MarketTime offers the ability to set a variety of options as default options during Order Entry and around MarketTime.
What you'll learn
- How to set user-specific order defaults within MarketTime
This can be done in two places, the first found by clicking your name in the top-right corner and choosing Profile:
The second being within Order Entry, using the Change Order Settings button:
Accept Back Orders (1) - Allows you to set the Default Order Code when writing new orders.
Auto Set Minimum Qty on Basket Items (2) - Toggling this option off will enable "mouse-less" Item Entry during Order Entry.
Auto Select Salesperson by Only Zip Code (3) - Auto-selects Salesperson when creating a new Ship To location.
Default Ship Date (4) - Sets all future orders with a Default Ship Date chosen.
Default Cancel Date (5) - Sets all future orders with a Default Cancel Date chosen.
Default Order Code (6) - Determines what Order Code is set as default during Order Entry.
Sort Items on View (7) - Determines how items are sorted by default during Order Entry.
Sort Items on Prints (8) - Determines how items are sorted by default on printed order copies.
Print Images (9) - Determines whether or not Images are to be printed/emailed on PDF order copies by default.
Default Customer Listing (10) - Determines whether or not the default Customer Search on the View Customers and New Order screens searches by Bill To or Ship To information.
Default Manufacturer (11) - Determines the default Manufacturer selected when beginning an order.
Default Search for Order Entry (12) - Determines what criteria is being used when searching for items.
Default Order PDF View (13) - Determines if the PDF copy of orders are in Portrait or Landscape mode.
Default Customers Email Message Body (14) - Determines the default message that appears in the email body of orders sent to customers.
Default Manufacturers Email Message Body (15) - Determines the default message that appears in the email body of orders sent to manufacturers.
Default Salespersons Email Message Body (16) - Determines the default message that appears in the email body of orders sent to salespeople.
Our Recommended Settings
The settings chosen below are the changes we typically recommend changing when setting your defaults for MarketTime order writing:
(1) Disable Auto Set Minimum Qty - recommended for a more streamlined order entry process, not requiring use of your mouse when adding items.
(2) Set a Default Order Code - recommended to have one less thing to populate when finalizing an order as this field is required.
(3) Set Default Search for Order Entry to Contains - recommended to provide more freedom while searching for items.