# 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="/files/xxIBJnFYaOXtvplwpUA9" 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="/files/07plyws2fenTmdujXHLn" 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="/files/yN9MTWdYQ8tj1mNrkM5q" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/Mte3pQDD6XWynO08wtyC" 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="/files/QAnU3Em6pZBjK3mXOhL8" 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="/files/QYjnb9EoADfmYJCymPYK" 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="/files/qvelih7zK30m4hHmTV6U" 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 %}


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