We've recently updated MarketTime and have a list of enhancements to share with you! We release system updates each week; these can be viewed in your MarketTime Dashboard when you log in at apps.markettime.com.
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September 28, 2023
Quick Links
Check Details
As a commission manager, you need an easy way to review check information and calculations in MarketTime when paying commissions each month. We have improved the check details screen to make it easier to see check amounts, information, and the posted and remaining balances at a glance.
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Permissions
Custom vs. Default Permissions
As an operations manager for a sales agency, when you need to ensure that user permissions in your account are set up correctly, you don't have time to click on every person to see their settings. To see when users have default vs. custom permissions, each user in your account will now display their status on the permissions button like this:
To see the default permissions available for users in your account, you can visit this help article for more information: What can be controlled by user permissions?
API Enhancement
MarketTime introduces a suite of cutting-edge APIs designed to empower developers in the seamless and secure transfer of data to and from the MarketTime application. These APIs facilitate the reading and writing of user data, fostering interoperability with various systems and platforms while enhancing the platform's inherent capabilities. Brands and Sales Agencies will find these APIs invaluable, offering endpoints for all critical data elements within the MarketTime platform, encompassing Orders, Items, Item Images, and Manufacturers.
Furthermore, our API documentation offers comprehensive guidance on harnessing the full potential of MarketTime APIs and seamlessly integrating them into your applications. Feel free to explore these new APIs and their capabilities by visiting our website https://markettime.com/api and testing them out.
Fixed
- Catalogs on the MarketTime Mobile App: We have resolved an issue where Manufacturer catalogs were incorrectly displayed for Sales Agencies.
- Commission Import: We have resolved an issue where the duplicate invoice warning icon was not clickable if two invoices were in the commission file with the same PO and Invoice numbers.
- Next Available Date: We have resolved an issue where the "Next Available Date" for items was displayed incorrectly when looking at lists of items.
- B2B Website PO Numbers: We have resolved an issue where leading or trailing spaces in the PO Numbers for orders placed using a B2B website would cause commission imports to fail.
September 21, 2023
Quick Links
Commission Quick Entry
As a commission manager, recording invoices and commissions in fewer clicks can save you considerable time and effort. To help streamline the manual commission entry process, you will now see the same "Commission Quick Entry" form, whether you open this directly from orders or the Commissions area of the MarketTime web application.
The "Commission Quick Entry" form has features including:
- Auto-generation of invoice numbers
- Automatic commission calculations
- Support for split commission
- The ability to add notes
- And much more
Divisions
As an operations manager for a sales agency, when setting up or maintaining your MarketTime account, you could only have six divisions before today. This may have limited your options when using MarketTime because your business operates with more than six divisions.
As of today's release, you can create as many divisions as you need based on how you run your business.
Permissions
Add and Edit Customers
As an operations manager for a sales agency, when you try to control which customers can do business with you, you may run into problems because any user in your account could add a new customer. This could make you feel powerless and cause headaches when dealing with duplicate customer records. With today's release, you have complete control over when and how customers get added to your account.
You will see the new customer permission settings by navigating to the "Billing & Payment" screen and clicking on the padlock icon for each user in your account:
| Admin User | Salesperson |
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Fixed
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Promotions
- Orders Written Using the MarketTime Mobile App: We have resolved an issue where the order status changed after adding promotions to orders written using the MarketTime Mobile Application.
- Duplicate Orders: We have resolved an issue where when the promotion auto-apply is off, and you duplicated an order, the promotion’s shipping method was also being copied.
- Quotes: We have resolved an issue where adding a promotion to an order with the status of "Quote" changed the order status and removed the shipping method.
- Importing Orders: We have resolved an issue where leading or trailing spaces in PO Numbers on imported orders were causing commission imports to fail.
- Duplicate PO Number Invoices: We have resolved an issue where invoices for duplicate PO numbers were not showing on the Order Payments > Invoices screen.
- B2B Website > Browse Items: We have also resolved an issue where when retailers used the "Browse Items" feature on your B2B website, they were incorrectly re-routed to an ACH payment link.
September 14, 2023
Quick Links
mtCharge with ACH (Digital Checks)
Suppliers using mtCharge can now process ACH (digital checks) directly within MarketTime! This capability supports pay-upon-ship POs, as well as scheduling for POs on net terms ("set it and forget it").
mtCharge with ACH empowers suppliers to extend the convenience of ACH payments to their customers. Best of all, mtCharge with ACH "just works" and does not require any change in how sales teams capture orders or customer payment details. Sales reps never have to ask a customer for bank details; the MarketTime system seamlessly manages the workflow, starting with sending an email notification to new customers on the supplier's behalf, guiding customers through a secure one-time bank setup, and allowing customers to choose their preferred payment methods.
In case the customer hasn't added a payment method, the supplier has the option to request a reminder to be sent to the customer when processing the order.
The customer receives a second email to add a bank account.
When a customer has multiple bank accounts already stored, they will be presented with the choice to select their preferred payment method.
Suppliers will see the payment Status on an order paid by the customer update from Processing to Success. Once a bank account is added, the retailer will no longer need to provide bank account information for future transactions with the agency.
mtCharge Ad-hoc Payment
Suppliers now have the capability to process ad-hoc credit card transactions within MarketTime using mtCharge, even if the charge is for an order generated outside of the MarketTime system. This new capability allows suppliers to benefit from mtCharge's efficient processes and competitive rates on any order, regardless of where the order originates.
To create an ad-hoc transaction, suppliers simply need to click on the "New" button located on the new Payments page. This page also conveniently displays all transactions processed through the mtCharge Gateway, offering a quick overview of your payment history.
MarketTime Application
Stream Application
Commissions
Commission Quick Entry
The Commission Quick Entry screen now allows for the Salesperson and Manufacturer columns to be sorted, delivering a consistent experience with other screens in the MarketTime portal.
Both the Salesperson and Manufacturer can be sorted A-Z and Z-A.
The Commission/Invoice Quick Edit screens will also now alert the user if Inv # entered is duplicated for the given manufacturer.
Sales Orders
Order History
As an operations manager for a sales agency, when you try to figure out how an order got messed up during a show, the problem is you have to rely on peoples' memories. This can make you feel helpless and frustrated, and it takes a long time to figure out what happened.
To alleviate these headaches, coming soon, you can now see an audit log of order history for every order in the MarketTime web app. This provides visibility into what was changed on order, when, and by whom. So you can talk to the right people and troubleshoot issues without waiting on MarketTime support for help.
Here's what this new feature looks like:
- Navigate to any order details page
- Click View History
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View Order History
Custom Items
When writing a Sales Order for a manufacturer that manages their data, you will now only be able to add a Custom Item from the Finalize Order screen. The Save button will be disabled. This was done to ensure items were not being mistakenly added to the manufacturer's item list. To add a custom item on the Finalize Order screen, simply click the + Custom Item button, enter the Item Number and Name, Unit Price and Qty, and click + Add.
Fixed
- B2B: Resolved an issue where the Manufacturer filter was not set as expected.
- Salesperson Transfer Tool: Resolved an issue where the selected Customer count did not accurately reflect the selected customers for the transfer.
- Commissions: Resolved an issue where a check for one manufacturer could be tied to a PO# for a different manufacturer than that associated with the check.
September 6, 2023
Quick Links
User Permissions
As an operations manager for a sales agency, you need control over what users can and can't do in your MarketTime account. We've added more user permissions to facilitate account management and simplify your job.
For complete information about user permissions, please check out this article: Managing User Access Permissions ("Main Admin" Feature).
Permission Visibility
All admin users in a sales agency account can now see the "Permissions" column on the "Billing & Payment" page. You can use this column to quickly see which users have a MarketTime account. Any user with a padlock icon in the "Permissions" column has a MarketTime account.
If you would like to take complete control over user permissions in your sales agency account, please contact our Support Team at support@markettime.com to enable this feature in your account.
Items
As an operations manager for a sales agency, or an operations manager for a self-managed manufacturer, when salespeople write orders, sometimes they change the prices of items when they shouldn't. This can lead to disputes, confusion about item prices, and unexpected order totals.
To avoid this problem, we've updated manufacturer permissions in MarketTime to control who can change the prices of items on orders.
For users with these permission levels for Manufacturers:
- Self-Managed Manufacturers: Users can see items but not edit the prices
- Read Only: Users can see items but not edit the prices
- Read/Write: Users can view and edit item prices
- Disable Access: Users cannot view manufacturers or their items
For more information and a breakdown of what these permissions look like for salespeople, please look at this support article: User Access Permissions > Manufacturers.
Fixed
- Commission Quick Entry: We have resolved an issue where the commission quick entry window was not displayed correctly after creating a new direct order.
- Commission Checks: We have closed a loophole with commission checks that would allow the manufacturer on the check to be changed after commissions were posted.
Coming Soon
Promotions Enhancement
Order writers can now edit or remove the promotions text within the Special Instructions field of their orders. Previously, users could not modify this content in that field. Before you delete the promotions text, It's important to confirm that your manufacturers do not require the promotion information for export to their ERP system.
Additionally, users can now modify the shipping method associated with a promotion without the entire promotion being removed. This feature provides greater flexibility to the order writer in managing shipping preferences while retaining promotional benefits.
