Customer Leads
Leads in Supply’d help you capture potential customers, keep track of new opportunities, and ensure enquiries are managed consistently from initial contact through to conversion.
Customer Leads allow you to capture and manage potential customers before they become active customers in Supply’d ERP. Leads provide a central place to record key contact and business information, track potential opportunities, and manage the progression from initial enquiry through to customer conversion.
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.
This document explains how to create, manage, and use Customer Leads effectively.
The Customer Leads Page
To view the Customer Leads page, select Customers from the main menu, then select the Leads tab to view a list of leads you have previously added or to add a new one.
Selecting a Lead from the list will display the lead’s details and allow you to add or update relevant information, as described in the Adding a Customer document.
Adding a Lead
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 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.
Once a lead is added, you can manage it just like a customer. This includes logging all communications, adding detailed notes, updating contact and other 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.
Converting a Lead to a Customer
When a lead is ready, they can be quickly and easily converted into a customer.
Select the lead you would like to convert.
Click on the 3 dots in the top right corner and select Actions then Convert to Customer from the menu.
Click 
to confirm.
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.
Removing a Lead
To remove a lead:
Select the lead you would like to remove
Click on the 3 dots in the top right corner and select Remove Lead. You will be asked to confirm.
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