Buyer Data FAQs
Q: How will buyers display in NuORDER?
A: Buyers will be listed as contacts in your address book in two ways...
- In the company tab, nested under their company as a point of contact.
- As an individual under the buyer tab of the address book. When a buyer is selected, all vital information linked to a buyer can be viewed in detail (i.e. contact info, associated company, assigned sales rep, order history, etc).
Q: What fields are required in the Buyer Data?
A: Customer Code, Name, Email, and Sales Rep 1 Email fields are required.
Q: What if I do not have customer codes?
A: Best practice would be to use the information used in the Customer Name field in the Company Data template.
Q: What do I put in the Name field if I don’t have a direct contact for a company?
A: When you don’t have a name for a buyer, we recommend a placeholder like the name of the company or “Buyer.” The buyer will be able to update their name when they log in.
Q: Can I change the buyer name after the Buyer Data has been uploaded?
A: No, but the buyer will be able to update that information when they log in.
Q: Can I have more than one buyer per company?
A: Yes, you will need to enter each buyer on a new line with their respective name and email address.
Q: What if I have more than one email for a buyer?
A: Best practice would be to determine the preferred email of that buyer before putting it into the template. If you have more than one email for a buyer, you will need to create a new line of data for that customer.
Note: You cannot have two buyers of the same name under the same company – you will need to slightly alter the Name field on one of the records.
Q: What if I don’t have an email for a buyer?
A: If you do not have an email for a buyer, you will not be able to upload that buyer via the template. You will have to either add them manually through the portal or upload later when you have that information available to you.
Q: Why do I need an email for my buyer?
A: The email you list for your buyer will serve as their NuORDER login credentials. This will also be how you communicate with your buyers regarding their orders.
Q: Can I assign more than one sales rep to a buyer?
A: Yes, create an additional column titled “Sales Rep 2 Email” and so on.
Q: Will I be able to assign different reps to a buyer after Buyer Data has been uploaded?
A: Yes, you will be able to do this through the admin settings once you have access to your portal.
Q: What if I don’t want my buyers to be automatically invited to NuORDER on Buyer Data upload?
A: We can turn off the automatic invite email. Just let your Onboarding team member know you want this option.
Note: If you turn off this option, you will have to reach out to your buyers directly to invite them to the portal.
Q: What is the difference between the “Email” and “Sales Rep Email” fields?
A: The Email field is the contact info for the buyer. The Sales Rep Email column is contact info for your employees who will be using the system to interact with those buyers. This is how buyers are assigned to work with a specific sales rep or sales reps.
Note: Any email entered in the Sales Rep Email field must reference one of your Brand Users (NuORDER user seats).
Q: Can I store phone and fax numbers for a buyer?
A: Yes. Simply add columns for each of these fields.
Q: How do I control what currencies my buyers see?
A: This is not controlled at the buyer level. This is managed at the company level using the Currency Code field on the Company Data template.