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Clients
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By Julia
By Julia
Clients
Manage clients
The Clients tab helps you manage all your Suplery customers in one place. Here you can work with you active clients, client requests, and client invitations. The tab is separated by columns, showing important information for each client: including company name, date and time of their last order, assigned manager, and their average monthly order size. You can filter the list by assigned manager or client status (only active or archived clients too). Use the search bar in the top left corner to enter the company name. After the client has accepted your invitation, or you have approved their request, they can have different statuses. They can be active, meaning they use the platform. They might be blocked by Suplery. Or, you can archive a client. Client panel Clicking a client's name in the list opens their Client panel. This panel has three tabs for easy access to different information: general, messages, and orders. General client data tab The General tab gives you a quick overview of your partnership with the client. Here's what you'll find: - Client summary: see key metrics at the top, including last order value, monthly order average, total revenue generated, and how long you've been working together. - Client notes: add any important information or thoughts about the client directly in this section. Everything is saved automatically. It’s private and visible only to your employees. - Client details: view the client's company name, establishment photos, and legal information. You'll also see the manager currently assigned to this client. To change the assigned manager, simply click the edit icon next to their name. Messages tab Sending messages to your clients is easy! 1. Compose your message in the designated field. 2. Click Send to deliver your message to the client. 3. Wait for an answer. Remember to maintain a professional and polite tone in your communication. In case of violation Messaging content policy, your account would be suspended. Orders tab In Orders tab, you can monitor and review the client's order history. All orders are listed and divided into columns: order number, date, status, number of items, order amount, and delivery date. You can filter orders by status, or find a specific one using the search bar in the upper left corner of the tab. Possible order statuses: There are four possible statuses for an order, letting you know the current stage: - Proposed: the supplier has created a draft order that the client hasn't approved yet. - New: the client has placed a new order or accepted a previously proposed order. - Rejected: the client has declined a proposed order. - Archived: the proposed order was archived by the supplier. - Awaiting confirmation: the supplier recommended changes to the order, and the client needs to confirm the changes. - Awaiting payment: the supplier has approved the order, but payment hasn't been processed. - Refused: the supplier has declined the order. - Confirmed: payment has been received, and the order is ready to be processed. - Scheduling pickup: the order is packed, and the delivery label is being created. - Awaiting pickup: the carrier is scheduled to pick up the order. - Awaiting drop-off: the order is set to be drop-off. - Delivery: the carrier with the order is on its way to the client. - Fulfilled: the order has been successfully delivered to the client. - Unfulfilled: the order couldn't be delivered by the carrier. - Canceled: the client has canceled the order, or it was canceled automatically after 3 days in Awaiting payment status. For more information about order management, read here. How to assign new client manager to client 1. Click on the client's name from the client list. 2. Click the edit button next to the current manager's name. 3. Choose the new manager you want to assign from the list. That's it! The client will now be linked to the new manager. Who can be a client manager? Only an employee within Client manager role can be assigned as a client manager. To do this, you simply give them the appropriate role in the Users section of Suplery. How to archive and restore client To send a client to the archive: 1. Click on a customer name in the customer list. The client panel will open. 2. Click the Action button. 3. Select Send to archive. Archiving a client essentially blocks them from placing orders from your store. You can always restore them! To do this: - Filter the client list by all statuses or specifically by archived clients (they'll appear dimmed out). - Click on a customer name in the customer list. The client panel will open. - Click the Action button. - Choose Restore from archive. What does Blocked client mean? A blocked client status indicates that Suplery's team has restricted this client's account due to a violation of our platform rules. You cannot create new orders for this client or restore their account from the archive.
Clients invitations
Invite your clients to join you on Suplery! Simplify your workflow and improve communication with your clients. Use Suplery to manage orders, keep clients informed about new products, and enjoy easier communication. Plus, orders from clients who join through your invitation often have lower fees. We're committed to helping you build strong relationships with your clients, and Suplery is a key part of that. The Clients Invitations tab on the Clients page helps you keep track of invitations you've sent to your clients to join you on Suplery. It is located at the top of the Clients page, right next to the Clients tab. See a clear list of all invitations you've sent, including: company name, date of last invitation, and invitation status. Quickly find specific invitations using the search bar. You can search by: - Phone number - Email address - Company name - Client name This tab gives you a central location to monitor the status of your invitations. What are the statuses of invitations Suplery keeps you informed about the status of your invitations, making it easy to track client responses. Here's a breakdown of the statuses you'll see: - Pending : these invitations have been sent to your clients and are waiting for their response. Suplery will automatically resend reminders after 10 days and again at 60 days to ensure your clients don't miss them. - Overdue : if a client hasn't responded to your invitation after 90 days, it will be marked as overdue. - Accepted : great news! Your client has accepted your invitation and is now ready to collaborate on Suplery. - Rejected : the client has declined your invitation to join Suplery at this time. By default, you'll see all your invitations listed together, sorted by their date. How to invite a client Inviting clients to Suplery is easy and offers significant benefits for both you and your customers. We'll guide you through three methods to get started: 1. Manual invitation: enter your client's information directly into a dedicated field for a quick invite. 2. Invitation template: use our pre-built template to quickly send personalized invitations to your clients. 3. Invitation Link: generate a unique link to share with your clients via email or other communication channels. Be mindful when inviting clients. Only send invitations to email addresses you have permission to use. Make sure your invitations follow our guidelines. Sending spam or breaking our rules can lead to your account being blocked. How to invite clients manually Here's how to send a manual invitation to a client on Suplery: 1. Click Invite clients. 2. Enter your client's name and either their phone number or email address line by line. 3. Once you've added the data, click Send invitation. How to invite clients via link Suplery's invitation link is a handy way to invite your clients to join the platform. Here's how it works: 1. Click Invite clients. 2. Click Copy link. This will copy a unique invitation link to your clipboard. 3. Share the link with your client via email, messaging app, or any other communication channel. 4. When your client clicks the link, they'll be directed to a Suplery registration page where they can easily create an account and start collaborating with you. How to invite clients via template Suplery's invitation template is a great way to send personalized invites to multiple clients at once. Here's how to use it: 1. Click Invite clients. 2. Look for the template link and click on it. This will download a spreadsheet to your computer. 3. Open the downloaded file and fill it out. It's straightforward — enter your client's name in one column and their contact information (phone number or email) in another. 4. Save the completed file with your edits. 5. Go back to Suplery and click Send invites via template. Upload the saved file containing your client information. How to resend client invitation To easily resend an invitation, click Resend next to the invitation status in the invitations list. Why can't I resend the invitation to the client? We allow only 3 resending invitations per client to avoid overwhelming them. If you've already sent 3, you can't resend them anymore. How to cancel client invitation 1. Find the invitation you want to cancel in your client invitation list. 2. Click the Delete icon to cancel the invitation. What happens when a client accepts an invitation There's great news! When a client accepts your invitation to join Suplery, several things happen: - Your client will automatically be added to your Suplery client list, making it easier to find and manage them. - You'll appear on your client's supplier list within Suplery. This increases your visibility and strengthens the connection. - Now you can easily send orders to your client directly through Suplery's platform. They can also create orders for you, fostering a two-way communication flow. Suplery creates a central hub for win-win partnerships, making it simple and efficient to work with your clients.