> 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/settings/customer-settings-supplyd-hub.md).

# Customer Settings (Supply'd Hub)

**Customer Settings** in Supply’d let you manage how your business interacts with customers and tailor the system to fit your workflow. Here, you can set up default options for order minimums, invoices, and customer notifications to suit your operations. These settings help you save time by automating processes, ensure consistency across all customer interactions, and make it easier to manage day-to-day operations efficiently.

In **Customer Settings** you can set defaults for:

* [#customer-defaults](#customer-defaults "mention")
* [#invoice-settings](#invoice-settings "mention")
* [#customer-notifications](#customer-notifications "mention")

<br>

{% hint style="success" %}
These defaults will be applied to all customers unless overridden at a customer level.&#x20;

👉 See the [Managing Customers (Supply'd Hub)](/supplyd-hub/customers/managing-customers-supplyd-hub.md) document for information on how to do this.
{% endhint %}

***

## Adding Your Customer Settings

{% stepper %}
{% step %}

#### Go to Settings

Click on your company name in the top right and select **Settings**.&#x20;

<figure><img src="/files/KEzgVxMuzbQwwwJjzvf1" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/HrsYovOGZYlavOt7K2bC" alt="" width="184"><figcaption></figcaption></figure>

<figure><img src="/files/KEzgVxMuzbQwwwJjzvf1" alt=""><figcaption></figcaption></figure>

***

{% endstep %}

{% step %}

#### Select Customer Settings

Select **Customer Settings** from the **Settings** menu<br>

<figure><img src="/files/AO7Lia3TKHxVodcfup5v" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/effOikhgOnEkCwigGW2j" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/AO7Lia3TKHxVodcfup5v" alt=""><figcaption></figcaption></figure>

\
The **Customer Settings** form will open.

<figure><img src="/files/AO7Lia3TKHxVodcfup5v" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/o5JhPbY4zVvz3O5W5Cpu" alt="" width="563"><figcaption></figcaption></figure>

<figure><img src="/files/AO7Lia3TKHxVodcfup5v" alt=""><figcaption></figcaption></figure>

{% 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 %}

<figure><img src="/files/AO7Lia3TKHxVodcfup5v" alt=""><figcaption></figcaption></figure>

Complete the fields as per the guidelines below:

<figure><img src="/files/AO7Lia3TKHxVodcfup5v" alt=""><figcaption></figcaption></figure>

***

{% endstep %}

{% step %}

### Customer Defaults

<figure><img src="/files/AO7Lia3TKHxVodcfup5v" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/AO7Lia3TKHxVodcfup5v" alt=""><figcaption></figcaption></figure>

**Order Minimums**

Select whether or not to apply a minimum order requirement to customers purchasing on Supply'd.&#x20;

<figure><img src="/files/AO7Lia3TKHxVodcfup5v" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/piL6PpSGLfUUgFL964dm" alt="" width="375"><figcaption></figcaption></figure>

<figure><img src="/files/AO7Lia3TKHxVodcfup5v" alt=""><figcaption></figcaption></figure>

* **No Minimums:** There is no minimum amount of products customers need to order from you.
* **Minimum Spend:** Customers need to spend a certain amount to order from you. When selected, an extra field - **Minimum Spend** - will show for you to enter the minimum spend amount. \ <br>

<figure><img src="/files/VBIY7xCVIrwJhuIBDXU6" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/AO7Lia3TKHxVodcfup5v" alt=""><figcaption></figcaption></figure>

* **Minimum Carton Qty:** Customers need to purchase a minimum number of cartons to order from you. When selected, an extra field - **Minimum Qty** - will show for you to enter the minimum quantity.&#x20;

<figure><img src="/files/AO7Lia3TKHxVodcfup5v" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/TDdLHqJlf981jGSJsQ8H" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/AO7Lia3TKHxVodcfup5v" alt=""><figcaption></figcaption></figure>

***

{% endstep %}

{% step %}

### **Invoice Settings**

<figure><img src="/files/AO7Lia3TKHxVodcfup5v" alt=""><figcaption></figcaption></figure>

![](/files/m4kD7KsSFNkc8GtJjZGg)

<figure><img src="/files/AO7Lia3TKHxVodcfup5v" alt=""><figcaption></figcaption></figure>

**Default Payment Term**

Enter the default payment terms to apply to customer invoices. This will apply from the date of order creation and can be overridden at a customer level if on an applicable plan.&#x20;

Enter the number of days and select one of the following:&#x20;

* **Days**
* **Days EOM** (End of Month)
* **Days EOW** (End of Week)&#x20;
* **Pre-Paid**\ <br>

<figure><img src="/files/AO7Lia3TKHxVodcfup5v" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/CEGhe5BbH2x25BgurQZJ" alt="" width="375"><figcaption></figcaption></figure>

<figure><img src="/files/AO7Lia3TKHxVodcfup5v" alt=""><figcaption></figcaption></figure>

**Show Free Shipping**&#x20;

Select whether or not to show the shipping line on invoices that have free shipping.&#x20;

<figure><img src="/files/OeXRsMSwfAgM4WDNvz0j" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/AO7Lia3TKHxVodcfup5v" alt=""><figcaption></figcaption></figure>

**Payment Bank Details**

Enter the payment details you would like to show on invoices. For example, Bank deposit details, if applicable.

<figure><img src="/files/AO7Lia3TKHxVodcfup5v" alt=""><figcaption></figcaption></figure>

**Default Invoice Message**

The default message to be sent with the invoice.

<figure><img src="/files/AO7Lia3TKHxVodcfup5v" alt=""><figcaption></figcaption></figure>

***

{% endstep %}

{% step %}

### **Customer Notifications**

Send automatic follow-ups to customers to remind them to order from you or pay outstanding invoices.<br>

<figure><img src="/files/AO7Lia3TKHxVodcfup5v" alt=""><figcaption></figcaption></figure>

![](/files/eXpSFZwugnOBJJA9o63Z)

<figure><img src="/files/AO7Lia3TKHxVodcfup5v" alt=""><figcaption></figcaption></figure>

**Invoice Notification Reply Email**

Enter the reply address sent with invoice notifications to customers.

<figure><img src="/files/AO7Lia3TKHxVodcfup5v" alt=""><figcaption></figcaption></figure>

***

{% endstep %}

{% step %}

#### Save

Click <img src="/files/0Z47VOaaljMN10tpVDdK" alt="" data-size="line"> to apply your settings.

<figure><img src="/files/AO7Lia3TKHxVodcfup5v" alt=""><figcaption></figcaption></figure>

{% endstep %}
{% endstepper %}


---

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