When a customer wants to connect with you, you will receive a customer connection request and an email notification.
It is important that you assign terms in good time so customers can see their correct pricing and payment terms. This will encourage orders and improve the customer experience. This feeds in to one of our House Rules, The 'Negotiated Terms' Rule.
Additionally, please note that customers left pending are not yet in your Customer List. If they place an order while still pending, it will trigger an Opening Order Fee. Assigning terms will mean you avoid this fee.
You can see any outstanding connection requests at the top of your Customer List.
To accept a customer connection request:
Click view in the customer connection requests notification.
Select the customer in the filtered list.
Click the assign terms button.
Complete the form with pricing, delivery and payment terms for the customer and click Update Terms.
To decline a customer connection request:
Click view in the customer connection requests notification.
Select the customer in the filtered list.
Open the three dot menu next to the assign terms button.
Click Decline connection.
