Helpful Quick Links (with Video) - Sales Agency Administrators

Helpful Quick Links for Sales Agency Administrators

Find the most-used Sales Agency guides in one place, whether you're new to MarketTime or a longtime admin. Start with the walkthrough video, then jump to the topic you need.

Basic Walkthrough Video

This video covers the basics of a Sales Agency Administrator account.

General

• Configuring Company Settings

Manufacturers

• Adding a New Manufacturer in MarketTime
• Importing Items as a Sales Agency
• Importing Images as a Sales Agency Admin
• Creating Custom Price Code Names
• Browsing and Managing Manufacturer Files
• Creating and Printing Product Barcodes in MarketTime

Customers

• Adding a New Customer
• Editing a Customer
• Managing Customer Assignments
• Importing Customers via Excel
• Managing Unassigned Customers

Orders

• Browsing Orders as a Sales Agency Admin
• Creating a Line Item Order
• Creating a Summary Order (Total Only)
• Importing Items into Basket via Excel (Quick Import)
• Managing Unfinished Orders
• Transmitting a Single Order to Customers/Manufacturers
• Transmitting Multiple Orders to Customers/Manufacturers
• Duplicating an Order

Order Payments (Invoices and Commissions)

These guides follow the order of the commission process, from setting rates to paying Salespeople.

1. Setting Up Commission Rates for Your Company
2. Check Log
3. Posting Invoices and Commissions
4. Balancing Checks
5. Paying Salespeople

Reporting

• Recommended and Popular Reports
• MarketTime Quick Reports: Customer, Manufacturer, and Salesperson

B2B Website

• Inviting Customers to Your B2B Website
• Retrieving Abandoned Cart Information
• Managing Multi-Brand Shoppable Catalogs
• Item Showcases
• Managing Callouts

Order Writing Tools