Customer Settings (Supply'd Hub)

Default customer settings in Supply’d ensure consistency, reduce errors, and improve efficiency for a seamless ordering experience.

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

• Invoice Settings

• Customer Notifications

These defaults will be applied to all customers unless overridden at a customer level.

👉 See the Managing Customers (Supply'd Hub) document for information on how to do this.

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Adding Your Customer Settings

1

Go to Settings

Click on your company name in the top right and select Settings.

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2

Select Customer Settings

Select Customer Settings from the Settings menu

The Customer Settings form will open.

To open or close the sections on this form click the little arrows to the right of the titles (as circled in red above).

Complete the fields as per the guidelines below:

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3

Customer Defaults

Order Minimums

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

• 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.

• 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.

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4

Invoice Settings

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.

Enter the number of days and select one of the following:

• Days

• Days EOM (End of Month)

• Days EOW (End of Week)

• Pre-Paid

Show Free Shipping

Select whether or not to show the shipping line on invoices that have free shipping.

Payment Bank Details

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

Default Invoice Message

The default message to be sent with the invoice.

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5

Customer Notifications

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

Invoice Notification Reply Email

Enter the reply address sent with invoice notifications to customers.

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6

Save

Click to apply your settings.