Initial Login Setup

Set Up Your Company After Your First Login

The first time you log in to MarketTime, you'll be asked for a few company details: a contact, the payment terms you accept, and the carrier types you ship with. You can change any of this later from Manage Company in the navigation menu.

Video Overview

How to Get There

Add a Contact

1. Enter the required First Name and Last Name, plus any other details you'd like.
   
2. Save: Click Save.

Choose Your Payment Terms

1. Choose a Sales Agency, if applicable (1), then select a payment term your company accepts (2).
   
2. Set Collect Info: Check Collect Credit Card Info if reps must enter credit card details whenever they use this payment term.
   
3. Add the Term: Click the blue + button. The term is added to your list of accepted payment terms.
   
   
4. Repeat for Each Agency: Add payment terms for every Sales Agency you work with, then click Next.

To add every payment term an agency offers at once, select All. If you also choose to collect info, every term is added with Collect Info checked.

Choose Your Carrier Types

1. Select a Sales Agency (1) and a Carrier Type (2). Check Collect More Info (3) only if you want reps to enter more details for that shipping method.
   
2. Add the Carrier: Click the blue + button.
3. Finish: Click Next to complete your setup.
   

What to Be Aware Of

• Edit Anytime: Update your contacts, payment terms, and carrier types later from Manage Company in the navigation menu.
• More Contacts: You can add more contacts after this setup.
• Collect Info Is Required for Reps: When Collect Credit Card Info is checked for a payment term, reps must enter credit card details to use it.
• Terms That Don't Need a Card: Uncheck Collect Info for terms such as Net 30, COD, or Check.