Connecting with a Supply'd Customer

Connecting with a customer already using Supply’d creates a direct link between your businesses, making it easier to share information, manage orders, and reduce duplicate customer records.

Connecting with a customer already using Supply’d creates a direct link between your businesses, making it easier to share information, manage orders, and streamline day-to-day interactions. Rather than manually creating and maintaining a separate customer record, you can connect directly with their existing Supply’d account.

Once connected, the customer can be managed through your Supply’d account alongside your other customers. This helps keep information consistent, reduces duplicate records, and provides a more efficient way to manage your business relationship.

This document explains how to find and connect with an existing Supply’d customer.

• The Connect Page

• Connecting with a Supply'd Customer

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The Connect Page

The Connect tab on the Customers page lists customers available to connect with on Supply’d. If you would like to trade with any of these customers, click Connect to send a connection request and enable trading through the platform.

Selecting a company will display its available information, allowing you to review the company’s details before deciding whether to connect with them.

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Connecting with a Supply'd Customer

Supply’d makes it easy to connect with customers who are already using the platform. You can find their company, review their details, and send a connection request directly from Supply’d.

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.

1

Go to the Connect Page

Select Customers from the main menu. The Customers page will open, showing a list of all your customers. Go to the Connect tab.

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2

Select the Company

Select the company you would like to connect with.

Alternatively, when entering a company’s name while Adding a Customer, Supply’d will automatically search for matching companies already using the platform. If a match is found, the system will suggest connecting with that customer instead of creating a new custom customer record.

To connect with this customer, click .

The company's details will open.

If you have multiple Supply’d stores, a Connect to Stores field will be displayed at the top of the page.

In the Connect to stores field, you can select which stores you would like this customer to connect with.

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 3 dots beside the customer’s name and select Disconnect to unlink the customer from the store.

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3

Click Connect

Click . You will be asked to confirm.

The customer will appear on your Customers list with the status as .

The company will receive a connection request. Once the request is accepted, you can begin trading and managing the customer relationship through the platform.

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