CRM & customer management software for food and retail
Customer
Rep
Type

Every Customer. One Connected View.

Keep customer details, contacts, locations, pricing, payment terms, quotes, orders, notes and activity together in one central record. Give sales, customer service, warehouse and accounts teams the same reliable view of every customer.

Customer
Product
Type

Turn Leads Into Customers

Track prospects from the first enquiry through follow-ups, quotes and conversion without relying on separate spreadsheets or CRM software. Record notes, next actions and assigned sales reps, then convert successful leads into customers without entering the information again.

Customer
Contact
Role

Manage Every Contact and Location

Store multiple contacts, billing details, delivery addresses and locations against each customer account. Choose who receives invoices, order confirmations and delivery updates while maintaining one connected view across head offices, branches and buying locations.

Customer
Group
Discount

Give Every Customer the Right Pricing and Terms

Apply customer-specific products, pricing, discounts, payment terms, credit limits and ordering rules automatically. Manage these settings by customer or customer group so every order follows the correct commercial rules.

NEW ORDER
Product
Qty

Equip Sales Reps With the Full Customer Picture

Give sales reps access to customer details, product ranges, pricing, order history and account activity from their phone or tablet. Reps can place orders, schedule follow-ups and record notes while keeping the wider team informed.

Reporting software for food and retail
Customer
Gross Sales
Net Sales
Sales

Understand Customer Performance and Account Health

See sales, margins, order history, outstanding balances and customer activity in one place. Identify growing accounts, dormant customers, credit risks and changing buying patterns so your team knows where to follow up.

NEW ORDER
Product
Qty

Make Reordering Easier With Supply’d Lite

Connected Through Supply'd Lite

Supply’d Lite gives customers an easy way to view their products, pricing and favourites and place orders directly with your business. Orders flow into Supply’d ERP without manual entry while your team retains control over each customer’s product range, pricing and ordering rules.

Explore Supply'd Lite
Book a Supply'd ERP demo

See Supply’d ERP in Action

Explore how food manufacturers, bakeries, wholesalers and retailers use Supply’d ERP to run their operations.

Book a demo

Fits Into The Operations
You Already Have

Seamlessly integrate Supply'd ERP customer management software with your current systems, enhancing cohesion and streamlining your business for greater efficiency.

Industries We Serve

Supply'd ERP customer management software leverages our extensive expertise in the food and retail industries, combining it with cutting-edge technology to drive innovation.

Why Growing Food Businesses
Choose Supply’d

Our difference lies not only in what we offer but in how we approach the needs of food and retail businesses. We combine innovative technology with deep industry understanding to create tailored customer management software solutions that drive measurable impact.

  • Built For Food

    No generic manufacturing workarounds.

  • Dedicated Implementation

    Discovery, data migration, setup and training.

  • Hardware Ready

    Scanners, scales, labels and warehouse workflows.

  • Continually Improving

    Frequent releases shaped by real customer operations.

Frequently Asked Questions About Customer Management Software

What is customer management software?

Customer management software gives your team one place to manage leads, customer details, contacts, locations, pricing, payment terms, sales activity and account performance. Supply'd connects this information with sales orders, inventory, production, fulfilment and reporting.

Is Supply'd a CRM?

Supply'd includes customer relationship management features such as lead tracking, follow-ups, contacts, notes, assigned sales representatives and customer activity. Unlike a standalone CRM, this information remains connected with pricing, orders, inventory, production, delivery and invoicing.

Can Supply'd manage both leads and existing customers?

Yes. Prospects can be managed from their first enquiry through follow-ups, quotes and conversion, while existing customers can be managed across contacts, locations, pricing, orders, account activity and performance.

Can Supply'd track sales leads and opportunities?

Yes. Supply'd can record prospect details, assigned sales representatives, notes, follow-up dates, next actions and lead status, giving your team a clearer view of which opportunities require attention.

Can a lead be converted into a customer?

Yes. A successful lead can be converted into a customer without entering the same contact and business information again. The new customer record can then be configured with pricing, payment terms, product ranges and ordering rules.

Can sales representatives be assigned to leads and customers?

Yes. Leads and customers can be assigned to sales representatives so ownership, follow-ups and account activity remain visible to the wider team.

Can Supply'd manage multiple contacts for one customer?

Yes. Multiple contacts can be stored against each customer, including buyers, accounts contacts, store managers, warehouse contacts and other relevant people.

Can each customer contact have a different role?

Yes. Contacts can be associated with different responsibilities and communication requirements, helping your team identify who should receive quotes, invoices, order confirmations, delivery updates and other information.

Can Supply'd manage customers with multiple locations?

Yes. Customers can have multiple delivery locations, billing addresses, stores, branches or buying sites while remaining connected to one central customer account.

Can different customer locations have their own delivery details?

Yes. Each location can retain its own address, delivery instructions, contacts and operational information so orders and deliveries are sent to the correct site.

