> 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/connecting-with-a-supplyd-customer.md).

# 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](#the-connect-page "mention")
* [#connecting-to-a-supplyd-customer](#connecting-to-a-supplyd-customer "mention")

***

## 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.&#x20;

<figure><img src="https://2965503026-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDaPYJDB89ny0x7wcMedb%2Fuploads%2FtugqQvtHqoVDeob8S7N2%2FConnecting%20-%20Connect%20Tab.png?alt=media&amp;token=034bfe6c-82d4-43ba-8cc6-6b264eeb5b52" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://2965503026-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDaPYJDB89ny0x7wcMedb%2Fuploads%2Fqc02JwBBHIhEf55jwSFx%2FConnect%20-%20Customer%20Details.png?alt=media&amp;token=5487cea0-f211-4608-87b9-405a0665ca06" alt="" width="563"><figcaption></figcaption></figure>

***

## 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.

{% 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.&#x20;

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 %}

{% stepper %}
{% step %}

#### 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.

<figure><img src="https://2965503026-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDaPYJDB89ny0x7wcMedb%2Fuploads%2Ftcb2zoa4NXYV6XdWaDru%2FSpacer.png?alt=media&amp;token=621f12e1-ab4b-4273-8fcc-78a422d38cb0" alt=""><figcaption></figcaption></figure>

![](https://2965503026-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDaPYJDB89ny0x7wcMedb%2Fuploads%2FVTs91vxOHCjw75SKycJP%2FConnecting%20-%20Connect%20Tab.png?alt=media\&token=d55885e4-7503-48ac-92f7-a770e15786a3)

<figure><img src="https://2965503026-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDaPYJDB89ny0x7wcMedb%2Fuploads%2F47xDFjsTESIYGAQTjYEV%2FSpacer.png?alt=media&amp;token=b5d7da09-21b7-4bc3-9d82-aad0b881f465" alt=""><figcaption></figcaption></figure>

<figure><img src="https://2965503026-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDaPYJDB89ny0x7wcMedb%2Fuploads%2FbJDih3Dwv41QavjV1QDa%2FSpacer.png?alt=media&amp;token=6c34f805-9610-4de9-8f8a-a029f13dd1a1" alt=""><figcaption></figcaption></figure>

***

{% endstep %}

{% step %}

#### Select the Company

Select the company you would like to connect with.

<figure><img src="https://2965503026-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDaPYJDB89ny0x7wcMedb%2Fuploads%2FbJDih3Dwv41QavjV1QDa%2FSpacer.png?alt=media&amp;token=6c34f805-9610-4de9-8f8a-a029f13dd1a1" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}
Alternatively, when entering a company’s name while [Adding a Customer](/supplyd-erp/customers/adding-customers-leads-and-customer-groups/adding-a-customer.md), 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.

<br>

<p align="center"><img src="https://2965503026-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDaPYJDB89ny0x7wcMedb%2Fuploads%2FD36EnBO4M5mQR6JWvd62%2FCompany%20Match.png?alt=media&amp;token=fcd4b90d-e46f-46d8-93e3-d128572b3052" alt="" data-size="original"><br><br></p>

To connect with this customer, click <img src="https://2965503026-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDaPYJDB89ny0x7wcMedb%2Fuploads%2F1WgQAsj793mNQm8TatDr%2FCONNECT%20Black.png?alt=media&amp;token=85b071e1-e18c-48a0-8093-ebe8e5dda455" alt="" data-size="line">.&#x20;

{% endhint %}

<figure><img src="https://2965503026-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDaPYJDB89ny0x7wcMedb%2Fuploads%2FbJDih3Dwv41QavjV1QDa%2FSpacer.png?alt=media&amp;token=6c34f805-9610-4de9-8f8a-a029f13dd1a1" alt=""><figcaption></figcaption></figure>

The company's details will open.

<figure><img src="https://2965503026-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDaPYJDB89ny0x7wcMedb%2Fuploads%2FbJDih3Dwv41QavjV1QDa%2FSpacer.png?alt=media&amp;token=6c34f805-9610-4de9-8f8a-a029f13dd1a1" alt=""><figcaption></figcaption></figure>

<figure><img src="https://2965503026-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDaPYJDB89ny0x7wcMedb%2Fuploads%2Fqc02JwBBHIhEf55jwSFx%2FConnect%20-%20Customer%20Details.png?alt=media&amp;token=5487cea0-f211-4608-87b9-405a0665ca06" alt="" width="563"><figcaption></figcaption></figure>

<figure><img src="https://2965503026-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDaPYJDB89ny0x7wcMedb%2Fuploads%2FbJDih3Dwv41QavjV1QDa%2FSpacer.png?alt=media&amp;token=6c34f805-9610-4de9-8f8a-a029f13dd1a1" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://2965503026-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDaPYJDB89ny0x7wcMedb%2Fuploads%2FbJDih3Dwv41QavjV1QDa%2FSpacer.png?alt=media&amp;token=6c34f805-9610-4de9-8f8a-a029f13dd1a1" alt=""><figcaption></figcaption></figure>

<figure><img src="https://2965503026-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDaPYJDB89ny0x7wcMedb%2Fuploads%2FhQL2bZ4OcM9kEj2gSQfG%2FDemo%20Company%20Details.png?alt=media&amp;token=1eead041-bf3c-411a-9aa2-40f54c6d1230" alt="" width="563"><figcaption></figcaption></figure>

