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 with 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 with 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 with Customers (Supply'd Hub) doc for more details.
Promotions
The Promotions tab is used to manage customer promotions. From this tab, you can create, view, edit, and monitor promotions for your customers.
👉 See the Promotions (Supply'd Hub) 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.
Promotions
The Promotions tab is used to manage customer promotions. From this tab, you can create, view, edit, and monitor promotions that apply to the selected 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.
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).
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.
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 with Customers (Supply'd Hub) section of the Connecting with 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 
.
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.
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.
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) doc for information on managing customer orders.
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.
The button will only appear when no pricing has been added. To add additional pricing, use the Add+ button.
The Add Customer Pricing form will open.
👉 See the Customer Specific Pricing (Supply'd Hub) doc for instructions on completing the form and managing your customer pricing.
Promotions
The Promotions tab is used to manage customer promotions. From this tab, you can create, view, edit, and monitor promotions that apply to the selected customer, helping you keep promotional activity organised and up to date.
Promotion Details
Clicking on a promotion displays its details, including the offer information, description, customers the promotion has been sent to, its status, and any other relevant promotion details.
Creating a Promotion
To create a promotion, click Add+ in the top right corner.
The Create Promotion form will open.
👉 Complete the form as explained in the Promotions (Supply'd Hub) doc.
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.
Pricing Downloads your customer pricing information, including any customer-specific pricing configured for your products.
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.
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).
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.
Removing a Customer
Select Customers from the main menu.
Select the customer you would like to remove. The customer's Details page will open.
Click on the 3 dots in the top right and select Remove Customer.
You will be asked to confirm.
Click .
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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