New MarketTime APIs for Seamless Data Integration
MarketTime offers a suite of new APIs that empower developers to efficiently and securely move data in and out of the MarketTime application. The APIs allow developers to read and write user data, interoperate with other systems and platforms, and serve to extend the platform’s built-in features. The new APIs enable numerous use cases for Brands and Sales Agencies, and provide endpoints for all key data elements contained in the MarketTime platform, including: Orders, Items, Item Images, and Manufacturers. Additionally, our API documentation provides comprehensive information about how to use the MarketTime APIs effectively and integrate them seamlessly into your applications. To explore these new APIs and their capabilities, we invite you to visit our corporate website at https://markettime.com/api and test them.
August 31, 2023
Quick Links
mtCharge Status Update
This new feature allows suppliers to monitor the status of their transactions within the MarketTime or Stream application. With this improvement, you'll observe prompt transaction updates on the UI. For instance, your scheduled mtCharge net term transactions will now update to either "Success" or "Failed" on the user interface as the due date arrives. Brandwise users will notice a new column titled "Last Pay Status" in Stream, which will display the most recent transaction status for your orders.
Furthermore, any transaction failures will be accompanied by a clear and concise error message, providing valuable insights into the reason for the unsuccessful transaction. These enhancements aim to elevate your mtCharge experience.
Stream users can click on a "Failed" row to view the corresponding error message at the top of the table. The selected row will be highlighted in blue, indicating it as the active row.
User Permissions
As an operations manager for a sales agency, you need control over what users can and can't do in your MarketTime account. We've added more user permissions to facilitate account management and simplify your job.
For complete information about user permissions, please check out this article: Managing User Access Permissions ("Main Admin" Feature).
The following user permission controls are now available for you to configure in your sales agency account:
Import Customers
As a Main Admin for a sales agency account, you can now decide which admin users in your account can import customers:
Fixed
- Commission Imports: We have resolved an issue where the "Customer Not Found" error was not going away after searching for and selecting a customer for invoices imported during commission imports.
- Commission Check Filter: We have resolved an issue where the check was not staying selected on the Commissions page when using filters or sorting on the list of invoices.
- Direct Orders: We have resolved an issue where invoices created for new direct orders were added to pre-existing orders if the new PO number was the same as the PO number on the old order.
- Shipment Transactions for mtCharge: We have resolved an issue where Manufacturers on mtCharge were not seeing the shipment transaction tab unless the "Process Payment" button was toggled off and on.
August 24, 2023
User Permissions
As an operations manager for a sales agency, you need control over what users can and can't do in your MarketTime account. We've added more user permissions to facilitate account management and simplify your job.
For complete information about user permissions, please check out this article: Managing User Access Permissions ("Main Admin" Feature).
How do I take advantage of this feature?
- The user permission feature in the MarketTime web app is enabled by request
- Please reach out to support@markettime.com to enable this feature
The following user permission controls are now available for you to configure in your sales agency account:
Parent Chains
As a Main Admin for a sales agency account, you can now decide which admin users in your account can view or edit parent chains:
Track Payment
As a Main Admin for your sales agency account, you can decide which admin users and which salespeople can view or edit invoices and commissions on orders through the "Track Payment" button:
Balance Checks & Pay Salespeople
As a Main Admin for your sales agency account, you can also decide which admin users can balance checks and pay salespeople in your account:
Show All Customers
As an admin for a sales agency, control which salespeople can view all customers when using the MarketTime web app to write orders.
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August 17, 2023
Quick Links
Duplicate Invoice Warnings
As a commission manager for a sales agency, when adding new direct orders and invoices when paying commissions, sometimes you mistakenly enter an invoice already in the system. This is frustrating because then you have duplicate invoices, and finding and fixing them can be a pain.
We have improved the messaging and alerts in the MarketTime web app to inform you when you're about to create a duplicate invoice. Anytime you see a red exclamation point icon next to an "Invoice #" field, that's your heads up that an invoice with the same invoice number for this manufacturer already exists:
Missing Salesperson to Pay Warning When Balancing Checks
As a commission manager for a sales agency, when you try to balance checks, it's critically important to know when an invoice or commission is missing the salesperson to pay. Before today, if you balanced a check and a salesperson to pay was missing from a commission, you would have to contact MarketTime support to re-open the check. Who has time for that when it's close to the end of the month, and you're under the wire to finish commissions?
To help prevent missing salesperson to pay information on balanced checks, we've added a new warning message that allows you to download the list of any affected invoices/commissions:
Fixed
- mtView: We have resolved an issue preventing certain users from viewing mtView reports.
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Commission Import
- We have resolved an issue where commission importing would fail with an error of "System failed to verify order payment import" and invoices were not successfully imported.
- We have also resolved an issue where commissions were not being imported after resolving "Multiple Orders exist with given PO Number" errors on the import preview screen.
- Salesperson to Pay on Imported Orders: We have resolved an issue where the salesperson to pay was not correctly recorded on imported orders, which caused problems when using the Salesperson Transfer Tool and paying commissions.
- Manufacturer Selection On Commission Quick Entry: We have resolved an issue where the Manufacturer dropdown on the commission quick entry window was being cleared out unexpectedly after creating a new direct order.
August 10, 2023
Quick Links
Invoice and Commission Improvements for Sales Agencies
Import Commissions
Column Mapping
As a commission manager for a sales agency, when you import commissions and map columns from a manufacturer's commission statement, it was easy to map the same column twice. This led to confusion and extra columns appearing on the import preview step.
We've improved the "Map Columns" step of the importer to make it easier to pick the right columns every time:
Missing Invoice Number Alerts
As a commission manager for a sales agency, when you import large commission statements, you don’t always notice when an invoice number is missing. It's difficult, if not impossible, to scan through thousands of rows and see a single missing piece of information. To make it easier to spot when an invoice number is missing, so you can catch the problem early and deal with it during the import preview, you will now see an alert like this:
Transfer Invoices
As a commission manager for a sales agency, when you import or add invoices manually, you may sometimes add the invoice to the wrong order. This can leave you feeling frustrated. Our system now offers you an easy way to move the invoice to the correct order with a few clicks:
- Navigate to the Commission Quick Entry screen for the PO number that has the incorrect invoice
- Look for the invoice you want to transfer and click the transfer icon (two arrows icon)
- Search for and select the Destination PO Number
- Click Select PO Number
- Verify the Invoice Details and Destination PO Number are correct
- Click Transfer
That's it! You don't need to delete the invoice and re-add it to the correct PO number.
Fixed
- Unassigned Customers and Shipping Locations: We have resolved an issue where newly-added shipping locations for customers were becoming unassigned if an older shipping location had been previously deleted.
- Minimum Quantities on Item Imports: We have resolved an issue where items failed to import if the file was missing minimum quantity values.
- Commission Page Filters: We have resolved an issue where filters used on the commissions page were not reset after editing an order.
- Unapproved Customers: Unapproved customers will no longer appear in the customer search results when correcting a "Customer Not Found for Invoice" error when importing commissions.
- Invoice Amount and Commission Amount Errors During Import: We have resolved an issue where invoice amount and commission amount errors and warning messages were not shown in the import preview screen when importing commissions.
August 3, 2023
Quick Links
- Invoices and Commissions
- Preauthorize Funds With mtCharge
- Enhanced Top Items Page: Reorder Freely and Set Item Display
Invoices and Commissions
Invoice List and Commission List Sorting
When adding invoices and commissions in MarketTime, sorting by all columns helps you quickly spot numbers that are too low, too high, or that don't look right. We've improved the sorting capabilities of invoice and commission lists to make finding, scanning, and analyzing information more effortless for you.
These new sorting capabilities include:
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Invoices List
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Commissions Quick Entry List
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Improved Commission Import Success Message
As a sales agency commission manager, it's nice to know when everything gets imported with no errors when you import commissions. Before today's release, the system didn't tell you when everything was imported successfully. You were left wondering, "Did the import work?". To help with this, we've added a message to the commission importer to let you know when the import is successful.
Preauthorize Funds With mtCharge
We are happy to announce the launch of the Preauthorization functionality, an exciting new enhancement to our mtCharge payment gateway. This innovative feature empowers manufacturers on mtCharge to securely reserve funds in a customer's credit card. By doing so, we provide an added layer of confidence and assurance to our manufacturers, ensuring they will receive timely payment for their orders.
If you are using mtCharge and would like this feature enabled, please contact dbrooks@markettime.com
Hotspot Editor Improvement
When you are hotspotting a catalog in MarketTime, you will now see a new icon when clicking on a hotspot. This new icon will now allow you to see what product is linked to the selected hotspot. This is a great way to double-check hotspots, in the event something got tagged incorrectly.
July 20th, 2023
Quick Links
Enhanced Top Items Page
Catalog Improvements
Commission Improvements
New mtView Reports
Enhanced Top Items Page: Reorder Freely and Set Item Display
Manufacturers can now freely reorder their Top Items without pagination limitations. We enhanced the Top Items page by offering the option to choose the number of items displayed (50, 100, 150, 200, View All). This flexibility enables you to drag and position any item within the list, regardless of its location on the page.
