To adjust individual account settings, navigate to the account by clicking on its row on the Accounts page, and then the Settings tab. Alternatively, click the More actions icon on the account row, and then the Settings menu option.
AR management#
Default payment terms#
You can change the default pre-selected payment terms option on the order form and on the Nabis Marketplace. You can still change the payment term option when placing an order on the order form, or when the retailer checks out on the Marketplace.
Maximum allowable payment terms#
You can proactively configure the highest payment terms option you wish to provide to the retailer. The retailer will be allowed to select up to this payment term option on the Marketplace.
Payment terms options are not available in New York due to local regulations.
Nabis Marketplace#
Allow purchases from Nabis Marketplace#
Disable this to restrict the retailer from placing orders for your products on the Nabis Marketplace. Your brand page will remain listed, but all products will be hidden. The retailer will also not be able to check out with your products in their cart.
A list of all restricted accounts can be accessed by filtering the main Accounts page, or by going to the Marketplace settings page.
Pursuant to OCM regulations, all retailers in New York must have access to the Nabis Marketplace.
Credit settings#
Set credit limit#
You can configure a credit limit for an account to limit AR exposure. This will restrict your sales reps and the account from placing orders greater than the account's available credit balance, unless:
- the order is placed on COD terms; or
- the order includes a previous balance requirement that offsets any overage from the available balance;
Place retailer on brand credit hold#
You can place an account on a brand credit hold, which will restrict your sales reps and the account from placing any orders to that location.