Managing 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 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

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.

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.

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 to Customers (Supply'd Hub) 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 a Customer section of the Connecting to Customers (Supply'd Hub) 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 Responding to Connection Requests section of the Connecting to Customers (Supply'd Hub) 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

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.

Contacts

The Contacts tab lists any contacts for this customer.

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.

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.

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.

Click Add +

Click on Add+ in the top right.

The Add Contact form will open.

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.

Click Save

Click to save all the contact's details.

The new contact will show in the Contacts list.

Editing a Contact

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.

Select Customers from the main menu.
Choose the customer.
Go to the Contacts tab and select the contact you would like to edit.

Click on the 3 dots in the top right and select Edit Contact.

The Edit Contact form will open.

Complete the form following the guidelines in the Connecting to Customers (Supply'd Hub) section of the Connecting to Customers (Supply'd Hub) doc.

Click to apply the changes.

Removing a Contact

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.

Select Customers from the main menu.
Choose the customer.
Go to the Contacts tab and select the contact you would like to remove.

Click on the 3 dots in the top right and select Remove Contact.

You will be asked to confirm.

Click .

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.

Ticking the check box to the left of the actions button - - will select all customers in the list.

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.