Managing a Customer
Supply'd embeds CRM technology to allow you to manage all your customers in one place. Assign contacts, locations, pricing and pantry lists, track orders, sales call logs, credits and more.
Supply’d includes powerful Customer Relationship Management (CRM) tools that make it easy to handle all your customer information in one central place. You can assign key contacts, set up multiple locations, and customise pricing or pantry lists for each customer. The CRM also lets you track order history, monitor sales call activity, and manage credits or account balances - all within the same system. This helps you build stronger relationships, streamline communication, and get a complete overview of each customer’s activity and performance with your business.
👉 The Customers page and the options available in the Customers list are explained in The Customers Page document.
This document will guide you through how to manage:
Managing Customers
Selecting Customers from the main menu displays a list of all your customers. Select a customer to open their details.
The various tabs on the page provide access to different information and options. These are outlined in the following documents:
The About Tab
The About tab provides an overview of the customer and their key account information. It gives you a central place to view important customer details, such as their business information, contact details, account settings, and other relevant information.
Use the About tab to quickly review the customer’s information and access the details you need when managing their account in Supply’d.
Company Details
Account Number, ABN, Website, Groups (if in any).
Custom Fields
Any custom field information you may have set up.
Next Call Dates
The next day for a call or visit to the customer.
Store Status
This shows the Supply'd Stores that the customer is currently connected to.
Purchase Order Inbox: This inbox is automatically created for each customer, allowing them to send their purchase orders directly to it. You can share this inbox with the customer to streamline order processing.
There are multiple inbox options depending on which store the order belongs to. This allows the system to automatically identify the correct store for smarter matching. Note that customers must send purchase orders in PDF format for the system to read them.
The connection status is shown beside the store for easy identification - either 
or 
.
Managing Store Connections
From a Customer's About page, you can manage store connections. You can connect the customer to additional stores or disconnect them from stores they no longer need access to. This allows you to control which of your stores the customer can order from, ensuring they only see the locations that are relevant to them.
To connect or disconnect a store, click the 3 dots to the right of the store. The menu will show Disconnect if the customer is currently connected,
or Connect if the customer is not connected.
A connected store also has the Make Default option, allowing you to set it as the customer’s default store. When a store is set as the default, its status will show both 
and 
.
Stats
The number of orders the customer has placed with you, amount spent, date of their last order.
Additional Options
Clicking on the 3 dots in the top right opens a menu with additional options.
These options are explained in detail in the Additional Options for Managing a Customer document.
Editing a Customer
Editing a customer allows you to update their details, preferences, and settings to ensure their information stays accurate and up to date.
You can only edit limited details for 
customers, while all customer information can be edited for 
customers.
Select the Customer:
Select Customers from the main menu.
Select a customer from the Customers list to open their details page.
Click on the 3 dots in the top right and select Edit Customer.
The Edit Customer form will open.
Update any details required following the guidelines in the Adding a Customer document.
Click 
to apply the updated details.
Removing a Customer
Select the Customer:
Select Customers from the main menu.
Select a customer from the Customers list to open their details page.
Click the 3 dots on the top right and select Remove Customer.
You will be asked to confirm.
Click 
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