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Supplier - How to invite buyers to order through UnifyOrdering

Adding customers so they can place orders in the app

Dani avatar
Written by Dani
Updated over a year ago

Inviting Buyers to order from you through UnifyOrdering is the best way to streamline and keep track of customers in one place πŸ“².

When a user is invited they will be automatically connected with you and able to place orders right away. All orders placed by Buyers are visible to Suppliers and vice versa 🀝.

Go to Buyers tab on your UnifyOrdering Sales App and select the desired Buyer.

You can now select the Contact Details drop down menu and tap Manage Buyer πŸ‘₯.

In this section you can Invite New User and set up the Account Number & Price Group πŸ’‘.

The user will receive an SMS invite to download the app and start ordering 😎.

✨Tip: Use the Filter Status bar under Buyers to filter by Ready these are all the customers who have not been invited to order with you yet!

Check out our explainer video πŸ‘‡


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