Order Taker Selection – MarketTime Support Center

The MarketTime iPad app includes two settings that give you control over how the order taker is assigned when writing orders. These settings (Require Order Taker Selection and Default Order Taker) are designed to support different workflows, from shared showroom devices to temporary rep coverage, and can be configured independently to match how specific teams operate.

Require Order Taker Selection Setting

What it Does

When the “Require Order Taker Selection” setting is enabled, the app will prompt the user to select an order taker before each new order is started. The app remembers the last selection made, so the previous choice is always pre-selected, but the prompt still appears every time, requiring a deliberate confirmation or change before proceeding.

This setting will only work in Show Mode. Users in Road Mode cannot enable this setting.

Best for

Shared showroom iPads where multiple people may be writing orders on the same device throughout the day. Temporary staff, seasonal reps, or anyone covering the floor can select themselves from the list at the start of each order, ensuring their name appears as the order taker on every order they write.

How to Enable

1. Open the User Profile menu on your iPad.

2.Toggle Require Order Taker Selection on.

Behavior Summary

Default Order Taker Setting

What it Does

When a default order taker is set without enabling the Require Order Taker Selection toggle, the selected person is automatically assigned as the order taker for every new order written on that device. No prompt appears, and no extra tap is required. The default remains in effect until it is manually changed by selecting a new order taker.

The “Default Order Taker Setting” works in both Show and Road modes.

Best for

Situations where a rep needs to use a device other than their own for an extended period. For example, if a rep's iPad did not charge or is otherwise unavailable, a colleague can temporarily set that rep as the default order taker on their device. All orders written during that time will be correctly attributed, without any additional steps at order creation.

How to Configure

Open the User Profile menu on your iPad.
Ensure the “Require Order Taker Selection" option is toggled off when the device is in Show mode.
Tap Default Order Taker and select the appropriate person from the list.

Behavior Summary

Choosing the Right Setting

	Require Order Taker Selection	Default Order Taker
Prompt appears on each order	Yes	No
Remembers the last selection	Yes	N/A — always uses the default
Best for shared/temp use	Yes	No
Best for extended coverage on another device	No	Yes
Requires tap to confirm at order start	Yes	No

Both settings can coexist in your setup, for example, a showroom iPad might use Require order taker on most days, while switching to a Default order taker during a specific event or coverage period.

Known Issues/Limitations

The Require Order Taker Selection setting works only in Show mode — it is not applicable to Road mode.
This work does not change the logged-in user; it only changes the “Order Taker” name on the order.
When the RepGroup Salesperson Name differs from the Salesperson Name, there will be a discrepancy between what is displayed in mtPro and the web app. See example below:

Related to

Last updated: May 27, 2026 21:12

Scenario	Result
Starting a new order	Prompt appears to select an order taker
Previous selection exists	The last selected order taker is pre-selected. The previous selection is set as the Default Order Taker.
User continues without changing	The previous selection is used PO number starts with the initial of the Order Writer
User selects a different name	New selection is used for that order. New selection becomes the Default Order Taker.
User disables the “Require Order Taker Selection” setting	Default Order Taker selection is removed The user selects a default order taker, or the system automatically assigns the signed-in user as the order taker.

Scenario	Result
Starting a new order	No prompt, default is applied automatically
Default is set	Every order is attributed to the default order taker PO number starts with the initial of the Order Writer
No default is set	The logged-in user is designated as the Salesperson Order Writer
Default needs to change	Update the default order writer selection in the User Profile menu. Enabling the “Require Order Taker Selection” setting removes the default order taker selection. Changing the device from Show Mode to Road Mode clears the selected default order taker.