Quick Start User's Manual - usmto

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Builders and Distributors The screenshot below shows the order form. Builder List and Distributor List buttons will show you tables for system recognized builder and distributor companies. Note: Your company’s BDID will be filled in automatically in either the Distributor or Builder’s field. 9 | P a g e A d d i n g O r d e r s
Finding items in all lookup lists can be accomplished by using the search and filter fields at the top of each of the lookup tables. The search will look through the list and return any items containing the word or phrase you type. Remember to click the Apply Filter button to start the search. Tip: When looking up builders, distributors, or products, the corresponding lookup table that appears will default the list to that of your frequently used. This is a filter that you can manually turn off by deselecting the Frequently Used checkbox and clicking Apply Filter. 10 | P a g e A d d i n g O r d e r s
Page 1 and 2: Getting Started with USMTO AMT - Th
Page 3 and 4: Starting Out Welcome to USMTO! As a
Page 5 and 6: From the USMTO landing page, you ca
Page 7 and 8: Logging in Once you have a username
Page 9: Adding Orders 1. Click Orders on th
Page 13 and 14: Adding Customers There are three wa
Page 15 and 16: If you’d like to add a customer t
Page 17 and 18: Type in the value of the order in t
Page 19 and 20: In the next screen (below) you’ll
Page 21 and 22: Editing and Deleting Orders You can
Page 23 and 24: Entering Order Cancellations 1. Hov
Page 25 and 26: Setting up the Geography To start,
Page 27 and 28: To add a whole county to your terri
Page 29 and 30: Modify an Existing Territory You ca
Page 31 and 32: Click the underlined county link to
Page 33 and 34: Select the desired criteria from al
Page 35: Contact Information The Association

Quick Start User's Manual - usmto

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