Catalog Improvements
Ability to edit hotspots and links in an existing catalog
As a Manufacturer or Rep Group user managing catalogs, once a catalog has been published with the assigned hotspots there is no way to edit the existing catalog in the event not all products/pages were hotspotted, or there were mistakes that needed to be corrected with existing hotspots. We have now introduced a way to edit a catalog to quickly make changes/corrections, or simply pick up from where you left off.
Note: Once an existing catalog has been edited and saved, the system will ask you to name the catalog once more. Due to how the hotspots are saved, a second PDF is uploaded with the additional hotspots when a catalog is edited. You can delete the original, incomplete/incorrect catalog from the Documents Library after the upload is complete.
Commission Improvements
Quick Links
Commission Import
As a commission manager, when you're importing a commission statement, you will now see an alert on the screen when an invoice is missing a PO number, so you can fill in the missing information during the import instead of having to wait for the error report and spending extra time adding the invoice later.
Here's an example of the “Invalid or Empty PO Number” error during the import preview:
Commission Checks
Balance Checks View
As a commissions manager, when you balance checks, it's critical to see all check-related information to ensure the commission and check amounts match down to the penny. To help with this task, we've added a few more columns to the "Balance Checks" view, including:
- (Date) Received
- Check Amount
- Statement (Month and Year)
Unposted Invoices
As a commissions manager, you want to see which invoices and commissions aren’t posted to a check yet. To make this task easier, we've updated the terminology on the "Invoices/Commissions" page
From "Invoiced Orders Only" → To "Unposted Invoices Only to clear up any potential confusion about what will happen when you select and unselect this checkbox to filter the list of invoices:
Split Commissions
As a commission manager, you always need to be able to see when there are split commissions on an invoice, even after the invoice and check are paid out. You will now be able to see the split commission on an invoice, regardless of order or check status:
Direct Orders
As a commissions manager, when you need to add multiple invoices to a new direct order, the system used to have an annoying habit of kicking you out of the screen after you added the first invoice. We've improved the process of adding a new direct order, so you can decide whether to stay on the screen or close it after creating a new direct order.
mtCharge Orders & Payment Details Report
The mtCharge Orders & Payment Details is a report for Manufacturers that displays all mtCharge orders and payment details in a selected timeframe. This report provides detailed information about the manufacturers, retailers, and salespeople assigned to each mtCharge order.
Payment Gateway Subscription Report
The Payment Gateway Subscription Report is a report for Sales Agencies displays all payment gateways and order exports manufacturers use. This report details what services, payment gateways, and order exports manufacturers use from MarketTime and Brandwise.
July 6th, 2023
Quick Links
mtView
Agency Sales Capsule Report
The Agency Sales Capsule report displays a quick recap of year-over-year progress regarding Orders, Invoices, and Commissions. This report provides detailed information about year-over-year growth in those areas and information by order source and product line.
Supplier Sales Analysis Dashboard
The Supplier Sales Analysis Dashboard displays up to four levels of data fields tied to the Number of Orders, Order Total Value, and Average Order Value. This customizable report will give you order totals based on 19 selectable criteria.
mtCharge Orders Report
The mtCharge Orders report displays all your mtCharge Orders with charge amounts, the amount transferred, total processing fees, and order totals. This report will allow you to view all the details of your mtCharge orders as well as allow you to process refunds.
Enhanced Promotion Summary Table
We enhanced the promotion summary table, enabling a comprehensive view of promotion details without opening individual promotions. The table now includes additional columns such as promotion auto apply, show on B2B, and shipping method, providing more insights at a glance.
Invoice, Commission, and Check Improvements
Commission Import Tool
Improvements to the commission import tool are also part of this release, including these new capabilities:
- Improved Matching of Invoices to Existing PO Numbers
- Pre-Fill PO Search with PO# from Preview Screen
- $0 Commission Warning in Import Commission Error Log
- $0 Invoice Warning in Import Commission Preview
Improved Matching of Invoices to Existing PO Numbers
As a commissions manager for a sales agency, when you import commission statements, it can take a lot of time and effort to match invoices to PO#s. Time sucks like this are not ok!
Enhancements to the commission import tool include:
- The commission importer automatically matches invoices to unique PO numbers already in MarketTime (so you don’t have to match each invoice yourself!)
- If the importer can’t determine the correct PO Number for the invoice, the system will let you select the correct order using our embedded PO search tool.
This will make it faster and easier to get commissions into MarketTime. So you don't have to touch things that are an exact match, and you can fix any errors during the import process with less time, effort, and clicks.
Required Columns
We have also loosened the required columns that must be included in commission statements. The required columns are:
- PO Number
- Invoice Number
- Invoice Date
- Invoice Amount
- Commission Amount
In the example below, the commission statement uses these five data points to auto-match invoices to existing, unique PO numbers. So you don't have to touch them again!
Pre-Fill PO Search with PO# from Preview Screen
As a commission manager for a sales agency, when you're searching for a PO number during commission import, we've streamlined this process so that the PO number pre-fills into the PO search pop-up. No more annoying copy and paste or trying to move windows out of the way to check that you're looking at the correct PO number.
$0 Commission Warning in Import Commission Error Log
As a commission manager, when you download the error report generated after a commission import, you'll see any invoices with a $0.00 or blank commission amount in the report, so you can evaluate these invoices and decide the next steps.
$0 Invoice Warning in Import Commission Preview
As a commission manager, when importing invoices and commissions, you'll also see a warning during the import preview (step #3) whenever any invoices have a $0.00 or blank invoice amount so you can evaluate them and decide how to handle them.
Check Lists
We have made several improvements to check list displays in the MarketTime web app, including:
Check Amounts in Dropdowns
As a commissions manager, when you post invoices/commissions to checks, work with check logs, or balance checks, when different check amounts display on each page and pop up, you only sometimes know if you're looking at the right check. We have improved the consistency of how check-related information is displayed so you always see the same amounts and totals across all pages and dropdowns.
The amounts and information you will see include:
- Check Number
- Date Received
- Commission Amount
- Remaining Amount
Check Statuses in Dropdowns
As a commissions manager, when you're selecting checks while posting commissions or adding direct orders, it used to be easy to choose the wrong check from the list because the check status wasn't showing. Even though you might have the check numbers memorized, you need an easier way to tell the difference between " Open " checks vs. "Balanced" checks.
Now, you'll see headings in any list of checks, so it's easy to see which ones have which status.
Filter Commissions by Check Status
As a commission manager, when you're finishing up monthly commissions, we've made it easier to view and filter for invoices and commissions tied to checks with any status. You'll be able to filter invoices and commissions by check status, including:
- Open
- Balanced
- Rep paid
- Complete
Check Logs
The check log also has several improvements, including:
- All Check-Related Columns Display on Check Log
- Negative Values are Red and Positive Values are Green
- Right Align Dollar Amounts in Check Log and Balance Checks List
- Auto-Generate Unique Check Numbers
All Check-Related Columns Display on Check Log
As a commissions manager for a sales agency, when you're paying commissions each month, it's vital that you can see all check-related information on the check log, including any checks with adjustments or with a remaining balance. We have updated the check log with additional columns, so you don't have to click another button to see all check amounts and totals.
The columns we've added to the check log include:
- Adjustment
- Total Comm.
- Posted
- Remaining
Negative Values are Red and Positive Values are Green
As a commission manager for a sales agency, when you scan the list of remaining balances on the check log, the problem was that negative values were green and positive values were red. This was a little confusing. We've updated the colors of check values to better align with other accounting software and Excel.
Right Align Dollar Amounts in Check Log and Balance Checks List
As a commission manager for a sales agency (and an accountant at heart), when you scan the check log or balance check list, you want to quickly scan for dollar amounts that look too small or too large. We've updated the check amounts to be right (decimal) aligned so it's easier to scan and view check amounts and totals.
Auto-Generate Unique Check Numbers
As a commission manager for a sales agency, when you add a new check for a manufacturer, the system can auto-generate a check number. Before today's release, the system wasn't generating unique numbers. When you use this feature staring today, the system will generate unique check numbers so there are no duplicates.
June 15, 2023
Payment Terms Enhancement
Add New Customers When Importing Commission Statements
Change Order Status in Fewer Clicks
As an admin, when you manually change an order’s status, the track payment pop-up will stay open, so you can verify you have selected the correct status. Before, the pop-up would close too quickly, not allowing you to review the selected status.
June 8th, 2023
MT Promotions Now Available in Stream for Suppliers
Promotions will now be seamlessly integrated into Stream. Suppliers who receive MarketTime orders in Stream will now have visibility of the promotion name, description, and promotion discount on their order copies. This enhancement allows suppliers to see the flow of promotions from MarketTime into their ERP system, providing them with comprehensive information on the promotions associated with each order. This is helpful for manufacturers who use Stream to view all their MarketTime and Brandwise orders in one place.
Invoicing Incomplete Orders
As a Commissions Manager, when an order is incomplete and missing key information such as order code or payment method, you'll now see a warning before attempting to add an invoice:
The Direct Order Only Customers report displays direct orders by customer. This report give all direct orders listed by customer bill to and salesperson for your sales agency.
