> 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/copy-of-connecting-to-customers-supplyd-hub.md).
# Copy of Connecting to Customers (Supply'd Hub)
The **Customers** page in Supply’d Hub helps you manage all your active customer relationships in one place. You can 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 add customers to your account you can: \
* Manually add customers to Supply'd.
* Bulk import customers to Supply'd from a CSV template. \
👉 See the [Bulk Importing of Customers](/supplyd-erp/customers/bulk-importing-of-customers.md) document.
* Request to connect to a customer already using Supply'd.
* Accept a request from a retailer that uses Supply'd.
{% hint style="warning" %}
Since Supply’d Hub is designed for suppliers to connect with retailers already using the platform, the main benefit comes from trading with connected Supply’d customers. Suppliers can manually add custom customers; however, because those customers are not on the Supply’d platform, features such as sending offers and promotions will not be available for them.
{% endhint %}
{% endhint %}
This document will guide you through adding customers, including:
* [#the-customers-page](#the-customers-page "mention")
* [#adding-a-customer](#adding-a-customer "mention")
* [#connect](#connect "mention")
* [#requests](#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.
You will see 3 tabs on the page.
{% 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.
* – 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.
* - 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 .
{% endhint %}
**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.
**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 [#connect](#connect "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 [#requests](#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.
{% endhint %}
***
## Adding a Customer
{% stepper %}
{% step %}
#### Go to the Customers Page
Select **Customers** from the main menu. The **Customers** page will open. If you have already added or connected to customers, they will appear in the **Customers** list.
***
{% endstep %}
{% step %}
#### Click Add +
To add a new customer, click or the **Add +** in the top right.
{% hint style="info" %}
The button will only appear when no customers have been added. To add additional customers, use the **Add+** button.
{% endhint %}
The **Add Customer** form will appear.
{% hint style="success" %}
To open or close the sections on this form click the little arrows to the right of the titles (as circled in red above).
{% endhint %}
Complete the fields as per the guidelines below:
***
{% endstep %}
{% step %}
#### **Company Details**
**Company Name\* \[required field]**
Enter the trading name of your customer's business.
{% hint style="success" %}
**Connecting to a Supply'd Customer**
If while typing in a Company's name when adding a customer, the system finds a match in Supply'd, it will automatically suggest connecting to that customer instead of creating a custom one.\
To connect with this customer, click . The customer's details will open.
The customer will appear on your **Customers** list with the status as .
The customer will need to accept your connection request for you to begin dealing with them.
{% endhint %}
**Company Logo**
Upload the customer's company logo.
It is recommended to use a PNG image with a transparent background. Square images work best if available at least 500px wide. Wider images can be used as well. JPG images are also accepted.
**ABN**
Add the customer's company ABN.
**Website**
Enter the customer's company/business website address. If they don't have a website you can use a Facebook or Instagram URL.
***
{% endstep %}
{% step %}
#### Address
The customer's address details.
**Billing Address**
Enter the customer's street address for billing.
**Billing Suburb**
Enter the customer's suburb for billing.
**Billing State/Province**
Enter the customer's state for billing.
**Billing Postcode**
Enter the customer's postcode for billing.
**Billing Country**
Select the customer's country for billing.
***
{% endstep %}
{% step %}
#### Contact
The primary contact details for the customer.
**First Name**
Enter the first name of a representative/contact for the customer's business/company.
**Last Name**
Add the last name/surname of a representative/contact for the customer's business/company.
**Role/Department**
Enter the contact’s role or department (eg. Store Manager, Accounts).
**Email**
Enter a contact email for the customer.
**Mobile**
Add a contact mobile phone number for the customer.
**Phone**
Add a contact phone number for the customer.
***
{% endstep %}
{% step %}
#### Settings
Additional settings for the customer.
**Payment Terms**
This defines the payment terms applied to the customer’s invoices. Leave blank to use the default terms set in your [Supplier Settings](/supplyd-erp/settings/supplier-settings.md).
Enter the number of days and then select one of the following:
* **Days:** The number of days after the invoice date that payment is due.
* **Days EOM:** Payment is due a set number of days after the **EOM (end of the month)** in which the invoice was issued.
* **Days EOW:** Payment is due a set number of days after the **EOW (end of the week)** in which the invoice was issued.
* **Pre-paid:** The payment must be made in advance, before the goods are delivered.
**Credit Limit**
Enter the maximum amount this customer can have on unpaid invoices. Leave blank to not apply a credit limit.
**Notes**
Add any internal notes about this customer. These are for internal use only and are not visible to the customer.
***
{% endstep %}
{% step %}
#### Advanced: Order Alert & Invoice Template
**Order Alert**
Add an internal alert to show when creating an order for this customer. This alert is not visible to customers.
***
{% endstep %}
{% step %}
#### Save
Click to save all the customer's details.
The new customer will show in the **Customers** list.
{% endstep %}
{% endstepper %}
***
## Connect
The **Connect** tab lists all businesses available to connect with on Supply’d.
Clicking on a name allows you to view all their information.
Click if you would to send a connection request to them. You will be asked to confirm.
The customer will need to accept your connection request before you can begin dealing with them.
***
## Requests
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.
Clicking on the customer’s name will open a page with their details and allow you to either approve or reject them.
You will be asked to confirm.
Once approved, the customer will appear in the list under the **Customers** tab.
---
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