Creating Direct Orders

Often times, the Commission Statement that a Sales Agency receives from a Manufacturer includes orders that the Sales Agency did not write themselves. In this case, the Retailer has typically placed an order directly with the Manufacturer, and that Manufacturer is honoring their commission agreement with the Sales Agency for Retailer's within their territory. Many Sales Agencies keep record of these Direct Orders to make future considerations about these buyers.

Because these Direct Orders contain Commission Records that do not pertain to an existing order for your Sales Agency, we have a "Direct Order" functionality that will create both the Order Record and Commission Record at the same time. This button can be accessed from the Commissions page, when opening the "Quick Entry [F2]" Button, shown below.

Once the Quick Entry window has been opened, Select the Manufacturer and Customer for your Direct Order. Then, choose the "Direct Order" button.

When you begin entering the Direct Order, you will first be brought to the PO# Field. You can use the "Tab" button on your keyboard to move from field to field, if you prefer to fill in the fields with mouse-less entry. The value that you provide in the "PO#" field will automatically map to the Invoice Number. This also applies to the "Ship Date" value automatically mapping to the "invoice Date", as well as the "Order Total" automatically mapping to the "Invoice Amount". If you are looking to enter a different Invoice Number, Invoice Amount, or Invoice Date than the Order Record -- you can manually adjust the Invoice Records second. Please note that further adjusting the PO#, Ship Date, or Order Total field will overwrite the changes you made to their respective Invoice fields.

When you have finished providing a value for the required fields, click the green "Save Direct Order & Continue" to start a new Direct Order. Or, click "Finish & Close" to close the Quick Entry Window.

FAQ:

Help! None of the direct orders I create when importing commissions assign a salesperson.

Do you see several unexpected warnings, such as "Invoice has no salesperson to pay," when trying to import direct orders?

If all direct orders are missing the "Salesperson Assigned" and "Salesperson to Pay" values, please follow these steps:

1. Click your username in the upper right corner of the web version of MarketTime (apps.markettime.com)
2. Click Company Info
   
    
3. Scroll to the Direct Order/Invoice Settings section.
4. Select your preferred order code from the Order Code dropdown.
   
5. Verify all other settings look correct.
6. Click Save Direct Settings
   
    

Why do my imported direct orders have the wrong order code?

If you are importing direct orders and notice they have the wrong order code, please follow these steps:

1. Click on your username in the upper right corner of the MarketTime web portal header
2. Click Company Info
   
    
3. Go to the section called Direct Order/Invoice Settings
4. Verify that the correct Order Code is selected in the Order Code dropdown
   
    
5. Click Save Direct Settings
   
    

If your direct orders continue to be imported with the wrong code after following the steps above, please contact support for assistance.

If I add one direct order with multiple invoices, will the system add all the invoices to a total?

• Manual Entry: If you manually enter multiple invoices for a single direct order, you will need to edit the Order Amt to the correct amount:
  
• Import: If you import multiple invoices for a single direct order, the system will automatically calculate the order total from the sum of all invoice amounts: