> 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/managing-customers-supplyd-hub.md).
# Managing Customers (Supply'd Hub)
The **Customers** page in Supply’d Hub helps you manage all your 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 improves visibility, streamlines follow-ups, and supports efficient day-to-day operations. It also helps you build stronger customer relationships, improve communication, and gain a complete overview of each customer’s activity and performance with your business.
This document will guide you through how to manage:
* [#the-customers-page](#the-customers-page "mention")
* [#customer-details](#customer-details "mention")
* [#managing-customers](#managing-customers "mention")
* [#about](#about "mention")
* [#contacts](#contacts "mention")
* [#locations](#locations "mention")
* [#sales](#sales "mention")
* [#pricing](#pricing "mention")
* [#additional-options-for-the-customers-list](#additional-options-for-the-customers-list "mention")
* [#bulk-actions](#bulk-actions "mention")
* [#editing-a-customer](#editing-a-customer "mention")
* [#removing-a-customer](#removing-a-customer "mention")
* [#filtering-and-searching-the-customer-list](#filtering-and-searching-the-customer-list "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.
* - A connection request has been sent but has not yet been accepted by the customer.
{% endhint %}
**Customers**
The **Customers** tab lists all your customers in one central place, allowing you to manage customer details, sales and marketing information, contacts, and account activity.
👉 See the [Connecting with Customers (Supply'd Hub)](/supplyd-hub/customers/connecting-with-customers-supplyd-hub.md) doc for details on connecting with customers in Supply’d.
**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 Customers (Supply'd Hub)](/supplyd-hub/customers/connecting-with-customers-supplyd-hub.md#connecting-with-a-customer) section of the [Connecting with Customers (Supply'd Hub)](/supplyd-hub/customers/connecting-with-customers-supplyd-hub.md) doc.
**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 [Connecting with Customers (Supply'd Hub)](/supplyd-hub/customers/connecting-with-customers-supplyd-hub.md#responding-to-connection-requests) section of the [Connecting with Customers (Supply'd Hub)](/supplyd-hub/customers/connecting-with-customers-supplyd-hub.md) doc for more details.
***
### Customer Details
You can view all the information about a particular customer by selecting them from the list.
Their **Details** page will open, providing an overview of the customer, including their business name and number, account status, and order statistics.
There are 5 tabs on this page:
**About**
The **About** tab shows an overview of the customer’s details.
**Contacts**
The **Contacts** tab displays all contacts for this customer.
**Locations**
The **Locations** tab lists locations for billing and shipping for this customer.
**Sales**
The **Sales** tab displays all orders this customer has placed with you. It is also where you can place orders on behalf of the customer.
**Pricing**
The **Pricing** tab allows you to view and set customer-specific discounts for this customer.
***
## Managing Customers
Selecting a customer will open their details.
The various tabs on the page display different information and options. Click a link or tab below to view the details.
* [#about](#about "mention")
* [#contacts](#contacts "mention")
* [#locations](#locations "mention")
* [#sales](#sales "mention")
* [#pricing](#pricing "mention")
{% tabs %}
{% tab title="About" icon="square-info" %}
## About
The **About** tab displays information about this customer - Business name, ABN, website, number of orders placed, etc.
#### Details
Shows the customer's **Legal Business Name** and **ABN**.
#### Store Status
**Store**
The customer's store name(s).
**Status**
The customer's store current status - either or - colour coded for easy identification.
From this page, you can also manage these connections. You can connect to the customer's stores or disconnect from stores you no longer need access to.
To connect or disconnect a store, click the 3 dots to the right of the store. The menu will show **Disconnect** if the customer is currently connected, or **Connect** if the customer is not connected.
A connected store also has the **Make Default** option, allowing you to set it as the customer’s default store. When a store is set as the default, its status will show both and .
**Stats**
The number of orders the customer has placed with you, amount spent, date of their last order.
{% endtab %}
{% tab title="Contacts" icon="circle-user-circle-plus" %}
## Contacts
The **Contacts** tab lists any contacts for this customer.
