In cases where you may need to update your company's basic information, you may use the Company Info screen.
What you'll learn
- How to update basic company information such as phone number, address, and email.
- How to upload a company logo.
- How to update a few basic company-wide settings for you and your users.
TABLE OF CONTENTS
This screen is found by clicking your name in the top right corner of MarketTime and choosing Company Info.
Here you may update any relevant information to your company, such as address, phone number, and email address.
This information will appear on all orders transmitted to customers or manufacturers by you or your Salespeople.
Uploading a Logo
To upload a logo click on the placeholder icon and upload the image from your computer's files.
The company logo must be 420px x 110px
Updating Company Settings
The Company Info screen also allows the ability to set a few company-wide options, as seen below:
Enable Customer Merge for Salespeople - This allows your Salespeople to use the Customer Merge tool to consolidate duplicate customers. When disabled, only Admin users may use this feature.
This feature is currently undergoing changes and is not available at this time.
Allow Adding Duplicate Items to an Order - This allows you and your Salespeople to add an item multiple times to a Line Item Order.
Enable Item Notes Feature for Orders - Enabling this feature allows the Notes field within an item to appear as an Item Note, that will appear on order copies.
Auto Open Quick Entry Form - When enabled, while performing Commission Entry via the Quick Entry window, if a PO Number or Customer is searched and there is only a single order found, MarketTime will auto-open the order.
Auto Select Salesperson for Direct Orders - When enabled, this will auto-select the Salesperson for a Direct Order based on primary customer assignment
Show Manufacturer Address in PDF - When enabled, this will display the Manufacturer's address information on PDF order copies.
Managing Direct Order settings during Invoice Importing
The settings found here allow you to determine if the Customer/Division/Territory rules of your company should determine Salesperson to Pay on invoices, or if you would like to set a standard Salesperson for all imported Direct Orders during Invoice Import (1). You may also set the default Order Code for all Direct Orders created during Invoice Import (2). For orders not found during the import process, enabling the Default POs with no match to Direct (3) option will set the order code for those orders to Direct.