If you have access to these administration pages, Customer Connections separates unlinked customer workspaces from linked customer connections. Add a customer under Workspaces when you need an unlinked record; use the Linked section to review connected companies and connection requests.
Add an unlinked customer
- Open the main menu, expand Administration, and choose Customer Connections.
- Under Workspaces, choose Add in the Unlinked section.
- Enter the required Customer Name, optionally enter a Customer ID, select a Workspace, then choose Add.
- To create a quote, select products in the Catalog and choose Create Quote. Choose the customer record and enter the recipient email address. A quick quote can also use the default customer, but a customer record keeps quotes and orders organized.
An unlinked customer workspace is a local record; adding one does not establish a linked company connection.
Invite a supplier
- Open the main menu, expand Administration, and choose Supplier Accounts.
- Choose Invite Supplier.
- Enter the required email, company, inventory visibility, and connected categories. Supplier ID is optional.
- Review the details and choose Create to submit the invitation.
Supplier Accounts lists supplier records with statuses such as Connected or Pending and may show actions such as Re-send.
Remove an unlinked customer
If an unlinked customer workspace’s action menu offers Remove, review the record and its activity before choosing that action. Follow your company’s retention process before removing a record.
Connect with a Surefront customer
- Open Customer Connections and review any notice about new customer connection requests.
- Use the notice to review the pending request. The linked company connection workflow is separate from adding an unlinked workspace.
Only a linked customer connection represents a connection between companies. Review the request details before confirming a connection.
