Summary
CPU customers are the sites and external wholesale customers that order from your CPU. You manage them under Manage CPU on the Customers tab, where you set their contact and delivery details, set any custom pricing, and share the link they use to place orders.
Select your CPU from the site switcher in the top left.
Open Manage CPU and select the Customers tab.
The list shows every customer with its address beneath the name. Use Search customers to find one, Sort to reorder the list, and select a customer to open it.
Setting up a new External Customer
Step One - Create a site
Navigate to Settings > Sites
Click Add new site
Enter the details of the customer
Click Save changes
Step Two - Assign products and pricing
Navigate to Manage CPU and Customers tab, you will see this new site has automatically been added as a customer of your CPU
Click Edit
Click Manage products, you will see this customer has been assigned all available products - use the bin button to remove any products this customer should not order
To re-add a product Available catalog and use the + icon
Click the pencil button by a product to set custom pricing for this product
Click Save Changes
Step Three - Add the users
Now your customer's account is setup you can add the users who will be placing orders
Navigate to Settings and switch to Users tab
Click Create user
Enter the details of the user (name and email)
Set their permissions to employee
In the Assigned Sites box select the customer site you setup in Step One
In Home Site select the customer site you setup in Step One
Click Create user - this will trigger an email prompting them to set their password
You can setup as many users for a customer as required
Once all these steps have been completed the user will be able to log into Edify and place orders for your CPU.
Internal sites
An internal site is simpler. Every new site added to your company is assigned to the CPU as a customer by default, with all products available. You can still manage that site's product allocation and pricing exactly as for an external customer, using Edit and Manage products.
The difference is user setup. New users for an internal site are created and managed by your Edify admin, not by the CPU - so Step 3 above doesn't fall to you for internal sites.
Customer details
Opening a customer shows a read-only profile with Edit and Mark unavailable buttons. It's organised into sections:
Section | Contains |
Contact | Contact name, phone, contact email, and invoice email (used for finance enquiries and invoice delivery). |
Delivery address | Address, city, postcode, country, and notes. |
Account | The customer's account number. |
Customer order URL | A redundant ordering flow, can be ignored |
Products | Which CPU products the customer can order, with a count and a Manage products button. |
To change any of these, select Edit.
Assigning products and setting custom pricing
From a customer's profile, select Manage products in the Products section. This opens a page for choosing what the customer can order and at what price.
Switch between Assigned (products the customer can currently order) and Available catalog (everything else you could add).
Search within the list with Search assigned products
Each row shows the Default price and the Customer price. Use the pencil icon to set a custom price, the bin icon to remove a product, and the + icon to add one from the catalog.
The header shows a running count, for example "203 assigned · 0 with custom pricing".
💡 Custom pricing is set per product. There's no single setting for an overall percentage discount across a customer — work out the discounted price for each product and enter it as that product's custom price.
Removing a customer from a CPU
If your company has more than one CPU, an internal site or external customer may be set up to order from all of them by default. To stop a customer ordering from a particular CPU, remove them from that CPU's customer list.
Use the site switcher in the top left to view as the CPU you want to remove them from.
Open Manage CPU and select the Customers tab.
Find the customer, select the three-dots menu to the right, and choose Delete.
To stop a customer ordering temporarily without removing them, open the customer and select Mark unavailable, then confirm. Select Mark available to reinstate them.