{% endhint %}
---
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## Querying This Documentation
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Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:
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GET https://help.supplyd.co/supplyd-erp/customers/adding-customers-leads-and-customer-groups/adding-a-customer.md?ask=&goal=
```
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Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
status displayed beside their name, while customers that you manually add to your account will have a 
status.
{% endhint %}
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
{% 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.
to save all the customer's details.
The new customer will show in the **Customers** list.