Note: This article only applies to organizations that have the functionalities available to configure their own merchants.
Once your merchant has been created, you can navigate to Merchant settings to configure their setup.
Assortment schema data
Your merchant’s available schema fields will be listed in this table. Use the checkboxes in this section to choose the product-level fields you want in your assortments and configure your default view:
- In Assortment – Deselect fields you don’t need in your schema and don’t want to be available in your assortments.
- Default Display – Control which fields are “on” in your Default view. This means when a buyer creates an assortment, these are the fields that they see in the Grid. Even if a field is not a part of the default display, buyers will still be able to manually turn them on and use them accordingly.
- Editable – Determine which fields should be editable from within the assortment, and which should remain read-only.
- Feed Notify – Select which fields will trigger buyer notifications when changes are made.
- In CDP Details – Select which fields are displayed within the individual product page (Cart Details Page).
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 Confirm.
Select Doors and door attributes
Use this section to add or modify up to 650 active doors and up to 30 door attributes for your assortments. You can add your data by importing a file (select Import) or manually (Select Add door and Add door attribute).
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.
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.
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.
Note: A door or door attribute can’t be deleted after it’s created, but you mark it inactive to prevent it from being available to select in new assortments going forward.
Deliveries
Use this section to add, update or reorder up to 50 active deliveries for your assortments.
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 code/ID 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.
Drive admin permissions
Use this section to view name, email and date added for current Drive Admins. Users added to the Drive Admin permissions list can update and create drive folders, set drive permissions, and add merchant-level saved views.
Configurations
Use this section to configure the features and functionalities available to you, by turning the toggles on or off.
What’s next?
Once your merchant setup is complete, you’re ready to start creating assortments and streamlining your buying process.
To learn more about creating an assortment and working in your drive, visit
Creating and naming an assortment
The Drive for assortments overview
Working in My Drive