{% hint style="success" %}
The contact's role within the company is shown beside the name.
Contacts are generally managed by the customer within their Supply’d account. A status beside a contact’s name indicates that the contact was added by you.
{% endhint %}
Clicking on a contact will open the details for that contact.
**Contact Details**
Details relating to this **Contact** - Email, Mobile & Phone Numbers.
**Settings**
Additional settings for the **Contact**, such as, any notifications that should be sent to this contact.
***
### Adding a Contact
Contacts are generally managed by the customer within their Supply’d account. You can, however, add additional contacts.
{% stepper %}
{% step %}
#### Select the Customer
Select **Customers** from the main menu, go to the **Contacts** tab and select the customer you would like to add a contact for.
***
{% endstep %}
{% step %}
#### Click Add +
Click on Add+ in the top right.
The **Add Contact** form will open.
***
{% endstep %}
{% step %}
#### Complete the Form
#### **Contact Details**
**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.
#### Settings
**Locations**
Select the customer locations that this contact is associated with.
**Notifications**
Choose which notifications the contact should receive.
**Notes**
Enter any additional information about the contact that may be useful for your business, such as preferences, responsibilities, or other relevant details.
***
{% endstep %}
{% step %}
#### Click Save
Click to save all the contact's details.
The new contact will show in the **Contacts** list.
{% endstep %}
{% endstepper %}
***
### Editing a Contact
{% hint style="warning" %}
You are only able to edit contacts. If the details are incorrect for a customer contact, please contact the customer and ask them to update their information.
{% endhint %}
{% stepper %}
{% step %}
1. Select **Customers** from the main menu.
2. Choose the customer.
3. Go to the **Contacts** tab and select the contact you would like to edit.
{% endstep %}
{% step %}
Click on the 3 dots in the top right and select **Edit Contact**.
The **Edit Contact** form will open.
{% endstep %}
{% step %}
Complete the form following the guidelines in the [Connecting with Customers (Supply'd Hub)](/supplyd-hub/customers/connecting-with-customers-supplyd-hub.md#contact) section of the [Connecting with Customers (Supply'd Hub)](/supplyd-hub/customers/connecting-with-customers-supplyd-hub.md) doc.
{% endstep %}
{% step %}
Click to apply the changes.
{% endstep %}
{% endstepper %}
***
### Removing a Contact
{% hint style="warning" %}
You are only able to remove contacts. If the details are incorrect for a customer contact, please contact the customer and ask them to update their information.
{% endhint %}
{% stepper %}
{% step %}
1. Select **Customers** from the main menu.
2. Choose the customer.
3. Go to the **Contacts** tab and select the contact you would like to remove.
{% endstep %}
{% step %}
Click on the 3 dots in the top right and select **Remove Contact**.
You will be asked to confirm.
Click .
{% endstep %}
{% endstepper %}
{% endtab %}
{% tab title="Locations" icon="earth-oceania" %}
## Locations
The **Locations** tab lists locations for billing and shipping for this customer.
Clicking on a location will open a page showing all the details for that location.
**Location Details**
Details relating to this location.
**Opening Hours**
The operating hours for this location when a delivery can be made.
{% endtab %}
{% tab title="Sales" icon="tag" %}
## Sales
The **Sales** tab lists all the orders this customer has placed with you.
You will see the **Order Number**, **Date** the order is due for delivery, the **Customer**, the total **Amount** for the order, and the **Location** the order is for.
{% hint style="success" %}
**Order Statuses**
Order statuses help you quickly see at what stage the order is at. These statuses are shown as colour-coded tags beside the orders.
* - The order has been placed.
* - The order is currently being prepared and has not yet been placed.
* - The order has been cancelled.
* - The order has been temporarily paused and cannot proceed through processing or fulfilment until the hold is removed.
{% endhint %}
Clicking on an order on the list will open the order and show all the order details for that order.
👉 See the [Managing Sales Orders (Supply'd Hub)](/supplyd-hub/sales/managing-sales-orders-supplyd-hub.md) doc for information on managing customer orders.
