Updating Company Information/Policies

MarketTime offers the ability to manage various aspects about your company such as: logo, shipping address, minimum order amount, brand description, payment terms, and more.

 

 

In this article you will learn how to edit your brand profile. To begin, navigate to the “Manage Company” section on the left-hand navigation. 

Uploading a Logo

At the top of this screen, you may upload a logo. The image must match the dimensions specified exactly.

 

Updating Business Information

 

From this section, you can also review and edit your business address (1) and primary contact information for any linked agencies to see. (2). Additional contacts may be added on the Contacts tab below.

 

Updating Minimum and Notification Emails

 

 You may also determine your Minimum Order Amount (1) and Minimum Re-Order Amounts (2), which connected agenceis will see, and their retailers will abide by when placing orders on an agency's B2B website while shopping your products.

Finally, you can determine which email(s) are notified when an order is submitted to you:

 

Shipping Locations

The “Locations” tab allows you to list any additional Shipping Locations you may have. This is purely for informational purposes for Salespeople and Marketplaces. New Locations can be added using the New button.

 

Contacts

The “Contacts” tab allows you to list as many contacts as you'd like to be seen by Salespeople and Marketplaces. New Contacts may be added using the New button.

When creating a new Contact, setting a contact as Primary will automatically have this Contact's information be displayed in the Contact card at the top of the screen.

 

Order Settings

The Order Settings tab allows you to determine which Payment/Shipping terms your company accepts.

To add a new term from the list of terms available, use the drop-down at the bottom:

Once you've selected the desired terms, use the blue "+" button to add them to the table above:

The Collect Info toggle determines whether additional information is required when choosing that term.

For example, you will typically want the Collect Info toggle turned ON for Credit Card options such as American Express or Discover, but not necessarily for Call for CC or Net 30.

To remove a term, simply click the Delete button to the right of the desired term, to remove it from being select-able by Salespeople or Buyers

 

Advanced

The Advanced tab allows you to fill out additional optional information regarding your company.

This includes the ability to prevent Discontinued items from being added to orders (1), prevent editing of an order after it's been transmitted to you (2), and preventing orders from being cancelled after they've been submitted (3).

You may also include information about any MAP you have, where your products are manufactured, if you require a credit app, etc.

Additionally, you may choose between Portrait and Landscape mode on PDF order copies you receive (4) and how items are sorted by default on those PDFs (5).

Be sure to click Save to save any changes you make on this tab.

 

Pricing Policy Management

The features shown below only apply to those who directly manage their data within MarketTime for linked Sales Agencies.

This tab also allows you to set your preferred Pricing Policies per Sales Agency, per Customer for groups who have MarketTime B2B Websites.

Depending on your selection, you will have an additional button next to each Pricing Policy drop-down that allows you to choose pricing for any specific customer as needed.

Here you may see any customers who have previously purchased your products within MarketTime and set their standard pricing if you offer more than one price for your items.

Additionally, you may preview what your brand looks like on that B2B website using the "eyeball" icon:

 

Notes

This tab allows you to add general information for everyone to see. The notes you add in the tab will appear on the card at the top of the page.

 

Details

The Details tab allows you to add a banner image, hotspotted image(s) and descriptions about your company for sales agencies and Marketplaces that have a B2B website featuring your products.  Any changed made will need to be confirmed by clicking Save. Your changes can be previewed on the Advanced tab as shown below:

For more information about creating and adding a hotspotted image, visit the help article titled “Hotspotting a Catalog or Image” found HERE.