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Credit Holds & COD Restrictions

Updated

OVERVIEW

This document will detail the parameters and rules around the new restrictions within the Nabis site,to provide our valued brand partners with the option to place restrictions at their own discretion, for retailers that have an overdue balance or their financial standing does not suffice. Brand COD-only or Credit Holds are now available.

Restrictions Feature Short Video Demo

BRAND CREDIT OVERVIEW PAGE

We have added a new subpage called "Credit" to your "Accounts" tab. Here’s what you need to know:



  • What Can You Do on the "Credit" Page?

    • Designate Retailers for Credit Hold: You can place a credit hold on specific retailers.
    • Set COD-Only Restrictions: You can restrict certain retailers to Cash On Delivery (COD) only.

  • Who Can Assign Credit Holds and COD Restrictions?

    • Org Owners
    • Brand Admins

  • Who Can View Restrictions (But Not Edit or Override)?

    • Managers
    • Users

RESTRICTIONS OVERVIEW

As a brand organization owner or administrator, you have the capability to place restrictions on retailers:

  • Credit Holds: A brand owner or admin may place a brand-specific credit hold on a retailer.

    •  As a result, no one in the brand’s organization may create orders going to that retailer. 
      • Orders that have already been submitted can still be delivered, but new orders cannot be submitted.

 

  • COD Restrictions: As a brand organization owner or admin, you can impose COD restrictions on any retailer in your “Credit” page. This restriction will confine the retailer to placing orders with your brand on a COD basis only.

    • Brand organization owners and admins will not be able to override the COD restriction when placing orders unless the restriction is deactivated in the settings. 

      • Alternatively, brands are welcome to reachout to help@nabis.com if terms are desired.

  • If your Marketplace retailer group settings specify net terms for a retailer, but you add a COD restriction for the retailer in the credit settings, the credit settings will override the retailer group settings. 

Retailer Experience on Credit Holds / COD Restrictions 

Depending on the type of restriction, retailers may have limitations on order placements:

  • Credit Hold: Retailers under a brand credit hold can only place orders with brands other than the one with the credit hold. 

    • For Brand credit-holds, retailers should contact their brand partner about lifting the hold.


COD Restrictions: Retailers subjected to COD restrictions by a brand are restricted to placing COD orders with the particular brand under restriction. They may place orders with other brands for non-COD terms.

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