Your outcome
The retailer can find the intended supplier catalogue and the supplier can inspect the resulting request.
Before you start
- The retailer’s correct mobile number in the customer record.
- The products and price list agreed for that customer.
- A supplier-side team member ready to review the first request.
Step by step
Prepare the customer relationship
Confirm the retailer’s identity and mobile number in Admin. Review the range of products available to that customer and the assigned price list as separate settings. Explain which supplier the retailer should choose.
Sign in to the Buyer App
Use the mobile number recorded against the retailer and complete the one-time-code sign-in. Keep the code private. Where the account is connected to multiple suppliers, select the intended supplier before browsing.
Review a representative tile
Find the agreed product and inspect its size, finish, price and selling unit. Check that a product intended to be hidden is absent. Resolve any catalogue or rate mismatch before asking the retailer to place a real order.
Prepare a clearly agreed first request
Select the product and required quantity in its displayed unit. Review the request before submitting. If you are onboarding with a test, agree the test scope with the supplier team so it is not mistaken for a live fulfilment request.
Confirm the supplier handover
In Admin, find the received order and compare its customer, product, selling unit and quantity with the retailer’s request. Retain the order reference. Submission is a request for review; it does not itself confirm acceptance or stock reservation.
Explain the next action
Tell the retailer who handles questions about the request. The supplier reviews the order and uses the supported next document when appropriate. Order status should not be presented as live transport or delivery tracking.
Check your result
Use this checklist as you review your work. Checks stay on this page until you leave or reload.
0 of 4 checks completed
If something differs
Sign-in does not reach the expected account
Confirm the mobile number on the customer record and the intended supplier relationship. Do not send passwords or one-time codes to support.
The order cannot be found
Check supplier, customer, date and order reference before submitting again. Share the visible error or request reference with support if the result is uncertain.
Still need help? Include the task, visible error and relevant record reference when you contact support.