Changing Order Format (CSV, XLS, etc.)

Manufacturers who are on the PRO subscription or higher have the ability to change the file type for orders they receive in MarketTime.

What you'll learn

• How to change the export format of your orders

This feature is found on the Order Settings page in the Navigation Menu.

Video Overview

Select a Template

Here you will choose from a variety of templates you can receive your orders in. 

Once selecting a template, you will be given some basic information regarding the template you chose.

Set Requirements

After choosing your desired template, you have the ability to choose whether you'd like to require Customer and/or Shipping Numbers within the file, as well as if you'd like to combine the Header and Detail files if choosing a template that separates the two. 

Finally, you can choose how you'd like to receive your orders. 

DOWNLOAD: Allows you to download the file directly to your computer, by using the corresponding button on the Orders page

EMAIL: Allows you to receive your chosen file via the Company Email (which can be edited on the Manage Company screen).

FTP: This option will upload your orders to an FTP, to be retrieved at your discretion.
NOTE: The FTP option requires configuration by MarketTime, and only available for those on PRO or higher. Reach out to sales@markettime.com for more information.

Customize your Filename

Lastly, you will choose how the file will appear when downloading/retrieving it. Click and drag your desired options into the Name Template field (or fields if choosing a template that includes both a Header and Detail file), using the Add Separator button as needed. A preview of the file name using the options you chose will be displayed beneath the Name Template field.

When finished with your changes, be sure to click Save Order Settings.