Can customer locations have different product ranges?

Yes. Product availability and ordering rules can be configured for different customers or locations, allowing branches and buying sites to access the products relevant to them.

Can each customer have their own pricing?

Yes. Supply'd supports customer-specific pricing, customer-group pricing, product overrides, discounts, carton pricing and quantity-based pricing. The correct pricing can be applied automatically when an order or quote is created.

Can customers be organised into pricing groups?

Yes. Customers can be assigned to groups with shared products, pricing, discounts, payment terms and ordering rules. Individual customer settings can also override the group where required.

Can Supply'd manage customer discounts?

Yes. Discounts can be applied through customer pricing, customer groups, product-specific price overrides or other agreed commercial rules.

Can each customer have different payment terms?

Yes. Payment terms can be configured against each customer and used throughout sales order, invoicing and accounting workflows.

Can Supply'd manage customer credit limits?

Yes. Credit limits and account settings can be recorded against customer accounts, helping sales, customer service and accounts teams maintain visibility over commercial risk.

Can customer accounts be placed on hold?

Yes. Customer account status and credit settings can be used to control whether new orders should proceed, require review or remain on hold according to your internal process.

Can Supply'd store customer notes and activity?

Yes. Notes, follow-ups, account activity and other customer information can be recorded against the customer, giving authorised team members a clearer history of the relationship.

Can I see a customer's previous orders and quotes?

Yes. Customer records can provide access to connected quotes, orders, purchasing patterns and account activity, helping your team understand the history of the relationship.

Can sales reps access customer information from a phone or tablet?

Yes. Sales representatives can access customer information, pricing, product ranges, order history and account activity from supported mobile devices while visiting customers or working remotely.

Can sales reps place orders for customers?

Yes. Sales representatives can create orders using the products, pricing, terms and ordering rules assigned to the customer. The order then flows into the same production, warehouse and fulfilment workflows as orders received through other channels.

Can sales reps record visit notes and follow-ups?

Yes. Sales representatives can record notes, customer activity and next actions so important account information remains visible to the wider sales and customer service team.

Can Supply'd show customer sales performance?

Yes. Supply'd can report on customer sales, margins, products, order history and buying patterns, helping your team understand account performance over time.

Can Supply'd identify dormant customers?

Yes. Customer activity and order history can be used to identify accounts that have stopped ordering or are purchasing less frequently, giving your team a clearer list of customers requiring follow-up.

Can Supply'd identify growing customer accounts?

Yes. Sales and order information can help identify customers whose order frequency, revenue or product range is increasing, allowing your team to focus on accounts with further growth potential.

Can Supply'd show customer margins?

Yes. Customer reporting can include sales and margin information, helping your team understand which accounts, products and pricing arrangements are contributing to profitability.

Can Supply'd show outstanding customer balances?

Customer account information can include outstanding balance and credit visibility through supported accounting and financial workflows, depending on your integration and implementation scope.

Can wholesale customers place their own orders?

Yes. Customers can use Supply'd Lite to view their products, pricing and favourites and place orders directly with your business.

Do customers need to pay to use Supply'd Lite?

No. Supply'd Lite gives customers a free and simple way to order from businesses using Supply'd ERP without purchasing the full ERP platform.

Can each customer see their own products and pricing in Supply'd Lite?

Yes. Customers can access the products, pricing, units and ordering rules assigned to them, helping prevent incorrect products or prices from being selected.

Can customers save favourite products for reordering?

Yes. Supply'd Lite can make repeat ordering easier by giving customers access to their relevant products, favourites and previous buying information.

Do Supply'd Lite orders require manual entry?

No. Orders placed through Supply'd Lite flow directly into Supply'd ERP, reducing the need for your team to recreate orders from emails, phone calls or spreadsheets.

Can customer records connect with sales orders and fulfilment?

Yes. Customer pricing, product ranges, locations, contacts and delivery requirements remain connected as orders move through production, inventory, picking, delivery and invoicing.

Can different departments access the same customer record?

Yes. Sales, customer service, warehouse, delivery and accounts teams can work from the same connected customer information while permissions control which details and actions are available to each user.

Can access to customer information be restricted?

Yes. User permissions can be configured so team members only see and manage the customer information relevant to their role, location or department.

Can Supply'd integrate customer information with accounting software?

Yes. Supply'd integrates with supported accounting platforms including Xero and MYOB. Customer and financial information can flow between systems according to the integration and implementation scope.

Can customer information be imported into Supply'd?

Yes. Existing customer records, contacts, locations, pricing and other relevant information can be imported during implementation, subject to the structure and quality of the available data.

Is Supply'd suitable for businesses with complex customer accounts?

Yes. Supply'd is designed for food businesses managing customer groups, multiple locations, different contacts, customer-specific pricing, product ranges, payment terms and connected wholesale ordering workflows.