This article covers the general setup of a Manufacturer who will be set up with a user within your Agency to write orders for their brand(s) during shows, allowing them to access and write for all Customers within the Web App (https://apps.markettime.com).
Overview
What will this user see within MarketTime Pro?
| Customers |
All Customers within the Agency |
| Manufacturers | All Manufacturers within the Agency |
| Orders | Only orders written themselves * |
* To view all orders that have been submitted to their brand(s), they may log into their usual locations (such as their Manufacturer account in MarketTime or their Stream account) to view all other orders submitted to the them as they would with regular orders.
Setup
NOTE: This person will need to have a Salesperson already be setup up within your Agency, and assigned to their respective Manufacturers, and/or Divisions, and have a login to MarketTime to proceed. If they do not, please see our dedicated section on Salesperson Management.
How do I set up a Salesperson during Show?
Customer Visibility
To enable "Show Mode" for a Salesperson, begin by navigating to the Billing & Payments screen within the Web App (https://apps.markettime.com) and toggle the Show All Customers toggle next to the desired Salespeople:
More information about user permission management can be found in our dedicated article on the subject.
Manufacturer Visibility
If your company uses Divisions to determine Manufacturer visibility, you will need to create a Division and assign all Manufacturers you wish those in "Show Mode" to see. More information about Division management can be found in our article on the subject, and assigning Manufacturers can be done on the Order Settings tab within each Manufacturer.
Navigate to the Salespeople screen.
Within each Salesperson, navigate to the Order Settings tab, and add the Division that contains all Manufacturers you've created that you wish for this person in "Show Mode" to access.
Next, move to the Manufacturers tab and assign the relevant Manufacturers contained within that "Show Mode" Division you created.
NOTE: This step is currently temporary, and won't be needed in the near future.
To disable "Show Mode", repeat the steps above, only disabling the Show All Customers toggle and unassigning the Division/Manufacturers needed.