Your customer is now using OrderEZ to manage their orders, hurray! But before they can place an order with you, they will need to connect to you, and you will also need to accept the connection request (think Facebook, you guys needs to be friends first).

Your customers (Customers) would have added you as one of their Suppliers and sent you a connection request. To accept the request, go to the Customers page, then click on "Connection Request". You will see all the Customers that have sent you a connection request. We also include that nifty purple notification circle to make sure you don't miss it.

Click on the Customer name to open, then click on the "Accept" button on the top right corner of the page. You can choose to accept the connection request or accept and send an onboarding link.

Accept - You will be connected to the Customer straightaway.

Accept and Send Onboarding Link - You get to configure the product visibility and price, then send a copy of your Terms and Conditions to the Customer.

If you simply click on "Accept", you will be connected to the Customer and will be able to see the orders from the Customer. The Customer will also be able to see your products and place orders with you.

On the Supplier page, you will be included in the list of connected Suppliers of the Customer.

On the Products page, the Customer can also see all your products and place orders with you.

If you click on "Accept and Send Onboarding Link", you will be able to configure the product visibility and price for the Customer before sending them the onboarding link.

The Customer will receive a notification regarding a connection request from you. They will click into the request to complete the onboarding process, which includes adding their finance and ordering contact, and accepting the Terms and Conditions before they are successfully connected to you.

You can manage the availability of the product for each Customers. Find out more here!