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As a supplier, you’ll need to connect with customers before they can place orders. This creates the supplier-customer relationship that enables ordering.

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Adding customers

To connect with a customer:
  1. Go to your customers section
  2. Add a new customer company
  3. Configure the relationship settings:
    • Minimum order value (if any)
    • Credit limit (if applicable)
    • Delivery schedule
    • Pricing group
Once a customer is connected, they’ll be able to see your products (based on their pricing group) and place orders.

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Relationship settings

Minimum order value — Set the smallest order amount customers can place. Orders below this amount won’t be accepted. Credit limit — Maximum amount a customer can owe at any time. Useful for managing payment terms. Delivery schedule — Which delivery schedule applies to this customer. Can override your default schedule. Pricing group — Assign the customer to a pricing group to control which prices they see.
Use pricing groups to offer different prices to different customers. For example, wholesale customers might see lower prices than retail customers.

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Managing customer relationships

You can:
  • Add new customers
  • Update relationship settings
  • Activate or deactivate relationships
  • View customer order history
Deactivating a relationship prevents the customer from placing new orders, but doesn’t affect existing orders or payment obligations.