How to enable and set up Norman Woodlore Shutter and Norman North American Shutter for electronic ordering

How to enable and set up Norman Woodlore Shutter and Norman North American Shutter for electronic ordering

Summary

Solatech has recently added Norman Woodlore Shutter and Norman Woodlore North American Shutter to the list of Norman products that can be sent electronically. In order to enable these products for Accounts, a Site Administrator will first need to assign the new products to the proper accounts; setup discounts and margins; and disable the old Norman products on those same accounts, This knowledge base article will provide instructions for each of these steps. 

Assigning the Products

  1. Click Admin from the upper navigational toolbar
  2. Click Products from the lower navigational toolbar
  3. Click the vendor Norman Window Products in the Vendors section
  4. In the Products section, look for NOR-Woodlore Shutter and NOR-Woodlore North America Shutter
  5. Highlight both by holding down the Ctrl key on your keyboard and clicking each product
  6. Click the Account Assignments button
  7. Place a check mark to the left of each account to which these products should be assigned
  8. Click the Assign Products button to complete the process

Setting up discounts *

The newly assigned products will need to have discounts set up.  They will match the discounts that are on the current discount sheet for the products in the vendor Norman Window Fashions (PDF)
  1. We have attached a template for the products name and discount levels to this knowledge base article. You may use this as a reference.
  2. Do not remove any products on the existing discount sheet. Add these to the sheet.
  3. For complete instructions on how to create and modify discount sheets, refer to this knowledge base article - Managing Vendor Discounts

Setting up margins *

The newly assigned products will need to have margins set up as well. These should match what the accounts have on the products in the vendor Norman Window Fashions (PDF)
  1. For complete instructions on adding or updating margins, please refer to this knowledge base article: Updating Margins for your Accounts

Disable the products in the vendor Norman Window Fashions (PDF) *

Once the above steps are completed, you should disable the old products so they are not accidentally used by these accounts
  1. For complete instructions, please reference this knowledge base article: How to Disable Products on Specific Accounts

* If your account maintains their own discounts, margins and products, these steps can be performed by an Account Admin by following the instructions in this knowledge base article: How to setup Norman Woodlore and Woodlore North America for electronic ordering

Applies to

Solatech DOS