Transition Tasks

The tasks listed below are to be completed by the company making the transition to MarketTime with guidance from their Implementation Specialist.

Preliminary Transition Tasks

Review your Data in the Staging Environment

Utilize the Staging Environment to review how your data is will be transferred into MarketTime when you go live and familiarize yourself with the system. Detailed information and best practices can be found in our dedicated article. NOTE: You will see the standard 2 years of order / invoice / customer history included in your data migration (additional years incur a cost).

Update/Set Rates, Terms, Assignments, and More

Agency/Company Information

• Confirm company info is correct and upload logo - This ensures your company is represented properly on PDF order copies and your B2B Website (if applicable)
• Create Order Codes in MarketTime (road, show, etc.) and set their standard Commission rates. The Order Code Mapping Sheet allows you to do the same thing while consolidating older or unused codes from Brandwise into a single or different code in MarketTime

Salespeople Records

• Assign each Salesperson to their Manufacturers. - This ensures proper visibility of Manufacturers for your Salespeople.

Agency-managed Manufacturer Records

(These steps must be completed for each Agency-managed Vendor/Manufacturer)

• Set Commission Rates - Only needed if using the Commissions Module.
• Set accepted Payment/Shipping Terms for each manufacturer. - This ensures only the accepted terms appear for your Salespeople and Retailers.
• Upload Logos, Banners, etc. - This helps "beautify" your B2B Website.
• Upload Documents (catalogs, etc.). - This includes hot-spotting catalogs.
• Update Email for Orders for each manufacturer - This ensures that Manufacturers are notified when they receive an order.
• Assign each Salesperson to their Manufacturers. - This ensures proper visibility of Manufacturers for your Salespeople.

Manufacturer-managed Manufacturer Records

(These steps must be completed for each Manufacturer-managed Vendor/Manufacturer that you are directly linked with to receive their managed data)

• Set Commission Rates - Only needed if using the Commissions Module.
• Add/Request linking for Manufacturers - This step is to directly link with Manufacturers who will be managing their own product, promotions, and documents and sharing with their respective Agencies. NOTE: DO NOT MERGE ANY ACCOUNTS AT THIS TIME.
• Assign each Salesperson to their Manufacturers. - This ensures proper visibility of Manufacturers for your Salespeople.

Running an Open Cart Report

It will be important to run an Open Cart Report in your Brandwise account, at the beginning and end of your transition process. This will give you a list of Customers your Salespeople should contact to wrap up their open orders. Note: open carts will not be transferred when your data is transferred/migrated.

Option 1: If your Agency uses Agency Vision:

• Log into agencyMGR through e.brandwise.com
• Click on the Bookings tab 
• Click on More Reports
• Scroll to find the Open Cart Report

Option 2: If your Agency does not have Agency Vision:

• Request an Open Cart Report from your Implementation Specialist.

Again, the best practice is to run the Open Cart Report at the start and just prior to your transition/migration date to ensure no open orders are lost.

Configure your B2B Website

• Upload assets (banners, etc.) - Further work to "beautify" your B2B website.
• Enable Manufacturers for B2B - Determine which of your Manufacturers should be visible to your Retailers on your B2B website.
• Prepare communication for Retailers - You'll want to inform your retailers there will be a new location to place orders for your company. This can be done in part with our Customer Communication Package.

Post Transition Tasks

The tasks below should be performed after the final data migration has been completed. 

• Merging any Manufacturer accounts - If you've been adding Manufacturer-managed accounts to your Agency during this transition time, you may now merge them into the accounts we've created for you so they can "take control" of their product data, documents, catalogs, etc.

NOTE: Any new linked accounts will need to be assigned Divisions, Salespeople, etc. as merging (once the migration is complete) will not transfer this information. Also, any ssiBarcodes that were a part of the data transfer into the Agency-managed account must be replaced with MarketTime Barcodes or the Manufacturer/Vendor's UPCs. ssiBarcodes cannot be used with Manufacturer-managed accounts.

• Assigning Manufacturers to their Divisions - If your company uses Divisions to determine Manufacturer assignment to a Salesperson, you'll want to ensure that any newly-linked, self-managed ("eyeball") Manufacturer accounts are assigned to their proper Divisions, as this is not included during the merge process noted above.