Creating a Line Item Order - Salespeople

One of the most significant features within MarketTime is the ability to enter in Line Item orders for your records, or for transmission to your customers and/or Manufacturers.

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What you'll learn

• How to create a Line Item order
• How to make adjustments to items, their quantities or discounts as needed
• How to transmit orders to customers and Manufacturers

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TABLE OF CONTENTS

• Selecting a Customer
• Adding Items
  • Adding Items on the Basket Tab
  • Adding Items on the Search Items Tab
  • Item History
  • Basket
  • Bulk Editing Items
  • Deleting Items
  • Adding a Custom Item
• Finalizing an Order
  • Additional Features/Tasks
• Transmitting an Order

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To begin writing an order, use the New Order option found under Orders in the Navigation Menu, or on the Dashboard.

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Selecting a Customer

Select a customer to begin writing an order.

You can toggle between searching by Ship To or Bill To information using the toggle next to the Search field.

 

 

Once you've selected your desired customer, click the Line Item Order button to begin the process.

 

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Adding Items

 

Adding Items on the Basket Tab

 

The most efficient way to begin adding items to your order is to filter by Manufacturer using the drop-down (1), and using the Search field to type in an Item Number (2).

The cadence in which the Basket tab allows you to enter in items quickly, and without the need to use your mouse,  is : Item Number ENTER Quantity ENTER as shown below:

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Adding Items on the Search Items Tab

 

Alternatively you can click on the Search Items tab to view the items to browse through. The Advanced option can also aid you in searching (allowing you to filter by Manufacturer, whether or not an item is available, etc.).

While browsing items on the Search Items tab, you can toggle your view between List, List with Thumbnail, and Grid view as well:

To select items, you can enter your desired quantity and press ENTER, or simply click the "+" button to add the item to your order to add it using the Minimum Quantity. 

You can change the quantity you've chosen by clicking the Add/Save button, using the "+" or +-" buttons, then clicking Save to save your changes.

Additionally, you may add an additional copy of that item to your Basket from this button as well. This can be done multiple times to add as many copies of that item as desired. 

Regardless of which method you choose to use when adding items to your basket, when selecting or updating the quantity of an item, you will be notified if you've broken the Quantity Increment of the item:

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Item History

In addition, you can use the Item History button for each item to see that customer's history ordering that particular item;

As well as the ability to filter the Search Items tab to view only items your customer has ordered within the last 6/12/24 months:

While adding items, you can toggle back and forth between your Basket and browsing items to see information about this customer's "session", including number of POs, Order Total, etc.

This screen also allows you to choose which Shipping Location you are writing your order for, by clicking the Switch button next to the Ship To location shown on-screen:

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Basket

 

Here you can edit quantities, discounts, or continue to add items using the Search option as needed.

The Promotions icon below your Basket will show you any applicable Promotions for the relevant Manufacturers you have items selected for.

Minimum Met allows you to check the minimum for any Manufacturers you've added items in your basket for:

The "Sequence ID" filter coupled with the "Sort" toggle allows you to order your items in a variety of different ways:

Sequence ID: Sorts your items as they were added to the Basket.

Manufacturer: Sorts your items by Manufacturer.

Item Number: Sorts your items by Item Number.

Unit Price: Sorts your items by Unit Price.

 

You may also filter by Manufacturer using the associated filter:

Once you're satisfied, click the Finalize Order button at the bottom of the screen to complete the rest of the Order.

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Bulk Editing Items

 

The Bulk Edit option allows you to select items on your order, and edit them all at once. 

You'll select your items (1), click the Bulk Edit button (2) and choose how you'd like to edit the selected items in the resulting popup (3). 

 

This feature allows you to edit information such as the Quantity of the items, Discount, Price Code, Unit Price, Notes, and even the Name.

 

Once you've made the desired changes, click the Apply button to confirm your changes.

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Deleting Items

 

Items can be removed from the order by selecting the item and clicking the Delete button:

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Adding a Custom Item

 

Creating a custom item that may not be found in your Manufacturer's catalogs for your order can be done using the Custom Item button, and filling out the relevant information for your item.

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Finalizing an Order

 

On the final step of the Order Entry process, you'll enter information related to your order such as Order/Ship dates, Ship Method/Payment Terms, and any applicable notes.

 

The customer's information may be changed/updated as needed as well, by clicking on the corresponding Edit buttons. This can be done for the Customer and their Contact as well.

Fields marked with an asterisk are required to Save/Transmit your order. Fields that are bold have not been automatically filled out, and are required as well.

When selecting a Ship Method that requires an account, a relevant window will appear to allow you to select the applicable account that may already be in the system, or add a new one if needed.

When adding a Payment Term such as Discover, Master Card, Visa, or American Express, you'll be given a window to enter in the relevant information for that card.

The Save Card to Retailer option is checked by default, so you can use this card on future orders.

If this is a one-time use card, uncheck the option, and it will only be saved to this order.

Once finished, click Save Card Info to return to the order.

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Additional Features/Tasks

 

The various options are found at the bottom of your screen:

Delete: Deletes the current order on-screen. This action can not be undone.

Promotions: This will show any applicable Promotions for this order. Click the green "+" button to add a Promotion to the order:

Discount: This button allows you to discount your order as a whole, letting you choose between discounting by percentage or dollar amount.

Print/Preview: Will allow you to view/print a PDF copy of the order on-screen and print if desired.

Track Payment: Allows you to view any Invoice/Commission information for this order.

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Transmitting an Order

Once your order is complete, you may use the Send Order button also mentioned above to transmit the order to who needs to receive it.

Send Order: Allows you to choose to whom and how you'd like to send your order. 

 

(1). Manufacturer

(2). Customer (with Bill To/Ship To toggle to choose the relevant email)

(3). Buyer/Contact

(4) Salesperson on order

(5). CC's you, the user if not the same as Salesperson on order.

(6). Includes a PDF with UPC Barcodes for items within this order.

Additionally, the Mark as Sent button allows you to mark the order as transmitted, which is handy if you know the Manufacturer already has this order (1).

The Item Without Image toggle allows you to choose whether or not the emailed copiesof this order will contain item images (2)

The Save and Finish button will save the order to be edited/transmitted at a later date.