Navigating the Customers Page

The Customers Page (accessible from the top of the menu bar on the left side of the screen) provides comprehensive details about your customers' integrations and transactions. This section helps you track customer-specific data and manage their EDI integrations.

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Key Information Displayed

Within the Customers Menu, you’ll find the following details for each customer:

Account Identifier/Number – The unique account number or identifier for each customer which can be added/updated as new customers come online.
Number and Value of Orders – Tracks the total orders placed through Kojo by this customer to your company.

Transaction Integration Status – This shows the current status of the customer’s integration.
Customer Configuration – Depending on which version of the portal you are on you will see one of the following options to configure customers:
- Additional customer-specific options, are accessible through a drop-down menu to the right of the customer data.

- [NEW - Live for All by September 8, 2025] Customer Settings Page – A dedicated page where you can configure, enable and disable integrations for your customers!

Customer Visibility in the Portal

Customers appear here after they have:

Completed their onboarding process with Kojo.
Placed at least one order to your company through Kojo.

Transaction Statuses

For each customer, transactions can have one of the following statuses:

Not Requested: The customer has not yet initiated an integration request through their Kojo account.
Requested:
- The customer has completed their onboarding and placed an order with your company.
- They have submitted a formal request for integration, including selecting their salesperson and specifying the transactions they wish to integrate.
- This request is sent to Kojo, the vendor sales contact chosen by the customer, and any users listed as “Digital Administrators” in your Vendor Integration Portal.
Active: The integration is fully activated by you and Kojo, enabling transactions to flow between Kojo and your ERP system.

Options Drop-Down Menu

Each customer entry includes an Options drop-down menu, providing the following tools:

Add Customer Account#
- Add or update the customer’s account number or identifier used in the integration.
Configure Inventory Availability
- Manage which inventory locations or branches are visible to the customer.
- View more details on configuring inventory availability here.
Download Ship-To Locations
- Download a list of all shipping locations associated with the customer in Kojo.
- Each entry includes unique database identifiers for easy reference.
Copy Price List Email
- Retrieve the email address specific to the customer for sending pricing files.
- View more details on managing price files here.

New Customers Settings Page

The Customers Settings page is your new one-stop shop for configuring the integration for your customer! You can enable and disable integrations, easily see the go live date for the integration, copy the pricing email for this customer, and download the ship-to list.

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Incoming Integrations

This section is where you can control whether or not you receive RFQs and POs from customers via your integration. Customers may or may not request this and even if they do it is fully up to you to enable or disable it. There is no behavior change for customers in Kojo if you enable or disable these documents to come through the integration.

There is no restriction on being able to enable or disable these integration types. You can change this at anytime.

Outgoing Integrations

This section is where you can enable and disable order or data integrations that your customer has requested. If your customer has not requested an integration type you will not be able to enable it. You can also see the date the request was made. These integrations should only be enabled on the Target Go Live date requested by the customer.

Contact Customer

At the top of the page you have the option to send a message or request a new target go live date from your customer. When you click Contact Customer you can see the name and email of who the message is going to go to. Once you are done, click Send. When your customer updates their Target Go Live date you will get an email with the updated information.