Quick Start User's Manual - usmto

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Importing Orders To add orders in bulk, click on the Import Orders button in the Current Orders Management screen. Note: Importing bulk orders into USMTO via spreadsheet can be particularly handy when your orders are being pulled from your own database. 17 | P a g e A d d i n g O r d e r s
In the next screen (below) you’ll have the option to upload your orders via CSV file. Click Sample Upload File to download the CSV template used to upload orders. Important Note: CSV files must be formatted precisely in order to be read by USMTO – the program will not accept the file if formatted incorrectly. Make sure the headers are spelled correctly (the same ones used in the Sample Upload File) and that all zip codes and NAICS codes are valid. 18 | 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 and 10: Adding Orders 1. Click Orders on th
Page 11 and 12: Finding items in all lookup lists c
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: Type in the value of the order in t
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

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