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Accept Connection Request

Accept a connection request with a Customer so that they will be able to place orders with you!

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

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.


Accept the Connection Request

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.

What your customer will see:

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.

Accept and Send Onboarding Link

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.

What your customer will see:

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.

What else can you do?

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

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