How to setup the new NOR-Norman Woodlore Shutter and NOR-Norman North American Shutter to be sent electronically

How to setup the new NOR-Norman Woodlore Shutter and NOR-Norman North American Shutter to be sent electronically

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. These two new products can be found in the vendor Norman Window Fashions.  The only difference in the names of the products are that the new products are singular (shutter vs. shutters). In order to efficiently use these products, an Account Administrator will first need to setup discounts and margins and then disable the Norman products in the vendor Norman Window Fashions (PDF). This knowledge base article will provide instructions for each of these steps. 

Setting up discounts

The new products will need to have discounts setup.  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 product names and discount levels to this knowledge base article. You may use this as a reference.
  2. Do not delete any products off of the existing discount sheet - add the new ones 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 assigned as well. These should match 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 Account

Verify accuracy of your company shipping address

Since Norman charges an extra fee for shutters orders that are drop shipped, please check your company shipping address in Solatech to insure that it matches the address in Norman's system. 
  1. For complete instructions, please refer to this knowledge base article: Updating your company information

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 sales reps.
  1. For complete instructions, please reference this knowledge base article: How to Disable Products on your account

Note

Any orders containing Norman products which cannot be sent electronically will continue to be handled as normal, meaning that you will enter them directly into Norman's system. 
  1. For a complete list of products which can be ordered electronically, please refer to this knowledge base article: Which Norman products can be sent electronically

Applies to

  1. Solatech Focus