The app needs to sync to download any updated changes made within MarketTime (price changes, new customers, etc.), and there are two ways to initiate a sync.
What you'll learn
Syncing your Orders and New Customers to MarketTime
Once you've written orders or added new customers, the (bell) blinking icon on the Dashboard will show you what needs to be synced to MarketTime.
Tap on the Push & Pull Now button to initiate the syncing of those pieces of data.
Doing so will immediately take you to the Sync screen, where you will be prompted to perform the sync and notified when it is complete.
Manually Initiating a Sync
- Tap the menu icon (three lines) in the top left corner to show the menu
- Choose Sync to be taken to the sync screen
- To initiate a sync, press Start in the top right corner
The process will begin, and once it's complete, the app will ask you if you'd like to navigate back to the Dashboard or stay on this screen.
FAQs
Here are a few frequently asked questions we receive about syncs:
- Help! Why are my orders assigned to the wrong person?
- Why can't I transmit an order to the manufacturer?
Help! Why are my orders assigned to the wrong person?
Depending on which "Assign Salesperson By" setting is used in your account, sometimes orders will be assigned to a different salesperson than you expect when the order is first written. To get the latest assignment on an order, according to the division, territory, and hardcode rules you have set in your account, you must sync to the "cloud" (apps.markettime.com) to retrieve the latest assignment information.
To initiate a sync, please follow the steps above: Manually Initiating a Sync.
Why can't I transmit an order to the manufacturer?
Unassigned orders (not assigned to a salesperson) cannot be submitted to the manufacturer from the mobile app. To get the latest assignment for an order, please Manually Initiate a Sync. After the sync is complete, once the order is assigned to a salesperson and all required information is filled out on the order form, the order can be transmitted to the manufacturer.
If the order remains unassigned after completing the sync, please get in touch with one of your MarketTime admin users to ensure the customer is assigned to a salesperson.