Connecting to Customers (Supply'd Hub)

Manage all your active customers for sales, marketing, and order tracking. View contact details, call history, and account activity in one place.

The Customers page in Supply’d Hub helps you manage all your active customer relationships in one place. You can connect to new customers, view customer details, track account activity, and access contact and call history to support sales, communication, and order management. Keeping customer information organised in Supply’d Hub helps improve visibility, streamline follow-ups, and support efficient day-to-day operations.

To connect to customers to your account you can:

• Request to connect to a customer already using Supply'd.

• Accept a request from a retailer that uses Supply'd.

This document will guide you through connecting customers, including:

• The Customers Page

• Connecting with a Customer

• Responding to Connection Requests

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The Customers Page

Selecting Customers from the main menu will show you a list of all your customers, when they placed their last order with you in Supply'd, and their current status.

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.

• - A connection request has been sent but has not yet been accepted by the customer.

If a customer’s credit terms have been paused or blocked, their status will show as .

You will see 3 tabs on the page:

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.

👉 For details on managing your customers, see the Managing Customers (Supply'd Hub) doc.

Connect

The Connect tab lists all businesses available to connect with on Supply’d. From here, you can send connection requests to start building trading relationships.

👉 For more details, see the Connecting with a Customer section below.

Requests

See all customer connection requests that are awaiting your approval, allowing you to quickly manage new customer relationships and grant access as needed.

👉 See the Responding to Connection Requests section for more details.

You can view all the information about a particular customer by selecting them from the list.

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Connecting with a Customer

1

Click Find Customers or Go to the Connect Tab

1. Select Customers from the main menu.

2. Then either:

   1. Click , which will take you to the Connect tab.

   2. Go to the Connect Tab.

The Connect tab lists all businesses available to connect with on Supply’d.

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2

Select the Customer

Click on a customer's name to view all their information.

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3

Click Connect

Click if you would like to send a connection request to them. You will be asked to confirm.

The customer will receive an email and will need to accept your connection request before you can begin dealing with them.

Once approved, the customer will appear in the Customers tab, and you will be able to send offers to them, and they will be able to place sales orders with you through Supply’d.

👉 See the Offers (Supply'd Hub) doc for details on sending offers to your customers.

👉 The Sales docs outline how to manage sales orders and standing sales orders.

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Responding to Connection Requests

1

Go to the Requests Tab

1. Select Customers from the main menu.

2. Go to the Requests Tab.

The Requests tab lists all customer connection requests that are awaiting your approval, allowing you to quickly manage new customer relationships and grant access as needed.

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2

Click on the Customer

Click on the customer’s name to open a page with their details and allow you to either approve or reject them.

Click to connect with the customer, or Reject if you do not wish to establish a connection.

You will be asked to confirm.

Click .

Once approved, the customer will appear in the Customers tab. You will be able to send offers to them, and they will be able to place sales orders with you through Supply’d.

👉 See the Offers (Supply'd Hub) doc for details on sending offers to your customers.

👉 The Sales docs outline how to manage sales orders and standing sales orders.

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Supply’d Hub is designed for trading with connected Supply’d retailers. If you try to send an offer before connecting with any customers, Supply’d will display an alert and provide a list of customers you can connect with.