After your initial login into MarketTime, you'll be asked to enter in some information relevant to your company.
This information can be changed at any time by navigating to the Manage Company option found in the Navigation Menu.
What you'll learn
- How to set up the defaults for your company
TABLE OF CONTENTS
Fill out the required information (First Name and Last Name) and any additional information you'd like, then click Save to save the contact.
You will have the ability to add additional contacts after this process.
Here you will be able to determine which payment terms you will select from the sales agencies you're linked with. Choose a Sales Agency (if applicable) (1), then select the payment terms your company accepts (2).
Next, you'll choose whether or not to collect info on the payment terms you've selected. This means that if you've checked the "Collect Info" option next to a payment term, the rep will be asked to enter in credit card information for that payment term.
Once finished with this selection, click the blue + button to add the payment term, and it will be added to your list of accepted payment terms.
When selecting the All option, and choosing to collect info, all payment terms available from that sales agency will populate, with the Collect Info option checked.
We suggest unchecking the Collect Info option for payment terms that don't require credit card information, such as Net 30, COD, Check, etc.
This process can be repeated for the various sales agencies you may be affiliated with.
When finished, click the Next button.
Similar to adding Payment terms, you will now be asked to choose carrier types, or shipping methods that you accept.
Select a sales agency (1), select a Carrier Type (2), then choose if you'd like to collect info for that option (3).
Once finished, click the blue + button to add the terms, and click Next to complete your initial setup!