- Adding Customer Code and Alias
- Adding Currencies
- Adding Payment Methods
- Adding Shipping Methods
- Adding Buyers
- Assigning Sales Reps
- Adding Billing Addresses
- Adding Shipping Addresses
- Adding Doors
- Adding Budgets
- Adding Discounts
- Adding Warehouses
- Adding Additional Company
- Adding Customer Group
Overview
JOOR offers users the ability to edit / add data to each individual retailer connection on their account. When a user clicks into a connected retailer’s profile, they’ll be brought to the Customer Specific Data page. Here’s where you’ll see all the options listed below.
Note: Access to Customer Specific Data options is controlled by your user permissions. If you’re missing any of these options or unable to edit them, please reach out to your brand’s admin user.
Customer Code and Alias
Retailers can be connected to several brand accounts, and can set their primary account name. As a Pro Brand you have the ability to set up a custom name for each one of your connections. This can be helpful if you work with Retailers who have multiple locations or if you have internal aliases for your connections. When you add/update the customer code or the alias, it will be added to all existing orders for the retailer.
How to Add a Customer Code / Alias
- Log into your JOOR Account
- Navigate to the Connections and click on Manage Connections
- Search for the retailer’s name and click into their profile
- Under Customer Specific Data click on Customer Code and Alias
- In the Customer Code box add the code
- In the Alias box add the new name for the retailer
- Click SAVE
Currencies
Retailer's can only view styles in their assigned currency. If a linesheet is available only in a currency that is NOT assigned to a retailer, they will not be able to see any of the styles on this linesheet. This can be resolved by adding the currency as an available price type for your connection. You can have multiple price types listed for each retailer.
How to Add a Currency/Price Type
- Log into your JOOR Account
- Navigate to the Connections and click on Manage Connections
- Search for the Retailer’s name and click into their profile
- Under Customer Specific Data click on Currencies
- Select the currency in the dropdown
- Click Add, then SAVE
Payment Method
For both payment and shipping method, here is where you’ll be able to select which method is available for the retailer when an order is placed for them. You’ll be able to assign more than just one method for the connection as well.
How to Add a Payment Method
- Log into your JOOR Account
- Navigate to the Connections and click on Manage Connections
- Search for the retailer’s name and click into their profile
- Under Customer Specific Data click on Payment Method
- Select all the Payment Methods you’d like to assign to the retailer
- Click ASSIGN
Shipping Method
For both payment and shipping method, here is where you’ll be able to select which method is available for the retailer when an order is placed for them. You’ll be able to assign more than just one method for the connection as well.
How to Add a Shipping Method
- Log into your JOOR Account
- Navigate to the Connections and click on Manage Connections
- Search for the retailer’s name and click into their profile
- Under Customer Specific Data click on Shipping Method
- Select all the Shipping Methods you’d like to assign to the retailer
- Click ASSIGN
Buyer
If you’d like a specific Buyer listed as a contact for an order for a retailer, here is where you can list the Buyer’s name and email address. This information will appear when you’re checking out an order for the retailer. You’ll be able to add as many Buyers as you’d like to the connection.
How to Add a Buyer
- Login to your JOOR Account
- Navigate to the Connections and click on Manage Connections
- Search for the retailer’s name and click into their profile
- Under Customer Specific Data click on Buyer
- Add Buyer’s name to the box on the left and add their email address to the box on the right
- Click SAVE
Note: To remove a Buyer, click the small "x" to the left of the email address.
Assign Sales Reps
Here is where you can set a default Sales Rep for your retailers. Once you assign a Sales Rep to a retailer, if another Rep creates an order for them, the assigned Sales Rep will be applied by default. You’ll also have the option to assign a Sales Rep for specific divisions.
How to Add a Sales Rep
- Log into your JOOR Account
- Navigate to the Connections and click on Manage Connections
- Search for the retailer’s name and click into their profile
- Under Customer Specific Data click on Assign Sales Rep
- Select the Sales Rep you wish to assign to the retailer (outlined in red)
- If your brand uses divisions, you can assign a Sales Rep for each division (outlined in blue)
- If your brand uses divisions, you can assign a Sales Rep for each division (outlined in blue)
- Click SAVE
Billing Addresses
For both billing and shipping addresses, here is where you can list different addresses for your retailer. You’ll be able to add as many billing addresses as you’d like to the connection. When placing an order for the retailer, you’ll be able to select the listed addresses that are listed here.
How to Add a Billing Address
- Log into your JOOR Account
- Navigate to the Connections and click on Manage Connections
- Search for the retailer’s name and click into their profile
- Under Customer Specific Data click on Billing Addresses
- Fill out the information needed for each box (outlined in red)
- Click SAVE
Billing Code
The billing and shipping address codes are unique identifiers for each address within a connection which are a part of your integrations system. This code is generally generated by someone from your team or the integrations team.
Shipping Addresses
For both billing and shipping address, here is where you can list different addresses for your retailer. You’ll be able to add as many shipping addresses as you’d like to the connection. When placing an order for the retailer, you’ll be able to select the listed addresses that are listed here.
How to Add a Shipping Address
- Log into your JOOR Account
- Navigate to the Connections and click on Manage Connections
- Search for the retailer’s name and click into their profile
- Under Customer Specific Data click on Shipping Addresses
- Fill out the information needed for each box (outlined in red)
- Click SAVE
Shipping Code
The billing and shipping address codes are unique identifiers for each address within a connection which are a part of your integrations system. This code is generally generated by someone from your team or the integrations team.
