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Customer management lets you control who can buy from you, how they access your products, and what terms apply to each customer relationship.

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Company types

Companies can be: Suppliers — Companies that sell products. Suppliers can create products, manage orders, and receive payouts. Customers — Companies that buy products. Customers can place orders, make payments, and track their purchases. Both — A company can be both a supplier and a customer, depending on their business relationships.
A company’s role depends on its relationships with other companies. A company is a supplier when other companies buy from them, and a customer when they buy from others.

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Supplier-customer relationships

Companies are connected through supplier-customer relationships. These relationships control:
  • Which products customers can see
  • Which orders suppliers can manage
  • Pricing groups and delivery options
  • Payment and payout access
To connect a supplier with a customer:
  1. Create or select the customer company
  2. Link them to the supplier
  3. Configure relationship settings:
    • Minimum order value
    • Credit limit
    • Delivery schedule
    • Pricing group
Relationship settings let you customise terms for each customer. For example, you might offer free delivery to VIP customers or set different minimum order values.

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Relationship settings

Minimum order value — The smallest order amount the customer can place. Orders below this amount won’t be accepted. Credit limit — Maximum amount the 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 — Which pricing group the customer belongs to. Determines what prices they see.

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Managing relationships

You can:
  • Create new supplier-customer relationships
  • Update relationship settings
  • Activate or deactivate relationships
  • Remove relationships (if no active orders exist)
Deactivating a relationship prevents the customer from placing new orders, but doesn’t affect existing orders.

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User management

Users are people who can access company accounts. Each user belongs to one or more companies and has a role that determines what they can do.

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User roles

Users can belong to multiple companies with different roles in each. For example, someone might be an admin in one company and an employee in another.

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Inviting users

To invite a new user:
  1. Go to your team or users page
  2. Click “Invite User” or “Add User”
  3. Enter their email address
  4. Select their role (Admin or Employee)
  5. Send the invitation
The user will receive an email invitation. Once they accept and create their account, they’ll have access to your company.

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Managing users

Company admins can:
  • Invite new users
  • Change user roles
  • Remove users from the company
  • View all company members
Removing a user from your company revokes their access immediately. They won’t be able to view or manage anything for your company.

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Company settings

Each company has settings for:
  • Company name and details
  • Billing and shipping addresses
  • Bank account details (for suppliers receiving payouts)
  • Default delivery schedules
  • Minimum order values
  • Credit limits
Bank account details are required for suppliers to receive payouts. Make sure these are accurate and up to date.