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Adding Customers

Here’s where you can add all your buying accounts or send account opening forms to potential new customers.

Jeffrey Meese avatar
Written by Jeffrey Meese
Updated over a week ago

Having something to sell is important, but having someone to sell to is even more important!

tl;dr - Have a new buying account? Here's how to add them to OrderEZ platform

(1) DIY add a new Customer - Enter key information like Customer name, address and contact number yourself

(3) Send an Onboarding Link - Let your customers set up their own key information

Video Rundown

Add New Customer

This sweet little button gives you two choices on how to create a new buying account - Add New Customer and Send Onboarding Link.

When you click on "Add New Customer" and "Create New Customer", you'll see that it will ask you to search for a Customer. The database of Customers grows in every market as new Customers and Suppliers sign up. It won't have any of the confidential information about the Customer, but the basics like address, etc. will already be there.


If you don't see your customer, choose "Create New..." and move onto the next step.

Pro-tip: DIY allows you to input all the information about the Customer right then and there, done and dusted.

Input the info step-by-step including contact details for the team at the Customer. Good news is if you have all the info you don’t need to wait on anything, bad news you’re doing the data entry.

After you input the basics about address, etc. you're taken to the user page where you (or the customer if they're doing it themselves) will be asked for three people: a Representative, a Finance Contact, and an Ordering Contact.

Do note that the format for the phone number is [+][country code][number] (e.g. +6591112222).

Next, you're brought to the page to configure product visibility and pricing for your customer. Once you are ready, click on "Go to Overview" button.

Lastly, you get to review the inputted information and you're given the opportunity to send your Terms and Conditions to the Customer.

Set up a Xero contact as a new Customer

If you have a Xero account connected to your OrderEZ account, new contacts from your Xero account can also be synced to OrderEZ. When you search for the Customer, you will be able to see that this new Customer is coming from Xero. Simply click on the Customer name and set up the Customer like how you did it above.

Send an Onboarding Link

This nifty little feature allows you to send a link to your digital account opening form to anyone via email, SMS, or WhatsApp. This lets them put all the info in themselves, ensures more accurate info (they know themselves better than you do), and gets you a signed contract in the process. The process that you did for the DIY account opening is exactly the same as the Customer will receive.

To send an onboarding link, click on "Add New Customer" and "Send Onboarding Link".

Enter the Customer name and contact person, as well as email, SMS or Whatsapp number they prefer to receive the onboarding link.

Next, set up product visibility and pricing for your customer. Once you are ready, click on "Go to Overview".

Lastly, you also get to review the inputted information and send your Terms and Conditions to the Customer.

You might be thinking: Okay, I've sent them the link. Have my Customers set up their account? Can my sales guys start approaching the Customers? We have just the right answer for you! Learn more here!

  • Email invite - When you create the account in the system the user identified gets an email inviting them to sign up. It looks like this…

Pro-tip: Did your customer miss the email to set up their Freemium OrderEZ account? Reminder emails with a new link to set up their password will be sent to them on T-3 and T-6 days as well, so do get your customers to look out for them!

  • Ability to log in - They will be able to login to OrderEZ, see your full catalogue (whatever you have made visible), place orders, and view their entire order history.

Manage existing Customers

After you have added your Customers, you can still make changes to key information (eg billing and delivery address) or sales setting (eg assigned sales representative). Check out our article "Managing Customers" for more details!

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