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Create an order

Learn how to build an order on the Nabis portal.

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Use the Order Form to create an order. You can access the Order Form by navigating to the Orders tab and clicking New order, or by clicking the plus icon button on the right-hand side of the app header.

Order type#

Before proceeding with the form, first identify the order type.

Order typeDescription
Delivery to retailerAn order Nabis should fulfill to a retail location.
Delivery to brandAn order Nabis should fulfill to a processor or brand location.
Dropoff to NabisAn intake order your brand will drop off to Nabis.
Pickup from brandAn intake order Nabis will receive from your warehouse.
Pickup from NabisAn outake order you will pick up from a Nabis warehouse.
Return from retailerAn intake order to receive product back from a retailer.

All inbound order types may have additional requirements.

Recipient and license#

To fill out

Delivery date#

Specify the delivery date for the order. A delivery date can only be selected when the order type and the recipient have been identified.

For Nabis-fulfilled orders, this will be the date your order is received by the recipient. For dropoff or pickups involving your staff, this will be the date your staff should arrive to receive or drop off inventory.

Certain delivery dates may be unavailable due to the following considerations.

  • The warehouse might be at operational capacity.
  • The order is not within a 2-3 day lead time, or additional lead time necessitated by retailer policies.
  • The order does not match a retailer's preferred delivery days.
  • Delivery is unavailable to the destination ZIP code.
  • It is a weekend or an observed holiday.

For more information, see delivery dates.

We recommend placing an order with a delivery date only when all contents of the order are finalized and ready to submit. If you anticipate needing to adjust the order in the future, you can save the order as a draft or hold inventory by submitting it as a reservation order.

Reservation orders#

You can place a reservation order to have Nabis hold the inventory without fulfilling the order. This ensures the requested inventory is available when you are ready to place the order. Standard cutoff times apply.

Retailer information card#

A retailer information card will display if the selected account/recipient is a retailer. This card displays additional real-time details about the account.

  • Balance: How much the retailer currently has in outstanding AR.
  • Pending orders: The number of orders scheduled across all brands to the location.
  • Upcoming visit: The next scheduled delivery to the retail location.
  • Nabis notes: any notes populated regarding the account by Nabis.
  • Brand notes: any notes populated by your brand on the Accounts tab.
  • Preferred delivery hours: retailer-communicated preferred delivery windows.

Order property fields#

PO/SO number#

You can add your own PO/SO number to an order for easier reference.

Title Deprecated#

Add a unique title to your order.

Sales rep#

You can designate any user in your organization as the sales rep for the order.

This field may be referred to as Seller on other areas of the application.

Line items#

Too much to fill out.

23 pages

DocumentationEverything you need to get started, find your way, and keep things moving with Nabis.Create your first orderPrepare the details, review your draft, and take the next step.Order status referenceUnderstand where an order is and what each status means.Getting started with NabisFamiliarize yourself with the basics of the Nabis portal.OrdersThe Orders tab displays all inbound and outbound pickups and deliveries.Understanding order statusesLearn what each Nabis order status means, when an order can be edited, and which fees may apply after fulfillment.Create an orderLearn how to build an order on the Nabis portal.Delivery date options and territory mapsLearn more about how available delivery dates are determined.Require payments on outstanding or overdue invoices for new ordersYou can require a retailer to pay for outstanding or overdue invoices to receive an order at time of delivery.Add inventoryOne-sentence page summary.Manage product pricingLearn how to configure pricing for your products.AccountsManage your customer relationships directly on the Nabis platform.Manage account settingsLearn how to manage your account settings in the Nabis portal.Nabis credit ratingsNabis credit ratings provide insight into an account's creditworthiness and financial stability.Account credit restrictionsLearn more about various mechanisms adopted on platform to reduce AR exposure.Account segmentsGroup accounts using segments to bulk apply settings or other rules.Manage your Marketplace settingsLearn how to manage your Marketplace settings in the Nabis portal.Manage user access to your organizationInvite and manage access for team members in your organization.Manage roles and permissions for your organizationUse pre-defined roles or create custom roles to give your staff members granular access and permissions.Brand organization permissionsUnderstand the scope of different permissions on the Nabis platform.Nabis MarketplaceBrowse and shop over 9,000 SKUs across 400 brands on the Nabis Marketplace.Nabis TrackerThe Nabis Tracker provides you with details of your store's deliveries and payables.Nabis BillPayNabis BillPay is a payment solution that enables you to pay your Nabis invoices seamlessly and directly.
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