When your company begins representing a new Manufacturer, you may add them within MarketTime and assign them to the Salespeople who will be selling their products.
What you'll learn
- How to create a new Manufacturer
- How to set the accepted Payment/Shipping terms for the new Manufacturer
- How to assign Salespeople to the new Manufacturer
TABLE OF CONTENTS
Adding a Manufacturer
To add a new Manufacturer, use the New button found on the Manufacturers screen:
When adding a new Manufacturer, enter in their name or Manufacturer ID (provided to you by the Manufacturer) into the Search field.
If the Manufacturer you're adding is already a member of MarketTime, they may appear as an option to select when searching. MarketTime recommends reaching out to your Manufacturers to see if they already have an account, and can provide you with their Manufacturer ID.
Choosing that entry will allow you to add them to your Manufacturers, which will then send a request to that Manufacturer to approve. Some information will not be editable as it's managed by that Manufacturer.
If adding a Manufacturer that does not use MarketTime, click the Add... button to add them manually.
Start by entering in the Manufacturer's basic information.
Some of this information will not be editable if adding a Manufacturer that already uses MarketTime.
Here you will add the first Contact for the Manufacturer if adding manually. If the Manufacturer is already using the Manufacturer Portal, you will be unable to edit this screen, as they will have already entered in a Contact.
This will allow you to choose defaults for this Manufacturer such as Minimum Order Amount, Commission Percentage, and accepted Payment Terms. Again, if this Manufacturer is already using the RepTime Portal, much of this information will be not be editable.
This final screen will have you assign the Manufacturer to Territories and/or Salespeople. This information can be updated/edited at a later time as well.
Once complete, click Finish, and the Manufacturer will be added to your list of Manufacturers.
If adding a Manufacturer that is already a member of MarketTime, you will see a "Not Approved" icon next to the newly-created manufacturer. This will disappear when the Manufacturer has logged in and approved your request.