Manage your customers and connections
Your My Customers page is the relationship hub for everything on the buyer side of your business: won contracts, bid history, connections, onboarding requests, connected buyers, and the offers you have sent. Here is what each tab does.
What you'll learn
- Navigate all six tabs and know what each one tracks
- Use the KPI cards, search, and date filter to find any relationship fast
- Take the right next action from each tab, from messaging a buyer to resending an offer
- Understand how the tabs connect to the rest of your supplier journey
As a supplier grows on VEXORS, the buyer side of the business spreads out fast. A contract you won last quarter, a bid you are still waiting to hear back on, a connection request you sent, an onboarding form a buyer asked you to fill in, an offer you sent that has gone quiet. Off a platform, all of that lives in scattered emails, a spreadsheet, and someone's memory. When a buyer calls, you scramble to remember where you stand with them.
The My Customers page pulls every one of those threads into a single relationship hub. Six tabs, each tracking one kind of buyer relationship, all searchable and filterable in one place. It is where you see the full picture of who you are doing business with and what needs your attention next.
My Customers is the supplier view of your business. It appears when you are acting as a supplier. If you are working as a buyer, your equivalent hub is your requests and the suppliers bidding on them.
Why this matters
Buyer relationships are won and lost in the follow-up. A bid you forgot to chase, an offer that expired unnoticed, an onboarding form left sitting, each is a missed opportunity. Having every relationship in one hub, with live counts of what needs action, means nothing slips. It turns scattered admin into a single, scannable view of your pipeline.
The top of the page
Above the tabs you get a few tools that work across every relationship:
- KPI cards summarise your position at a glance: contracts won, bids in your history, pending connection requests, and connected buyers.
- A search box that searches across all tabs at once, by company, contact, request, or offer.
- A date filter to narrow everything to a specific window, useful for a quarterly review or finding a relationship you know started around a certain time.
Each tab also carries a live count badge, so you can see where the activity is before you even open it.
The six tabs
| Tab | What it tracks | What you can do here |
|---|---|---|
| Won Contracts | Buyers who have awarded you a contract. These are your active customers. | Review the award, message the buyer, and send a new service offer to grow the relationship. |
| Bid History | A record of the bids you have submitted and the buyers behind them. | See where each bid stands and revisit the buyers you have competed for. |
| Connections Sent | Connection requests you have sent to buyers, with their status. | Track which buyers have accepted and follow up on the ones still pending. |
| Onboarding Requests | Onboarding forms buyers have sent you to register you as a vendor. | Open and complete a form, decline one, or ask a buyer to resend after feedback. |
| Connected Buyers | Buyers your company is connected with on the platform. | View each buyer, and, if you manage your team, assign who owns the relationship. |
| Sent Offers | Every service offer you have sent, filed by status. | Follow up, withdraw an open offer, or resend one that expired. |
A closer look at each tab
Won Contracts: your active customers
The buyers who have awarded you a contract are your real customers, and this tab is where they live. From here you can review the award details, open a message thread with the buyer, and, when the timing is right, send them a new service offer to expand what you supply. This is your relationship-growth tab.
Bid History: every bid and the buyer behind it
This tab is the running record of bids you have submitted, paired with the buyers who published the requests. It lets you see at a glance which buyers you have competed for and where each bid stands, so you can recognise a buyer you have a history with the next time one of their requests appears. For the full bid lifecycle, your live bids are tracked on your Bids page; this tab is the customer-relationship lens on the same activity.
Connections Sent: your outbound connection requests
When you reach out to connect with a buyer, those requests land here with their current status. Use it to track which buyers have accepted your request and which are still pending, so you know who to follow up with. It keeps your outbound networking organised rather than guessing who you have already approached.
Onboarding Requests: forms buyers sent you
Every onboarding form a buyer has sent you appears here, with a status showing what you need to do or have already done. Open a form that is waiting on you and complete it, view a response you have already submitted, or decline one that is not a fit. If a buyer rejected a form but left feedback you can act on, you may be able to ask them to resend it so you can try again.
Remember that these forms are always started by the buyer. You respond to them; you never create one. The full walkthrough is in Respond to a buyer's onboarding form.
Connected Buyers: your established network
Buyers your company is connected with on the platform are listed here. This is your standing network: the buyers you have an open line to. If you manage your team, you can assign which of your people owns each buyer relationship, so account ownership is clear as your customer base grows.
Sent Offers: the offers you have sent
Every service offer you have sent is tracked here, filed by status so you can see which are still open, which the buyer was interested in, which were declined, and which converted into a request. From here you can follow up on an offer that has gone quiet, withdraw one that is still open, or resend an offer that expired. It is the home for all your proactive outreach.
What good looks like
A supplier using this hub well has a near-empty action queue: pending items are followed up, expired offers are resent or retired, and onboarding forms are answered promptly. The KPI cards trend in the right direction, more won contracts, more connected buyers, over time. The page is not a passive archive; it is a working surface you check often to keep every buyer relationship moving.
How this connects to the rest of your journey
My Customers sits downstream of everything you do on the supplier side. Opportunities and bids feed your Bid History and Won Contracts. Outreach feeds your Connections Sent and Sent Offers. Buyer vetting feeds your Onboarding Requests. A complete supplier profile and a healthy Trust Score make buyers more willing to connect, accept your onboarding, and respond to your offers, which is what fills these tabs in the first place.
Making the most of the hub
- Check the count badges first. They tell you which tab needs attention before you open anything.
- Work the Sent Offers and Onboarding Requests tabs regularly. These are where time-sensitive follow-ups live.
- Use the search to jump to a buyer fast. When a buyer contacts you, find your entire history with them in one query across every tab.
- Grow won contracts into more business. A customer who awarded you once is your warmest lead for a new service offer.
- Keep your profile and Trust Score strong. They are the upstream reason buyers connect, onboard, and respond to you at all.
Next steps
- Send a service offer to a buyerTurn a connected or won-contract buyer into more business with a proactive offer.
- Respond to a buyer's onboarding formComplete the forms that show up in your Onboarding Requests tab.
- When you win or loseUnderstand what happens after a buyer decides, and how to learn from every outcome.
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