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Trading brands

A trading brand is the identity an order and its paperwork are presented under — the name a customer sees on what you send them.

One organisation can trade under several. A group selling the same stock under two names needs each order to carry the right one.

Which brand an order uses​

Resolved in order, and the first one set wins:

  1. The order's own brand.
  2. If it has none, the channel's, set on that channel's settings.
  3. If neither, the organisation's default.

So setting a brand on a channel means every order arriving through it carries that brand, unless a particular order says otherwise. See channel settings fields.

Not the same as a product brand​

Two different things share the word.

A product brand is a property of what you sell — the manufacturer or label on the item, part of your catalogue.

A trading brand is who you are on the paperwork. It has nothing to do with what is in the box.

An organisation can sell many product brands while trading under one, or sell one product brand while trading under several.

Where they are managed​

Under the organisation's document settings, which is where the brands appearing on your documents are configured. Needs organisation-admin access.

What a brand affects​

How an order and its documents are presented. It does not change pricing, stock, routing or what is posted to your accounting system — those follow their own settings.

Choosing a brand is a question of what the customer should see, not of how the order is handled.

Customers see it, so it is worth getting right​

A customer receiving paperwork under an unexpected name will query it, and a mismatch between the storefront they bought from and the brand on their invoice looks like a mistake even when everything else is correct.

Worth checking the channel-level brand when connecting a new store, since orders will otherwise fall back to the organisation default.