The Clients tab helps you manage all your Suplery customers in one place. Here you can work with you active clients, client requests, and client invitations.
The tab is separated by columns, showing important information for each client: including company name, date and time of their last order, assigned manager, and their average monthly order size.
You can filter the list by assigned manager or client status (only active or archived clients too).
Use the search bar in the top left corner to enter the company name.
After the client has accepted your invitation, or you have approved their request, they can have different statuses. They can be active, meaning they use the platform. They might be blocked by Suplery. Or, you can archive a client.
Client panel
Clicking a client's name in the list opens their Client panel. This panel has three tabs for easy access to different information: general, messages, and orders.
General client data tab
The General tab gives you a quick overview of your partnership with the client. Here's what you'll find:
Client summary: see key metrics at the top, including last order value, monthly order average, total revenue generated, and how long you've been working together.
Client notes: add any important information or thoughts about the client directly in this section. Everything is saved automatically. It’s private and visible only to your employees.
Client details: view the client's company name, establishment photos, and legal information. You'll also see the manager currently assigned to this client. To change the assigned manager, simply click the edit icon next to their name.
Messages tab
Sending messages to your clients is easy!
Compose your message in the designated field.
Click Send to deliver your message to the client.
Wait for an answer.
Remember to maintain a professional and polite tone in your communication. In case of violation Messaging content policy, your account would be suspended.
Orders tab
In Orders tab, you can monitor and review the client's order history. All orders are listed and divided into columns: order number, date, status, number of items, order amount, and delivery date.
You can filter orders by status, or find a specific one using the search bar in the upper left corner of the tab.
Possible order statuses:
There are four possible statuses for an order, letting you know the current stage:
Proposed: the supplier has created a draft order that the client hasn't approved yet.
New: the client has placed a new order or accepted a previously proposed order.
Rejected: the client has declined a proposed order.
Archived: the proposed order was archived by the supplier.
Awaiting confirmation: the supplier recommended changes to the order, and the client needs to confirm the changes.
Awaiting payment: the supplier has approved the order, but payment hasn't been processed.
Refused: the supplier has declined the order.
Confirmed: payment has been received, and the order is ready to be processed.
Scheduling pickup: the order is packed, and the delivery label is being created.
Awaiting pickup: the carrier is scheduled to pick up the order.
Awaiting drop-off: the order is set to be drop-off.
Delivery: the carrier with the order is on its way to the client.
Fulfilled: the order has been successfully delivered to the client.
Unfulfilled: the order couldn't be delivered by the carrier.
Canceled: the client has canceled the order, or it was canceled automatically after 3 days in Awaiting payment status.
For more information about order management, read here.
How to assign new client manager to client
Click on the client's name from the client list.
Click the edit button next to the current manager's name.
Choose the new manager you want to assign from the list.
That's it! The client will now be linked to the new manager.
Who can be a client manager?
Only an employee within Client manager role can be assigned as a client manager. To do this, you simply give them the appropriate role in the Users section of Suplery.
How to archive and restore client
To send a client to the archive:
Click on a customer name in the customer list. The client panel will open.
Click the Action button.
Select Send to archive.
Archiving a client essentially blocks them from placing orders from your store. You can always restore them!
To do this:
Filter the client list by all statuses or specifically by archived clients (they'll appear dimmed out).
Click on a customer name in the customer list. The client panel will open.
Click the Action button.
Choose Restore from archive.
What does Blocked client mean?
A blocked client status indicates that Suplery's team has restricted this client's account due to a violation of our platform rules. You cannot create new orders for this client or restore their account from the archive.