Managing Order Codes

Managing Order Codes

During order entry, an Order Code must be selected for every order. These usually determine where/when the order was written and the default commission percentage for each.

What's New & Why We Made This Change

Deleting an Order Code used to remove it from every order that used it, with no way to move those orders anywhere else. Now, when you delete an Order Code, you choose another Order Code and all of its orders move there. We also moved a setting that didn't belong on this page and made new Salesperson setup faster.

How to Create Order Codes

To create order codes, follow these steps:

1. Navigate to Maintenance > Order Settings in the side navigation.

   

2. Fill out all fields on the Add Order Code window that appears.

   • Note: You can have one entry per order code that does not have a date range.

   

3. Once you're finished, click Add.

About the Add Order Code Window

All fields listed below are required:

• Name: Full name of the Order Code/Show Location.
• Abbreviation: This is the Order Code/Show Location abbreviation. It will be shown on your Order Copies in the Order Code field, and it allows the reps to quickly type in a string of text to select an order code during order entry.
• Report Category: Choose from a static list of categories to which you can assign your order code. Some manufacturers may use this category as the code they can map to their ERP, as its values are universal across agencies.
• Description: Type a complete description of how this order code is used for your business.

NOTE: When choosing a Report Category, there is one that works differently than others.

• Direct [D] - When choosing this category, this Order Code will be used as the default Order Code when entering in Direct Orders, and will affect Commission Rates based on the rates you're setting. If you've created more than one Order Code with this Report Category, you can designate a default Direct code on the Company Info screen.

Commission Rates and Effective Dates: Please see the article here for an overview on splitting commissions by Order Code and THIS article on how to do this for each Salesperson.

Deleting an Order Code

When you delete an Order Code, MarketTime asks where its orders should go, so no order is left without an active Order Code.

1. Go to Maintenance > Order Settings.
2. Click Delete on the Order Code you no longer need.
3. Select the Order Code its orders should move to.
4. Confirm. All of its orders move to the Order Code you selected, and the old Order Code is deleted.

NOTE: Moving orders to another Order Code changes the Order Code on every one of those orders. Choose the Order Code you want them reported under going forward.

Moving Orders Off a Deleted Order Code

If you have orders that are still on an Order Code deleted before this change, MarketTime helps you clean them up.

1. Go to Maintenance > Order Settings. If orders on a deleted Order Code are found, a prompt appears.

   

2. Select the active Order Code to move them to, then confirm.

Where to Find Manufacturer Order Visibility

The Manufacturer Order Visibility toggles are no longer on the Order Settings page. You'll find them on the Company Info page.

What to Be Aware Of

• A replacement Order Code is required: you can't delete an Order Code without choosing another one for its orders.
• Orders move with the delete: every order on the deleted Order Code moves to the Order Code you select.
• Older deleted codes: if orders are still on an Order Code deleted before this change, you'll be prompted to move them the next time you open Order Settings.
• New Salesperson default rates: when you add a new Salesperson, the Default Order Codes step is now filled in with each Order Code's standard commission rates. Review them and edit if needed before saving.
• Manufacturer Order Visibility has moved: look for these toggles on the Company Info page.

FAQ

Is it safe to delete an Order Code now?
Yes. You'll be asked to pick another Order Code, and all of its orders move there before the old code is deleted.

I keep seeing a prompt about orders on a deleted Order Code. What should I do?
Those orders are still tied to an Order Code that was deleted earlier. Select an active Order Code to move them to, then confirm.

Where did the Manufacturer Order Visibility toggles go?
They moved to the Company Info page.

Why are commission rates already filled in when I add a new Salesperson?
The Default Order Codes step now starts with each Order Code's standard commission rates, so you don't have to re-enter them. You can still change them before saving.