The Sales Agency Orders Outstanding report displays outstanding invoice balances. This report displays which orders have an outstanding invoice balance and how many invoices are tied to each PO number.
June 1st, 2023
Quick Links
- Commission Import Improvements
- Posting Commissions to Checks
- Commission Rates on New Direct Orders
- Deactivating Salespeople
- Sales Comparison Report
- Salesperson Territory Report
Commission Enhancements
Do you enjoy seeing errors when importing commission statements? We didn't think so!
To make it easier to match invoices to existing customers and existing PO numbers already in MarketTime, we've added a few new tools to make those pesky import errors disappear.
PO Number Search
Commission statements don't always have PO numbers formatted the same way in the Excel or .CSV file as the PO number appears in MarketTime. There may be missing dashes, missing numbers, or other modifications to the PO number that cause you to see this error during import: "Error: Order not marked as Direct or No orders exist with the given PO Number."
This error means the importer can't detect a pre-existing PO number for that same manufacturer and customer. If that PO number is already in the system, or you suspect it's already in the system, and this isn't a new direct order, you can use the new PO number search tool to find the existing order.
Customer Search
Commission statements also sometimes have unique spellings of customer names, right? There may be extra letters, commas, or unusual spellings that don't match what's in your MarketTime account. You'll see this error in these cases: "Error: Customer not found for the Invoice."
This error means we can't detect a pre-existing customer using the commission statement's spelling. If that customer is already in the system, you can use the new customer search tool to find the existing customer and make the error disappear.
Click on the customer name, and search for the right customer:
Duplicate PO Numbers
When you import a new commission statement, and there are duplicate PO numbers already in MarketTime for different orders or customers, you'll see these invoices included in the error report with the message:
"Multiple orders exist with the given PO Number."
Coming soon, you'll also see these invoice alerts during the invoice import preview (Step #3) so you can decide what action you'd like to take before finishing the import process.
Posting Commissions to Checks
You should also notice improvements to your workflow when posting commissions to checks. These improvements include:
Posting Invoices to Open Checks Only
We have added a warning message to the Invoice/Commission screen to prevent you from posting commissions to Balanced. Here's what you'll see when this happens:
Posting Commissions With Different Rates and Amounts
When commissions have different rates or amounts, posting them to checks from the Invoice/Commission screen was challenging. We've changed that and made it easy as one-click to post commissions with variable rates and amounts to checks.
For one check, each commission has a different rate and amount. Click the "Post" box for each invoice to post to the selected check. Here's an example of this in action:
Retain Commission Rates and Amounts When Un-Posting Commissions from Checks
When you post commissions and choose the wrong check by mistake, the problem was that all the commission rates would reset when you re-posted the commission to the correct check. Then you'd have to re-enter all the rates or re-open every invoice and change the check, which takes a long time!
Now, the commission rates stick, even when you change the check associated with the commission.
Commission Rates on New Direct Orders
Before today's release, when you entered a commission rate during quick entry, this rate didn't carry over when you made new direct orders. But the rate did carry over when you added commissions for orders already in the system. This caused you to spend extra time when entering direct orders.
With today's release, the commission rate you enter will not be reset when adding a new direct order, just like it does when adding commission to an existing order.
Deactivating Salespeople
As a sales agency admin, when a salesperson leaves or retires, when you change this salesperson to "Inactive," it can be easy to forget to reassign their customers to another salesperson. We're now offering an easy way to reassign customers, orders, and order payments when you experience changes in salesperson statuses.
The next time you go to a salesperson's profile page and click the Inactive button, you'll see this option:
If you click Yes, then you'll have the option to transfer customers, orders, and order payments from the inactive salesperson to an active salesperson, if you prefer:
Sales Comparison Report
The Sales Comparison report is now available for Sales Agencies in mtView. This report will give you a customer comparison between this year and last year along with a ranking of your top customers.
Salesperson Territory Report
The Salesperson Territory report is now available for Sales Agencies in mtView. This report will display your salesperson territories by rep and by zip code. This report allows you to visualize your territories on a map to visualize your territory coverage.
May 25, 2023
Promotions Enhancements
When setting up promotions in MarketTime, you want those promotions to flow directly to your orders. Until now, promotions have appeared in the Special Instructions of each order but have not shown in the order total.
With this release, promotions will now apply to the dollar amount shown on an order and listed in the Special Instructions for reference. This release also adds the ability to link a shipping offer to a promotion. If you want to offer Free Freight to a customer that spends $1,000, MarketTime makes that easy.
MarketTime recommends ensuring that each Promotion entered only reflect a single deal / discount. Cases where there are multiple tiers to a single promotion (e.g. spend $500, get 5% off; spend $1,000, get 10% off) will result in a misassigned promotion since each promotion can only have one Amount to Meet for it to auto-apply.
MarketTime's integrated platform lets you set a promotion and send it to all your order channels. This includes orders written on the MarketTime web app, mobile app, and buyer's orders on your B2B ecommerce site.
Auto Apply Promotions Directly To Order Totals
Promotions now display directly in Order Totals (not just in the Order Notes)
When you add a promotion to an order, it will now be displayed in the order confirmation itself below the subtotal in addition to the order notes.
Automatically Apply Promotions to MarketTime and B2B Website Orders
When you set up a new promotion, you can auto-apply that promotion to any order that qualifies based on the start and end dates and the dollar amount to meet.
Apply Shipping and Freight Promotions Directly to Orders
When you go to set up a new promotion, you now have the option to apply a shipping method to that promotion. So if you would like to offer free freight or another shipping option, you can add that here.
See how the new Promotion enhancements work in the video below:
To learn more about managing promotions, please take a look at our support articles for manufacturers here and for agencies here.
Introducing mtCharge Net Terms
Enjoy the benefits of effortless payment scheduling on net terms orders and automated payment collection with mtCharge Net Terms. Focus on your business while our system takes care of the payment collection process for you. To request a demo or connect with a MarketTime Payment Services expert, sign up here or email us at mtcharge@markettime.com.
Duplicated Items Show When Importing Items into MarketTime
Say goodbye to concerns about importing erroneous data. With the latest update, importing items in MT allows you to identify duplicates easily. When our import detects a duplicate item, a notice will appear in the preview table, indicated by a red exclamation mark. To view the list of duplicated items, click on the mark or enable the "Filter Duplicate by Item Number" option. You can edit the item number by clicking inside the item number box or remove the duplicated item altogether. This enhancement ensures a seamless importing experience and helps maintain data accuracy.
Commission Enhancements
We've made three new enhancements to invoices and commissions, including:
Filter to View Only Errors/Warnings in the Commission Import Preview
Previewing invoices and commissions during the import process can be overwhelming, and it can take time to focus on the items that need your attention. We've made narrowing down the items with warnings and errors easier by adding a filter to the import preview. You can ignore the matching invoices and instead fix the invoices with errors.
Here's what this new filter looks like:
Alerts When a Required Column is Missing From Commission Import File
As a commissions manager for a sales agency, when you upload a commission statement that’s missing a required column, your import file can't be uploaded to our system. The system will now give you an alert message explaining why the file can't be uploaded and the name of the missing column, so you can try the import again after you've updated the file.
Missing Salespeople Display on Commissions List
When there is no salesperson to pay on a commission, it can be difficult to spot the missing name in the list of commissions. We've removed the placeholder text that used to appear, so now it's easier to scan the list of commissions to see when a salesperson's name is missing. And you can always sort by the "SP to Pay" column to view all commissions without salespeople together.
Has Not Purchased Item Report now available for Sales Agencies. This report will show users all customers who have yet to purchase an item or a list of items within a specified date range.
Salespeople now have access to the Sales Analysis Dashboard. The Sales Analysis Dashboard will display up to four levels of data fields tied to the Number of Orders, Order Total Value, and Average Order Value. This customizable report will give you order totals based on 19 selectable criteria.
May 18, 2023
Auto Apply Promotions to Orders
The Auto Apply feature allows the promotions to auto apply to orders that qualify. To activate this functionality for a specific promotion, select "Yes" in the auto apply field when creating a new promotion. If you wish to disable auto apply, you can access the Allow Promotion Auto Apply option on the Advanced tab of the Manage Company screen. This will deactivate this feature for all promotions. To learn more about managing promotions, please see our support articles for manufacturers here and for agencies here.
Variant Quantities now update the Total Quantity for a Product
The variant quantities now increase the quantity shown for a selected item:
Item Imports now run in the background for large files
If you are importing a product file larger than 10,000 items, MarketTime will now allow those imports to run in the background instead of having to wait for the file to finish processing.
Invoice/Commission Notes
As a commission manager, you need to see when there are internal notes on invoices and commissions. We have improved how these notes are displayed for completed orders and checks. You can now see notes at all times, regardless of order, invoice, or check status. Here's what this looks like:
Primary Reps Get a Gold Star
As an operations manager or other back office user of MarketTime, it can be hard to quickly see who is the primary salesperson when you look at customers shared among multiple salespeople. To make it easier to see the primary salesperson, you'll now see a gold star next to the name of the primary salesperson for customers and their locations.
