Clients Directory

The Clients Directory is your company’s address book of buyers — the organizations that publish tenders or buy from you, such as municipalities, government departments, state-owned companies, and private businesses.

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1. Add a new client

1. Click Clients in the left menu.
2. Click New Client.
3. Fill in the details:
   • Company / department name — for example, Eskom Holdings, City of Johannesburg.
   • Client category — choose from Public Sector, Municipal, State-Owned Entity, or Private Commercial.
   • Tax / registration number — VAT or company registration number (used to match invoices).
   • Primary contact — the person who handles tenders or procurement: name, phone, and email.
   • Address — the client’s head office address.
4. Click Save.

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2. What you can see on a client’s page

Open any client to see everything you’ve recorded about them:

• Tender history — every tender you’ve submitted to this client, including won and lost bids.
• Active projects — projects you’re currently delivering for this client.
• Contact details — additional contacts, such as accounts-payable or site engineers.
• Notes & documents — agreements, templates, and other files you’ve attached.

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3. Find a client quickly

• Use the search bar at the top of the Clients page to search by name, contact person, or registration number.
• Use the filters to narrow the list by sector or status.