Help Articles
Answers to common questions about NEXUS.
Manage upstream order routes (EDI vs non-EDI)
Supplier Administration • 34 views
Upstream Routes shows, per customer, how orders flow upstream to suppliers — including the customer's Non-EDI and EDI account numbers, order/invoice c
Manage suppliers and their account connections
Supplier Administration • 30 views
Supplier Administration lists every supplier with rep info, processing emails, terms, and status. Open a supplier to see its details, general and AP n
Run reports and build custom reports
Reports • 35 views
The Reports area groups reporting into Sales Reports, Invoice Reports, a Report Generator, and Other Reports. A Report Builder lets you create, save,
Export a list or report to CSV
Reports • 30 views
Many OCC lists and reports offer an **Export CSV** button to download the current data — for example the Tenant/Clients list and the CSO ticket queue.
Rebuild the restriction cache
Product Restriction Engine • 32 views
Restriction rules are served from a precomputed cache. After creating or changing rules, click **Rebuild Cache** so the changes show up in hosted cata
Block purchases by UNSPSC code
Product Restriction Engine • 34 views
Use the Restriction Engine to stop buyers from purchasing any item classified under a chosen UNSPSC code. Build a rule scoped to one account (and opti
Block purchases by keyword
Product Restriction Engine • 33 views
Block items by matching words in the product text rather than by category code. Create a rule with Logic Mode set to a keyword option, add the words t
Search for orders, invoices, and quotes
Orders & Quotes • 35 views
The Order Search (on the dashboard, results at `/orders.cfm`) finds orders, invoices, and quotes by a wide set of criteria, and can return order detai
View customer intelligence in NEXUS Pulse
NEXUS Pulse • 30 views
The Pulse Customers view profiles each account with a segment, engagement score, churn risk, buy propensity, 30-day session count, revenue, and last-s
View ticket metrics
NEXUS CSO (Support) • 28 views
Ticket Metrics shows support performance — volumes, SLA, and trends — to manage the desk and spot bottlenecks. The CSO area also includes Macros, a Kn
Create a support ticket
NEXUS CSO (Support) • 28 views
Create a support ticket from the New Ticket page or the "Add New Support Ticket" button available throughout the OCC. Fill in the requester and issue
Test API calls in the NEXUS API Playground
NEXUS API • 41 views
The API Playground lets you build a request, send it live, and copy a ready-made cURL command — the fastest way to confirm a credential works and see
Register a webhook endpoint
NEXUS API • 31 views
Register a webhook so NEXUS posts event payloads to your URL when key events occur. Choose which events to subscribe to and monitor recent deliveries.
Monitor API usage and errors
NEXUS API • 32 views
API Usage shows daily call volume (last 14 days), usage by credential (30 days), top endpoints (7 days), and recent errors (7 days). Admins also have
Create a NEXUS API credential
NEXUS API • 34 views
Create scoped API credentials so an outside system can call the NEXUS API. Each credential has a label, an environment, and a set of scopes that limit
View and earn certifications
NEXUS Academy • 32 views
The Certifications page lists available certifications (such as the **OCC Administrator Certification**) you can work toward to prove competence on th
Run a guided demo / training module
NEXUS Academy • 35 views
The Demos library offers guided, interactive training modules covering OCC operations and CRM workflows. Pick a module to learn a workflow end to end.
View FTP transfer history
FTP Services • 32 views
Transfer History lists past FTP transfers and their outcomes, so you can confirm a feed ran and diagnose failures over time.
## Before you start
- Re
Create and manage FTP schedules
FTP Services • 32 views
FTP Schedules define when and what each site transfers. Each schedule shows its site, cadence, next run, last run, status, and active flag. Use **Add
View the EDI document funnel
EDI • 30 views
On EDI-enabled tenants, the dashboard shows an **EDI Document Funnel** — "Pipeline volume: POs through to invoices." It tracks documents through four
View supplier efficiency (EDI)
EDI • 30 views
On EDI-enabled tenants, the **Supplier Efficiency Rating** card scores your **top 8 suppliers by EDI compliance** over a rolling window, so you can sp
Fix a stuck invoice (Invoice Error Queue)
EDI • 22 views
Each supplier's invoicing pipeline has an **Invoice Error Queue** that holds invoices which failed automated bill processing (for example, a missing o
Ask the Kyle AI assistant
Dashboard • 33 views
Kyle is the built-in AI assistant available across the OCC. Ask it about orders, invoices, customers, and platform stats in plain language, or search
Manage sales reps
Configuration • 33 views
Sales Rep Administration maintains the rep directory — name, code, email, phone, and status — used to assign reps to accounts and segment reporting.
Manage pricing books
Configuration • 37 views
Books Administration maintains the pricing/contract books (such as GSA and Federal) that catalogs, quotes, and restriction rules reference. Each book
Manage contracts
Configuration • 34 views
Contract Administration is where you add and maintain contracts (e.g. BPAs) that govern pricing and terms for accounts. Use **Add New Contract** to cr
Submit and track feature requests
Communications • 31 views
Feature Requests lets users submit enhancement ideas and track them by status, priority, and votes, with release notes when shipped.
## Before you st
View and manage hosted catalogs
Catalog Administration • 31 views
Catalog Administration lists every hosted catalog for the tenant with its ID, name, type (Supplier or Custom), logo, markup percentage, record count,
Create a hosted catalog
Catalog Administration • 32 views
Create a new catalog in Catalog Administration. Catalogs are either **Supplier Catalogs** (fed from a supplier's data, e.g. VWR, Fisher) or **Custom C
Manage and upload Ship-To mappings
Account Administration • 32 views
Ship-To Mappings link a customer/agency ship-to code (and permanent code) to a physical address, with an approval flag. Search and approve mappings in
Manage accounts and add a new account
Account Administration • 37 views
Account Administration lists every buyer account with company, contact, username, created date, location, email, and status. Create new accounts with
Find users / customer logins
Account Administration • 33 views
The OCC User Admin search finds existing customer logins by many fields, so you can open a user to view details, fix permissions, or reset access.
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Edit my profile and pin pages to the menu
Account • 35 views
My Profile is your own admin account: update your details and password. Across the OCC you can also personalize the experience — pin pages to the menu
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