May 11, 2023
Commission Rate Improvements
We've improved how commission rates are displayed on various pages throughout the MarketTime web application. The improvements include:
Commission Rates Now Display on the Order Codes Table
If you navigate to Settings > Order Settings, you'll now see the commission % (rate) displayed for each order code in the list:
Commission Rates Display with Decimals on Commissions Lists
This means that:
- Before: A commission rate of 6.31% would show as 6%
- Now: The commission rate will show as 6.31%
So you no longer have to click into each invoice to see the full commission rate. Here's a screenshot showing this change:
Commission Import Improvements
Warnings For $0 Commissions When Importing
When importing commission statements, the commission amount can be $0. When you import commissions, you'll see a warning any time there's a $0 commission amount for an invoice. Like shown here:
Warnings for Duplicate Invoices when Importing Commissions
We've added more messaging to the import commissions process to alert you when you're about to import a duplicate invoice so orders are not overpaid.
Order Total Editing
You will now be able to edit the order total when you add invoices and commissions when you only have order totals for the invoices. You can easily update the order total on summary orders and line item orders like you can on direct orders using the "pencil" icon:
Three new reports added to mtView
The Daily Sales report displays all orders on a given day and compares that day's sales to the current month to date, last year's month to date and year to date values.
The Retailers by Salesperson Dashboard displays all retailers assigned to a sales rep over a defined period of time.
The New Accounts Report displays all new retailer accounts within a specified period of time. This report will display a retailer's first order date, total orders, assigned Sales Rep and Bill To information.
To learn more about mtView, please contact sales@markettime.com.
May 4th, 2023
Salesperson Transfer Tool
As a sales agency admin, when salespeople retire, leave, or when new salespeople are hired, you want to save time moving customers and orders manually in MarketTime. You'd also prefer to make these changes quickly and not wait for MarketTime support to handle this task when you can tackle it yourself.
That's why we have improved the "Salesperson Transfer Tool" to provide an easy way to move orders, customers, and order payments, including situations where you want to:
- Leave customers with the original salesperson and only move orders to a new salesperson
- Leave orders with the original salesperson and only move customers to a new salesperson
- Only move payments, and leave customers and orders on the original salesperson
- Move orders and customers, and leave payments on the original salesperson
The tool handles all of the above!
To learn more about this tool and how to use it, please visit our help article: Transfer Order History between Salespeople.
Three new reports added to mtView
The Sales Analysis Dashboard will display up to four levels of data fields tied to Number of Orders, Order Total Value and Average Order Value. This customizable report will give you order totals based on 19 different selectable criteria.
The Customer Book will display the details of any Retailer including their Bill To, Ship To, and Contact Information. This report will also display their order history based on the dates selected.
The Bookings Pivot Report displays all orders by retailer by month.
To learn more about mtView, please contact sales@markettime.com.
April 26th, 2023
Quick Links
- Announcing mtView
- CVV is now a Requirement for mtCharge Orders
- Import Multiple Invoices for the Same Direct Order
Announcing mtView
mtView reports can be accessed within MarketTime by navigating to Advanced Analytics in the navigation menu:
The video below will cover some of the more popular and valuable features found in mtView reports:
For more information about mtView, please view our support articles here.
For more information about these Advanced Analytics reporting features, please get in touch with sales@markettime.com.
CVV is now a Requirement for mtCharge Orders
To assure smooth payment processing through mtCharge in Markettime, we have improved our app to require a CVV for credit card orders intended for manufacturers configured for mtCharge.
Import Multiple Invoices for the Same Direct Order
As a commission manager, when a direct order is split into two or more shipments, you may receive a commission statement that has two or more invoices (one for each shipment). Before today, when you would import those invoices, the system would create two separate orders, instead of one order with two invoices.
With this improvement you'll be able to:
- Import two or more invoices for a single, new direct order
- Add additional invoices to that same direct order later
April 19th, 2023
Introducing mtCharge
MarketTime now has its own payment processor. Suppliers and Sales Agencies can now:
- Accept all major credit cards
- Enable buyers to save multiple cards in a secure digital wallet
- Process payments directly within MarketTime / Brandwise
- Add shipping and miscellaneous costs as needed
- Charge multiple payments against each P.O.
- Works seamlessly with your sales reps existing tools
Request a demo today by emailing mtCharge@markettime.com.
How to Process Payments in MarketTime:
Related Support Articles:
Credit Card Retrieval/Payment Processing for Manufacturers
Processing Payments in MarketTime as a Manufacturer
Pre-Authorize and Process Credit Card Payments in Stream
Introducing MarketTime's Guided Journeys powered by UserGuiding!
Found on your Dashboard, the orange tab on the right contains guides on many of our top-asked questions that walk you through to perform each relevant task.
Also, found here is a Search feature that searches our Support Center for any articles you may need, without having to leave this screen:
Direct Order Totals
We have made it easier for you to edit the order total on all direct orders before those orders are paid, rep-paid, or complete. This comes in especially handy when you receive an invoice for more than the original order. This also ensures that your total sales numbers are correct, which is vital to reporting.
Here's a quick video showing how to quickly edit the order total for direct orders:
April 13th, 2023
WEBSITE APP 6.0.10
Enhancements
Salesperson Assignments on Orders For Shared Retailers
We have addressed an issue with assignments on orders when two or more salespeople share one retailer, and one of those salespeople writes an order using the MarketTime web app.
Here are before and after videos showing the change:
| Before | After |
|---|---|
|
When two or more reps share a retailer, and the logged-in rep writes an order, it gets assigned to the primary rep:
|
When two or more reps share a retailer, and the logged-in rep writes an order, it gets assigned to the logged-in rep:
|
PO Prefix on Orders
We have made two improvements to the prefix that appears for auto-generated PO numbers on summary and line item orders. These improvements include:
Using the "PO Prefix" that appears in each salesperson's profile
Previously any updates to this prefix were not taking effect when new orders were written.
Using the PO prefix of the person writing the order
Previously the PO prefix was pulled from the "Salesperson Assigned"
Support for third-party payment gateway tokens using the MarketTime Orders API
For Manufacturers retrieving order data out of MarketTime using our public API, you can now retrieve your third-party credit card tokens to import along with your order data. You can find the fields below inside of the OrderPaymentTokens object. Below is an example of the information you can now extract from the API.
"orderPaymentTokens": [
{
"paymentToken": "29N1SS",
"cvvToken": "456",
"cardNumber": "1111",
"expirationMonth": "03",
"expirationYear": "29",
"cardHolderName": "Test Card",
"paymentType": "VISA",
"billAddress": "1234 Main St",
"billCity": "Strasburg",
"billState": "CO",
"billZip": "80136",
"billCountry": "US",
"retailerToken": null
}
April 6th, 2023
WEBSITE APP 6.0.9
New Features!
Direct Orders with the same PO numbers are now able to split to Direct Orders for separate customers
Shop by Brand now accessible on B2B websites in the Hamburger Menu when browsing on a mobile browser
Buyers can now checkout individual orders on a multi-line order on MarketTime B2B websites
MarketTime B2B website users can now create Contact Us and About Us pages on their B2B website
See full descriptions here
About Us Page:
Contact Us Page:
MarketTime B2B website users can now set the order of their Market Highlights and add HTML (Bold, Italics, Underline, Bullet Points, and Hyperlinks)
Inactive Customer Report added to Sales Agency and Supplier reports
This is a report that shows which customers have not ordered in X amount of time (3 months, 6 months, 9 months, 12 months)
Payment Gateway Subscription report add to Sales Agency reports
This report shows MarketTime and Brandwise subscription types, Payment Gateways, and Order Delivery Settings for each Manufacturer
March 23rd, 2023
MOBILE APP 6.8.0
New Features!
Only enter a credit card once even if Suppliers are using different Payment Gateways
This feature will save Sales Reps time by only having to enter a credit card once and have it saved rather than to have to enter it multiple times for different Suppliers. This allows the MarketTime system to save the credit card in one place and tokenize it across multiple payment gateways in a PCI-compliant way.
Orders transmit in real-time in MarketTime IONIC app without having to sync the device.
Now the MarketTime IONIC app will display a pop-up notifying sales reps that an order will transmit once it is submitted without having to sync the app.
WEBSITE APP 6.0.7
Improved handling of multiple invoices for a single direct order.
Now the order total will update as you add more invoices to a single direct order.
mtPay available for transactions on apps.markettime.com even if the RepGroup does not have a B2B website with MarketTime
Improved Sales Rep display name in apps.markettime.com
Sales rep display names will now be unified so that the sales rep's name displays the same every time on the web app
March 16th, 2023
Website 6.0.5
New Features!
- MarketTime can now use a HostedPCI Token that can be passed across manufacturers on all MarketTime accepted payment gateways! For Agencies/Reps that have vendors using different payment gateways for orders coming from MarketTime -- credit cards will no longer need to be re-entered for each different vendor that has an order for a Retailer!
- Check out this visual below to learn more about what this means:
B2B
- Improvements made to "minimum order requirement" pop up for buyers
- Corrected Issue with "Image Download" on B2B
- Corrected issue where some items have 0 quantity when first opened on B2B
Order Payments
- Ability to import commissions without first selecting a check has been added. You will be prompted to select a check and Commission Pay Date will not populate without it. This was added for convenience, in case a check is not yet administered, but Invoices/Commissions have been posted for you. It is still recommended to import commissions at the time that you have a check in MarketTime.
