Quick Start User's Manual - usmto

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To add a series of zip codes to your territory definition click the Select by Zipcodes radio button. 1. Select the country and the state from the drop down menus. 2. Then type the zip-codes you wish to use into the box or copy and paste the zip-codes from an external source to add definition to your territory. 3. Click Save Zipcode to save the entered zip-codes and return to your territory screen. 27 | P a g e D e f i n i n g T e r r i t o r i e s
Modify an Existing Territory You can modify your territories by adding or deleting on the state, county or zip-code level. To add, merely follow the steps outlined above for defining your territory geography. To delete aspects of your territory, start by clicking on the territory you wish to modify. You can delete the entire state by clicking Delete to the right. 28 | P a g e D e f i n i n g T e r r i t o r i e 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 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: To add a whole county to your terri
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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