Retailer Flag (Persistent Notes for Customer's Orders)

Things to Know

• A Retailer Flag is a note that can be seen in various places throughout MarketTime that stand out a bit due to the "flag" icon that appears next to customers who use them.
  • They can also be seen during the Finalization process of Order Entry, and can be copied to orders as described below.
  • These notes have the potential to be seen by Customers and Manufacturers should you choose to add them to the Special Instruction on an order. 
• A Customer Note is a simple note field that can be accessed from within the customer's record, and only appears internally to those within your company that have access to the customer. These notes will never appear on order copies, unlike the Retailer Flag as noted above.
• Both Retailer Flags and Customer Notes are notes attached to and regarding the customer itself.
• At this time, Retailer Flags are not supported in the mtPro app.

Creating a Retailer Flag

To create a Retailer Flag, navigate to the desired customer. The Flag may be added/edited in the Notes card.

Alongside the customers general notes, the Flag Notes field is where you will enter in any information that you'd want to view during Order Entry, or add to an Order

Once the note has been entered, click the Save Notes field to save it.

Viewing a Retailer Flag

The Retailer Flag may be viewed in a few places within MarketTime, the first being while browsing through customers.

If a customer has a Flag, there will be a "flag" icon next to their name:

Clicking on this icon will reveal it's Flag.

The Flag may also be viewed during customer selection when beginning a new order, as well as within the Finalization screen of Order Entry.

Adding a Retailer Flag to an Order

To add your Retailer Flag to an order's Special Instructions field, simply click on the Flag icon found on the Finalization screen, as shown above.

Using the Copy to Instructions button found when viewing the Flag will add it to the Special Instructions of the order.