- Corrected issue where Salesperson To Pay was not correctly being selected on Commission Imports. The notification from the commission import screen has been removed, and you can now resume commission imports as expected in MarketTime.
March 9th, 2023
WEBSITE 6.0.4
New Features!
ORDERS
Change to Default Date Range on Orders
The Default Date Range on Orders (View / Transmit / Unassigned Orders / Check Log / Invoices) now set to 12 months
Change to View All on Customer / Manufacturer / Salesperson Orders Screen
View All set as the Default Date range on:
Customers -> Orders
Manufacturers -> Orders
Salespeople -> Orders
mtPAY
mtPay icon will ONLY show for Manufacturers that are registered for mtPay on apps.markettime.com AND on B2B websites
The mtPay icon only shows on the order header for the Manufacturers that are mtPay enabled and registered
COMMISSIONS
Go Directly to Commission Editor
Go directly to the Commission Editor when you click Edit Commission (Order Payments -> Commissions -> Edit Commission)
March 2nd, 2023
WEBSITE 6.0.4
New Feature!
- To improve performance and a better interface for specifying date ranges when viewing data, we’ve added a new Calendar feature for date range selection on the following screens:
- View Orders
- Unassigned Orders
- Transmit Orders
- Check Log
- Invoices/Commissions screens
Each of the screens above now load the last 30 days’ worth of data by default. You can now choose from a few standard ranges, or a custom date range as needed!
Find out more information about this feature in our Support Center, or the video below!
VIDEO LINK: https://share.vidyard.com/watch/8gt6N2tXhUbVBamQpKXybi?
Order Payments
- When importing Invoices via Excel, the resulting error file displays the correct amount of rows to match the amount of errors produced.
- Additional performance improvements to speed up loading when navigating to the Commissions screen.
B2B
- Improved performance when a Retailer uses the Favorites feature.
- Improved general performance of the Basket as it loads for Retailers.
- Resolved an issue that prevented the “New Retailer” pop-up on the dashboard from appearing when retailers are available to approve for a B2B website.
Misc.
- Various improvements to corporate website (https://markettime.com) for better usability on mobile devices such as iPads and phones.
- Corrected a visual issue that incorrectly displayed the mtPay logo next to Manufacturers who didn’t use mtPay.
- Continued backend improvements to increase performance.
- Corrected issue that prevented the use of an apostrophe (‘) when searching for Customers
- Manufacturers who have opted to have their orders delivered to Stream can now view orders in MarketTime, but not edit them.
MOBILE APP 6.7.0
- Corrected a visual issue that incorrectly displayed the mtPay logo next to Manufacturers who didn’t use mtPay.
February 23rd, 2023
WEBSITE 6.0.3
Order Entry
- To prevent order delivery issues, orders transmitted to Manufacturers who receive orders in Stream cannot be re-transmitted.
Order Payments
- Performance improvements on Invoice loading when using the Commission Quick Entry feature.
- The Invoices screen now allows searching by Invoice Number in the Search field.
- During use of the Commission Quick Entry feature, the Order Date field is now easily editable when using the TAB key to move through fields.
Reporting
- Resolved issue where the Manufacturer Quick Report wouldn’t export in some cases.
Misc.
- Significant updates to the back end of MarketTime to improve performance speed across the platform.
MOBILE APP
- To prevent order delivery issues, orders transmitted to Manufacturers who receive orders in Stream cannot be re-transmitted.
February 17th, 2023
WEBSITE 6.0.2
Order Entry
- Resolved an occasional issue causing the Quick Import feature to fail during Order Entry.
Order Payments
- To improve performance, the Commissions screen will default to only loading the last 1 years’ worth of data.
- Using the “Starts with” criteria when searching for data now functions as expected.
B2B
- Improved back-end performance during the login process.
- Improved back-end performance when using the Callouts feature.
- Resolved visual issue with tooltip notifying Retailers when an account number is required by a Manufacturer.
- Category Groups should now be sorted alphabetically both for Sales Agencies and on their B2B websites.
Misc.
- Additional back-end improvements to increase performance during general browsing.
- Resolved an issue causing an image uploaded to a Showcase to not be visible.
- Resolved an issue preventing Manufacturers from seeing some Sales Agencies on their dashboard reports.
- Resolved an issue allowing some Manufacturers to see Direct Orders when viewing orders transmitted to them.
- Resolved an issue where a Salesperson continues to appear as the Salesperson to Pay on orders after a customer has been reassigned.
February 9th, 2023
WEBSITE Version 6.0.1
Misc.
- Various behind-the-scenes improvements to increase performance.
- Updated messaging when a Retailer doesn’t complete mtPay registration but begins an order for an mtPay Manufacturer
- Resolved issue where images uploaded to the Showcase feature wouldn’t appear.
- Resolved rare issue where the CVV of a credit card wasn’t accessible when manually retrieving Hosted PCI credit card tokens.
February 2nd, 2023
WEBSITE Version 6.0.0
- A substantial front-end update of apps.markettime.com has been completed.
- This includes many improvements, both apparent and “under the hood” for better performance and visual feedback of the user interface.
- This lays the groundwork for future updates and features to come.
- Resolved an issue where some screens were displaying off-center in some screens.
January 20th, 2023
WEBSITE Version 5.0.46
Misc.
- Resolved a rare issue where a Manufacturer appeared to be in a “1:1” relationship when they weren’t.
- Resolved inaccuracy of the count of Manufacturers when viewing Active or Inactive Manufacturers as a Salesperson.
- Resolved issue causing MarketTime order notification emails to be sent when a Manufacturer was set to deliver orders to Stream.
January 5th, 2023
Misc.
- Resolved issue where Manufacturer shows as a “1:1” relationship when they’re in fact linked with multiple agencies.
December 29th, 2022
WEBSITE Version 5.0.45
Order Entry
- Resolved an issue that caused Payment Terms (Credit Cards) to be removed from orders after they’ve been transmitted in some cases.
Misc.
-
Performance improvements on the Edit Items screen.
- As a part of our ongoing performance improvements, when attempting to manually edit an item with a large number of items in its item list, data loading, and saving should be vastly improved.
-
Performance improvements made to editing orders.
- As a part of our ongoing performance improvements, the time it takes to save changes made to an order on the Edit Order screen has been reduced.
December 22nd, 2022
WEBSITE Version 5.0.44
Misc.
- Performance improvements made to the speed of the Manufacturer Sales report on the Dashboard upon page load.
MOBILE APP
- Improved efficiency of the sync process when syncing the Retailers table.
December 15th, 2022
WEBSITE Version 5.0.43
Order Entry
- Discontinued items can no longer be added to a Basket when using the Quick Import feature
Misc.
- The following changes were made to the BASIC (free) Manufacturer accounts:
- Removed the 1000 item maximum limit.
- Removed the 4 promotion maximum limit.
- Added the ability to manage catalogs/documents.
- Removed the ability to view/manage orders (must upgrade to Order Delivery Plus or higher)
- Performance improvements made to the Item search fields across MarketTime
As a part of our ongoing performance improvements, changes have been made to decrease the loading times when searching for Items across MarketTime (Browsing Items, during Order Entry, etc.)
B2B
- Performance improvements made to the Shop By Brand searching. RC-4715
December 8th, 2022
WEBSITE Version 5.0.42
Order Payments
- Resolved issue that prevented invoices without Salesperson to Pay from appearing on exports from the Check Log or Commissions screen.
B2B
- When using the List View to browse items, items may now be sorted by the visible columns.
Misc.
- As a part of our ongoing performance improvements across the MarketTime system, the View Orders search screen should be quicker and more accurate when searching than before!
- Removed redundant SAVE button on the Default Settings screen for Salespeople.
December 2nd, 2022
WEBSITE Version 5.0.41
Order Entry
- Improved loading times when clicking New Order to search for customers to begin an order
- Items with SCS variants can now be properly sorted on the Finalization screen of an order.
- Resolved issue preventing the Order Status from properly updating to Cancelled when entering a Summary Order
- When using the Item Sales History feature, the results no longer show deleted orders.
B2B
- Resolved issue causing the Delete button to appear when assigning items to the What’s Trending section.
- When the “In-stock Only” option is enabled, items that are not available should no longer appear as related items when viewing an item.
- Resolved issue preventing the price of items when looking at a related item.
Misc.
- Payment Processing via accepted third-party tokenization services is live in MarketTime for those who want to upgrade their services.
- Removed email notification for Suppliers set to send to Stream.
- Improvements made to the mtPay registration process when a Sales Agency/Salesperson registers a retailer for mtPay.
- Added proper email validation when adding/editing a Contact for a retailer.
MOBILE APP
- Improvements made to the mtPay registration process when a Sales Agency/Salesperson registers a retailer for mtPay.
- Updated required fields when registering retailers for mtPay.
- mtPay is auto enabled for retailers created by a Sales Agency/Salesperson.
November 22nd, 2022
WEBSITE Version 5.0.39
Order Entry
- Sales Agencies/Salespeople rea now able to invite retailers to sign for mtPay, without the need of the B2B website.
