View and Manage Customers

The Customers screen allows suppliers to view information shared between them and their customers and manage the information provided to customers.

 

View/Manage Customer(s)

To view the Customers screen, select Profile on the left panel > click Customers.

Once select, the Customers screen will populate displaying a list of all customers > select desired customer name to view details and transactions.

 

Customer Screen Overview

The Setup tab shows the customer status and contact information assigned for customer(s) use.

 

The Remittance Address section displays the remittance address currently available for the customer's usage. If Switch to Advanced Mode is enabled, the remittance address can be updated for customer usage without changing the default remittance address.

 

The Contact Management section is the location where the desired contact person can be assigned. If Switch to Advanced Mode is enabled, the contact person can be updated for the customer usage without changing the default contact. 

The Customer Email Contact Preferences section is the location where the email address can be updated, to ensure receipt of subject type email notifications. If Switched to Advanced Mode is enabled, the email addresses can be updated to ensure related customer subject type notifications arrive at desired inbox.

 

If additional contact email address(es) are shown below the Customer Email Contact Preferences header (as shown below). This means your profile is linked to organization unit(s) assigned to your customer. To update the email address(es) listed, select Actions > and click Edit.

 

Note: For additional information, refer to help article Manage your Contacts.

 

Orders, Invoices, Payments, Quotes, Catalogs, Requests for Quote Bid Requests and Comments

Transactions between supplier and customer are listed in the Order, Invoices, Payments, Quotes, Catalogs, Request for Quote, Bid Requests, Comments tabs. 

 

Orders

In the Orders tab, suppliers can view all purchase order from customer. Suppliers can customize search by utilizing the Order Date From, Order Date To, Order Type and/or Order Number. 

 

Invoices

In the Invoices tab, suppliers can view all invoices from customer. Suppliers can customize search by utilizing the State, Invoice Date From, Invoice Date To, Invoice/Order Number and/or Invoice Statement (the invoices was included on).

 

Payments

In the Payment tab, suppliers can view all payment disbursements issued by customer. Suppliers can customize search by utilizing the Payment Status, Payment Date From, Payment Date To, Payment Number and/or Invoice Number. 

 

Quotes

In the Quotes tab, you can view all Supplier Initiated Quotes submitted to customers. Suppliers can customize search by utilizing the Buyer, Created Date From, Created Date To, Name and/or State fields. 

 

Catalogs

The Catalogs tab, lists all catalogs being used by the customer. The catalogs are grouped by Buyer Group assigned.

If multiple Buyer Groups are assigned to a single catalog it will appear in multiple groups.

Catalogs without a Buyer Group will not appear in the Catalogs tab. Suppliers can find all catalogs on the View Catalogs screen, by selecting Catalogs on the left side panel > and clicking View Catalogs. 

Note: For more information on viewing catalogs please see Accessing & Reviewing Catalogs.

 

Requests for Quote (RFQ)

In the Requests for Quotes tab, suppliers can view all RFQs initiated by customers. Suppliers can customize search by utilizing the State, Created Date From, Created Date To, RFQ Name and/or RFQ ID. 

 

Bid Requests

In the Bid Requests tab, suppliers can view all Bid Requests issued by customers. Suppliers can customize search by utilizing the State, Issued Date From, Issued Date To, Bid Request Name and/or Bid Request ID.

 

Comments

The Comments tab displays comments related to changes in the Company Profile, Contacts or any direct comments from the customer.

Comments related to catalogs can be found by selecting Catalogs on the left side panel > click View Catalogs > select the desired catalog name > and click Comments tab.

To add a comment between you and your customer, select +Add Comment. This will send a notification including your comment to your customer and will be housed here.