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Placing Offers to Customers

Offers in Supply’d make it easy to showcase new products and provide customer-specific pricing and promotions, helping to increase sales and strengthen customer relationships.

Offers in Supply’d provide a simple way for suppliers to promote products and share customer-specific pricing with your customers. You can create targeted offers for individual customers or groups, highlight new or featured products, and manage promotional pricing from one place. Whether you're introducing a new product, clearing excess stock, or rewarding loyal customers, offers provide an effective way to increase product visibility, drive sales, and encourage customer engagement.

Customers can easily browse and accept available offers, while you, as a supplier, can track performance and manage promotions from a central location. This makes Offers a simple and powerful tool for growing sales and building stronger customer relationships.

This doc will guide you through the offer process, including:

Placing an Offer

Offers on Supply’d Hub help suppliers showcase selected products to a wider audience of retailers and active buyers. Connected retailers can browse available offers and, if interested, accept them directly through the platform.

To participate, the customer must be a Supply’d user and connected to the supplier. Once an offer is accepted, the customer can view the supplier’s product range and choose which products to range. Ranged products then become available for ordering through Supply’d, with purchases recorded as standard sales orders in the supplier’s Hub account.

This provides a simple way for suppliers to gain exposure, attract new customers, and turn promotional offers into ongoing business relationships.

👉 See the Connecting to Customers (Supply'd Hub) doc for information on connecting with customers.

In the example below, we’ve introduced a new product, a Rainbow Unicorn Cupcake, and would like to let our customers know about and offer to them.

To create an offer:

1

Enable Placing Product Offers

To be able to send offers to customers, you need to first enable it in the Place Product Offers To Customers field in the Company Setting section of your Company Settings.

2

Open the Products Page

Select Products from the main menu to view a list of all your products. Then select the product you would like to offer. The product's details page will open.

3

Click Offer to Customers

Click .

The Create Offer form will open.

4

Select the Store

Select the store this offer is coming from.

5

Select the Customer(s)

Type or click in the Customers field to view a list of your customers, then select the customers you would like to send the offer to.

6

Add Additional Products

You can choose additional products to add to this offer.

  1. Click in the field that says "Type Product Name" and begin typing the product to bring up a list of matching products.

  1. Select the product.

  1. Click to add it to the offer.

  1. Repeat for any other products you would like to include in the offer.

You can remove a product from an offer by clicking the “X” to the right of the product.

7

Add Notes

The Notes section of the Offers form allows you to add any additional information or context about the offer for your customers. This could include details such as a product highlights or special promotions. Any text entered here will be visible to customers as part of the offer.

8

Click Review

Click .

The Review Offer form will open, listing the product(s) to be offered, the product price(s), and customer(s) the offer will be sent to, and allow you to customise the offer for each individual customer.

9

Adjust Pricing & Edit Notes

Discount

The Discount fields allow you to set either a percentage (%) or dollar ($) discount for that particular customer. Select % or $ from the first field, then enter the applicable percentage or dollar amount in the second field. The discounted price will be calculated automatically.

Any Customer Specific Pricing (Supply'd Hub) will be automatically applied to these fields. This can be edited should you wish to make changes.

Price

The Price field shows the final price after the discount has been applied, helping you confirm what customers will actually pay.

Alternatively, you can enter a price here and the system will automatically calculate the discount percentage or dollar amount for you.

Notes

The Notes field lets you edit the text you added in Step 5, tailoring it to be individual and specific for each customer.

10

Click Send Offer

Click to send the offer to the customer.

If you try to send an offer to a customer you’ve already sent one to, you will receive a warning. You can still proceed and send the offer if desired.

What Happens Next ?

1

The Customer Receives an Email

Once you send the offer, the customer will receive an email with a link to review and respond to the offer.

The offer will also appear on their Products page under the Offers tab, where they can click and choose how they would like to respond or whether they would like to range or reject the product. The choices are:

  • Awaiting Feedback

  • Awaiting Samples

  • Ranged

  • Rejected

They also have the option to include a message with their response.

2

The Customer Responds

When the customer responds you will receive an email with that response.

If the customer selects Ranged the product will be added to their Products list and they can start ordering it from you.

3

You Respond

When you select an offered product from your Products list, the product's details page will display the customers you have sent offers to and the current status for that offer.

Offer statuses are colour-coded for easy identification:

  • - The offer has been sent and is waiting for the customer to review and respond.

  • - The customer has requested additional information or feedback before deciding whether to range the product.

  • - The customer has requested product samples for evaluation.

  • - The customer has accepted the product and added it to their product range, making it available for ordering.

  • - The customer has decided not to range the product at this time.

  • - The offer has been withdrawn and is no longer active or available for the customer to respond to.

Click on the customer to open the offer details.

If the customer has chosen to range or reject the product, no response is required and a message field will not be displayed.

On this page, you can view the customer's response, including any message they may have provided, and send a reply. You can continue to exchange messages in this way until the customer decides to range or reject the offered product.

Any messages will appear here as a record of your correspondence.

Additional Options

For offers with an , or status, you will see 3 dots in the top right of the offer details page (the page titled "[Customer Name] Ranging")

Offers that are or will not have this option.

Updating an Offer's Status

For any offers that have either a , or status, you will have the option to mark the product as Awaiting Feedback, Awaiting Samples, Ranged or Rejected.

1

Select Products from the main menu and select the product.

2

Click on the supplier whose offer you would like to update the status for.

3

Click on the 3 dots in the top right, select Mark As, and choose the desired status.

Cancelling an Offer

If you wish to cancel an offer for any reason:

1

Select Products from the main menu and select the product.

2

Click on the supplier whose offer you would like to cancel.

3

Click on the 3 dots in the top right, select Cancel Offer.

4

A form will open allowing you to send a message to the customer.

The offer's status will change to .

Bulk Actions

If you have a large number of products that you would like to offer to customers, you can use the Bulk Actions feature to create offers for multiple products at once.

1

Select the Products

On the Products page, select the products you would like to include in the offer by ticking the box to the left of each product name. To select all products in the list, tick the box beside the button.

The button will remain greyed out until at least one product is selected. Once a product has been selected, it will turn green and become clickable.

2

Select Create Offer

Click on to open a menu. Select Create Offer.

The Create Offer form will open.

3

Complete the Form

As described above in Placing Offers to Customers, select the customer(s), add or remove products from the offer, and include any notes you wish to send with the offer, then click . The Review Offer form will open.

4

Review the Offer Details

Review the details, add any special pricing or customer-specific notes, and then proceed with the offer as described from Step 6 of the Placing Offers to Customers process.

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