Helpful Quick Links (with Videos) - for Salespeople & Other Order Writers

Helpful Quick Links for Salespeople and Order Writers

Find the most-used guides for Salespeople in one place, whether you're new to MarketTime or a longtime rep. Start by choosing your order-writing tool, then jump to the topic you need.

Order Writing Tools

Compare the order-writing tools available to you in MarketTime:

Overview of the MarketTime Web Portal and Writing an Order

Overview of the MarketTime Pro App and Writing an Order

For step-by-step instructions, see Starting and Writing an Order on MarketTime Pro (mtPro).

General

• Setting Order Defaults - Salespeople

Customers

• Adding a New Customer - Salespeople
• Editing a Customer - Salespeople
• Email Blasts

Manufacturers

• Browsing Manufacturers - Salespeople

Orders

• Browsing Orders - Salespeople
• Creating a Line Item Order - Salespeople
• Creating a Summary Order - Salespeople
• Importing Items into Basket via Excel (Quick Import)
• Managing Unfinished Orders - Salespeople
• Transmitting a Single Order - Salespeople
• Transmitting Multiple Orders - Salespeople
• Duplicating an Order - Salespeople

Items

• Browsing Items - Salespeople (including printing barcodes)
• Item Showcase

Reporting

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