<figure><img src="https://2965503026-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDaPYJDB89ny0x7wcMedb%2Fuploads%2FbJDih3Dwv41QavjV1QDa%2FSpacer.png?alt=media&amp;token=6c34f805-9610-4de9-8f8a-a029f13dd1a1" alt=""><figcaption></figcaption></figure>

In the **Connect to stores** field, you can select which stores you would like this customer to connect with.&#x20;

<figure><img src="https://2965503026-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDaPYJDB89ny0x7wcMedb%2Fuploads%2FbJDih3Dwv41QavjV1QDa%2FSpacer.png?alt=media&amp;token=6c34f805-9610-4de9-8f8a-a029f13dd1a1" alt=""><figcaption></figcaption></figure>

<figure><img src="https://2965503026-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDaPYJDB89ny0x7wcMedb%2Fuploads%2FKm3vIwnfcFCuQWlAxYyJ%2FConnect%20to%20stores%20Drop%20Down.png?alt=media&amp;token=1f7267ec-b50f-4c83-92bb-eaab85ad811c" alt="" width="563"><figcaption></figcaption></figure>

<figure><img src="https://2965503026-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDaPYJDB89ny0x7wcMedb%2Fuploads%2FbJDih3Dwv41QavjV1QDa%2FSpacer.png?alt=media&amp;token=6c34f805-9610-4de9-8f8a-a029f13dd1a1" alt=""><figcaption></figcaption></figure>

{% 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 3 dots beside the customer’s name and select **Disconnect** to unlink the customer from the store.
{% endhint %}

<figure><img src="https://2965503026-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDaPYJDB89ny0x7wcMedb%2Fuploads%2FbJDih3Dwv41QavjV1QDa%2FSpacer.png?alt=media&amp;token=6c34f805-9610-4de9-8f8a-a029f13dd1a1" alt=""><figcaption></figcaption></figure>

***

{% endstep %}

{% step %}

#### Click Connect

Click <img src="https://2965503026-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDaPYJDB89ny0x7wcMedb%2Fuploads%2FkodKMh6ePYV5yxjuTEaQ%2FCONNECT.png?alt=media&amp;token=5c782024-edd9-459a-a0a4-34b065b0b1d1" alt="" data-size="line">. You will be asked to confirm.

<figure><img src="https://2965503026-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDaPYJDB89ny0x7wcMedb%2Fuploads%2FbJDih3Dwv41QavjV1QDa%2FSpacer.png?alt=media&amp;token=6c34f805-9610-4de9-8f8a-a029f13dd1a1" alt=""><figcaption></figcaption></figure>

<figure><img src="https://2965503026-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDaPYJDB89ny0x7wcMedb%2Fuploads%2Fnc1qoMcNsT90Ge9jdLRU%2FScreenshot%202026-01-19%20at%204.57.46%E2%80%AFpm.png?alt=media&amp;token=9d7f2e1f-2992-4213-889c-f5bcc7ff09e7" alt="" width="375"><figcaption></figcaption></figure>

<figure><img src="https://2965503026-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDaPYJDB89ny0x7wcMedb%2Fuploads%2FbJDih3Dwv41QavjV1QDa%2FSpacer.png?alt=media&amp;token=6c34f805-9610-4de9-8f8a-a029f13dd1a1" alt=""><figcaption></figcaption></figure>

The customer will appear on your **Customers** list with the status as <img src="https://2965503026-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDaPYJDB89ny0x7wcMedb%2Fuploads%2FaIvC3P0S2qDvsxQejdcn%2FPENDING.png?alt=media&amp;token=71b55191-8d7c-41b0-9449-82e23da9dcdc" alt="" data-size="line">.

<figure><img src="https://2965503026-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDaPYJDB89ny0x7wcMedb%2Fuploads%2FbJDih3Dwv41QavjV1QDa%2FSpacer.png?alt=media&amp;token=6c34f805-9610-4de9-8f8a-a029f13dd1a1" alt=""><figcaption></figcaption></figure>

<figure><img src="https://2965503026-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDaPYJDB89ny0x7wcMedb%2Fuploads%2F4qooK8rLyC7HnmniDE8u%2FPending%20Status.png?alt=media&amp;token=30cee8d3-1745-4c66-9115-c27e716af035" alt=""><figcaption></figcaption></figure>

<figure><img src="https://2965503026-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDaPYJDB89ny0x7wcMedb%2Fuploads%2FbJDih3Dwv41QavjV1QDa%2FSpacer.png?alt=media&amp;token=6c34f805-9610-4de9-8f8a-a029f13dd1a1" alt=""><figcaption></figcaption></figure>

<figure><img src="https://2965503026-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDaPYJDB89ny0x7wcMedb%2Fuploads%2FbJDih3Dwv41QavjV1QDa%2FSpacer.png?alt=media&amp;token=6c34f805-9610-4de9-8f8a-a029f13dd1a1" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://2965503026-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FDaPYJDB89ny0x7wcMedb%2Fuploads%2FbJDih3Dwv41QavjV1QDa%2FSpacer.png?alt=media&amp;token=6c34f805-9610-4de9-8f8a-a029f13dd1a1" alt=""><figcaption></figcaption></figure>

{% endstep %}
{% endstepper %}

***


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://help.supplyd.co/supplyd-erp/customers/adding-customers-leads-and-customer-groups/connecting-with-a-supplyd-customer.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

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