> For the complete documentation index, see [llms.txt](https://docs.apptiflo.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.apptiflo.com/get-started/accept-and-invite-customers.md).

# Accept and invite Customers

### **Step 1** - Click <mark style="color:green;">**Accept**</mark> for Customer Requests on the Main Dashboard.

{% hint style="info" %}
Only pending Customer Requests are shown. Skip to step 2 if you don't have any Customer Requests.
{% endhint %}

<figure><img src="https://1302759847-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FeoevrZ9bfNKGmkOY1NpC%2Fuploads%2F7E6JHIF6603FbyVI3KP8%2FScreen%20Shot%202024-12-06%20at%2012.46.07%20PM.png?alt=media&amp;token=9be2f2a6-afba-494d-8ae8-d62a5fbc3f4d" alt=""><figcaption></figcaption></figure>

A Customer will be created with <mark style="color:green;">**Connected**</mark> status. Account details are now linked between the Customer and your Account.

<figure><img src="https://1302759847-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FeoevrZ9bfNKGmkOY1NpC%2Fuploads%2FPcegocg3WunBvLEf0Uyo%2FScreen%20Shot%202024-12-06%20at%2012.56.05%20PM.png?alt=media&amp;token=073ca7cf-3190-4545-91e1-0b6795eeaf7c" alt=""><figcaption></figcaption></figure>

### **Step 2** - Invite New Customers by navigating to <mark style="color:blue;">**Customers**</mark> on the Dashboard Side Navigation Menu.

Click <mark style="color:blue;">**Add Customer**</mark>.

<figure><img src="https://1302759847-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FeoevrZ9bfNKGmkOY1NpC%2Fuploads%2Fb1yY5VPq187z2pSbnWmv%2FScreen%20Shot%202024-12-05%20at%204.50.15%20PM.png?alt=media&amp;token=766e1847-236d-4d80-90e2-1507f33a1544" alt=""><figcaption></figcaption></figure>

### **Step 3 -** Enter Customer info and <mark style="color:blue;">**Save**</mark> to send invite.&#x20;

<figure><img src="https://1302759847-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FeoevrZ9bfNKGmkOY1NpC%2Fuploads%2FocwNe8ewFM89JTYHLChT%2FScreen%20Shot%202024-12-05%20at%205.01.59%20PM.png?alt=media&amp;token=8906c180-7e8c-41bd-a8b2-b937741ca978" alt="" width="563"><figcaption></figcaption></figure>

A Customer will be created with status of <mark style="color:yellow;">**Pending**</mark>. An invite will be sent to the contact email. If the recipient accepts your request, this Customer status will update to <mark style="color:green;">**Connected**</mark>, otherwise status will be <mark style="color:red;">**Disconnected**</mark>.&#x20;

<figure><img src="https://1302759847-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FeoevrZ9bfNKGmkOY1NpC%2Fuploads%2FFxHCzYeG6EGbynMUkDQ6%2Fthis.png?alt=media&amp;token=9e0fe3bd-5722-478e-a7f9-07a6317803d2" alt=""><figcaption></figcaption></figure>

### **Step 4 - Assign&#x20;**<mark style="color:green;">**Connected**</mark>**&#x20;Customers to Catalog**&#x20;

Select <mark style="color:green;">**Connected**</mark> Customer and click <mark style="color:blue;">**Edit**</mark>.

<figure><img src="https://1302759847-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FeoevrZ9bfNKGmkOY1NpC%2Fuploads%2FSqSutEph9tAa0z4SGEuq%2FScreen%20Shot%202024-12-12%20at%205.01.24%20PM.png?alt=media&amp;token=55b35d23-8b0f-4de7-b5b9-edc560fb33d1" alt=""><figcaption></figcaption></figure>

### Step 5 - Toggle Assigned Catalog, Select Catalog, and Click <mark style="color:blue;">**Save**</mark>.

{% hint style="info" %}
Customers will have access to all the Listings of their assigned Catalog. You can have multiple Catalogs with different Listings to match your Customers.
{% endhint %}

<figure><img src="https://1302759847-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FeoevrZ9bfNKGmkOY1NpC%2Fuploads%2FBF61dbOeW4lONvqA7CyO%2FScreen%20Shot%202024-12-12%20at%205.10.39%20PM.png?alt=media&amp;token=bfc3bd43-270f-49fe-b18a-dea2604520f9" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}
Great Job! You're now integrate with your Suppliers and Customers! You can now fully utilize the Order Builder to issue Purchase Orders for your Products and Sales Orders. &#x20;
{% endhint %}