{% endtab %}
{% tab title="Pricing" icon="square-dollar" %}
## Pricing
The **Pricing** tab lists any specific discounts or price overrides for this customer. All offers accepted by this customer will also appear here.
***
### Adding & Managing Pricing
To add a customer pricing click the button (first pricing entry only) or **Add +** in the top right.
{% hint style="info" %}
The button will only appear when no pricing has been added. To add additional pricing, use the **Add+** button.
{% endhint %}
The **Add Customer Pricing** form will open.
👉 See the [Customer Specific Pricing (Supply'd Hub)](/supplyd-hub/customers/customer-specific-pricing-supplyd-hub.md) doc for instructions on completing the form and managing your customer pricing.
{% endtab %}
{% endtabs %}
***
## Additional Options for the Customers List
Clicking on the 3 dots in the top right of the **Customers** page will open a menu.
#### Get Invite Link
The **Get Invite Link** option generates a unique link you can send to customers to invite them to join Supply’d.
***
## Bulk Actions
Selecting one or more customers from the list and then clicking the button will open a menu with the options for those customers.
{% hint style="success" %}
Ticking the check box to the left of the actions button - - will select all customers in the list.
{% endhint %}
Selecting **Export** will download the selected information for the selected customers in a spreadsheet.
* **Customer Data**\
Downloads a file of all customer information, including account details and addresses.
* **Locations**\
Shows all delivery or trading addresses linked to a customer. A customer can have multiple locations.
* **Contacts**\
Lists people linked to the customer account, such as buyers or accounts staff, along with their contact details.
***
## Editing a Customer
Editing a customer allows you to update their payment terms and order alerts to ensure their information stays accurate and up to date.
{% stepper %}
{% step %}
#### Select the Customer
1. Select **Customers** from the main menu.
2. Select the customer you would like to edit.
The customer's **Details** page will open.
***
{% endstep %}
{% step %}
#### Select Edit Customer
Click on the 3 dots in the top right and select **Edit Customer**.
The **Edit Customer** form will open.
Complete the form following the guidelines below.
***
{% endstep %}
{% step %}
#### Company Details
**Company Name**, **Company Logo**, **ABN** and **Website** fields are automatically populated from the customer's Supply’d account and cannot be edited by you.
***
{% endstep %}
{% step %}
#### Settings
**Payment Terms**
This defines the payment terms applied to the customer’s invoices. Leave blank to use the default terms set in your [Customer Settings (Supply'd Hub)](/supplyd-hub/settings/customer-settings-supplyd-hub.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**
Add an internal alert to show when creating an order for this customer. This alert is not visible to customers.
***
{% endstep %}
{% step %}
#### Click Save
Click to apply the updated details.
{% endstep %}
{% endstepper %}
***
## Removing a Customer
{% stepper %}
{% step %}
1. Select **Customers** from the main menu.
2. Select the customer you would like to remove. The customer's **Details** page will open.
{% endstep %}
{% step %}
Click on the 3 dots in the top right and select **Remove Customer**.
You will be asked to confirm.
Click .
{% endstep %}
{% endstepper %}
***
## Filtering & Searching the Customer List
The 3 lines beside the 3 dots in the top right corner on the **Customers** page allows you to filter the **Customers** list, while the magnifying glass lets you search for specific customers.
Clicking the three lines opens the **Filter Customers** form, where you can access all available filtering options.
**Company Name**
A company name to search for in your customer list.
**Group**
Ignore. Supply'd Hub does not support customer groups.
**Status**
Select the **Status(es)** you would like to filter the list by.
**State**
Select a state that you wish to filter your **Customer List** by.
**Suburb**
Enter a suburb that you wish to filter your **Customer List** by.
**Postcode**
Enter a postcode that you wish to filter your **Customer List** by.
**Customer Status**
Filter by **Customer Status**, either **Active** or **Removed**. Selecting **Removed** allows you to view and re-activate removed customers.
Click to apply your selections and filter the **Customers** list.
---
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- The order has been placed.
* 
- The order has been cancelled.
*