MarketTime offers the ability to manage various aspects about your company such as basic info, top items, minimum order amounts, and more.
What you'll learn
- How to manage your company's basic information
- How to manage pricing for those of your linked Sales Agencies that use MarketTime's B2B platform to sell your product
TABLE OF CONTENTS
- Uploading a Logo
- Shipping Locations
- Order Settings
Uploading a Logo
At the top of this screen, you may upload a logo for Sales Agencies and buyers to view in various places across MarketTime. The image must match the dimensions specified exactly.
This tab allows you to list any additional Shipping Locations you may have. This is purely for informational purposes for Salespeople. New Locations can be added using the New button.
The Contacts tab allows you to list as many contacts as you'd like to be seen by Salespeople. 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.
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 of each table to do so. Once you've selected the desired terms, use the blue "+" button to add them to the table above:
NOTE: The Collect Credit Card Info? toggle determines whether or not a credit card is to be captured when this Payment Term is selected on an order. This is enabled by default for all mtCharge related payment terms.
For more information about how Payment Terms related to mtCharge are used on orders, see our dedicated article.
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
The Advanced tab allows you to fill out additional optional information regarding your company.
This includes the ability to prevent Discontinued items from being able to be added to orders (1), prevent editing of an order after it's been transmitted to you (2), and prevent orders from being Cancelled after they've been submitted (3).
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 particular agency's B2B website using the "eyeball" icon:
This tab allows you to add general information for all sales agencies to see.
The Details tab allows you to add a banner image, and descriptions about your company for sales agencies who have a B2B website featuring your products. This can be previewed on the Advanced tab as shown below:
Any changes made to this screen will need to be confirmed by clicking Save.