Quick Start User's Manual - usmto

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Company Profile Management All USMTO users may edit their own profile details (username, password, job title, contact info etc.). The user designated as “Main” may also edit company contact information, delete users, and modify other users’ profiles. 1. Click Profile at the top of your screen. 2. Click Edit to change company information. 3. Click Add to add a new user to company profile. 4. Click email address of existing users then Edit to change password, phone number, email address etc. 7 | P a g e C o m p a n y P r o f i l e M a n a g e m e n t
Adding Orders 1. Click Orders on the menu bar. 2. Click Current Data to add new orders. 3. Select the Available Periods. These are months where there are no orders submitted. 4. On the next screen Current Order Management, click Add at the middle right to open the form that captures all of the information about your orders. 8 | 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: Logging in Once you have a username
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 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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