Customer List

Overview

The customer list displays all customers from whom you have been provided with a supplier account and who you have linked to the OSP. If you authenticated yourself with an Onventis supplier account during registration, this customer is automatically linked to your Supplier Portal organization.

The following information is displayed for each customer:

• Customer: The name of the customer is determined from your Onventis supplier account at the time of linking.

• Customer Address

• Account Type

• Users: Number of users assigned to this customer.

• Company Details

• Communication Data

• Customer Display Name

• System: The technical Onventis system on which the corresponding Onventis vendor account is located.

Customer Account Types

Special case “multi-customer account“:

If you have several customers in an Onventis Supplier Supplier Account, this will be marked as “Multi-Customer Account” in the customer list. This can be the case, for example, if your customer is organized in a group structure within which you have been created as a supplier for several subsidiary organizations.

By clicking on a customer, type “Multi Customer”, it is opened and you see a list of all customers connected to this supplier account.

Connect with your customer

When a customer adds you as a supplier and provides you with system access, you receive an e-mail with a link that allows you to add the customer to your portal.

If you have existing customers on the Onventis Network, you can also ask them to resend you the system access in order to connect to with them.

Edit Customer Details

You can use the following functions to process a customer:

• Go to account (see the function <Go to account> on the dashboard)

• Manage extended settings

• Edit Customer Display name: You can change the label for your customer in the Onventis Supplier Portal. A change only affects the customers display name your Supplier Portal account. It does not affect the Onventis supplier account or your customer’s system.

Changes with Release OB 2025.9

Customer List View

The Customer List has been completely refactored to deliver fast loading, clean navigation, and improved visibility of customer relationships.

Key Enhancements

• New modern table with the following columns:
  Customer Title, Postal Code, City, Country, Account Type, Users

• Display logic updated for multi-customer accounts, showing address details from the Main Account of the Customer.

• Performance drastically improved when loading large customer datasets.

• Default sorting by Users (descending); sortable by Title, Country, Account Type, Users.

• New Country filter and Title search.

• Account Type now shows the number of sub-accounts (e.g., Multi Customer (5)).

• New status icons for User Column:

  • Pending user requests

  • Unlinked users detected

Customer Detail View - Single Customer

A cleaner and more intuitive detail page for Single Customer accounts.

Key Enhancements

• Clicking a customer title opens the Customer Detail page.

• Sections included:

  • Company Details

  • Communication

  • Account

• Customer title can be edited (mandatory field).

• Save button activates only when changes are made.
  Successful update shows: “Customer details updated successfully”

• Cancel triggers a confirmation dialog when unsaved changes exist.

• Go to Account: Direct link to Supplier TC Organization (visible only if the user is assigned).

• Manage Extended Settings: Deep link to the Basic Information tab in Supplier TC Organization.

Customer Detail View - Multi Customer

A new dedicated tab for managing multi-account structures.

Key Enhancements

• Automatically shown when the account is Multi Customer.

• Displays a list of all customer accounts with columns:

  • Company, Additional, Postal Code, City, Country, Main Account

• Sorting by Company (default ascending) or Country.

• Search by Company; filter by Country.

• Manage Extended Settings link to Supplier TC Organization (Basic Information tab).

• Edit Title directly in this tab; save + confirmation dialogs included.

• Go to Account link available for assigned users.

• Main account determines displayed information in the Customer List View.

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