Order Payments
- The Quick Entry window now displays 30 orders by default instead of 15.
B2B
- Resolved an issue that allowed the Checkout popup to be opened multiple times.
Misc.
- Set Manufacturer accounts who become unlinked from a Parent account to Hosted PCI by default.
- Updated wording on registration form and emails for Retailers to reference the forthcoming MarketTime Passport.
November 17th, 2022
WEBSITE Version 5.0.38
Order Payments
- Added an option in Company Info that will allow order not found during Invoice Importing to be automatically imported as Direct Orders.
- Additional improvements to the Invoice Importing process that provides direct feedback per order as to what may be wrong.
- When importing invoices, updating the PO Number within the Preview Table will properly update the “orders not found” feature.
- Resolved an issue preventing Salesperson and Salesperson to Pay assignments when importing invoices if the Salesperson exists in multiple Agencies.
Reporting
- Performance improvements made to the following reports:
- Map/State reports on the Analytics (beta) page
- Customer Quick Reports on the View Customers page
B2B
- Resolved issue that caused items without images to display despite the “Show Items with Images Only” toggle being enabled.
- Items for Manufacturers who have their Pricing Policy set to “Need Brand Approval” no longer displays items when browsing by item categories.
- Resolved issue that prevented the Top Items and Teaser Items from displaying properly.
Misc.
- When a Sales Agency adds a new Salesperson, MarketTime Billing is notified for billing purposes.
- Clarifying text updates for those who are set to have orders delivered to Stream.
- Resolved visual issue with mtPay registration popups when viewed on a smaller screen (iPad/tablet).
- Resolved issue causing the SizeColorStyle import to set item prices to $0.00 when a dollar sign ($) was present in the Price column of the Excel sheet.
MOBILE APP
- Performance improvements made to the following reports:
- Customer Sales Reports
November 10th, 2022
WEBSITE Version 5.0.37
Order Entry
- Resolved issue that did not disable the Apply for Net Terms via Bank option when unchecking Credit terms on mtPay orders.
- Updated help icon that appears next to Manufacturer Name when transmitting an order to properly convey no attachments will be included on email.
Order Payments
- Resolved issue causing orders that weren’t previously imported to be displayed on the “help” icon during the Import Invoices process when attempting another import.
- Resolved issue that wouldn’t allow the Quick Entry window to stay open when the “Auto Open Quick Entry Form” feature is disabled from the Company Info screen.
Reporting
- Performance improvements made to the following reports:
- Map/State reports on the Analytics (beta) page.
- Export feature on the Check Log screen.
- Email Summary feature of the Pay Salespeople process on the Check Log screen
- Barcode Labels feature found for Sales Agency, Salespeople, and Manufacturer users.
As a technical description of these fixes that you may or may not care to share to users, these reports now run off of a read-replica database rather than the write database, which significantly improves performance of the mentioned reports by speeding up generation time.
B2B
- Resolved rare issue where retailers would receive B2B invite emails that contains a b2baccess.com URL rather than markettime.com URL.
- Added notification when attempting to upload an image to the Slider section that is too large.
- HTML tags should no longer appear in item descriptions.
- Resolved issue that allowed retailers to add items that were Not Available to their cart if the “Only In Stock” toggle was enabled for a Manufacturer.
- Resolved issue that caused items without images to display despite the “Show Items with Images Only” toggle being enabled
Misc.
- Added notification when attempting to upload an image to a Showcase that is too large.
- Resolved issue that wouldn’t allow the “Show Available Items Only” and “Show Items With Images Only” options to function correctly when a Manufacturer account is linked to an agency to an Agency.
- Resolved minor visual issue regarding the Primary toggle when editing a Customer Contact.
- When attempting to delete multiple Ship To locations from a customer, the Primary Ship To location is no longer able to be deleted.
- Users are no longer able to delete the Customer Contact that is set as Primary.
November 3rd, 2022
WEBSITE Version 5.0.36
B2B
- Resolved issue where "Shop By Categories" button takes several seconds to load on B2B
- Resolved issue where Pricing policy "Show wholesale prices" would only show wholesale prices when logged in
Misc
- Resolved issue where 1.1 Customer List report shows Inactive Salesperson if they are assigned
- Update Contact Information from Registry Page
- Cloud EU > Application display the error after login into the account
October 27th, 2022
WEBSITE Version 5.0.35
B2B
- The “Items with Images” toggle now properly displays only items with images on the B2B website if enabled.
Misc.
- Improvements made to speed of Customer search. Results should appear faster. RC-4425
- When a user requests account linking (Manufacturer or Retailer), the new Support phone number now appears.
October 20th, 2022
WEBSITE Version 5.0.34
Order Payments
- New Default Settings added for Invoice Importing. Found on the Company Info screen, new default options have been added to choose from when importing Direct Orders during Invoice Importing.
- Direct Orders may now be generated if order not found during invoice import. During the Invoice Import process, if an order is not found for a given invoice, MarketTime will now allow auto-creation of Direct Orders to associate invoices with.
- Improvements made to error file when importing invoices that result in an error. When an error is received during the invoice import process, all data that was attempted to be imported will be present on the error file, allowing for easier fixing of the data to re-import.
- During the Invoice Import process, if Salesperson to Pay is not present on an invoice, the Salesperson Assigned will be set as the Salesperson to Pay on invoices.
- Improvements made to error reporting during the Invoice Import process. To more easily group similar errors together.
- Pressing Enter/Return now properly performs the same action as clicking “Save and Close” during Commission Entry.
Reporting
- Performance improvements made to all reports in MarketTime.
B2B
- Improvements made to the global search. When using the Search to search through all manufacturer’s items, it will now show an item from each brand associated with the search criteria, then show other relevant results after those deemed most relevant.
- Retailers can now check out and finalize orders above the Minimum Order Amount even if there are other unfinished orders that are under the Minimum Order Amount for other manufacturers.
- Updated the URL that appears when inviting retailers to a B2B website. This was a visual fix to update the www.reptimeportal.com URL to www.apps.markettime.com URL. May not need to show this to users.
Misc.
- Resolved issue that displayed an “Unfinished Orders” tag next to a retailer when using the Abandoned Cart feature and searching for retailers.
- Updated link to Invoice Import template to direct to correct template.
MOBILE APP
- Default Settings such as Order Code, Payment/Shipping Terms should now properly attach to orders when synced.
- Items should no longer be able to be added to mtPay orders while offline.
- The Item Quantity field should no longer accept non-numeric values.
- App will now require a sync before being able to be used when database upgrades take place.
October 13th, 2022
WEBSITE Version 5.0.33
B2B
- Added the ability to change the text color/background color of the What’s Trending and Market Highlights section.
- Added the ability to change the color of the Shop by Category section
- Improvements made to mobile view so Filter icon is more visible
- Resolved issue that prevented a retailer from submitting an order that was over the minimum order amount when another order was under the minimum order amount.
Misc.
- Improvements made to the mtPay total transacted amount calculation.
- Improvements made to the default Dashboard reports for all users for improved loading speeds.
- Resolved issue that prevented the items from clearing when closing the “Items without Images” popup on the Import/Export screen.
October 6th, 2022
Website - version 5.0.32
Order Entry
- Resolved occasional issue causing a blank screen when adding a new Ship To location, finalizing an order, and creating a new order with the new Ship To location.
Order Payments
- Resolved an issue preventing commission entry/editing from the “Track Payment” button when editing an order.
- Resolved issue that caused the Order Status of an order to be INCOMPLETE when the required fields are auto-filled due to preference or setting
Reporting
- When filtering reports by Order Status, the resulting report now properly displays the selected Order Statuses.
B2B
- Resolved small visual issue when a retailer registers for mtPay during checkout on B2B website.
- Resolved an issue preventing Related Items from being able to be added to the cart when a Manufacturer has required additional approval to shop.
- Resolved an issue preventing retailers from using the Advanced Search after adding more items to the cart.
- Resolved inconsistent behavior when browsing Related Items.
- Corrected a rare issue that prevented an item from being added to a cart if it’s linked to another item and doesn’t have a Retail Price.
Misc.
- Added additional “help” icons to the mtPay information for Manufacturers on the Manage Company screen.
- Newly approved retailers are auto-enabled for mtPay if the Agency is utilizing mtPay.
- Corrected visual issue preventing phone number prefix from appearing properly when MarketTime asks for additional information from Manufacturers who haven’t completed their account setup.
- Added a “clear” option when filtering the Customers screen by a particular Salesperson.
- Resolved issue preventing customers from being imported via the “Advanced Customer Import”.
- Resolved an issue preventing the “Items without Images” feature on the Import & Export screen from displaying the correct items.
- MarketTime now displays relevant pop-ups for Salespeople who are not connected to a Sales Agency.
MOBILE APP
- The MarketTime app now requires a sync prior to using it if database changes have been made via an app update.
September 22nd, 2022
Website - version 5.0.30
Order Entry
- Improved responsiveness when switching Manufacturer and a Size, Color, Style grid popup is open.
Order Payments
- Resolved issue that caused an “Invalid Commission Split” error caused by invalid calculations
- Corrected invalid link for Invoice Import Template
Reporting
- Corrected certain commissions reports from showing more than two decimal places
Misc.
