When the need arises to transfer orders (and the associated Salesperson Assigned person on each order), the Transfer Orders feature will help!
This often happens when you're replacing a Salesperson, need to provide visibility of orders to a new Salesperson, or have assigned a new Territory to a Salesperson and need them to also see their new customer's orders.
This does not change the Salesperson to Pay or Commission-related data on the orders to be transferred. Should you also need the Salesperson to Pay updated, reach out to support@markettime.com and describe the changes needed to be made.
NOTE: Having Support update the Salesperson to Pay will incur a one-time charge for the work, and will provide a quote that requires your authorization before proceeding.
Orders for inactive Manufacturers will not be transferred.
This feature is found within each Salesperson by navigating to Salespeople > Edit the desired Salesperson, on the Orders tab:
Video Overview
Select Who Should Receive the Orders
Your first action is to determine who should receive the orders you wish to transfer.
There are two options you can make.
Option 1: Assign based on Company Logic
If your company is set to assign orders based on Division, checking the Option 1 box will auto-select the Salesperson(s) to receive the orders based on the logic your company uses.
NOTE: If there is no Salesperson that matches the logic your company uses to assign, no orders will be selected to transfer.
Option 2: Assign based on Manual Selection
If you wish to manually specify the Salesperson to transfer select orders to, using the Option 2 field to do so.
Select Criteria for Orders to Transfer
In the next section, you will choose the time period, as well as the customer, manufacturer, and/or location specifics.
Select Timeframe
You must select a timeframe for the orders to be moved. This is done based on Order Date, and can not exceed 36 months from the current date.
Once you've selected your desired date range, the count of orders will appear at the bottom of the window.
This count will continue to update as you refine your criteria for selection.
You may export the orders that will be effected by the transfer at any time by using the Export orders to be transferred button.
Select Specific Customer, Manufacturer, and/or Zip Codes
If you wish to further refine the selection, use the corresponding Customers, Manufacturers and/or Zip Code buttons and select the desired records.
NOTE: Using the Zip Codes option will allow you to choose zip codes based on Salespeople Territories you already have defined, or select a custom list of Zip Codes using the Master List option in the resulting window.
Performing the Transfer
When you are finished with the selection and have reviewed the orders to be changed, click the Transfer button to proceed.
NOTE: This action can not be undone. Be sure you've reviewed the selections made and the orders to be changed.