This guide covers the process of starting an order in the MarketTime Pro (mtPro) app for iPads.
Starting from Scratch
The most common way to begin an order, simply tapping on the Create Order button on the Home Screen will allow you to proceed.
On the resulting screen, use the blue button that appears to begin searching for the desired customer by their Bill To information:
Here you can search by the Starts With, Contains, or Show All toggles shown at the top of the drop-down.
When you've located the desired customer, tap on it and you'll see two options; Select to select it, or Edit to edit it:
Tapping Select will select the customer and ask you to choose a Ship To location, then Buyer. Once you've done this, you'll be shown previous order history relevant to this customer.
Video Overview of Order and Item History shown after Selecting a Customer
When starting an order for a customer, the MarketTime Pro allows you to access both previous orders and their items to create new orders and see previous order history depending on your location in the app.
Local Orders
Once you've selected the customer, the Local Orders section of the screen will populate with the customer's previous order history that has been downloaded to your device.
MarketTime Pro initially syncs 30 days worth of orders, or a total of 500 orders, whichever comes first.
More Orders
The More Orders option will allow you to locate orders older than the default amount of orders and download them to your device if needed. This feature requires an internet connection to use.
FEATURE COMING SOON!
To begin a new order, tap Start a New Order at the top of the screen.
Credit Cards
The Credit Cards tab displays any saved credit cards of this customer for use on orders.
Jump down to Adding Items to an Order to continue.
Starting from Present Products
If you'd been using the Present Products feature to pre-select products your customer might like, you may start an order with those selected items!
Once you've found and selected some products using the "heart" icon, tap on Create New Order in the bottom right corner .
On the resulting screen, use the blue button that appears to begin searching for the desired customer by their Bill To information:
Here you can search by the Starts With, Contains, or Show All toggles shown at the top of the drop-down.
When you've located the desired customer, tap on it and you'll see two options; Select to select it, or Edit to edit it:
Tapping Select will select the customer and ask you to choose a Ship To location, then Buyer.
To continue, tap Start a New Order at the top of the screen.
This will then display a list of your selected products from Present Products that will be added to your order(s). Tap Save to proceed.
Jump down to Adding Items to an Order to continue.
Adding/Editing Customers
During either process noted above, you have the ability to add new or edit existing customers.
Adding a New Customer
To add a new customer, you'll tap the "+" icon next to the Search field when searching for customers:
This will allow you to fill out information for this new customer. All required fields are noted in RED.
When finished, tap Save to save the new customer.
Editing an Existing Customer
While searching for customers, choose the Edit button that appears to edit the customer's Bill To information.
If you need to edit the Ship To information, tap Select instead, then you can use the same Edit button for the desired Ship To.
The same "+" button is found when searching Ship To locations and Buyers if the need arises to add new Ship To locations or Buyers tot he customer.
Adding Items to an Order
Regardless of how you started your order, you may add items to your order(s) in a few different ways.
Scanning Items
Tapping Scan at the bottom of the screen allows you to navigate to the Scan screen.
This is typically the most efficient way of adding items to an order during a tradeshow. Tap in the field next to the barcode icon to begin scanning.
As you scan items, you will see them appear on screen, as well as the "Selected Items" counter increase based on the number of items you've scanned. The "Orders" counter at the bottom will display the number of unique orders based on how many Manufacturer's items you've scanned, or Ship Dates you're working with.
Ship Dates
You may add/select different Ship Dates to act as "buckets" for the the items you're scanning. The app always defaults to a single Ship Date, which is the same day you're writing the order, but you can add additional dates by using the "+" button to do so:
Once you've added an additional Ship Date, you will see it listed, and be able to toggle between them as you scan items to fill each "bucket".
Once you've wrapped up adding items to your order(s), you'll want to finish them.
Jump to our article about Finishing and Transmitting Orders
Ship Date Management in Product Detail
The Product Detail screen will allow a user to manage (add/remove) Ship Dates on a Sales Order without having to add the Ship Dates from the Scan screen. This enables the user to remain in one view, manage the Ship Dates and assign items to their desired Ship Dates. Below shows an example of adding a new Ship Date, navigating to the next item in Search and assigning the new item to the newly added Ship Date.
Need to remove quantity on a given Ship Date? This allows a user to easily remove an item's assignment to a given Ship Date as well.
Below is a guide to the icons showing in the Ship Date management window.
Default Scan Date
When you have created a separate ship date to scan/add items for, today's date will still be used as the default date whenever new items are scanned/added to the basket. If you would like items to be automatically added into a certain Ship Date bucket -- you can change the "Default Scan Date" while you are writing your order to set this properly. By viewing the guide in the screenshot above, you can see where this "Edit Default Scan Date" button is located to change the ship date that is used by default when adding new items to your basket.
Searching Items
Another way to build your order is to search or browse through products. This can be achieved by tapping on Search at the bottom of the screen to move to the Find Products screen.
On this screen, you can search using a variety of criteria (1), filter by Manufacturer (2) and their Categories or Product Lines (3), and toggle on/off various product statuses (4) as needed.
On the right, you may tap on a product to display more info, or tap in the white Quantity field to select it and add the product's minimum to your order.
TIP: Tapping on an item with two fingers simultaneously will auto-add the item at the minimum quantity to your order!
Once you've wrapped up adding items to your order(s), you'll want to finish them.
Jump to our article about Finishing and Transmitting Orders.
Browsing Catalogs
Another way to add items to your order(s) is to browse Catalogs. Do this by tapping on Catalogs at the bottom of the screen:
Here you may select your desired catalog on the left by scrolling through, or filter by Manufacturer and doing so.
Once you've opened the desired catalog, it will appear on the right. You may collapse the left menu by using the button in the top right:
Swipe from right to left to browse through the catalog, and tap on any hotspots you see to bring up that product and add it to your order.
NOTE: This will differ visually depending on the Manufacturer's catalog and how the products are hotspotted.
You may view which products are hotspotted on this page by tapping Products in the top right corner. Here you can easily scroll through products on this page and tap them to ad them to your order.
As you add things to your orders, the hotspots will change colors depending on the situation.
Blue - Product available, not on current order.
Green - Product on current order.
Yellow - Product previously ordered by this customer
Red - Product not available, unable to add to order.
In the example below, two items on the page are on my order as they're green:
You may filter through these statuses by tapping on Hotspots in the top right corner:
Once you're finished adding items to your order(s), you'll want to finish them up. More about finishing and transmitting orders can be found in the dedicated Support Article on the subject.