- Initial implementation of order delivery from MarketTime to Stream
- Continued improvement to mtPay for Parent/Child relationships for Manufacturers
- Added mtPay-related transaction history data
- Resolved an issue preventing the ability to update the Unit Price of an item with Linked Items on it.
- Resolved issue with the Bulk Delete feature when finalizing an order on B2B
- Updated logic when Order Date is greater than a future date for mtPay orders to set Payment Terms to Pay Upon Shipment
September 15th, 2022
Website - version 5.0.29
Order Payments
- Corrected issue that displayed an infinite loading icon when attempting to use the Split Commission feature during Quick Invoice Entry.
B2B
- Resolved issue causing the incorrect status to be displayed when a Manufacturer switches between pricing policies (Needs Brand Approval, Retail Price, etc.).
- Discontinued items should no longer appear as suggested items when finalizing an order.
- Resolved an issue that prevented some related items from appearing when clicked on.
Misc.
- Added filter to mtPay-enrolled Manufacturers to filter uncaptured dollars from mtPay orders.
- Updated text to final window of the Create Salesperson process to better reflect requirements.
- Updated text to final window of approving Retailers to better reflect requirements.
- Resolved issue where count of Linked Items was incorrect when browsing/editing items.
September 8th, 2022
Website - version 5.0.28
Order Payments
- Resolved issue that caused NULL (empty) Payment/Shipping fields in the database when creating a Summary Order for a retailer with default terms for a given Manufacturer.
B2B
- Added ability to hide Manufacturer City/State/Zip on the Brand page.
- Corrected visual issue that displayed “-1” when no items were found while browsing/searching for items.
- Updated toast message to appear in foreground when adding items to basket from a Digital Catalog.
- Resolved issue that prevented data from appearing when a single Manufacturer was assigned to a Category Group.
- Corrected the count of Promotions that appears when browsing Promotions.
- When clicking on the Company Logo during checkout, the system now asks the user if they’d like to log out, rather than taking them to the home page of the B2B website.
- Resolved an issue preventing items from being added to the basket when using a Manufacturer’s Hotspotted Banner to shop.
- Corrected text on browser tab.
- System now properly prevents retailers from seeing items they shouldn’t have access to by using the Teaser Item’s Related Items feature.
- Corrected cart total discrepancy between totals displayed between the Home Page and when browsing items.
- Related items now display item variants as needed.
Misc.
- When importing products, leaving a dollar sign ($) in the price-related columns should no longer default the price to 0.
- Updated text to clearly direct mtPay-approved retailers where to manage payment terms.
- MarketTime now displays the proper Financing Status for mtPay-approved retailers who have not applied for terms.
- Updated toast message that appears when creating a Category Group with a name that already exists.
MOBILE APP 5.6.0
Misc.
- Updates made to accommodate the new custom options for the PDF form from the website.
September 1st, 2022
Website - version 5.0.27
Order Payments:
Update Order Status to INVOICED if an invoice is tied to the Order - No longer dependent on the Auto Close %
Resolved issue with Posting Commissions when rounding error was present
August 25th, 2022
Website - version 5.0.26
Help Desk:
- Redirect MT Users to Zendesk to access the Markettime monthly release note
- Update Help Article links in MarketTime
mtPay:
- Resolved issue with changing customer on an order
-
B2B:
- Resolved issue with Hotspottable images not showing Item Detail Page
- Forgot password to Display proper message when user enters the invalid Confirmation code.
- Resolved issue where Manufacturer name is not visible when user adds items to favorites list
- Finalized order page, Promotion/Special offer dialogue, Pagination and per page are now properly positioned in the B2B user interface
- Resolved Issue where Items were not added when user adds from favorite item popup
- Resolved issue with "What's Trending" page not showing proper Volume pricing for items
- Resolved issue where Clicking on Category Group button on B2B site doesn't work if Categories by Manufacturer Name are used
Order Entry:
- Resolved issue where finalization page Total Price was not Calculating according to Volume pricing
-
Resolved issue where users are unable to order when Manufacturer's have a pricing policy value set as the Retail Price
- Resolved issue where Price code is not getting applied in the Basket for Variant items
- Resolved Issue with Preset message to Manufacturers/customers not sending when order is transmitted
Order Payments:
- Resolved issue where customer name displayed multiple times in the commission's history popup
- Resolved issue where Data was still in the history popup after deselecting the manufacturer in the commission's history popup
MISC:
- Validation message was not displaying when user enter more than 30 characters in the UPC1, UPC2 & UPC3
- Resolved issue where Item does not load when user clicks on "last" button of digital catalog
- UI issue when user tries to manually tag item in digital catalog
- Resolved issue with Top Selling items not properly displaying custom Items
August 4th, 2022
Website - version 5.0.25
HostedPCI
- HostedPCI has been introduced to the most recent version of the mobile app in anticipation of the release of HostedPCI as the new tokenization provider.
mtPay
- Additional improvements made to allow Retailers to use mtPay when linked to a “child” record.
- The mtPay icon is now displayed when browsing Manufacturers within a Sales Agency as a visual indicator that the Manufacturer is registered for mtPay.
- Resolved an issue preventing items with discounts from creating a transaction for an mtPay order.
B2B
- Pricing Policy requests for Manufacturer accounts managed by a Sales Agency are now directed to the Sales Agency to manage.
- Teaser items no longer display prices when a user is not logged in.
Order Payments
- Improved error reporting when importing invoices to include if Salesperson to Pay is missing.
- Back-end efficiencies made to the Direct Order entry process on the Quick Entry window when posting Commissions.
- Resolved issue where editing the Invoice Date on the preview step of importing invoices would not save the change made to the field.
Misc
- Refined process of importing Categories/Sub-Categories as a Manufacturer.
- Added Manufacturer column when browsing items using the Browse > Items screen from the navigation menu.
- Various terminology tweaks across the website (RepTime to MarketTime).
- Resolved issue preventing an order from being created for Manufacturers who have their Pricing Policy set to “Show Retail Price”.
Mobile App – version 5.4.0
- The app now properly displays HTML in product descriptions.
- Resolved issue where Payment Terms would not update on an order that was modified from the app after being Transmitted.
- CVV is no longer required when entering in a Credit Card for a Manufacturer who is set to retrieve tokenized cards via HostedPCI.
- Added visual notification when orders are missing a PO Number both on the View Orders and Sync screens. Orders without PO Numbers will not sync to the website.
- If a duplicate Credit Card is added to a Manufacturer using HostedPCI, the original card is updated rather than adding a duplicate record.
July 28th, 2022
Fixes & Improvements
- Accessing Secure Credit Card Tokens
- Enhancements in how the MarketTime platform captures and transmits secure PCI compliant credit card tokens. This release included further updates made in anticipation of the implementation of HostedPCI
into MarketTime.
-
mtPay - a win-win-win payment processing solution that solves pain points for brands, sales agencies, and retailer
- mtPay icon now appears next to Manufacturers who are participating in mtPay.
- Salespeople can now register Retailers for mtPay during
Order Entry. - Salespeople can now use financed transactions (Net Terms) during Order Entry, provided the Retailer has registered and the Supplier is choosing to offer Net Terms via mtPay
- Improved logic in determining if a Retailer is eligible for mtPay, and allowing the Salesperson/Sales Agency to enable a Retailer.
- Salespeople can now edit financed transactions (Net Terms) orders that originate from the B2B Website.
- This release includes updates allowing Salespeople to leverage mtPay while writing orders on the web portal (apps.markettime.com).
- B2B
- Resolved some visual inconsistencies when viewing a B2B website on
a phone. - Resolved an issue preventing the ability to update Ship Date on an order within a B2B website.
- Discontinued items can no longer be added to the "What's Trending" section.
- Order Entry
- Improvements made to the credit card popup during Order Entry when finalizing an order with a customer that has default payment terms that are a Credit Card.
- When creating a Summary Order, both Salesperson and Salesperson to Pay fields are populated correctly based on the Retailer/Manufacturer.
- System no longer adds a comma to the end of an address when using the “Copy from Bill/Ship To” to populate address info on Credit Cards.
- Resolved a rare issue where item pricing would not appear if an item had variants.
- When creating a showcase, a proper message appears if an Order Code is not selected.
- Cancelled orders are no longer able to be Transmitted.
- Order Payments
- Resolved an issue preventing the ability to export a Check Log entry or Check details when there is no Salesperson to Pay on an invoice.
- Resolved an issue where Invoice Dates wouldn’t appear when exporting data from the Invoices screen
- When importing Invoices, Invoice Date is now a required value.
- Reporting
- Sorting by Cancel Date in the Customer Order History report now function as intended.
- Corrected rare issue with Manufacturer Quick Report YTD totals not being accurate.
- General
- Resolved an issue preventing payment terms to be defaulted for some Ship To records.
- Improved the ability to default payment/shipping terms. This data now saves for each Ship To record rather than the customer a whole.
- Resolved an issue preventing the ability to assign Salespeople to Territories due to a visual bug.
- Resolved a rare issue where items would appear on a B2B website when Show on Website was NO.
- Misc
- Spelling errors were corrected when exporting items from the Import & Export screen.
- Updated error reporting when using MarketTime API
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