Accept and invite Customers

Step 1 - Click Accept for Customer Requests on the Main Dashboard.

Only pending Customer Requests are shown. Skip to step 2 if you don't have any Customer Requests.

A Customer will be created with Connected status. Account details are now linked between the Customer and your Account.

Step 2 - Invite New Customers by navigating to Customers on the Dashboard Side Navigation Menu.

Click Add Customer.

Step 3 - Enter Customer info and Save to send invite.

A Customer will be created with status of Pending. An invite will be sent to the contact email. If the recipient accepts your request, this Customer status will update to Connected, otherwise status will be Disconnected.

Step 4 - Assign Connected Customers to Catalog

Select Connected Customer and click Edit.

Step 5 - Toggle Assigned Catalog, Select Catalog, and Click Save.

Customers will have access to all the Listings of their assigned Catalog. You can have multiple Catalogs with different Listings to match your Customers.

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.

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