Editing existing customers within MarketTime is a vital part of keeping your data up-to-date.
What you'll learn
- How to edit your customers
- How to update Customer Assignments for a customer
- How to locate, add/edit Payment and Shipping Terms for a customer
- How to create a Retailer Flag for a customer
TABLE OF CONTENTS
- Editing a Customer
- Creating a Retailer Flag
To edit an existing Customer, use the View Customers option found under Customers in the Navigation Menu and locate your desired customer.
Editing a Customer
Once you've located the desired customer, click the Edit button to view more details/edit the customer.
Customers that currently have a MarketTime account may not be edited, and will be shown with the "eyeball" icon rather than the traditional "pencil" icon for editing.
Here you can edit any relevant information you see on this screen.
Shipping Information (1), Billing Information (2), Tax Number/Division information (3), and any notes you may have (4) can be edited at the top of the screen. Assigning a Retailer Category may be done from this screen as well (5).
The customer can be turned into a Lead or be made Inactive using the toggle buttons at the top of the screen.
Below the basic information of the Customer, additional information can be edited/viewed by clicking through the different tabs.
Shipping Locations can be added using the New button on the Shipping Locations tab. Additionally, these locations can be exported to an Excel file by selecting desired locations and clicking the Export button.
Shipping Locations with a "star" icon denotes that location as the Primary Shipping Location for this customer, and will be selected by default when writing orders. This may be changed by editing the desired Shipping Location and setting the Primary option to YES.
This tab allows you to edit/add additional Contacts for this Customer, as well as choose who is the Primary Contact. Additionally, these Contacts can be exported to an Excel file by selecting desired locations and clicking the Export button.
Contacts with a "star" icon denotes that location as the Primary Contact for this customer, and will be selected by default when writing orders. This may be changed by editing the desired Contact and setting the Primary option to YES.
This tab allows you to view/edit Salesperson assignments for this customer. To assign a Salesperson to a location, click the Edit Assignment button next to the desired location and select the Salesperson.
The red Delete Assignment button next to an assignment will delete the associated Salesperson assignment.
This tab will show you the selected Customer's orders. Orders can be edited or viewed using the Edit/View button next to each row, depending on the order's MFR Status. Additionally, these orders can be exported to an Excel file by selecting desired orders and clicking the Export button.
Similar to the Browse Orders screen, you may also filter by Manufacturer, Salesperson, and/or Order Codes.
This tab allows you to view Manufacturer Customer Numbers (account numbers) for the Maufacturers this Customer may have ordered from in the past.
Using the Edit button next to each Manufacturer will allow you to enter information such as Account Number, set default Ship/Payment terms for this Customer and that Manufacturer and more.
The Select a Salesperson field in conjunction with the Salesperson Commission Percent field allows you to select a Salesperson and Commission rate that supersedes the standard rate for this Customer/Manufacturer combo for that particular Salesperson.
These fields are only used for Commissioning purposes.
The New button will allow you to create your own record here, without the need for previous orders.
The Order Settings tab will allow you to manage Carrier Accounts (Shipping Terms) and Payment Info.
To add a new Carrier Account or Payment Term click the corresponding New button and fill out the required information.
The Notes tab will allow you to add your own notes for this customer, only to be seen by those who have access to this customer within your sales agency.
Creating a Retailer Flag
A Retailer Flag is a note you may use to add to an order's Special Instructions when applicable. 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.
Any Flags created within MarketTime are available to view/use by anyone who has access to this customer within your company, and can potentially be seen on order copies when used.
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.