New Customer Quick Guide

For new users of MarketTime, this quick guide may be useful!

TABLE OF CONTENTS

• Support Center
• Default Account Settings
• Order Management
• Manufacturer Management
• B2B Website Management
• Frequently Asked Questions

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Support Center

 

To access MarketTime’s Support Center, click on the Help & Support button located on your Dashboard, or navigate to https://help.markettime.com in your browser.

Here you can search our Knowledge Base and submit a new Support Ticket.

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Default Account Settings

 

Access default account settings by clicking on your name in the top right corner of MarketTime and clicking Profile, this screen allows you to change your password if desired, as well as set basic default order settings on the Default Settings tab.

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

 

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Order Management

Most order-related tasks can be performed within the Orders option in the Navigation Menu.

Depending on the type of user you are (Salesperson or Administrator), you may see different options relevant to your user type.

New Order – Begin a new Summary or Line Item order.

View Orders – View previously-written orders in MarketTime.

Transmit Orders – Select multiple orders for transmission to Customers/Manufacturers.

Unassigned Orders – View orders without Salespeople and assign them as needed.

Import Orders – Import orders via Excel Sheet.

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Customer Management

 

Most customer-related tasks can be performed within the Customers option in the Navigation Menu.

Depending on the type of user you are (Salesperson or Administrator), you may see different options relevant to your user type.

 

View Customers – Browse through existing customers, and add new customers into MarketTime.

Assignments – View existing Customer assignments and manage Unassigned customers.

Parent Chains – Create Chains for your customers to group them together.

Import Customers – Import Customers via Excel Sheet 

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Manufacturer Management

 

Manufacturer-related tasks can be performed from the Manufacturers option within the Navigation Menu.

Depending on the type of user you are (Salesperson or Administrator), you may see different options relevant to your user type.

 

Importing Items

Browsing Manufacturers

Editing Manufacturers

Creating a new Manufacturer

 

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B2B Website Management

 

Your B2B e-commerce website can be managed from the B2B Ecommerce option found under Settings within the Navigation Menu.

Managing the various Settings

 

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Frequently Asked Questions

 

Here are some frequently asked questions among new users to help provide a central location for things you may want to know!

 

1. What happens if I don’t have internet?
2. As https://apps.markettime.com is a website, internet is required to access. Many users use our Mobile Application for Android and iOS devices for a more streamlined and offline ordering platform that works with the website.

 

1. How do I send more than one order at a time to my customers or manufacturers?
2. The Transmit Orders screen allows you to choose exactly which of your OPEN orders you’d like to send to your customers or Manufacturers.

 

1. How can I email blast my customers?
2. You may use our Email Blast feature as either a Salesperson or Administrator user, each with the ability to do so by searching/filtering customers, or by Manufacturer.

 

1. I lost an order, where can I find it?
2. If you had been adding items to the Basket, but have not click the Finalize Order button, it is considered an Unfinished order, and can be retrieved in a few different locations. If you have clicked the Finalize Order button, the order may be found on the View Orders screen, and is most likely an Incomplete order, which is simply an order that is missing a piece of information such as Payment/Shipping terms.