What are assortments?
Assortments are live, collaborative documents used to plan orders for your own retail locations, called doors. Your catalogs, product data, and images from NuORDER flow into the assortment tool where you can make selections and add notes of intent.
What are doors and door attributes?
In assortments, your doors represent your store locations, warehouses, e-commerce sites, or other areas where you will be able to plan and allocate units.
Door attributes are used to classify or categorize your doors for easy grouping, visualization, and review. For example, Climate, Location type, and even a custom attribute name like Group 1 could all be door attributes.
What are deliveries?
Deliveries and delivery windows are slots or time frames offered by the brand and selected by the buyer in which the product is delivered after order submission. Deliveries can be used in conjunction with doors to further group your planned units by where and when they should be available to customers.
Before a brand can use assortments, Merchant Admins need to set up certain settings including schema data, doors, and deliveries.
On the initial setup, you’ll be directed to the Merchant Settings screen, where you can set up assortment scheme data, doors and door attributes, deliveries, and more.
To revisit these settings after your initial setup, select the hamburger menu in the upper-left corner of the Drive.
Assortment schema data
The Assortment schema data settings allows for self-service data mapping, giving you a visual of how your imported brand schema fields will map and translate to standard assortment schema fields.
On the Merchant Settings screen, select Assortment schema data.
NuORDER has a defined set of 7 standard fields that form the foundation of the schema. On the Mapping tab, these fields are listed in the Target field column. To create the assortment schema, you’ll need to tell us which of your brand schema fields (Source fields) will map to each of these Target fields.
To change the Source field, select the dropdown menu and choose a different Source field to map to that Target field. This dropdown will be populated with all schema fields that have been set up within your brand portal.
- You can choose the same Source field for multiple Target fields, if needed.
- In the assortment, all fields will display using your own naming convention from Source fields.
On the Display tab, you can configure your entire assortment schema, including:
- The standard mapped fields from the Mapping tab.
- Other custom fields from your brand schema (unique attribute fields that our Support team has set up in your portal).
- Predefined formulas, such as Total Units and Total Retail.
- Other NuORDER-provided fields, like Notes, User Defined Attributes (UDAs), Available, Image, etc.
You can use the checkboxes to configure selections for each field.
You’ll notice some checkboxes are already selected or deselected by default. These represent our recommendations for your assortment configuration.
Some checkboxes may be disabled (unclickable, grayed out) as well. This means you will not be able to change the default configuration.
You can also drag and drop data fields to reorder them however you’d like.
When you’re done with the Assortment schema data page, select Save.
|Data field option||Description|
|In assortment||These are fields that you want available to buyers within your assortment. You may have fields in your brand schema that are not relevant to assortment planning so here you can exclude those.|
|Default display||The Default view is the view that buyers see when they open an assortment. Here you can select which fields are “on” (visible) by default and which are “off.” Note that buyers will be able to manually turn on fields within their assortment even if they are not on by default. We recommend including the fields needed by the majority of buying/merchant teams, and those which drive critical analysis and buying/planning decisions. Additional views can be created and saved for other uses to include other fields, or to serve other user types such as marketing or web data collection.|
|Editable||Select this checkbox to make data in this schema field editable within the assortment. If this checkbox is deselected, information in the schema field will still populate from your product data but will be read-only.|
|Feed notify||Get notified in the Updates feed if data within the schema field changes. For example, fields that have a serious impact on buying/planning decisions, such as Cost, Retail, Color, Availability, and Size Range, can be included in the feed notifications so buyers are made aware.|
|In CDP details||Checking this option means that the schema field will display in the Details tab of the Cart Details Page (CDP).|
Doors and door attributes
On the Merchant Settings screen, select Doors and door attributes. Here, you can choose to add doors manually or Import a spreadsheet with existing door data.
If you want to add doors manually, you can choose Add door, then enter the door Number and the door Name in that row. When you’re done adding a door, select Save New Row. You can add up to 500 total doors within this table.
Note: By default, new doors are active, meaning they can be selected to be included in a new assortment. If you change the door to inactive, the door is no longer available to be included in the assortment but any existing assortments that already have this door included will not be affected.
When your doors are populated into the table, you can select Add door attributes to add new attribute columns, named whatever you’d like, that will define the standard attributes available across all assortments. You can add up to 30 door attribute columns.
For each door, you can assign a value under the attribute. If a door is not relevant for the attribute, you can leave it blank. Doing this allows you to categorize doors, which can be used for grouping within the assortment, filtering, sorting, and more.
Instead of manually adding each door, attribute, and attribute value within the table, you can do so in bulk via an import from Excel. Use the Export option to export the table information to a downloaded spreadsheet. Populate the spreadsheet with all of your door and attribute information and then upload back into the system. You will see all of your data populate within the table on the screen.
This process can also be used to make bulk edits to your doors. If your table is already populated with information, using the Export option will download the full data set. You can then make edits and import the spreadsheet to load those changes into NuORDER.
Note: You can modify door names and values assigned to an attribute, but door numbers and attribute names can’t be changed.
When you’re finished adding doors and door attributes, select Save.
Note: Changes made on your Doors and door attributes page will impact all newly created assortments. Existing assortments will not be affected.
As with doors and door attributes, you can import deliveries from a spreadsheet or add them manually.
On the Merchant Settings screen, select Deliveries. Here, you can choose to Import a spreadsheet with existing delivery data.
If you want to add deliveries manually, you can choose Add delivery, then enter the delivery ID (Name) and delivery Name in that row. When you’re done adding a delivery, select Save New Row.
Note: By default, new deliveries are active, meaning they can be selected to be included in a new assortment. If you change the delivery to inactive, the delivery is no longer available to be included in the assortment but any existing assortments that already have this delivery included will not be affected.
If your table is already populated with information, using the Export option will download the full data set. You can then make edits and import the spreadsheet to load those changes into NuORDER.
When you’re finished adding deliveries, select Save.