In our last post, we shared our mission to renew the Nabis platform to streamline everyday workflows and create tooling that can scale with our partners and the broader market. We’ve navigated this journey over two years, inching closer to the finish line with each initiative, and have recently launched a new Marketplace and major updates to permissioning and promotions capabilities. 

We’ve launched a suite of new features, including improved account management controls, fee transparency, a refreshed orders interface and reservation support, and several smaller updates designed to simplify your daily workflows. We’ll also share what we’re still building today to give a preview of what’s to come.

More Tools for Account Management

Customer relationships are foundational to brands, and to better support the relationship-building process, we’ve launched a new Accounts page that enables brands to manage relationships with all retailers on our platform. The updated Accounts page now has a more comprehensive view of each retailer, including details on upcoming deliveries, assigned sales reps, and their overall balance due. 

Brands can log activity notes or contacts for each account – recording and storing interactions with each customer – and assign a status to identify whether the relationship is prospective or current. We’ve also introduced new ways to configure default payment terms settings and credit restrictions, including credit limits and holds, for better AR control.*

*Some features are unavailable in select markets due to local regulations.

Credit Ratings

With this release, we’ve also brought our proprietary credit rating system to New York. Nabis credit ratings have proven invaluable to our customers in California, giving brands an easy way to identify accounts that have a strong track record of payment history and good creditworthiness. This information is surfaced across the Accounts page and order form, providing sales reps with maximum visibility to reduce AR risks.

Financial Transparency

Brands rely on Nabis every day for an accurate view of their transactions and cash flow. To make this experience more self-serviceable, we’ve launched a number of new features that provide more real-time data.

  • Platform fee transparency. We’ve added fee visibility across the entire platform, including on our Orders pages, CSVs, and analytics dashboards. We’re surfacing this information alongside our remittance reports for better reconciliation.
  • Retailer payment history. The new Payments tab now displays a list of all retailer payments applied to the brand’s orders in real time, providing visibility as soon as payments are received and recorded in our system.
  • Remittance dashboard. The Remittances tab now displays all prior approved remittance reports.

Access to these features is automatically granted to all organization admins. We recommend periodically checking permission settings to grant users appropriate access.

A Refreshed Orders and Drafts Experience

At its core, our platform will always focus on simplifying order management. After two years of building core functionality, we’ve completely redesigned and modernized our Orders and Drafts pages. With this release, we’ve introduced a more responsive design, complete with sticky columns, pinnable filters, and improved sortability.

Inventory Reservations

To better support the need to hold inventory for specific orders, we’ve launched inventory reservations. You can now place an order as a reservation, holding the inventory until you’re ready to place the order, to reduce friction when editing orders before delivery. This comes in addition to updates to our order edit windows, giving you flexibility to adjust pricing or other order details up until the day of delivery.

For the Sales Reps on the Go

To better support sales reps on the move, we’ve implemented a responsive design that displays all orders in a mobile-friendly format on the Orders page. As we continue to grow our platform, mobile-friendly principles will extend to all areas of the application.

What’s next for Nabis?

Our team is committed to delivering the best platform experience to manage your day-to-day workflows. We’re aware there’s more to build, and we value the feedback you send in every day. We want to highlight some of the features we’re working on today, as well as the top requests we’re factoring into our timelines over the coming months.

Bulk Editing and Grouping Capabilities

For the past year, we’ve focused on foundations and optimizing workflows to create or edit a single inventory unit, account, or order. We’re concentrating heavily on bringing bulk capabilities to our platform, starting with account and inventory management. Updates to our table views will soon support editing multiple properties across multiple rows, substantially reducing friction when editing a large dataset.

We’re also working to introduce grouping mechanisms for accounts and inventory. We call them Segments and Collections. We plan to initially support manually-configured segments and collections, followed by the ability to create dynamic segments and collections based on metadata, such as sales rep assignment or product lines. We will be extending the functionality of our Promotions, preferred pricing, and order form experiences to select by segment or collection, eliminating much of the manual entry involved in configuring discounts and orders. 

Account-level Credits

The Nabis platform today supports applying a credit memo to an individual order. We’re planning on significantly extending this feature to support account-level credits, enabling brands to log a credit to an account that can be applied to a future order.

Required Outstanding Invoices

Following its success in the California market, we’re focusing heavily on bringing our Must Pay feature to v2, allowing brands to require payment on selected invoices as a condition for order delivery.

And plenty more

Our roadmap for the next quarter includes bringing Nabis Capital to our v2 platform, additional analytics capabilities, sales and manufacturer organization support for third-party sales teams and our Type 3 customers, better on-platform inventory count visibility, and more. We’ve substantially increased our team headcount to deliver features faster and are excited to bring more functionality to our users as soon as possible.

Today, our priorities focus on feature parity across markets and a broader California migration to our new v2 experience ahead of new functionality. We’re pleased to share our momentum and are targeting a full migration later this year. With each initiative, we’ve focused not only on building a stronger architectural foundation but also on creating a more intuitive user experience to prepare us for future innovation.

The Product team will engage with brands and retailers over the coming months to identify and prioritize what comes next after the transition. We recognize that many long-standing feature requests have been deferred due to ongoing commitments. Still, we are excited to enter this new chapter alongside you, our customers, as we build tooling and identify opportunities to share insights that help us grow together. We always welcome your feedback on our Support Portal – we review each and every one to calibrate what we build in the future.

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