Company Data FAQs
Q: How will my companies display in NuORDER?
A: Companies will be listed as contacts in your address book. When a company is selected, all vital information linked to a company can be viewed in detail (i.e. addresses, linked buyers, order history, etc).
Q: What are the required fields in the company data?
A: Required fields are Customer Name, Customer Code, and Currency. Address information is strongly recommended.
Note: If any part of the address information is filled out, Address Line 1 and Country become required.
Q: Is the customer code generated by NuORDER?
A: No, customer code is based on the information that you provide. For example, account number from your internal system.
Q: What if I do not have a customer code?
A: If you do not have established customer codes, best practice is to copy over the information stored in the Customer Name field.
Q: What is the purpose of the Currency field?
A: This will control which currency your customer views the product prices in – this is critical if you sell in multiple currencies.
Note: In order for a price to display in a specific currency, that currency must first be filled out in your Product Data.
Q: Can I assign more than one Currency to a customer?
A: No, a customer can only be assigned to one currency at a time.
Note: If you work with a company that purchases from you in more than one currency (i.e. – buyers or store location in different countries) we recommend you set up those stores as unique customers.
Q: What if some of my customers have a different price point on certain products?
A: In this scenario, we recommend utilizing price sheets. This will allow you to create price points that are different than the default Wholesale and Retail fields in your Product Data.
Q: Can I assign my customer to more than one price sheet?
A: No, a customer can only be assigned to one price sheet.
Q: How do the default discount and surcharge fields work?
A: Pricing will automatically reflect the discount or surcharge percentage across the total order.
Note: The Default Discount and Default Surcharge fields are mutually exclusive.
Q: How do I assign my customers to a warehouse?
A: After a warehouse has been created in your admin settings, simply put the name of the warehouse in the Warehouse field.
Q: Can I assign my customers to more than one warehouse?
A: No, a customer can only be assigned to one warehouse at a time.
Note: We can turn on a setting that will allow your reps to place an order from a different warehouse if there is insufficient inventory in the assigned warehouse.
Q: Can I have more than one address per customer?
A: Yes, to store an additional address, create a new line of data. Be sure to duplicate all information that is not related to the address information. Don’t forget to indicate the Address Type.
Q: What is the purpose of the Address Description field?
A: The Address Description field is meant to serve as a reference to help you differentiate between the various addresses you provide for a single customer. If you do not populate this field, our system will display address line 1 in the address fields on the working order. Most brands leave this field blank.
Pro Tip: Do not use the store name as the Address Description. This will be confusing for your reps and buyers as they would only see the same value repeated.
Q: How do the Address Default Billing and Address Default Shipping fields work?
A: Assigning an address as the Default Billing or Default Shipping will automatically select this address in the respective dropdowns when the company is selected in working order. It is not required to set any address as the default, but if left blank, the first address on the company will display as the first option in the address dropdowns. To designate an address as a default, input a Y or N value in the Default Billing or Shipping Field.
Note: A single address can be both the default billing & default shipping, but a company can only have one default of each type. Assigning more than one address on single company as the default will result in the last address in list overriding the first one as the default.
Q: How does the Address Type field work?
A: When assigning an address to a specific type (i.e. “billing” or “shipping”), the address is then restricted to their respective dropdowns in the Working Order. If an address has not been assigned with a type or has been set with “Both”, these addresses will be available under both Shipping & Billing dropdowns. For more information on how to set up Address Type properly, refer to this article.
Q: How do I assign sales reps to my customers?
A: Sales reps are assigned at the buyer level. You will set this up in the Buyer Data template using the Sales Rep 1 field.
Q: Where do I store the contact information for my buyers?
A: Specific contact information for the buyers – name, email, phone, and fax – are entered on the Buyer Data template. That template will link to the Company Data via the Customer Code field.