Premium Customers (identified by the yellow badge next to their name) are also using OrderEZ to order from all of their Suppliers.

To connect to these Customers, you will need to send them a connection request (something like a "Friend Request"). The Customer will need to accept the request before they can see the products and prices you have set up for them and start placing orders from you.

Find out how to connect to Premium Customers here.

Freemium Customers are basically all other Customers that are currently not using OrderEZ to place orders with their Suppliers. When you onboard a new Customer, they will receive a Freemium account that allows them to place orders with you.

To add a Freemium Customer, you can either:

(1) Do-it-yourself

(2) Set up a Xero contact as a new Customer

(3) Send an onboarding link

(4) Bulk upload Customers

Target Accounts are your potential customers. They are not set up as a Customer, but the sales team is working to officially onboard them.

You can add a new target account by creating a new to-do task. From a target account, you can also easily send the Customer an onboarding link to onboard them to OrderEZ (when they will become a Freemium Customer).

Manage Customer information such as assigning a sales rep to the Customer, add or edit contact persons and manage product visibility and prices.

You can set up multiple contacts at each Customer. These contact people will receive notifications when orders are accepted/scheduled for delivery. Find out more about Customer contacts here.

Just like how you can send connection requests to your customers, Customers can also send connection requests to you. Learn how you can accept these requests to connect to the Customer here.