Managing Customer Account Numbers

MarketTime offers the ability to manage Customer Account Numbers for incoming orders.

What you'll learn

• How to add/update a customer's account number within MarketTime

To manage Customer Account Numbers, navigate to the Customers screen:

Clicking on the icon next to each customer will allow you to add your Customer Account Number and Shipping Account Number for the selected customer.

In the resulting popup, you can specify the Account Number or Shipping Account Number for the customer.
If there are multiple Sales Agencies that send you orders for this customer, you can assign the same or different customer numbers for each agency as needed as well.

After adding this information and clicking Save & Close, the account numbers can be viewed while looking at your orders.