Note: If your brand has company and buyer data integrated with an enterprise resource planning (ERP) system, you may not be able to add, edit, or delete company or buyer data directly in NuORDER. Contact your admin to confirm whether your brand is integrated and whether editing is restricted.
Use the Contacts page to manage company and buyer contacts. This article covers how to set your Contacts page view and manage companies, buyers, and addresses.
Note: This article covers managing companies and buyers directly in NuORDER. To manage company or buyer data with an upload, go to Company data overview and Buyer data overview.
Set your display option
To set your Contacts page view, select your initials or name in the navigation menu, then select Edit profile.
Select New Contacts Pages to use the new Contacts page, or clear the checkbox to use the original Contacts page.
Note: You can also update your name, email address, and password when editing your profile.
After setting your view, select Contacts from the main menu to manage company and buyer contacts.
Companies
Select a Contacts page view to learn how to add and edit companies.
Explore this demo to learn how to create companies in your portal, then continue reading for detailed instructions.
The Contacts page displays companies and buyers. Add or remove Columns to choose which information appears in the table.
Use Filters and the Search field to find specific companies and buyers.
Move your cursor over a row to display Edit, Delete, and View orders.
Use the add icon near the sorting options to add a buyer or company.
Use the dropdown menu near Columns to sort by Created (newest first), Created (oldest first), Name A–Z, or Name Z–A.
Select a company to review its information, recent orders, buyers, and billing and shipping addresses. From the company record, you can add buyers and addresses.
Select Edit company to make changes. Select Save when done. To delete a company, select Delete while editing.
The original Contacts page includes two tabs: Companies and Buyers.
Select a letter or use the Search field to find a company.
When you select a company, NuORDER displays the company information. Select Edit to make changes. Use the arrow icons to expand each section.
To add a company, select New company on the Companies tab.
Select Edit to make changes. Select Save changes when done. To delete a company, open its edit screen and select Delete company.
To update company information, select Edit company on the new contacts page or Edit on the original contacts page. The available options depend on your brand configuration.
- Name (required): Enter the company name.
- Currencies (required): Select one or more currencies for the company.
- Account sales reps: Assign at least one sales rep when you create a company.
- Account code: Enter an account code.
- Default warehouse: Select one or more warehouses for the company.
- Pricing template: Choose a price sheet, if applicable.
- Custom groups: Assign one or more custom groups.
- Default discount: Enter a discount that applies to all orders.
- Default surcharge: Enter a surcharge that applies to all orders.
- Surcharge label: Add a label that explains the surcharge.
- Allow bulk orders: Select Yes to allow buyers to place orders with multiple delivery locations.
- Allow customizations: Select Yes to let buyers at the company customize products. Learn more with Product customizations for brands.
- Has access: Buyers in this company can browse your portal.
- Website: Enter the company's website.
- Phone: Enter the company's phone number.
- Payment terms: Add notes about payment terms.
- Credit status: Specify the company's credit status.
- Customer division: Specify the customer division.
Buyers
Create a buyer from a company record or the Contacts page.
On the Create buyer screen, assign the Company name and Buyer's sales rep. Enter the buyer's name, email address, and any other relevant information.
For integrated brands, the top of the Company name list displays the three companies most recently added to your ERP.
Select Save buyer to contacts.
When you create a buyer, NuORDER sends the buyer an invitation to access your brand. The buyer uses this email address to log in to NuORDER and access your brand. NuORDER also sends linesheets and order notifications to this email address. If the buyer doesn't already have a NuORDER login, the email address you enter becomes the buyer's username.
Tip: Confirm that the buyer's email address is correct before saving. If you add a buyer with the wrong email address, delete the buyer and add the buyer again with the correct address.
Note: Only the buyer can update their email address after you add them. They can do this by editing their profile.
In the Buyer's sales reps field, assign the buyer to a sales rep or sales manager. If you select more than one sales rep, choose the default sales rep. When you select a buyer for an order, NuORDER adds the buyer's default sales rep to the Sales rep field in the cart. If the order creator is a sales rep, NuORDER may add that sales rep instead. If the buyer has more than one sales rep, you can select a different sales rep for that order.
Select a Contacts page view to learn how to find and edit a buyer.
Explore this demo to learn how to add buyers to your portal, then continue reading for detailed instructions.
Select a buyer to review the buyer's information and orders. Select Edit buyer to make changes.
Credit card information
Brands using Lightspeed Payments can add credit card information on behalf of buyers.
Reminder: Confirm that you have authorization to add the card on behalf of the cardholder and charge order payments to the card.
Select Add credit card and follow the steps in Add and manage credit cards.
To remove a card added by a brand user, select the trash icon. Brand users can't delete cards that buyers added.
Tip: The Buyers without payment methods report identifies buyers who don't have payment methods in NuORDER. Learn more with Review transactions and deposits.
Select a buyer to review the buyer's information and orders. Select Edit to make changes.
Addresses
When you add or edit addresses, review these key settings:
- Address type: Select Shipping, Billing, or both.
- Display name: Add a recognizable name, such as Billing or 3rd Street. Buyers use display names in the cart.
- Primary or Default: Addresses marked as Primary on the new contacts page or Default on the original contacts page automatically populate the company's cart.
- Shipping and billing codes: Address codes appear on order export spreadsheets.
Enter the address information, then select a Contacts page view for save options.
Select Save.
Select Save changes.