Market Xpert Help Library
Help Topics:
- General Information
- Training Resources
- Introduction
- Item Search
- Bid Wizard
- Price Strategies
- Ink & Toner Finder
- Reports
- Settings
- Preferences
- Market Xpert Basics
- Item Search
- Search Basics
- Search Results List
- Quick View
- Add Item to Bid
- Item Details
- Details Overview
- Competitive Data
- Substitutes
- Additional Sources
- Stock Check
- Bid Wizard
- Introduction
- Whats New?
- Create a New Bid
- Edit Functions
- Export Functions
- Schedule Functions
- My Presentations
- Price Strategies
- Ink & Toner
- Reports
- Custom Settings
- Preferences
- Overview
- Stock Check Setup Guide
- Chain Flags
- Manufacturer Information
- Essendant Facilities
- SPR Facilities
- IT - Site Options
- V1 - SP Richards EDI
- V2 - Essendant EDI
- V4 - Azerty EDI
- V6 - Supplies Network EDI
- V7 - Lagasse EDI
- VA - SPR Canada EDI
Essendant Market Xpert YouTube Video Series
Video 20: Preferences
- This guide covers setting your company preferences.
- Watch the video
Outline
Ø Preferences are only available to the main Market Xpert account login. Individual user logins do not see the Preferences toolbar Button
Ø Login to your Market Xpert account
Ø Click the Preferences Button on the toolbar
Ø Click the Site Options
Ø Click AA - General Options
· The chains to display option lets you enter a custom list of chain codes you want your users to see. See the list of chain sources for a listing of the chain codes
· Stock check can be enabled or disabled for your entire account here
· You can select a default search method
· You can select to show chain history in the item display. When selected a plus sign will appear next to the chain name
Ø Click DS – Display Sequence
· Here you can decide the order in which items will be selected. This is typically your ‘call sequence’, who you buy products from first
· The Display Sequence is a very important setting that determines which sources are favored when matching items in Market Xpert
Ø See Bid Wizard – Introduction for information on the EX - Bid Wizard options
Ø See Price Strategies – Using in Market Xpert for information on the PR – Custom Pricing options
Ø See Bid Wizard – My Presentations for information on the WD – Presentations options
Ø The remainder of the preferences are for the stock check function
Ø See Setting Up Stock check in the Market Xpert Help section for information on these options