The Customers Page
The Customers page in Supply’d provides a central location to view and manage your customer information. From this page, you can access customer details, manage customer groups and leads, and maintain the information needed to support day-to-day customer management.
This document explains the key features of the Customers page and how to use them effectively.
The Customers Page
Selecting Customers from the main menu will show you a list of all your customers, who their sales rep is, when their next sales rep visit or call is scheduled, when they placed their last order with you in Supply'd, and their current status.
You will see 6 tabs on the page.
👉 You can add customers by following the steps in the Adding a Customer and Adding Customers in Bulk documents.
Customer Statuses
Customer statuses help you quickly see where a customer stands in terms of setup, activity, and connection with your business. These statuses are shown as colour-coded tags beside customer names.
– Indicates the customer is already using Supply’d. 
– Means the customer was manually added to your Supply’d account and is not on Supply’d.
If a customer’s credit terms have been paused or blocked, their status will show as 
.
Customers
The Customers tab lists all your customers. You can manage all your active customers for sales, marketing, and order tracking, and view contact details, call history, and account activity in one central place.
👉 You can add customers by following the steps in the Adding a Customer or Importing Customers in Bulk documents.
Connect
The Connect tab 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. Clicking on a customer allows you to view all their information.
👉 See the Connecting with a Supply'd Customer document for further details.
Leads
The Leads tab show any leads that have been added. A Lead represents a potential customer who has expressed interest but hasn’t yet placed an order or been fully onboarded.
👉 For details on adding leads, see the Customer Leads document.
Requests
See all customer connection requests that are awaiting your approval, allowing you to quickly manage new customer relationships and grant access as needed.
The number of active requests you currently have will be indicated by the number in the red circle at the top right of the Requests tab.
👉 See the Customer Requests document for details.
Promotions
The Promotions tab is used to manage customer promotions. From this tab, you can create, view, and monitor promotions you send to customers, helping you keep promotional activity organised and up to date.
👉 For full details see the Customer Promotions document.
Groups
Customer Groups allows you to group your customers for easy filtering, group pricing and more.
👉 For details about adding groups and managing, see the Customer Groups document.
You can view all the information about a particular customer by selecting them from the list.
Customers List Options
Clicking on the 3 dots in the top right will open a menu.
Get Invite Link
Opens the Customer Invite Link form, showing various invite links for Supply'd that can be shared with potential customers.
Import >
This is used when using the Importing Customers in Bulk option.
Export >
Allows you to export various customer information to your computer in a spreadsheet.
Customer Data
Opens the Export Customers form you to export customer information to your computer in a spreadsheet. This information can be also be used in the Importing Customers in Bulk.
Data Source:
Sample Data: Download a spreadsheet with sample data to use as an example when completing the spreadsheet for the Adding Customers in Bulk.
Supply'd: Download a spreadsheet with the data from your Supply'd account.
You can also choose whether to include data from Locations and Customer Contacts.
Click 
to download the data to your computer.
Locations
Opens the Export Customer Locations form, allowing you to export customer location information, such as addresses, to your computer in a spreadsheet.
Select the Data Source (as above) and click .
👉 See the Customer Location Info document for more details.
Contacts
Opens the Export Customer Contacts form, allowing you to export customer contact information to your computer in a spreadsheet.
Select the Data Source (as above) and click .
👉 See the Customer Contact Info document for more details.
Customer Price List
Customer: Select the customer you would like to generate the price list for.
Template* [required field]: Select the template to use to generate the document.
Products* [required field]: Select the products to include in the price list.
Split By Categories* [required field]: Choose whether items on the price list should be grouped into categories.
Fields: Select the fields you would like to include in the price list.
Fields can be excluded by clicking the “X” next to the field name.
Click 
to create a price list based on your selected options.
Actions Button
Selecting one or more customers from the list and then clicking the 
button will open a menu with the options for those customers.
Ticking the check box to the left of the actions button will select all customers in the list.
These Export options are the same as those described above in the Export > section; however, only the data for the selected customers will be exported.
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