Connect to your customers to let them know that they can place orders with you via OrderEZ. If you cannot find them in the database, find out how to add new Outlets. If they are already on OrderEZ, great! Read on to learn how to send them a connection request.

Head to the Outlets page and click on "Add New Outlet".

Search and select the Outlet.

Similar to the Suppliers, Premium Outlets are identified by the yellow badge next to their names. If you have a Xero integration, your contacts from Xero also syncs to OrderEZ as Outlets.

You can choose to send an onboarding link to the Outlet (this is useful if you have a T&C document that you want your Outlets to have a look at).

What will the Outlet see?

If they are a Premium Outlet, they will receive a connection request from you. The Outlet will only be able to see your products and place orders with you after they have accepted the connection request.

If they are a Freemium Outlet and you opted to send an onboarding link, the Outlet will receive an email to complete the onboarding process before they are connected to you.

Did this answer your question?