> For the complete documentation index, see [llms.txt](https://help.supplyd.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.supplyd.co/supplyd-hub/customers/connecting-with-customers-supplyd-hub.md).

# Connecting with Customers (Supply'd Hub)

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.

{% hint style="success" %}
To connect to customers to your account you can: <br>

* Request to connect to a customer already using Supply'd.
* Accept a request from a retailer that uses Supply'd.

{% endhint %}

This document will guide you through connecting customers, including:

* [#the-customers-page](#the-customers-page "mention")
* [#connecting-with-a-customer](#connecting-with-a-customer "mention")
* [#responding-to-connection-requests](#responding-to-connection-requests "mention")

***

## 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.&#x20;

<figure><img src="/files/fyLDhkBWcQtXURCpMhof" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}
**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.

* <img src="/files/kwrpjYqgBn9qfKuX22Zv" alt="" data-size="line"> – Indicates the customer is already using Supply’d.&#x20;
* <img src="/files/IW8muY7lpl8UuJKIb1d8" alt="" data-size="line"> - 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 <img src="/files/RdBwEqCWJAVhj82P5PUV" alt="" data-size="line">.<br>
{% endhint %}

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)](/supplyd-hub/customers/managing-customers-supplyd-hub.md) 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](#connecting-with-a-customer "mention") 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](#responding-to-connection-requests "mention") section for more details.

{% hint style="success" %}
You can view all the information about a particular customer by selecting them from the list.&#x20;
{% endhint %}

***

## Connecting with a Customer

{% stepper %}
{% step %}

#### Click Find Customers or Go to the Connect Tab

1. Select **Customers** from the main menu.
2. Then either:
   1. Click <img src="/files/JcGbtPEZYFf6GBsfYICP" alt="" data-size="line">, which will take you to the **Connect** tab.
   2. Go to the **Connect** Tab.

<figure><img src="/files/gczrFjFXejYdihB3r6TH" alt=""><figcaption></figcaption></figure>

The **Connect** tab lists all businesses available to connect with on Supply’d.&#x20;

<figure><img src="/files/gczrFjFXejYdihB3r6TH" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/GrsC1oxQ1DvSf1WEoqIh" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/gczrFjFXejYdihB3r6TH" alt=""><figcaption></figcaption></figure>

***

{% endstep %}

{% step %}

#### Select the Customer

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

<figure><img src="/files/gczrFjFXejYdihB3r6TH" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/OQZzNnZiB6FX6g5IYuZx" alt="" width="563"><figcaption></figcaption></figure>

<figure><img src="/files/gczrFjFXejYdihB3r6TH" alt=""><figcaption></figcaption></figure>

***

{% endstep %}

{% step %}

#### Click Connect

Click <img src="/files/llYF8mMYM8TAvrTB8DCL" alt="" data-size="line"> if you would like to send a connection request to them. You will be asked to confirm.

<figure><img src="/files/gczrFjFXejYdihB3r6TH" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/3lLNpGaLl99CXJYW4vc0" alt="" width="375"><figcaption></figcaption></figure>

<figure><img src="/files/gczrFjFXejYdihB3r6TH" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/gczrFjFXejYdihB3r6TH" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/rn3bXbBIVrC9dqq0DaRx" alt="" width="563"><figcaption></figcaption></figure>

<figure><img src="/files/gczrFjFXejYdihB3r6TH" alt=""><figcaption></figcaption></figure>

Once approved, the customer will appear in the **Customer**s 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.

<figure><img src="/files/gczrFjFXejYdihB3r6TH" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}
👉 See the [Offers (Supply'd Hub)](/supplyd-hub/products/offers-supplyd-hub.md) doc for details on sending offers to your customers.

👉 The [Sales](/supplyd-hub/sales.md) docs outline how to manage sales orders and standing sales orders.
{% endhint %}

<figure><img src="/files/gczrFjFXejYdihB3r6TH" alt=""><figcaption></figcaption></figure>

{% endstep %}
{% endstepper %}

***

## Responding to Connection Requests

{% stepper %}
{% step %}

#### Go to the Requests Tab

1. Select **Customers** from the main menu.
2. Go to the **Requests** Tab.

<figure><img src="/files/gczrFjFXejYdihB3r6TH" alt=""><figcaption></figcaption></figure>

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.

<figure><img src="/files/gczrFjFXejYdihB3r6TH" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/K50hGgpAqqMn9XVeI0r9" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/gczrFjFXejYdihB3r6TH" alt=""><figcaption></figcaption></figure>

***

{% endstep %}

{% step %}

#### 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.

<figure><img src="/files/gczrFjFXejYdihB3r6TH" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/n8UGhwlCH262tgMdHSFe" alt="" width="563"><figcaption></figcaption></figure>

<figure><img src="/files/gczrFjFXejYdihB3r6TH" alt=""><figcaption></figcaption></figure>

Click <img src="/files/VDQ4qUdXpYFWIrCM8qu0" alt="" data-size="line"> to connect with the customer, or **Reject** if you do not wish to establish a connection.&#x20;

You will be asked to confirm.

<figure><img src="/files/gczrFjFXejYdihB3r6TH" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/8VksYuaPhxxHUMaCpPdg" alt="" width="375"><figcaption></figcaption></figure>

<figure><img src="/files/gczrFjFXejYdihB3r6TH" alt=""><figcaption></figcaption></figure>

Click <img src="/files/VDQ4qUdXpYFWIrCM8qu0" alt="" data-size="line">.

<figure><img src="/files/gczrFjFXejYdihB3r6TH" alt=""><figcaption></figcaption></figure>

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.

<figure><img src="/files/gczrFjFXejYdihB3r6TH" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}
👉 See the [Offers (Supply'd Hub)](/supplyd-hub/products/offers-supplyd-hub.md) doc for details on sending offers to your customers.

👉 The [Sales](/supplyd-hub/sales.md) docs outline how to manage sales orders and standing sales orders.
{% endhint %}

<figure><img src="/files/gczrFjFXejYdihB3r6TH" alt=""><figcaption></figcaption></figure>

{% endstep %}
{% endstepper %}

***

{% hint style="warning" %}
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.\ <br>

<p align="center"><img src="/files/0JytRCkiM21KonWbeG6A" alt="" data-size="original"></p>

<br>
{% endhint %}


---

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