Establish Settings in Marketron Exchange

To perform the one-time establishment of the settings in Marketron Exchange, complete the following steps:

  1. Right-click the system tray icon and select Settings, or if Marketron Exchange is already running, go to Tools>Settings.

    2. note NOTE - Only Marketron Traffic clients will see the Handling tab mentioned in step 4.

  2. On the General tab, enter the following information:

    3. Sample General Tab

    1. Account Information - Enter your User Name, Password, and Customer Number. These are provided to you by Marketron when you sign up for Marketron Exchange. Click the Check Credentials button to verify your entries.
    2. Functionality - Select the Run at Startup option. This option is the recommended default to ensure the Marketron Exchange Client opens each time you start/reboot your computer.

      3. note TIP - The Marketron Exchange Client will run in the background and can be accessed by clicking on the Marketron Exchange icon in your system tray.)

    3. Check for new orders every - Allows you to set how often the Client refers to the Server, in minutes or hours, for new orders. You may also manually ask for new orders from the Server from within the Marketron Exchange Client window by clicking the Refresh button.
    4. Traffic System - Allows you to set the proper output format. Select the Traffic system you intend to use for importing orders.
  3. On the Stations tab, you will find settings for stations and using sub-folders.

    4. Sample Stations Tab

  4. On the Stations tab, enter the following information:

    1. Select one station for which you will be responsible. Use the browse button to browse or enter the file location where Marketron Exchange Client will save the orders for pick up by the order conversion application. For Marketron Traffic this is Electronic Contracting, for DeltaFlex this is SalesLink, for Visual Traffic this is Order Import Wizard.
    2. If you are responsible for orders on more than one station, select those stations. The folder path will default from the previous path, but can be edited as needed.

      3. note NOTE - Marketron recommends that users have exclusive station assignment OR, if multiple users must share stations, Marketron recommends that all users set the stations to a common shared network path.

    3. If you would like the system to automatically create sub-folders for each sender download under the main stations folders, activate "Use Sender sub-folders" by placing a checkmark in the box. For example, the system will create folders for "C:\MKTNExchange\Katz" or "C:\MKTNExchange\Strata."

      4. note NOTE - Use of this option is not recommended for Visual Traffic users, because order import within Visual Traffic uses a global setting for the folder location. This option is also not available for Marketron Traffic users who elect to use the sub-folders option by seller name, found on the Handling tab.

  5. On the Handling tab (only available to Marketron Traffic users), use the settings to choose to have downloaded order files placed in sub-folders based on the seller name (i.e., the station salesperson name as it is registered in the Sender/Rep Firm software) and for which Sender/Rep Firm the sub-folders should be activated.
    6. Sample Handling Tab

    In the example above, “normal” orders that come from Katz, Donovan, and Strata will be placed in Station sub-folders that are categorized by salesperson name, as that name is registered in the Sender/Rep Firm software. The Station IT staff can then apply folder permissions so that only JSmith (seller) will see the JSmith folder and the orders contained within from Katz, Donovan, and Strata (senders). JSmith can use his/her secure folder to bring his/her orders into Marketron Electronic Contracting, without need to have Marketron Exchange Orders Client installed. Also, Station management can be assured that JSmith will not have access to any other salesperson’s orders.

    Orders that need attention (red) can be managed in Marketron Exchange Orders Client by the traffic manager (or station-designated personnel) for follow-up and resolution with the appropriate parties.

    If “Use Seller Name sub-folders for these Senders” is not activated (no check mark), the orders will continue to go to the general, non-salesperson-specific folder to be managed by the traffic manager and/or sales assistant.

    note NOTE - If the "Use Seller Name sub-folders for these Senders" option is activated, this will automatically deactivate the option to "Use Sender sub-folders" on the Stations tab (see step #3). If the "Use Sender sub-folders" option is activated, this will automatically deactivate the "Use Seller Name sub-folders for these Senders" option.

  6. Click OK.