Assortments overview

Assortments are live, collaborative documents used to plan orders for your retail locations, called doors. Catalogs, product data, and images from NuORDER flow into the assortment tool where you can make selections and add notes of intent.

What's an assortment?

Assortments are live, collaborative documents used by retailers to plan their buys during and post-market. Your catalogs, product data, and images from NuORDER flow into the assortment tool where your buyer can make selections and add their notes of intent.

When a buyer shares an assortment with you, you’ll see it listed on your Assortments page, along with your access level (Edit or View).
 
mceclip0.png If you have Edit access, you can help take notes on the buying intent and make sure the information is accurate and up to date.
Downstream, the assortment plan from NuORDER will flow into the retailer’s ordering system to create the final order.
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Adding items to assortments

From the Shop page, select a Linesheet or Custom List. Hover over the product, then select the shopping cart. When the cart is teal - that indicates that the item was added to your assortment.

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Adding notes to assortments

Anyone with editing permission can add notes and other product details directly into the assortment tool on NuORDER.

Click the field you'd like to edit and add your notes. Use the tab button to easily move from one column to the next. There are fields to enter in your quantities, add cluster notes, style notes, notes to the allocator, etc.

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Adding a placeholder or an SMU (Special Make-Up)

If during the appointment, your retailer would like to order an item that is not set up in NuORDER, or you develop an exclusive, you can create a placeholder ("special make-up") for that product here. 

In the assortment section, click the kabob menu (three dots) on the upper right side of your page and select Add Product > Create SMU.

This will launch a modal for the item where you can enter information about your SMU.

Create SMU.

Note: If you want to create multiple SMUs, then you can do that in bulk using SMU import

Fill out as much information as you have available about the item, including adding a photo if available.

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When you're done, click "X" to close the window. The SMU item will be added to the bottom of the assortment. 

Later, once the brand has added the item into NuORDER, link the SMU to pull in your brand's official data and imagery.

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Linking SMUs

If you create an SMU in an appointment, you can connect your SMU placeholder in the Assortment to the true product record once it has been set up in NuORDER.

SMU items will be marked with an "unlinked" icon in both the grid view and tile view.

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Right-click the "unlinked" icon and select "Link Product" from the item menu to initiate the linking process.

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Search for the product to link to your SMU; results will pop up as you type. You can search by the product data fields, including name, style number or keywords. 
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Select and confirm the product to link.

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When the item is linked, the SMU icon disappears from the Assortment view, and the real brand data fills in for blank cells.

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When the product is linked, your brand's images will take precedence when displaying the item in the assortment. However, any user-added images are still retained on the item under "Your Photos" and can be viewed in the full-screen product modal.
mceclip6.png If you selected the incorrect product or would like to re-link, right-click on the item from the grid and select "Link Product" to relaunch the search and linking modal.mceclip7.png

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Filtering your assortment

There are four different ways to filter your assortment. Filters can be applied in either the Grid View or Tile View, and will remain applied when you switch between views. 

In the field across the columns: Go to the field you’d like to filter by and select the icon to the right of the field name. Uncheck the Select All option, and select the attribute you’d like to filter by.

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At the top of select columns, you can specify parameters and type a keyword that you want to filter by. Selecting the icon will allow you to add multiple keywords and determine how the filter should act. Text fields will offer options like contains or starts/ends with, while number fields will have options like greater than, less than, or a range.

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To the right of the grid, there is a Filters option below the Columns tab in the sidebar. Using this feature allows you to see all of the assortment fields in a list view. Selecting the field you wish to filter by will expand that field and show you its filtering options, which will have the same options as the Grid View filters (checkbox, search or typed keywords). You can filter by as many fields as you want.

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You can also filter view your SMUs using the SMU Filter option in the sidebar below the Filters tab. Here you have the option to filter by SMU Only or to Exclude SMU. This makes it easier to identify SMUs that still need to be linked post-market.   mceclip2.png

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Adding data to your Grid View

The assortment Grid View includes a fill handle on individual cells, letting you click and drag the value of a cell across multiple other cells in any single direction.

If multiple cells that contain different values are highlighted, drag the handle in the desired direction and the cell value pattern will auto-fill the additional cells. For example, if you highlight two cells with the values of 2 and 4, dragging the fill handle across multiple other cells will populate 6, 8, 10, etc. within those cells. 

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Exporting your assortment to XLS

Export the Excel version of the assortment directly from the tool. 

You can export the assortment, or a subset of it, at any time for offline usage.

You can control which rows, columns, and whether images should be included, allowing you to generate segmented exports without needing to edit the XLS afterward.

If you want to export a subset of the assortment, first filter your assortment to the rows and columns you want to include in your XLS.

Click the Assortment kabob menu (three dots) and select Export.

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You'll have options to tailor your export:

  • Rows: Choose All Rows or Filtered Rows Only
  • Columns: Choose All Columns or Selected Columns Only (i.e. just those that are checked off in your current grid).
  • Include Images: Yes/No.

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After you've exported, select Download.

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Syncing product updates into an assortment

When products are edited or updated in your brand's data, the changes can be pulled through to the assortment. 

Select the kabob menu in the assortment.

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Click Sync Product Data. Any items which have been modified (on the brand side) since the last sync action will refresh with your current product data. mceclip1.png

Every 15 minutes the system will check for new brand-side updates. If any changes are detected for items within the assortment, you'll see an alert in the lower-left corner advising that products were updated. You can click the action to "Sync data" directly from the message, which performs the same sync action as clicking "Sync product data" in the kabob menu. 

Review the Updates feed to see a list of critical attributes that were updated from the sync.

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