Doors
Doors are the location(s) of a retailer. Using the Doors feature on JOOR will allow you place orders by door as well as place orders for multiple doors at the same time. You will be able to select door(s) when creating an order for the retailer.
There are a few important things to note about this feature:
- If your brand account is integrated and uses unique Customer Codes you may need to use a different connection for each door. Reach out to your Customer Success Manager to see if this feature is right for your brand's workflow
- Using doors will send out your order confirmations as Excel files instead of PDF
How to Add a Door
- Log into your JOOR Account
- Navigate to the Connections and click on Manage Connections
- Search for the Retailer’s name and click into their profile
- Under Customer Specific Data click on Doors
- Click +Add Door
- Add a Name and a Code (optional), then pick a Shipping Address from the dropdown
- Click Save
Note: If you’d like to remove a Door, click the little “x” right of the shipping address.
Budgets
Budgets are added by Season/Year and can be set by Linesheet and/or Division. If you’d like to setup order minimums for your retailers, here is where you’d set them up for them.
To see how you can use Budgets for Snapshot insights check out our Snapshot article.
How to Add a Budget
- Log into your JOOR Account
- Navigate to the Connections and click on Manage Connections
- Search for the Retailer’s name and click into their profile
- Under Customer Specific Data click on Budgets
- Click +Add Budget
- Fill out the budget information
- Click Save
Note: If you’d like to remove a budget, click the little “x” on the right hand side.
Discounts
Discounts can be added per SKU or to an entire order. Discounts can also be split by divisions. When you add a discount to a connection, the discount is automatically applied to orders for or by that Retailer. Here is where you can set specific discounts for your retailers.
How to Add a Discount
- Log into your JOOR account
- Go to Connections and click on Manage Connections
- Search for the Retailer name and click on the Retailer's profile
- Under Customer Specific Data, click on Discounts
- Click on + Add Discount
- Add a Discount % and pick between SKU or Entire Order under Apply Discount To
- Optional: Select a division from the dropdown to only apply your discount to that specific division
- Optional: Select a division from the dropdown to only apply your discount to that specific division
- Click Save
Note: If you want to remove a discount, click the small "X" to the right of the email address.
Warehouses
Under Warehouses, you can assign specific warehouses to the retailer. This ensures that the units ordered by the retailer are pulling a specific warehouse. Also, you’ll be able to set a default warehouse.
For more information on using warehouses on JOOR, see our Warehouses article.
How to Add a Warehouse
- Log into your JOOR Account
- Navigate to the Connections and click on Manage Connections
- Search for the Retailer’s name and click into their profile
- Under Customer Specific Data click on Warehouses
- Click the little box left of the warehouse to assign the warehouse for the connection. If you click Make Default, it will make the selected warehouse as the default warehouse
- Click Save
Company
Company feature is used by some integrated accounts and allows you to assign an additional company on the customer number. If you are not integrated you do need to use the company feature. Before you can add a company to a connection, you’ll have to create a company under your Order Settings.
How to Add a Company
- Log into your JOOR Account
- Hover over your Setting icon in the top right corner and click Order Settings
- Scroll down until you see the Companies section
- Click on + Add Company
- Add a Name and a Code
- Scroll to the bottom of the page and click Save
- Navigate to Connections and click on Manage Connections
- Search for the Retailer’s name and click into their profile
- Under Customer Specific Data click on Company
- Select a Company you’d like added from the dropdown
- Click Save
Customer Groups
Creating a Customer Group will allow you to rollup the Sales by Retailer and Country/Group report by your created groups, as well as quickly set Linesheet Visibility for specific groups of connections.
Customer Groups can be used to organize your connections by region, product category, customer type, or other customized groupings.
Before you can add a Customer Group to a connection, you’ll have to create it under your Order Settings.
How to Add a Customer Group to your Account
- Log into your JOOR Account
- Hover over your Settings icon in the top right corner and click Order Settings
- Scroll down until you see the Customer Groups section
- If you do not see this section, this means you do not have the permission to Edit Customer Groups. Contact your account admin for help.
- Click on + Add Customer Group.
- Add a Customer Group Name and a Code (optional)
- Scroll to the bottom of the page and click Save
How to Assign a Customer Group to a Connection
If you have a Customer Group set up, you can follow these steps to assign a Customer Group to an existing connection:
- Navigate to Connections and click on Manage Connections
- Search for the Retailer’s name and click into their profile
- Under Customer Specific Data click on Customer Group
- If you do not see this section, this means you do not have the permission to Assign Customer Groups to a Connection. Contact your account admin for help.
- Select the Customer Group you’d like added in the dropdown.
- Note: You can only assign one Customer Group per connection.
- Click Save
Setting up Customer Groups for the First Time
If you are adding Customer Groups to all your connections for the first time, you can send our data team a one-time data request.
To submit a data request, following these steps:
- First, make sure Customer Groups are already set up under Order Settings.
- Create an Excel or csv spreadsheet with the following data in its own column:
- Account ID for each of your connection
- Connection Name (optional)
- Customer Group Name or Customer Group Code (whatever option you choose must match to one of the Customer Groups already set up under your Order Settings)
* To download a list of all connections with their account IDs, you can go to Connections > Manage Connections. Select Export Details and choose either the Customer Details or Shipping and Billing export. Make sure all the retailers you want updated are selected and hit Export.
- To submit your data request, go to Products > Upload Data
- Under Request Type, choose Add/Update Connections
- Under “Provide specifics about how you need your information loaded”, write “one-time Customer Group set up”
- Upload your file and hit Submit